Tata Motors - 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: Banijay, Altice France (SFR), Eircom, SPIE, Trivium, Klockner Pentaplast, Synthomer, CMA CGM, Nimlas, EnQuest Plc, Boels, Tata Motors, Picard

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Longfor Group, Melco Resorts, Sands China, Tata Motors

Asia Monthly – February 2025 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in February 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on ...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Forgital, Odigeo, Intrum, Clarios, Modulaire, Scan Global Logistics, Vedanta Resources, Softbank Group, Tata Motors

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: West China Cement, Adani Ports, Vedanta Resources, Softbank Group, Tata Motors, UPL Limited

Asia Monthly – January 2025 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in January 2025. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on d...

European High Yield Investment Outlook 2025 - Lucror Analytics

In this publication, we review the past year and discuss our outlook for the next 12 months. We begin our discussion with the macro factors at play, including GDP forecasts, the geopolitical landscape and our expectations for cost inflation. We also trace the development of primary markets in the European HY space, and give our view on defaults in general as well as for our coverage universe. We then discuss sector trends and expectations, along with earnings development for companies under our ...

Asia Monthly - 2025 Asian Credit Outlook And 2024 In Review - Lucror A...

In our inaugural Asia Monthly for 2025, we share our regional credit outlook for the year, with a focus on China, Macau, India and Indonesia. We also provide a review of 2024, in which we discuss the performance of major Asian credit indices and review UST curve movements for the year. In addition, we provide a recap of major news and macroeconomic releases in December 2024, summarise the Top/Bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well a...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Huhtamaki, Vallourec, Novelis, Victoria, Odido, Kiloutou, Intrum, Stada, Tata Motors, Ardagh, Mahle, Polynt, Clarios, Tereos, Lottomatica (formerly Gamenet)

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: China Jinmao, Tata Motors

Europe HY Trade Book - December 2024 - Lucror Analytics

The Europe HY Trade Book for December 2024 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.

Asia Monthly - November 2024 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in November 2024. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the Top/Bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on ...

Asia Trade Book - November 2024 - Lucror Analytics

The Asia Trade Book for November 2024 includes a summary of our recommendations, as well as our high-conviction ideas. The report also features relative-value charts and lists of the bonds across Asia HY and crossover credits. Please reach out to our analysts to discuss any of these ideas, or other trade recommendations from our Asia coverage.

Tata Motors - Earnings Flash - Q2 FY 2024-25 Results - Lucror Analytic...

Tata Motors’ Q2/24-25 performance was weak in our view, mainly due to external factors, albeit there should be a reversal or improvement in Q3 and H2. The credit profile deteriorated slightly, with increases in net debt and leverage. However, liquidity remained adequate. We believe that the softness seen in Q2 was one-off, driven by circumstances outside the company’s control. Retail sales, which are the most useful indicator of long-term demand, were only slightly lower. Hence, we expect the si...

Asia Monthly - October 2024 In Review - Lucror Analytics

In our latest Asia Monthly, we discuss the performance of major Asian credit indices and review UST curve movements in October 2024. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the Top/Bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of our recent research. The Asia Monthly publication serves to keep investors updated on d...

PSA Global Autos / Mobility: Building the Perfect EV Platforms – A Pro...

As electric vehicles are set to replace combustion engine cars over time, established automakers need to prove they can remain competitive in this new market. In this context, much attention has been given to battery technology, but the creation of an optimal EV auto platform is just as important. Here, the jury is still out, as we are in the early development days. Analyst Julie Boote discusses how the prefect EV platform should look like and where automakers are currently positioned.

PSA Autos: Fuel Cell Electric Trucks – A Silent Evolution

Whereas hydrogen fuel cell systems have not had a break-through in the passenger car market, the situation for the commercial vehicle market looks very different: For heavy-duty trucks in particular, FCVs are superior to BEVs when it comes to charging times, payload and driving range. In this report, analyst Julie Boote assesses the outlook for hydrogen fuel cell trucks and explains how the main global participants are positioned.

MOSL:TATA MOTORS: JLR hit by multiple factors; beat in both India PVs ...

TTMT’s 1QFY23 performance saw a sharp miss due to several headwinds at JLR (mix, cost inflation, and hedge revaluation), though the India business delivered a strong performance. Given the improvement in semiconductor supplies and strong order book at JLR, there is hope of JLR making good on the pain of 1QFY23. The India business should benefit from a continued demand recovery in CVs and production ramp-up in PVs. Considering the high fixed cost nature of JLR business, an improvement in produc...

PSA Autos - Feedback from the July 2022 Automotive News Europe Congres...

Analyst Julie Boote provides feedback from the conference around hydrogen and BEVs, with her overall assessment on how the auto industry views its current position.