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Felix Fischer
  • Felix Fischer

Europe HY Trade Book - Metals & Mining - Lucror Analytics

The Europe HY Trade Book - Metals & Mining includes current trade recommendations drawn from our European HY metals & mining coverage universe, along with relative-value scatter plots and a peer table.

ZEG ZEGONA COMMUNICATIONS PLC
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
ONTEX ONTEX GROUP N.V.
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
ODL ODFJELL DRILLING
NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
PRAA PRA GROUP INC.
CERBA CERBA
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
TEREOS TEREOS
LOXAM LOXAM
GAME GAMENET GROUP SPA
IXI ISHARES GLOBAL CONSUMER STAPLES ETF
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
CIRSA CIRSA
LECTA LECTA
BORR SECURITAS DIRECT AB CL B
EOLO BORR DRILLING LTD
EIRCOM EOLO SPA
AZELIS EIRCOM
ELORY AZELIS
FIBCOP ELIOR GROUP
FIBERCOP
Felix Fischer
  • Felix Fischer

Europe HY Trade Book - Building Materials - Lucror Analytics

The Europe HY Trade Book - Building Materials includes current trade recommendations drawn from our European HY building-materials coverage universe, along with relative-value scatter plots and a peer table. 

ZEG ZEGONA COMMUNICATIONS PLC
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
ONTEX ONTEX GROUP N.V.
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
ODL ODFJELL DRILLING
NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
PRAA PRA GROUP INC.
CERBA CERBA
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
TEREOS TEREOS
LOXAM LOXAM
GAME GAMENET GROUP SPA
IXI ISHARES GLOBAL CONSUMER STAPLES ETF
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
CIRSA CIRSA
LECTA LECTA
BORR SECURITAS DIRECT AB CL B
EOLO BORR DRILLING LTD
EIRCOM EOLO SPA
AZELIS EIRCOM
ELORY AZELIS
FIBCOP ELIOR GROUP
FIBERCOP
 PRESS RELEASE

Worldline : Monthly information relating to the total number of voting...

Worldline : Monthly information relating to the total number of voting rights and shares making up the share capital on 31 March 2026 Information mensuelle relative au nombre total de droits de vote et d’actions composant le capital social Monthly information relating to the total number of voting rights and shares making up the share capital Article L. 233-8-II du Code de commerce et article 223-16 du Règlement général de l’AMFArticle L. 233-8 II of the French Commercial code and article 223-16 of the AMF General Regulation Dénomination sociale de l’émetteur :Worldline SAName and address...

 PRESS RELEASE

Worldline : Information mensuelle relative au nombre total de droits d...

Worldline : Information mensuelle relative au nombre total de droits de vote et d’actions composant le capital social au 31 mars2026   Information mensuelle relative au nombre total de droits de vote et d’actions composant le capital social Monthly information relating to the total number of voting rights and shares making up the share capital Article L. 233-8-II du Code de commerce et article 223-16 du Règlement général de l’AMFArticle L. 233-8 II of the French Commercial code and article 223-16 of the AMF General Regulation Dénomination sociale de l’émetteur :Worldline SAName and add...

James Ratzer
  • James Ratzer

Telefonica (Reduce, €3.3, -15%) Was €2.6. Telecom Italia (Neutral, €0....

Today my colleague Chris has upgraded his forecasts and valuation of Vivo and this leads to an upgrade in our value of Telefonica

Felix Fischer
  • Felix Fischer

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. 

Carole Braudeau
  • Carole Braudeau

Credit Morning 04/01/2026

Sealed Air: a long and laborious deal to structure|airBaltic: additional liquidity only provides short-term relief|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 01/04/2026

Sealed Air : un deal long et laborieux à structurer|airBaltic: additional liquidity only provides short-term relief|

 PRESS RELEASE

WORLDLINE : Results of the rights issue - Press release

WORLDLINE : Results of the rights issue - Press release Not for release, publication or distribution, directly or indirectly, in or into Canada, Australia, Japan or South Africa. Worldline announces the success of its share capital increase with preferential subscription rights for an amount of c. €392 million as part of its c. €500 million capital raise Paris, La Défense, 31 March 2026 – Worldline S.A. [ISIN: FR0011981968 – Euronext: WLN] (the “Company” or “Worldline”), a European leader in payment services, announces today the success of its c. €392 million share capital increase with p...

 PRESS RELEASE

WORLDLINE : Résultats de l'augmentation de capital - Communiqué

WORLDLINE : Résultats de l'augmentation de capital - Communiqué Ne doit pas être publié, diffusé ou distribué, directement ou indirectement, aux Etats-Unis, au Canada, en Australie, au Japon ou en Afrique du Sud. Worldline annonce le succès de son augmentation de capital avec maintien du droit préférentiel de souscription pour un montant d’environ 392 millions d’euros dans le cadre de sa levée de fonds d’environ 500 millions d’euros Paris, La Défense, 31 Mars 2026 – Worldline S.A. [ISIN : FR0011981968 – Euronext : WLN] (la « Société » ou « Worldline »), un leader Européen des services de ...

Carole Braudeau
  • Carole Braudeau

Credit Morning 03/30/2026

Ceconomy/JD.com: Austria's approval pending and uncertain|airBaltic: Restructuring talks and rating downgrade|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 30/03/2026

Ceconomy / JD.com : l’autorisation de l’Autriche en suspens et incertaine|airBaltic: Restructuring talks and rating downgrade|

Felix Fischer ... (+7)
  • 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: Rekeep, Industria Macchine Automatiche, Salt, House of HR, Almaviva, Telecom Italia, Canpack, Grunenthal, Softbank Group, Air Baltic, Playtech

James Ratzer
  • James Ratzer

Telecom Italia (Neutral), Inwit (Buy): Now TIM serves notice - so what...

Telecom Italia has announced that it has also served notice to cancel the Inwit MSA – but in a different manner from Swisscom. In this brief note, we assess what the likely implications from this move are and what the end-game could look like.

Carole Braudeau
  • Carole Braudeau

Credit Morning 03/26/2026

Webuild: Termination of Trojena project but positive momentum should continue|Emeria: no change in the situation following the 2025 earnings call|Asmodee acquires ATM Gaming for € 180m|Kantar: better outlook in 2026, Bain mulls an exit without specifying a timeframe|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 26/03/2026

Webuild: Termination of Trojena project but positive momentum should continue|Emeria : une situation inchangée après le call des résultats 2025|Asmodee acquiert ATM Gaming pour 180 m EUR|Kantar : meilleures perspectives en 2026, Bain envisage une sortie dans donner d’horizon précis|

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ageas: FY25 results of CTIH. ASR: Management & Supervisory Board changes. MICC: Preview 1Q26. Ontex: 1Q26 preview - markets remain challenging. Randstad: Preliminary preview 1Q26F results due 22 April. Tessenderlo: 2H25 miss, soft 2026F guidance. Unicredit: Injecting capital into its Belgian Bank

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