Europe HY Trade Book - May 2025 - Lucror Analytics

The Europe HY Trade Book for May 2025 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry. We also discuss the US tariff situation and key related impacts.

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Versuni (formerly Philips Domestic Appliances), PureGym, Eircom, Modulaire, Arrow Global, Iliad, Engineering Group, Advanz Pharma, Kem One, Borr Drilling, Travelodge, Trivium, Teva, Premier Foods, Tullow Oil

Premier Foods: 1 director

A director at Premier Foods bought 9,368 shares at 212p and the significance rating of the trade was 52/100. 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 the last two years clearly showi...

Premier Foods - Earnings Flash - FY 2024-25 Earnings Flash - Lucror An...

Premier Foods has reported solid FY 2024-25 numbers, with revenues up 1% y-o-y and adjusted EBITDA rising by almost 6%. Profitability was boosted by positive operating leverage and mix effects, as well as cost savings. Cash flow strengthened, with higher earnings partly offset by increases in capex, cash interest and taxes. We calculate net leverage of 0.7x, down 0.4x from H1/24-25. We expect a decent FY 2025-26 performance, supported by further volume growth, positive mix effects, positive ...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Vallourec, Aggreko, TK Elevator, Aston Martin, Techem, Bite, Virgin Media O2, NewDay, Sunrise, Digi Communications, Telecom Italia, Banijay, Liberty Global, Solenis, Air France-KLM, Flos B&B Italia (formerly International Design Group), Forvia (formerly Faurecia), Flora Food Group (formerly Upfield), Premier Foods, The Very Group, Lecta, Air Baltic, Teva, Standard Profil

Premier Foods - ESG Report - Lucror Analytics

European High Yield Investment Outlook 2025 - Lucror Analytics

In this publication, we review the past year and discuss our outlook for the next 12 months. We begin our discussion with the macro factors at play, including GDP forecasts, the geopolitical landscape and our expectations for cost inflation. We also trace the development of primary markets in the European HY space, and give our view on defaults in general as well as for our coverage universe. We then discuss sector trends and expectations, along with earnings development for companies under our ...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Air Baltic, TAP, Liberty Global, United Group, Techem, THOM Europe, Flora Food Group (formerly Upfield), Softbank Group, Aggreko, Ineos, Premier Foods, Elior

Europe HY Trade Book - December 2024 - Lucror Analytics

The Europe HY Trade Book for December 2024 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.

Premier Foods - Earnings Flash - H1 FY 2024-25 Results - Lucror Analyt...

Premier Foods has reported decent H1/24-25 numbers, with revenues up 1.4% y-o-y and adjusted EBITDA rising by almost 4%. Profitability was helped by positive operating leverage and mix effects, albeit partly offset by higher cocoa prices. The cash-flow performance strengthened y-o-y, with higher earnings and decreased pension contributions partly offset by increases in capex, cash interest and taxes. We calculate net leverage of 1.1x, down 0.1x from FYE 2023-24. We expect a decent H2/24-25 p...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Air Baltic, Aggreko, PHM Group, Rekeep, Hapag-Lloyd, Bite, Applus, Iliad, Digi Communications, Kem One, Axactor, Nomad Foods (Iglo), Premier Foods, CBR Fashion, Telecom Italia, Boparan, Altice France (SFR), Ineos, Ineos Quattro, Casino Guichard-Perrachon

Pladis (UK) Ltd - Company Profile and SWOT Analysis

Summary Pladis (UK) Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Pladis (UK) Ltd (Pladis), formerly United Biscuits (UK) Ltd, is a manufacturer, marketer, and distributor of baked snacks. The company's major product portfolio comprises biscuits, cakes, sweets and sav...

Massilly Holding SA - Company Profile and SWOT Analysis

Summary Massilly Holding SA - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Massilly Holding SA (Massilly) is a provider of metal packaging solutions. The company specializes in the production of various metal packaging products, including closures, cans, aerosol cans, indu...

Toyo Seikan Group Holdings Ltd - Company Profile and SWOT Analysis

Summary Toyo Seikan Group Holdings Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Toyo Seikan Group Holdings Ltd (Toyo) is a manufacturer of packaging containers. Its product portfolio includes metal, plastic, paper, and glass containers; aerosol products and general f...

Premier Foods plc: Update to credit analysis following affirmation of ...

Our credit view of this issuer reflects its established brands, constrained by its customer concentration.

Concept Packaging Group - Company Profile and SWOT Analysis

Summary Concept Packaging Group - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Concept Packaging Group (Concept Packaging) is a provider of packaging solutions. The company's products include a wide range of corrugated products, bubble bags, wood pallets, metal fabrication...

Premier Foods plc: Pension payments suspension is credit positive

The suspension increases the company's cash flow generation capacity and provides greater financial flexibility.

Premier Foods plc: Update to credit analysis

Our credit view of this issuer reflects its established brands, constrained by its customer concentration.

Premier Foods plc: Update following upgrade to Ba3

Our credit view of this issuer reflects its established brands, solid key ratios but also its moderate scale and high geographic concentration.

PREMIER FOODS sees a downgrade to Neutral on account of less fundament...

The independent financial analyst theScreener just lowered the general evaluation of PREMIER FOODS (GB), active in the Food Products industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date October 1, 2021, the closing price was GBp 114.60 and its target pri...