reports
- Haidje Rustau
- Peter Low
- Si Yong Ng
- Tanvi Arora
- 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: Boels, Progroup, Rekeep, Stada, Salt, Iliad, PureGym, Lowell, TDC NET, Eolo, Allwyn (formerly Sazka), Altice International, CBR Fashion, Profine, United Group, Versuni, Canpack, Intrum, Industria Macchine Automatiche, Altice France (SFR), Tele Columbus, Loewen Play, Techem, Best Secret, Neopharmed, Polynt, TAP, Air France-KLM, Kem One, Advanz Pharma, Eircom, Nissan Motor, Samvardhana Motherson, S...
- 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: Progroup, Rekeep, CBR Fashion, Advanz Pharma, Versuni, Boels, Salt, Altice International, Eircom, Stada, Canpack, Neopharmed, Stena AB, CABB, Adler Pelzer, Iliad, TDC NET, Altice France (SFR), United Group, Lowell, Nissan Motor, Klockner Pentaplast, Profine, Benteler International, Arxada
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Felix Fischer
- Jayanth Kandalam
- Peter Low
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Felix Fischer
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- Felix Fischer
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: PeopleCert, Stada, Kiloutou, Loxam, CeramTec, Progroup, Playtech, Tele Columbus, CBR Fashion, Best Secret (Schustermann & Borenstein), Grunenthal, Novafives, Intrum, Profine, Flos B&B Italia (formerly International Design Group), Odido, Multiversity, Paprec Group, Cheplapharm, Engineering Group, Itelyum Group, Motel One, Tereos, Iberconsa, Stena AB, Mooney (formerly SisalPay)
- Felix Fischer
Europe HY Trade Book - May 2025 - Lucror Analytics
The Europe HY Trade Book for May 2025 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry. We also discuss the US tariff situation and key related impacts.
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
CO CASINO GUICHARD-PERRACHON 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
NOKIA NOKIA OYJ
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
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
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.
SPIE SPIE SA
CEXA CEMEX SAB DE CV (ADR)
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
CDR CODERE S.A.
GAME GAMENET GROUP SPA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
AXA AXACTOR SE
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
- Markus Schmitt
Stada Arzneimittel : Stada places new SSNs, we adopt Buy recommendatio...
Stada priced its offering of EUR 570m 5.375% Senior Secured Notes due 2030 (ISIN: XS3067482896) and EUR 570m Senior Secured Floating Rate Notes due 2030 (ISIN: XS3067483787). The Fixed Rate Senior Secured Notes were priced at 100.000%. The Floating Rate Senior Secured Notes bear interest at a rate of three-month EURIBOR (subject to a 0.0% floor) + 3.75% per annum and were priced at 100.000%. We adopt Buy recommendations on the two new SSNs. We believe in the IPO scenario and as such Stada could...
- Markus Schmitt
Stada Arzneimittel : Stada places new SSNs, we adopt Buy recommendatio...
Stada priced its offering of EUR 570m 5.375% Senior Secured Notes due 2030 (ISIN: XS3067482896) and EUR 570m Senior Secured Floating Rate Notes due 2030 (ISIN: XS3067483787). The Fixed Rate Senior Secured Notes were priced at 100.000%. The Floating Rate Senior Secured Notes bear interest at a rate of three-month EURIBOR (subject to a 0.0% floor) + 3.75% per annum and were priced at 100.000%. We adopt Buy recommendations on the two new SSNs. We believe in the IPO scenario and as such Stada could...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Neopharmed, PureGym, Rexel, Flos B&B Italia (formerly International Design Group), David Lloyd Leisure, Odido, Liberty Global, Infopro Digital, Eircom, Tele Columbus, McLaren, Nexans, Fedrigoni, Stada, Grupo Antolin, Cerba, Klockner Pentaplast, Cheplapharm, Crown Holdings, Motel One, Stena AB, Casino Guichard-Perrachon
- Markus Schmitt
Stada Arzneimittel : IPO will come at the end; we would subscribe to t...
Stada is in the market to refinance the 2026 bond and is separately addressing the maturity of the GBP term loan – both to 2030. The RCF will be simultaneously extended eventually to 2028. As a result, the entire cap structure (except the RCF) matures in 2030. This concentration risk will not be relevant, we think, because the owners are still pursuing their exit strategy via an IPO in 2025, resulting in an overhaul of the entire cap structure. We see the IPO scenario as positive as it leaves a ...
- Markus Schmitt
Stada Arzneimittel : IPO will come at the end; we would subscribe to t...
Stada is in the market to refinance the 2026 bond and is separately addressing the maturity of the GBP term loan – both to 2030. The RCF will be simultaneously extended eventually to 2028. As a result, the entire cap structure (except the RCF) matures in 2030. This concentration risk will not be relevant, we think, because the owners are still pursuing their exit strategy via an IPO in 2025, resulting in an overhaul of the entire cap structure. We see the IPO scenario as positive as it leaves a ...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Eircom, Tele Columbus, Stada, Ahlstrom, AMS Osram, Aston Martin, Axactor, Constellium, Lowell, Vallourec, Versuni (formerly Philips Domestic Appliances), CEMEX, Engineering Group, Infopro Digital, Ineos, Motel One, Cerba, Polynt, Standard Profil, Air France-KLM, Crown Holdings, Recordati
VK VALLOUREC SA
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
725180 STADA ARZNEIMITTEL AG
AF AIR FRANCE-KLM SA
TC1 TELE COLUMBUS AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CEXA CEMEX SAB DE CV (ADR)
CERBA CERBA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
AXA AXACTOR SE
EIRCOM EIRCOM
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Trung Nguyen
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Peter Low
- Tanvi Arora
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.