View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Felix Fischer
  • Felix Fischer

Europe HY Trade Book - Auto & Auto Parts - Lucror Analytics

The Europe HY Trade Book - Auto & Auto Parts includes current trade recommendations drawn from our European HY auto & auto parts coverage universe, along with relative-value scatter plots and a peer table. 

Felix Fischer ... (+4)
  • Felix Fischer
  • Filipe Botelho
  • Jayanth Kandalam
  • Peter Low

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Ahlstrom, Nemak, Ineos, CEMEX, Ineos Quattro, Verisure, Borr Drilling

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Grupo Posadas, Brava Energia, Vista Energy Argentina, Alsea, Orbia, CSN, Cable Onda, SierraCol, Volcan, Sigma Alimentos, Vale, Azul, Cosan SA, Nemak

Felix Fischer ... (+7)
  • Felix Fischer
  • Filipe Botelho
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • 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: Nexans, TGS ASA, Synthomer, Azelis, Ineos, MasOrange, Ardagh Metal Beverage Packaging, Verisure, Tata Motors, Nemak, Sasol, Recordati

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Peru LNG, Vista Energy Argentina, Alpek, Orbia, Klabin, Sigma Alimentos, Axia Energia (formerly Eletrobras), Nemak

Filipe Botelho ... (+4)
  • Filipe Botelho
  • Haidje Rustau
  • Jayanth Kandalam
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Vedanta Resources, Nemak, Ineos, Ineos Quattro, TalkTalk

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Klabin, VTR Finance, Pemex, Embraer, Tupy, Nemak, Ambipar

Felix Fischer ... (+5)
  • Felix Fischer
  • Filipe Botelho
  • Haidje Rustau
  • Si Yong Ng
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Altice France (SFR), Zegona, Urbaser, Telecom Italia, TalkTalk, Nemak, Tata Motors, Tereos, Grupo Antolin, Rexel, Iceland Foods

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Gerdau, Vale, Nexa, Volcan, CSN, Orbia, Pemex, Azul, Nemak

Felix Fischer ... (+7)
  • Felix Fischer
  • Filipe Botelho
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: SPIE, PeopleCert, AMS Osram, Azelis, Zegona, United Group, Banijay, Vedanta Resources, Nemak, Victoria, Itelyum Group, Seche Environnement, Ineos Quattro, Air France-KLM

Filipe Botelho ... (+3)
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Nemak, Gran Tierra Energy, Aeromexico, Embraer, Braskem

Felix Fischer ... (+5)
  • Felix Fischer
  • Filipe Botelho
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: House of HR, AMS Osram, Intrum, Vallourec, Nemak, Ardagh, Voyage Care, Solenis, Oriflame

Filipe Botelho
  • Filipe Botelho

Nemak - Earnings Flash - Q2 FY 2025 Results - Lucror Analytics

Nemak's Q2/25 results were again encouraging amid a continued decrease in volumes (-4.1% y-o-y). Revenues remained largely flat, while EBITDA rose 11.7% to USD 182 mn (11% ahead of Bloomberg consensus), driven by an improvement in the product mix, operating efficiencies and commercial agreements. The company reiterated its full-year guidance, despite the volatility in the industry, on account of the US' import tariffs and uncertainty surrounding their impact on production volumes. Management...

Felix Fischer ... (+4)
  • Felix Fischer
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Adecoagro, SierraCol, Alpek, Vale, Telecom Argentina, Alsea, CEMEX, Nemak

Filipe Botelho ... (+4)
  • Filipe Botelho
  • Jayanth Kandalam
  • Si Yong Ng
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Allwyn (formerly Sazka), The Boots Group, Vedanta Resources, Nemak

Filipe Botelho
  • Filipe Botelho

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Nemak, Braskem

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch