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Felix Fischer
  • Felix Fischer

Europe HY Trade Book - Capital Goods - Lucror Analytics

The Europe HY Trade Book - Capital Goods includes current trade recommendations drawn from our European HY capital-goods coverage universe, along with relative-value scatter plots and a peer table. 

Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Felix Fischer ... (+3)
  • Felix Fischer
  • Haidje Rustau
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: TDC NET, Altice France (SFR), Rexel, PureGym

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/15/2025

Rexel: solid Q3 sales despite lack of price acceleration.|LVMH: Q3 sales exceed expectations, confident for 2026|Bouygues, Iliad and Orange make a joint bid for a large part of SFR assets|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 15/10/2025

Rexel : un bon CA T3 malgré l’absence d’accélération sur les prix.|LVMH : CA T3 supérieur aux attentes, ton plus assuré pour 2026|Bouygues, Iliad et Orange font une offre commune sur la majeure partie des actifs de SFR|

Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
 PRESS RELEASE

Rexel: Robert Schuchna coopted as a Director

Rexel: Robert Schuchna coopted as a Director ROBERT SCHUCHNA COOPTED AS A DIRECTOR At its meeting of 14 October 2025, Rexel’s Board of Directors unanimously co‑opted, on the recommendation of the Nomination, Governance and CSR Committee, Robert Schuchna as a non‑independent member of the Board, effective 15 October 2025. A partner at Cevian Capital, Robert Schuchna joins the Board following a proposal from Cevian, which holds approximately 23% of Rexel’s share capital. He succeeds Marcus Alexanderson, a non-independent Director who was also proposed by Cevian in May 2017 and who has annou...

 PRESS RELEASE

Rexel: Robert Schuchna coopté en tant qu'administrateur

Rexel: Robert Schuchna coopté en tant qu'administrateur ROBERT SCHUCHNA COOPTE EN TANT QU’ADMINISTRATEUR Lors de sa réunion du 14 octobre 2025, le Conseil d’administration de Rexel a coopté à l’unanimité, sur recommandation du Comité des nominations, de la gouvernance et de la RSE, Robert Schuchna en tant que membre non-indépendant du Conseil, à effet du 15 octobre. Associé chez Cevian Capital, Robert Schuchna rejoint le Conseil à la suite de la proposition formulée par Cevian, lequel détient environ 23 % du capital de Rexel. Il succède à Marcus Alexanderson, administrateur non-indépendan...

 PRESS RELEASE

Rexel: Q3 2025 sales

Rexel: Q3 2025 sales  Q3 2025 SALESSame-day sales up +3.0%, increasing sequentially for sixth consecutive quarterGrowth driven by solid North America, slightly improving trends in Europe FY 25 targets confirmed → Q3 25 sales of €4,758m, up +3.0% on a same-day basis North America up +7.4% on a same-day basis High-growth verticals (datacenters and broadband infrastructure) contributing to more than 50% of the growth in the USContinued investment to accelerate penetration in those verticals: new datacenter-focused distribution center in Reno (NV), expansion of Talley in CanadaGood pass-throug...

 PRESS RELEASE

Rexel : Ventes du T3 2025

Rexel : Ventes du T3 2025 Ventes du T3 2025Ventes à jours constants en hausse de +3,0%, en progression séquentielle pour le sixième trimestre consécutifCroissance portée par l'Amérique du Nord, légère amélioration des tendances en EuropeObjectifs annuels 2025 confirmés → Ventes de 4 758M€ au T3 2025, en hausse de +3,0% à jours constants L'Amérique du Nord progresse de +7,4% à jours constants Les segments à forte croissance (datacenters et infrastructures à haut débit) contribuant pour plus de 50% de la progression des États-UnisPoursuite des investissements pour accélérer la pénétration d...

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