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Felix Fischer
  • Felix Fischer
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ZEG ZEGONA COMMUNIC...
SCHP SECHE ENVIRONNE... ... (+50)

Iran Conflict – Impact On Supply Chains And Our European Key Sector Co...

Following the attack on Iran by the US and Israel late last month which targeted key military sites and strategic infrastructure, as well as a retaliation by Iran, there have been structural shifts in the oil & gas and energy markets. In this report, we discuss the effects of these structural shifts, as well as the impact of the conflict on global supply chains and our coverage universe.

ZEG ZEGONA COMMUNICATIONS PLC
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
ETL EUTELSAT COMMUNICATIONS 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
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
INLOT INTRALOT S.A. - INTEGRATED LOTTERY SYSTEMS & SERVICES
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
7201 NISSAN MOTOR CO. LTD.
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.
CEXA CEMEX SAB DE CV (ADR)
PRAA PRA GROUP INC.
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
03/17/26 March 17, 2026 1 EN
Felix Fischer ... (+3)
  • Felix Fischer
  • Josseline Jenssen
  • Lorena Reich
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ECOPETROL ECOPETROL SA
CEXA Cemex SAB de CV... ... (+3)

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: SierraCol, Vast, Brava Energia, CSN, Ecopetrol, Samarco, CEMEX

ECOPETROL ECOPETROL SA
CEXA CEMEX SAB DE CV (ADR)
CSNA3 COMPANHIA SIDERURGICA NACIONAL
03/13/26 March 13, 2026 1 EN
Felix Fischer ... (+4)
  • Felix Fischer
  • Jayanth Kandalam
  • Peter Low
  • Tanvi Arora
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AMS AMS AG
CSTM Constellium SE ... ... (+5)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Loxam, Advanz Pharma, Ineos, Novelis, Ineos Quattro, International Personal Finance, AMS Osram, Constellium, CEMEX, SIG plc

AMS AMS AG
CSTM CONSTELLIUM SE CLASS A
IPF INTERNATIONAL PERSONAL FINANCE PLC
CEXA CEMEX SAB DE CV (ADR)
LOXAM LOXAM
03/13/26 March 13, 2026 1 EN
Felix Fischer ... (+4)
  • Felix Fischer
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich
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GPRK GEOPARK
FALABELLA FALABELLA S.A. ... (+5)

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Millicom, Rede D'Or, Vista Energy Argentina, Geopark, Falabella, Grupo Posadas, YPF Luz, Nexa, CEMEX, Axia Energia (formerly Eletrobras), Iochpe-Maxion, Auna

GPRK GEOPARK
FALABELLA FALABELLA S.A.
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
CEXA CEMEX SAB DE CV (ADR)
NEXA NEXA RESOURCES S.A.
02/27/26 February 27, 2026 1 EN
Felix Fischer ... (+6)
  • Felix Fischer
  • Filipe Botelho
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora
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TLW TULLOW OIL PLC
EDR EDreams ODIGEO ... ... (+6)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Cirsa, CEMEX, Opella, Nemak, Ahlstrom, Hapag-Lloyd, Tullow Oil, Ardagh, Ardagh Metal Beverage Packaging, Gestamp, Ineos Quattro, Odigeo, Nomad Foods (Iglo)

TLW TULLOW OIL PLC
EDR EDREAMS ODIGEO SA
NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
ARD ARDAGH GROUP S.A. CLASS A
CIRSA CIRSA
02/27/26 February 27, 2026 1 EN
Felix Fischer
  • Felix Fischer
CEXA CEMEX SAB DE CV (ADR)
02/27/26 February 27, 2026 1 EN
Felix Fischer ... (+2)
  • Felix Fischer
  • Josseline Jenssen
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VCM.B Volcan Compania...
AEROMEX Grupo Aeromexic... ... (+3)

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Aeromexico, Volcan, Buenaventura, CEMEX

VCM.B VOLCAN COMPANIA MINERA S.A.A. CLASS B
AEROMEX GRUPO AEROMEXICO
CEXA CEMEX SAB DE CV (ADR)
02/18/26 February 18, 2026 1 EN
Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng
  • Tanvi Arora
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VK VALLOUREC SA
NEX NEXANS SA ... (+6)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Nexans, Vallourec, CEMEX, Asmodee, Recordati, Azelis, Hapag-Lloyd, Air France-KLM, e& PPF Telecom

VK VALLOUREC SA
NEX NEXANS SA
AF AIR FRANCE-KLM SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CEXA CEMEX SAB DE CV (ADR)
AZELIS AZELIS
02/18/26 February 18, 2026 1 EN
Felix Fischer ... (+4)
  • Felix Fischer
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich
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GTE Gran Tierra Ene...
CENCOSUD CENCOSUD S.A. ... (+9)

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Gran Tierra Energy, Ero Copper, Cencosud, YPF, Millicom, Aeromexico, Vale, Votorantim, CSN, CEMEX, Nemak, Movida, Braskem Idesa

GTE GRAN TIERRA ENERGY
CENCOSUD CENCOSUD S.A.
YPFD YPF SA CLASS D
AEROMEX GRUPO AEROMEXICO
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
CSNA3 COMPANHIA SIDERURGICA NACIONAL
VALE3 VALE S.A.
02/06/26 February 6, 2026 1 EN
Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
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CCK Crown Holdings ...
103M SASOL LIMITED ... (+5)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Playtech, Ithaca Energy, CEMEX, Italmatch Chemicals, Sasol, Altice International, Crown Holdings, Lecta, Ineos, Ineos Quattro, Adler Pelzer

CCK CROWN HOLDINGS INC.
103M SASOL LIMITED
PL8 PLAYTECH PLC
CEXA CEMEX SAB DE CV (ADR)
LECTA LECTA
02/06/26 February 6, 2026 1 EN
Felix Fischer ... (+3)
  • Felix Fischer
  • Filipe Botelho
  • Josseline Jenssen
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PFAVH Avianca Holding...
CEXA Cemex SAB de CV... ... (+3)

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Agrosuper, LATAM Airlines, Avianca, Azul, Camposol, CEMEX

PFAVH AVIANCA HOLDINGS SA PFD
CEXA CEMEX SAB DE CV (ADR)
LTM LATAM AIRLINES GROUP SA
02/04/26 February 4, 2026 1 EN
Felix Fischer ... (+3)
  • Felix Fischer
  • Haidje Rustau
  • Peter Low
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AMS AMS AG
TALK TalkTalk Teleco... ... (+4)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Assemblin Caverion, CEMEX, TalkTalk, Virgin Media O2, Atalian, AMS Osram, EVOCA, Pfleiderer

AMS AMS AG
TALK TALKTALK TELECOM GROUP PLC
CEXA CEMEX SAB DE CV (ADR)
PFL PFLEIDERER GROUP SA
02/04/26 February 4, 2026 1 EN
Felix Fischer
  • Felix Fischer
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TEO Telecom Argenti...
PBR.N Petroleo Brasil... ... (+34)

Latam Chart Book - 18 December 2025 - Lucror Analytics

The LatAm Chart Book features relative-value charts and bond tables by country.

TEO TELECOM ARGENTINA SA SPONSORED ADR
PBR.N PETROLEO BRASILEIRO S/A ADS
MELI MERCADOLIBRE INC.
GTE GRAN TIERRA ENERGY
GPRK GEOPARK
ARCO ARCOS DORADOS HOLDINGS INC. CLASS A
ACD ADECOAGRO S.A.
CENCOSUD CENCOSUD S.A.
VCM.B VOLCAN COMPANIA MINERA S.A.A. CLASS B
4FZ ORBIA ADVANCE CORP. SAB DE CV
PAMP PAMPA ENERGIA SA
MINSURI1 MINSUR S.A.
TGSU2 TRANSPORTADORA DE GAS DEL SUR SA CLASS B
YPFD YPF SA CLASS D
ECOPETROL ECOPETROL SA
AEROMEX GRUPO AEROMEXICO
PFAVH AVIANCA HOLDINGS SA PFD
INRETC1 INRETAIL PERU
AESGENER AES GENER S.A.
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
TUPY3 TUPY S/A ORD
UGPA3 ULTRAPAR PARTICIPACOES S.A.
USIM5 USINAS SIDERURGICAS DE MINAS GERAIS PREF A
NATU3 NATURA & CO HOLDING SA
LTM LATAM AIRLINES GROUP SA
FEC FRONTERA ENERGY CORP
NEXA NEXA RESOURCES S.A.
RAIL3 RUMO SA
CSNA3 COMPANHIA SIDERURGICA NACIONAL
VALE3 VALE S.A.
KLBN3 KLABIN SA
AMBP3 AMBIPAR PARTICIPACOES E EMPREEN
12/18/25 December 18, 2025 1 EN
Felix Fischer ... (+4)
  • Felix Fischer
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich
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YPFD YPF SA CLASS D
CEXA Cemex SAB de CV... ... (+3)

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: YPF, Vale, Auna, Samarco, CEMEX, Total Play

YPFD YPF SA CLASS D
CEXA CEMEX SAB DE CV (ADR)
VALE3 VALE S.A.
10/29/25 October 29, 2025 1 EN
Felix Fischer ... (+7)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora
  • Trung Nguyen
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LBTYA Liberty Global ...
INTRUM INTRUM AB ... (+8)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Liberty Global, Banijay, evoke, CEMEX, Ardagh, Nomad Foods (Iglo), Versuni, Boparan, Ontex, Intrum, International Personal Finance, Ineos, Nissan Motor

LBTYA LIBERTY GLOBAL PLC CLASS A
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ONTEX ONTEX GROUP N.V.
7201 NISSAN MOTOR CO. LTD.
CEXA CEMEX SAB DE CV (ADR)
ARD ARDAGH GROUP S.A. CLASS A
10/29/25 October 29, 2025 1 EN
Felix Fischer ... (+4)
  • Felix Fischer
  • Filipe Botelho
  • Josseline Jenssen
  • Lorena Reich
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PBR.N Petroleo Brasil...
GTE Gran Tierra Ene... ... (+4)

Lucror Analytics - Morning Views Latam

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

PBR.N PETROLEO BRASILEIRO S/A ADS
GTE GRAN TIERRA ENERGY
CEXA CEMEX SAB DE CV (ADR)
USIM5 USINAS SIDERURGICAS DE MINAS GERAIS PREF A
10/27/25 October 27, 2025 1 EN
Felix Fischer ... (+4)
  • Felix Fischer
  • Filipe Botelho
  • Jayanth Kandalam
  • Peter Low
Free Trial
NEMAKA Nemak S.A.B. de...
CEXA Cemex SAB de CV... ... (+4)

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

NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
10/27/25 October 27, 2025 1 EN
Felix Fischer
  • Felix Fischer
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VCP VICTORIA PLC
CEXA Cemex SAB de CV... ... (+3)

Europe HY Trade Book - Building Materials - Lucror Analytics

The Europe HY Trade Book - Building Materials includes current trade recommendations drawn from our European HY building-materials coverage universe, along with relative-value scatter plots and a peer table. 

VCP VICTORIA PLC
CEXA CEMEX SAB DE CV (ADR)
PFL PFLEIDERER GROUP SA
10/24/25 October 24, 2025 1 EN
Felix Fischer ... (+3)
  • Felix Fischer
  • Josseline Jenssen
  • Lorena Reich
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ARCO Arcos Dorados H...
CEXA Cemex SAB de CV... ... (+3)

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Arcos Dorados, Vale, CEMEX

ARCO ARCOS DORADOS HOLDINGS INC. CLASS A
CEXA CEMEX SAB DE CV (ADR)
VALE3 VALE S.A.
10/07/25 October 7, 2025 1 EN
Felix Fischer ... (+4)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Tanvi Arora
Free Trial
TALK TalkTalk Teleco...
CEXA Cemex SAB de CV... ... (+4)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Virgin Media O2, NewDay, MasOrange, TalkTalk, Ineos Quattro, Italmatch Chemicals, Advanz Pharma, CEMEX, Lecta, Aston Martin

TALK TALKTALK TELECOM GROUP PLC
CEXA CEMEX SAB DE CV (ADR)
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
LECTA LECTA
10/07/25 October 7, 2025 1 EN
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