reports
- Felix Fischer
Iran Conflict – Impact On Supply Chains And Our European Key Sector Co...
Following the attack on Iran by the US and Israel late last month which targeted key military sites and strategic infrastructure, as well as a retaliation by Iran, there have been structural shifts in the oil & gas and energy markets. In this report, we discuss the effects of these structural shifts, as well as the impact of the conflict on global supply chains and our coverage universe.
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
ETL EUTELSAT COMMUNICATIONS SA
VK VALLOUREC SA
TLW TULLOW OIL PLC
EO FAURECIA SA
105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
LBTYA LIBERTY GLOBAL PLC CLASS A
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
RXL REXEL SA
DBG DERICHEBOURG SA
725180 STADA ARZNEIMITTEL AG
TNET TELENET GROUP HOLDING NV
TUI1 TUI AG
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
VCP VICTORIA PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
INLOT INTRALOT S.A. - INTEGRATED LOTTERY SYSTEMS & SERVICES
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
7201 NISSAN MOTOR CO. LTD.
9984 SOFTBANK GROUP CORP.
103M SASOL LIMITED
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
PL8 PLAYTECH PLC
ARW ARROW GLOBAL GROUP PLC
NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
PRAA PRA GROUP INC.
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
- ABGSC Financials Research
- Magnus Andersson
- Patrik Brattelius
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Felix Fischer
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
- Trung Nguyen
- ABGSC Financials Research
- Patrik Brattelius
- ABGSC Financials Research
- Patrik Brattelius
- ABGSC Financials Research
- Magnus Andersson
- Patrik Brattelius
- ABGSC Financials Research
- Magnus Andersson
- Patrik Brattelius
- Felix Fischer
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- ABGSC Financials Research
- Patrik Brattelius
- ABGSC Financials Research
- Patrik Brattelius
- ABGSC Financials Research
- Patrik Brattelius
- Felix Fischer
- Haidje Rustau
- Si Yong Ng
- ABGSC Financials Research
- Magnus Andersson
- Patrik Brattelius
- ABGSC Financials Research
- Patrik Brattelius
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Oriflame, Samvardhana Motherson, Telecom Italia, International Personal Finance, Novelis, Intrum, Nexans, Italmatch Chemicals, Asmodee, Lecta, Hapag-Lloyd, Ontex, Modulaire, Vedanta Resources, Softbank Group, Teva
- Felix Fischer
- Haidje Rustau
- Peter Low
- Si Yong Ng
- Tanvi Arora
- ABGSC Financials Research
- Patrik Brattelius
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Intrum, Liberty Global, Iliad, International Personal Finance, Nissan Motor, Borr Drilling, Seche Environnement, Adler Pelzer, Ontex, Nomad Foods (Iglo), Paragon, Boparan, Ineos Quattro
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