reports
- Felix Fischer
Iran Conflict – Impact On Supply Chains And Our European Key Sector Co...
Following the attack on Iran by the US and Israel late last month which targeted key military sites and strategic infrastructure, as well as a retaliation by Iran, there have been structural shifts in the oil & gas and energy markets. In this report, we discuss the effects of these structural shifts, as well as the impact of the conflict on global supply chains and our coverage universe.
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
ETL EUTELSAT COMMUNICATIONS SA
VK VALLOUREC SA
TLW TULLOW OIL PLC
EO FAURECIA SA
105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
LBTYA LIBERTY GLOBAL PLC CLASS A
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
RXL REXEL SA
DBG DERICHEBOURG SA
725180 STADA ARZNEIMITTEL AG
TNET TELENET GROUP HOLDING NV
TUI1 TUI AG
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
VCP VICTORIA PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
INLOT INTRALOT S.A. - INTEGRATED LOTTERY SYSTEMS & SERVICES
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
7201 NISSAN MOTOR CO. LTD.
9984 SOFTBANK GROUP CORP.
103M SASOL LIMITED
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
PL8 PLAYTECH PLC
ARW ARROW GLOBAL GROUP PLC
NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
PRAA PRA GROUP INC.
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
- Jayanth Kandalam
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
- Jayanth Kandalam
Sasol - Earnings Flash - H1 FY 2025-26 Results - Lucror Analytics
Sasol reported weak but acceptable H1/25-26 numbers, as higher volumes across businesses were offset by soft pricing. The company recorded several impairments and was impacted by certain one-off issues, including the shutdown of an ethylene terminal for TAR. Several cost-saving and business restructuring programmes were initiated and have already yielded results, although these involved one-off costs. Cash-flow generation was somewhat weak, but should improve thanks to working-capital reversal. ...
- Jayanth Kandalam
- Josseline Jenssen
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Jayanth Kandalam
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Jayanth Kandalam
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
- Felix Fischer
- Jayanth Kandalam
- Felix Fischer
- Filipe Botelho
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
- Trung Nguyen
- Jayanth Kandalam
- Josseline Jenssen
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
- Trung Nguyen
- Egor Fedorov
EM Credit Spark/EM credit and trade ideas update
While macroeconomic events were relatively subdued at the end of the month, CEEMEA corporates generated a wave of significant credit news: Sasol, Sibanye Stillwater, and WE Soda reported stronger-than-expected results, while Turk Telekom finalised its long-awaited licence concession agreement with the Turkish telecoms regulator. The upcoming week features key macroeconomic data releases, including US labour market figures. The geopolitical calendar will also be active, with China hosting politic...
- Jayanth Kandalam
Sasol - Earnings Flash - FY 2024-25 Results - Lucror Analytics
Sasol has reported weak FY 2024-25 results, albeit there was underlying improvement in some businesses. Cash flow was decent, with moderately positive FCF. Looking ahead, the macroeconomic landscape is challenging, although the outlook is for a gradual improvement in earnings, cash flow and net debt on the back of cost optimisation, a focus on mix and robust capital management. Liquidity is adequate, and Sasol has solid market access. We maintain our "Hold" recommendation on the bonds.
- Jayanth Kandalam
- Jayanth Kandalam
- Tanvi Arora
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