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Felix Fischer ... (+4)
  • Felix Fischer
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Adecoagro, SierraCol, Alpek, Vale, Telecom Argentina, Alsea, CEMEX, Nemak

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Brava Energia, Telecom Argentina, Orazul, Adecoagro

Josseline Jenssen ... (+2)
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: AI Candelaria, Liberty Puerto Rico, Telecom Argentina

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Aeropuertos Argentina 2000, Telecom Argentina, Aeromexico, Suzano, GOL, JBS, Arcos Dorados

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Hunt Oil, Telecom Argentina, Azul, Hidrovias, Braskem Idesa

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Pampa Energia, Geopark, Telecom Argentina, Auna, GOL, Azul, Hidrovias

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: SierraCol, Arcos Dorados, Telecom Argentina, Geopark, Azul, InRetail RE, JBS, Tupy, Eletrobras

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Brava Energia, Petrobras, Agrosuper, Telecom Argentina, Pampa Energia, JBS, InRetail RE, InRetail Consumer, Adecoagro

Felix Fischer
  • Felix Fischer

Latam Trade Book - 14 April 2025 - Lucror Analytics

In the latest edition of our LatAm Trade Book, we review most of our current trade recommendations. We also discuss key metrics of the issuers and how the bonds fare relative to peers. Please reach out to our analysts to discuss any of these ideas, or other trade recommendations from our LatAm coverage.

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Brava Energia, Canacol, Telecom Argentina, Natura, Azul, Marfrig, Movida

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: TGS, Telecom Argentina, LATAM Airlines, Hidrovias, Ultrapar

Telecom Argentina S.A.: $1.25 billion acquisition of Telefónica Argent...

Telecom Argentina's $1.25 billion acquisition of Telefónica Móviles Argentina from Spain's Telefónica will enhance the buyer's market power without significantly worsening its leverage.

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Falabella, Alsea, Embraer, Geopark, Camposol, InRetail RE, InRetail Consumer, CSN, Telecom Argentina, Hidrovias, FS Agrisolutions

Felix Fischer ... (+4)
  • Felix Fischer
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Gran Tierra Energy, Hunt Oil, Canacol, Telecom Argentina, Vale, Azul, CEMEX, FS Agrisolutions, Hidrovias

Telecom Argentina S.A.: Update following upgrade to Caa1

Our credit view of this issuer reflects its dominant market position.

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Telecom Argentina, BRF, Auna, Total Play, Braskem Idesa

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Embraer, Natura, Telecom Argentina, Rumo, Avianca, VTR Finance, Aeropuertos Argentina 2000, Hidrovias, Movida

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