Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Liberty Global, Fedrigoni, Oriflame, Synthomer, AMS Osram, Tele Columbus

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Boparan, Tele Columbus, Klockner Pentaplast, Allwyn (formerly Sazka), Wagamama, Vedanta Resources

Tele Columbus - ESG Report - Lucror Analytics

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Applus, Verisure, CeramTec, Kiloutou, Odido, Eolo, Flora Food Group, Altice France (SFR), evoke, FiberCop, Tele Columbus, Engineering Group, Altice International, Intralot, Mehilainen, Itelyum Group, Voyage Care, Grupo Antolin, Benteler International, Neopharmed, Cheplapharm, Industria Macchine Automatiche, Allwyn (formerly Sazka), Victoria, Best Secret, Softbank Group, Profine, Bombardier, Grune...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Atalian, Loxam, Progroup, PureGym, CBR Fashion, United Group, TeamSystem, CABB, Travelodge, Zegona, Tele Columbus, Ardagh, Guala Closures, Cirsa, Bertrand Franchise, Canpack, Odigeo, Vallourec, La Doria, Centrient, Paprec Group, Flos B&B Italia, Boparan, Itelyum Group

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Verisure, European Entertainment Group, Tele Columbus, Eolo, Nimlas, Engineering Group, Modulaire, Allwyn (formerly Sazka), Grupo Antolin, Omnia Technologies, Bertrand Franchise, Neopharmed, Nexans

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Guala Closures, CeramTec, Arrow Global, Tele Columbus, Salt, Altice France (SFR), Infopro Digital, Nimlas, Almaviva, Cirsa, CABB, Ardagh, Canpack, Paprec Group, IRCA Group, Tullow Oil, Tereos, Oriflame

Europe HY Trade Book - Media & Communications - Lucror Analytics

The Europe HY Trade Book - Media & Communications includes current trade recommendations drawn from our European HY media & communications coverage universe, along with relative-value scatter plots and a peer table. 

German FTTH Deep-Dive: It should be worth the wait Rational structure...

We hope that all of our readers have enjoyed a good summer break and welcome back! A couple of weeks ago in the dog days of August, we published a deep-dive note looking at the German FTTH market. However, we realise that a lot of our readers might well have been on the beach then with far better things to do.

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Loxam, Atalian, Progroup, Techem, Fedrigoni, Tele Columbus, Odido, EVOCA, Pfleiderer, Victoria, Mehilainen, Biofarma, Cerba, Picard, Scan Global Logistics, Odigeo, Lecta, Stena AB

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...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Tele Columbus, Victoria, International Personal Finance, Odido, Intrum, Atalian, CeramTec, Advanz Pharma, Cheplapharm, Borr Drilling, Lecta, Grunenthal, Mehilainen, Polynt, Kem One, Voyage Care, Mooney (formerly SisalPay)

German FTTH Deep-Dive: It should be worth the wait Rational structure...

Growth in German broadband market volumes is slowing, but that isn’t the end of the world as we see ever-increasing evidence of a rational market structure evolving with fibre overbuild likely to be far lower than in most other markets. This should support a rational pricing outlook and de-risk the payback on high levels of FTTH capex per premise.

Tele Columbus - ESG Report - Lucror Analytics

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: PeopleCert, Stada, Kiloutou, Loxam, CeramTec, Progroup, Playtech, Tele Columbus, CBR Fashion, Best Secret (Schustermann & Borenstein), Grunenthal, Novafives, Intrum, Profine, Flos B&B Italia (formerly International Design Group), Odido, Multiversity, Paprec Group, Cheplapharm, Engineering Group, Itelyum Group, Motel One, Tereos, Iberconsa, Stena AB, Mooney (formerly SisalPay)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Progroup, Atalian, Loxam, Salt, United Group, Altice France (SFR), TeamSystem, Altice International, VodafoneZiggo, Tele Columbus, Kiloutou, Techem, THOM Europe, EnQuest Plc, Grunenthal, Cirsa, SIG plc, Derichebourg, Forgital, Vallourec, Mahle, CABB, Stena AB, Bertrand Franchise, Canpack, Benteler International, Azelis, Motel One, Grupo Antolin

TeleColumbus (Overweight) Q1 25: Pricing power leads to KPI wobble

TeleColumbus Q1 results would suggest the introduction of some long-awaited pricing power on their broadband product, but this has been offset by weaker KPIs. EBITDA in Q1 was also slightly weaker than expected on higher costs.

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Kiloutou, Tele Columbus, Odido, Guala Closures, Tereos, Sasol, Novafives, Paprec Group, CMA CGM, Bertrand Franchise, CBR Fashion, Grunenthal

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: AMS Osram, Nexans, Lowell, Aston Martin, Constellium, Pfleiderer, Loewen Play, Pasubio, Motel One, Synthomer, Ineos Quattro, Air France-KLM, Tele Columbus, Selecta, Progroup, SIG plc, Modulaire, Hapag-Lloyd, Adler Pelzer, International Personal Finance, Stena AB, Standard Profil, Bombardier, Ontex, Vedanta Resources, Cirsa