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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.

Arcos Dorados Holdings Inc: 1 director

A director at Arcos Dorados Holdings Inc sold 100,000 shares at 8.340USD and the significance rating of the trade was 100/100. 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 y...

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: KUO, Arcos Dorados, AES Andes, Millicom, CSN, Iochpe-Maxion, Braskem Idesa, FS Agrisolutions, Embraer

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: Arcos Dorados, Azul, Total Play

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: Buenaventura, Gran Tierra Energy, Arcos Dorados, Vale

Arcos Dorados Holdings Inc.: Update to credit analysis following ratin...

Our credit view of this issuer reflects its geographic diversification and leading 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: Azul, Usiminas, AI Candelaria, Vale, Arcos Dorados, Cosan SA

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: Cencosud, Arcos Dorados, Avianca, GOL, Azul

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, Brava Energia, Ecopetrol, Energuate, Auna, Gerdau, Vale, Camposol, YPF, Arcos Dorados, Embraer, LATAM Airlines, Nexa, Azul, CSN, Buenaventura, Suzano, Total Play, Nemak, Hidrovias, 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: Ecopetrol, Arcos Dorados, Simpar, GOL, InRetail Consumer, InRetail RE, CSN, Camposol, JBS, Rede D'Or, BRF, Marfrig, Ambipar, Tupy, Adecoagro

Arcos Dorados Holdings Inc.: Update to credit analysis following upgra...

Our credit view of this issuer reflects its geographic diversification within Latin America and leading market position.

Arcos Dorados Holdings Inc.: Update to credit analysis after the chang...

Our credit view of this issuer reflects its good liquidity and its leading market position in Latin America, offset by its foreign exchange rate risk.

Arcos Dorados Holdings Inc.: Update to credit analysis

Our credit view of this issuer reflects its good liquidity and its leading market position in Latin America, offset by its foreign exchange rate risk.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Monitoring Rising Treasury Yields & U.S. Dollar (DXY) The Fed wanting "greater confidence" that inflation is sustainably moving toward its 2% target signals a patient approach with respect to rate cuts, meaning a more restrictive policy than the market expected. This is disproportionately hitting small- and mid-caps which are more sensitive to higher interest rates. This suggests we could see further consolidation for small- and mid-caps, while large-cap indexes (S&P 500, Nasdaq 100, DJI) remai...

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