reports
- Julie Boote
PSA Autos / New Mobility: Large US Import Tariff Hit Dismissed by Mark...
As the US is introducing new import tariffs, the auto sector is among the worst hit in corporate Japan. Japanese automakers are set to book major losses related to tariffs, leading to substantial FY25 earnings’ declines. Yet, after an initial negative stock market reaction, share prices have recovered close to or above pre-tariff levels. Analyst Julie Boote investigates.
- Josseline Jenssen
- Trung Nguyen
- 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: SIG plc, Playtech, Flos B&B Italia, Liberty Global, Almaviva, Engineering Group, Trivium, Tata Motors, Nissan Motor, Froneri, Modulaire, Clarios, Itelyum Group, Italmatch Chemicals, Synthomer
- Leonard Law
- Trung Nguyen
- Felix Fischer
Asia Monthly – July 2025 In Review - Lucror Analytics
In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in July 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on deve...
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4755 TATA STEEL LIMITED
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- Trung Nguyen
Nissan Motor - Earnings Flash - Q1 FY 2025-26 Results - Lucror Analyti...
Nissan's Q1/25-26 results were better than expected, given the lower-than-guided operating loss and negative FCF. The balance sheet and liquidity remain solid, which will likely support Nissan through its ambitious restructuring plan. We view positively the new management team's clear communication and conservative guidance, with the numbers exceeding expectations (at least in Q1). This lends more credibility to the company's ambitious restructuring plan.
- Si Yong Ng
- Trung Nguyen
- Felix Fischer
- Haidje Rustau
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- Trung Nguyen
- Trung Nguyen
- Haidje Rustau
- Jayanth Kandalam
- Si Yong Ng
- Trung Nguyen
- Leonard Law
- Trung Nguyen
- Trung Nguyen
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- Leonard Law
- Trung Nguyen
- Trung Nguyen
- Felix Fischer
- Peter Low
- Si Yong Ng
- Trung Nguyen
- Leonard Law
- Tanvi Arora
- Trung Nguyen
- Trung Nguyen
Nissan Motor - New Issue Assessment - Lucror Analytics
Nissan Motor launched a dual-currency multi-tranche 144A/RegS senior unsecured bond offering yesterday to raise USD 4 bn. The offering comprises USD notes with maturities of 5, 7 and 10 years, as well as EUR notes with maturities of 4 and 8 years. The proceeds will be used for refinancing and general corporate purposes. We find IPT for Nissan's proposed USD notes at mid 7% for the 5Y bonds, high 7% for the 7Y notes and low 8% for the 10Y bonds as fair.
- Trung Nguyen
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