Credit Morning 10/31/2025

INEOS Quattro: conference call comments|Casino is launching work to adapt its financial structure|Iliad and CK Hutchison are reportedly weighing a potential merger of their Italian operations (Reuters)|

Morning Crédit 31/10/2025

INEOS Quattro: conference call comments|Casino va discuter avec ses créanciers en vue de l'adaptation et du renforcement de sa structure financière|Iliad et CK Hutchison envisageraient une éventuelle fusion de leurs activités en Italie (Reuters)|

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. 

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

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

Iliad : Additional thoughts on potential market consolidation in Franc...

We published a Special Comment on Iliad on 3rd September 2023 in the context of Iliad SA’s issuance of € 600m of new unsecured notes due in January 2032 (long 6Y) at a yield of 4.25%. We touched briefly upon Iliad’s solid H1 2025 earnings, the group’s adequate liquidity, and its current Ba3/BB ratings with a positive outlook. In this report, we are adding some thoughts about the capital structure and the impact of a potential consolidation in France, in the light of a new article published by BF...

Iliad : Additional thoughts on potential market consolidation in Franc...

We published a Special Comment on Iliad on 3rd September 2023 in the context of Iliad SA’s issuance of € 600m of new unsecured notes due in January 2032 (long 6Y) at a yield of 4.25%. We touched briefly upon Iliad’s solid H1 2025 earnings, the group’s adequate liquidity, and its current Ba3/BB ratings with a positive outlook. In this report, we are adding some thoughts about the capital structure and the impact of a potential consolidation in France, in the light of a new article published by BF...

Telecom Italia - ESG Report - Lucror Analytics

Why you should be reading the Tariff Tracker – a leading SR indicator

We publish monthly front book pricing data in our Tariff Tracker product. In this report we show some new analysis looking at how front book tariffs are a good leading indicator for service revenue trends in mobile and fixed, including new work looking at discounted and undiscounted prices.

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%|