ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 09/24/2025

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|

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 24/09/2025

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|

Carrefour : P9: the market is good, Carrefour average, Leclerc outperf...

Carrefour : P9 : le marché est bon, Carrefour moyen, Leclerc surperfor...

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

Gestamp Automocion : Focus Emission

Gestamp, the Spanish tier-1 auto supplier, launched the sale of € 500m in new bonds maturing in 2030 to refinance its € 400m 3.25% bonds and € 83m Schulschein maturing in April 2026. These new bonds are rated Ba2/BB, rather than Ba2/BB+ for the existing 2026 bonds, as S&P considered that the recent transaction with Santander (sale of a minority stake in the group's real estate assets) had weakened the credit profile. The transaction is leverage-neutral, with 1.5x on reported basis and 2.2x adjus...

Gestamp Automocion : Issuance Focus

Gestamp, the Spanish tier-1 auto supplier, launched the sale of € 500m in new bonds maturing in 2030 to refinance its € 400m 3.25% bonds and € 83m Schulschein maturing in April 2026. These new bonds are rated Ba2/BB, rather than Ba2/BB+ for the existing 2026 bonds, as S&P considered that the recent transaction with Santander (sale of a minority stake in the group's real estate assets) had weakened the credit profile. The transaction is leverage-neutral, with 1.5x on reported basis and 2.2x adjus...

Credit Morning 09/23/2025

IGH: back into the HY market to finance the P1 capex (revised upwards once again)|KBC says it is only considering the acquisition of Ethias after rumours about its interest in ABN|

Morning Crédit 23/09/2025

IGH: back into the HY market to finance the P1 capex (revised upwards once again)|

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

Credit Morning 09/19/2025

IHO is a good risk-return situation: Positive levers from different sides|

Morning Crédit 19/09/2025

IHO is a good risk-return situation: Positive levers from different sides|

Brenntag SE: 1 director

A director at Brenntag SE bought 1,000 shares at 50.512EUR and the significance rating of the trade was 55/100. 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 clearly sh...

Telecom Italia - ESG Report - Lucror Analytics

Telecom Italia Spa: 1 director

A director at Telecom Italia Spa sold 59,000 shares at 0.434EUR and the significance rating of the trade was 52/100. 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 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%|

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|