Credit Morning 09/29/2025

Jaguar Land Rover secures £ 1.5bn loan as production could soon restart|Verisure sets the price for its initial public offering between €12.25 and €13.50 per share|Cerba: S&P revises the outlook of the CCC+ rating to Negative from Stable|

Morning Crédit 29/09/2025

Jaguar Land Rover obtient un prêt de 1.5 mds GBP alors que la production pourrait bientôt redémarrer|Verisure fixe le prix de son introduction en bourse entre 12.25 et 13.50 euros par action|Cerba : S&P revoit la perspective du rating CCC+ de Stable à Négative|

Lufthansa : Lufthansa CMD: Mid-term plan towards an 8-10% adjusted EBI...

Lufthansa : Lufthansa CMD: Mid-term plan towards an 8-10% adjusted EBI...

INFORME DIARIO 15 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IAG, ROVI, SECTOR ELÉCTRICO ESPAÑA. Las bolsas continúan al alza La semana en Europa terminó con ganancias, dirigidas por un Ibex 35 que se mantiene cerca de los 15.300 puntos gracias a los valores financieros y a Inditex. En el STOXX 600 los mejores sectores fueron Bancos e Industria mientras que defensivos como Alimentación y Telecomunicaciones presentaron las mayores cesiones de la semana. Por el lado macro, en R. Unido la producción industrial ...

IBERIAN DAILY 15 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ELECTRICITY SECTOR, IAG, ROVI. Stock markets continued to rally European stock markets ended with gains last week, with the Ibex35 remaining near 15,300 pints thanks to financial groups and Inditex. In the STOXX 600, Banks and Industrials were the best performers whereas defensive sectors such as Food and Telecoms posted the biggest drops last week. On the macro side, in the UK, the monthly GDP stagnated unexpectedly in July. In Spain, S&P upgraded the country’s credit rating by o...

International Consolidated Airlines Group SA: 1 director

A director at International Consolidated Airlines Group SA sold 80,000 shares at 395p and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over th...

IAG : New 2030 bond

IAG was back into the bond market last week through the issuance of a € 500m 5Y unsecured bond priced at MS+103bps (i.e. a yield of 3.4%), which is at the lower end of the price guidance (MS+103-107bps) and tighter than the IPT (MS+135bps). Proceeds from the transaction will be used for general corporate purposes, including funding the tender offer launched in parallel to redeem any or all of its outstanding 2027 and 2029 bond. The impact from the transaction on the company’s net leverage is neu...

IAG : New 2030 bond

IAG was back into the bond market last week through the issuance of a € 500m 5Y unsecured bond priced at MS+103bps (i.e. a yield of 3.4%), which is at the lower end of the price guidance (MS+103-107bps) and tighter than the IPT (MS+135bps). Proceeds from the transaction will be used for general corporate purposes, including funding the tender offer launched in parallel to redeem any or all of its outstanding 2027 and 2029 bond. The impact from the transaction on the company’s net leverage is neu...

Credit Morning 09/05/2025

Coty: S&P cuts outlook to negative, ending five years of positive rating actions|Dometic prices new bond at 5%|

Morning Crédit 05/09/2025

Coty : S&P a abaissé l’outlook à négatif mettant fin à 5 ans d’actions positives sur la note|Dometic prices new bond at 5%|

Credit Morning 09/03/2025

Derichebourg : profit warning on FY24/25 EBITDA|

Morning Crédit 03/09/2025

Derichebourg : profit warning sur l’EBITDA 2024/25|

Credit Morning 09/02/2025

IAG: New bond issuance and tender offer|MPS raises Mediobanca bid by adding about €750 m cash|

Morning Crédit 02/09/2025

IAG: New bond issuance and tender offer|Renforcement de l’offre sur Mediobanca|

Lucror Analytics - Convertibles Brief

In today's Convertibles Brief publication we comment on developments of the following high yield issuers: Nissan Motor, Air France-KLM

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Boels, Progroup, Rekeep, Stada, Salt, Iliad, PureGym, Lowell, TDC NET, Eolo, Allwyn (formerly Sazka), Altice International, CBR Fashion, Profine, United Group, Versuni, Canpack, Intrum, Industria Macchine Automatiche, Altice France (SFR), Tele Columbus, Loewen Play, Techem, Best Secret, Neopharmed, Polynt, TAP, Air France-KLM, Kem One, Advanz Pharma, Eircom, Nissan Motor, Samvardhana Motherson, S...