Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: FiberCop, TGS ASA, Mooney (formerly SisalPay), Lowell, Ineos, Ineos Quattro, Opella

Telecom Italia Spa: 1 director

A director at Telecom Italia Spa sold 82,000 shares at 0.489EUR and the significance rating of the trade was 53/100. 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 years clear...

Credit Morning 10/03/2025

Coty starts refinancing its April 2026 maturities with a USD denominated bond issue|

Morning Crédit 03/10/2025

Coty entame le refinancement de ses échéances avril 2026 avec une émission en USD|

Telecom Italia (Neutral, €0.39) TIM Enterprise Event: Can cloud conti...

Yesterday Telecom Italia hosted a TIM Enterprise event in Milan, where they provided new disclosure on their fast-growing cloud business and gave us a look around a data centre. In this note we discuss what’s driving that growth and whether it can continue.

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Zegona, Telecom Italia, Synthomer, Tullow Oil, Seche Environnement, Froneri

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Selecta, Kiloutou, Infopro Digital, FiberCop, Canpack, Tata Motors, Mahle, Allwyn (formerly Sazka), Forgital

Credit Morning 09/24/2025

ZF extends tender offer – watch out for some price risk|OpenAI, Oracle and SoftBank announce the creation of 5 new data centres in the US|

Morning Crédit 24/09/2025

ZF extends tender offer – watch out for some price risk|OpenAI, Oracle et SoftBank annoncent la création de 5 data centres aux US|

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Omnia Technologies, Telecom Italia, Gestamp, Ineos

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Victoria, Gestamp, Crown Holdings, Telecom Italia, Allwyn (formerly Sazka), Ineos, Nexans, La Doria

Telecom Italia - 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: FiberCop, VodafoneZiggo, evoke, NES Fircroft, Nokia, Novelis, TK Elevator, Kiloutou, Vedanta Resources, Azelis, David Lloyd Leisure, Asmodee

Credit Morning 09/05/2025

Coty: S&P cuts outlook to negative, ending five years of positive rating actions|Dometic prices new bond at 5%|

Morning Crédit 05/09/2025

Coty : S&P a abaissé l’outlook à négatif mettant fin à 5 ans d’actions positives sur la note|Dometic prices new bond at 5%|

FiberCop (Underweight) H1 25: Pressure on core business continues

FiberCop has reported H1 results and provided expectations for 2025 for the first time. Whilst KPI losses continue at the same rate as H2 (albeit worse than H1 2024), the financials are worse (EBITDA AL now expected to be down c.-6% in 2025). Given the deteriorating asset cover and relatively light covenants, we continue to argue that current bond yields do not reflect the risks

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Stada, Techem, Centrient, Eolo, FiberCop, Adler Pelzer, Cheplapharm, Forvia (formerly Faurecia)

Credit Morning 08/29/2025

Strong set of Q2 2025 results with good FCF generation|Advanz Q2 25 call notes: Net leverage will go up in the remaining year before launches kick in|Iliad: no consolidation in Italy, preliminary talks in France in June|

Morning Crédit 29/08/2025

Strong set of Q2 2025 results with good FCF generation|Advanz Q2 25 call notes: Net leverage will go up in the remaining year before launches kick in|Iliad : pas de consolidation en Italie, discussions préliminaires en France au mois de juin|

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 08/29/2025