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Boris AFRAN ...
  • Fabrice KOUAME
  • Gustave KRAGBE

Daily Market briefing - West African Regional Stock Exchange

BRVM has closed its trading day on Tuesday September 22nd, 2020 higher compared to Monday. The market capitalization (Stocks + Bonds) increased by 0.05% to stand at XOF 9 362.90 billion against XOF 9 357.92 billion previously.

ING
Gustavo Rangel

Mexico: Cutting short the easing cycle

Mexican policymakers seem ready to conclude the monetary easing cycle, even though the country's monetary stimulus remains unusually modest, when compared to its regional peers. The expected 25bp rate cut at this week's meeting, to 4.25%, should be the last of the current cycle

Bastide Le Confort Medical: 1 director sold

A director at Bastide Le Confort Medical sold 2,842 shares at 48.863EUR and the significance rating of the trade was 61/100. 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 showing Close periods where trading activity is restricted under listing rules. The nam...

Polski Koncern Naftowy ORLEN S.A.: Tender offer to acquire all shares of Energa SA, a credit positive

A timely and full integration of Energa is highly desirable for PKN to integrate all power generation assets under one umbrella to focus on the integration and execution of power projects.

Credit Conditions – Global: From synchronized downturn to uneven recovery: credit risks in turbulent times

Our rating surveillance will continue to incorporate new information, but we do not expect to undertake another wide-ranging review of outstanding ratings absent a major new global shock.

Moody's confirms ratings on three classes of notes issued by Wind River 2017-2 CLO Ltd.; actions conclude review

Rating Action: Moody's confirms ratings on three classes of notes issued by Wind River 2017-2 CLO Ltd.; actions conclude review. Global Credit Research- 18 Sep 2020. NOTE: On September 22, 2020, the press release was corrected as follows: The second sentence of the Request for Comment paragraph was changed to: If the revised methodologies are implemented as proposed, it is not currently expected that the Credit Ratings referenced in this press release will be affected.

Moody's confirms ratings on two classes of notes issued by AMMC CLO 18, Limited; actions conclude review

Rating Action: Moody's confirms ratings on two classes of notes issued by AMMC CLO 18, Limited; actions conclude review. Global Credit Research- 18 Sep 2020. NOTE: On September 22, 2020, the press release was corrected as follows: The second sentence of the Request for Comment paragraph was changed to: If the revised methodologies are implemented as proposed, it is not currently expected that the Credit Ratings referenced in this press release will be affected.

Moody's confirms ratings on two classes of notes issued by Sound Point CLO XVI, Ltd.; actions conclude review

Rating Action: Moody's confirms ratings on two classes of notes issued by Sound Point CLO XVI, Ltd.; actions conclude review. Global Credit Research- 18 Sep 2020. NOTE: On September 22, 2020, the press release was corrected as follows: The second sentence of the Request for Comment paragraph was changed to: If the revised methodologies are implemented as proposed, it is not currently expected that the Credit Ratings referenced in this press release will be affected.

Moody's: Golden State's debt-funded dividend is credit negative

Announcement: Moody's: Golden State's debt-funded dividend is credit negative. Global Credit Research- 22 Sep 2020. New York, September 22, 2020-- Moody's Investors Service commented that Golden State Buyer, Inc.' s announcement that it will incur $120 million of incremental debt for a special dividend to its private equity sponsor is credit negative.

Portland (City of) ME Airport Enterprise: Update to credit analysis

An overview of the Jetports key credit strengths and challenges.

Maxeda DIY Holding B.V.: Update following the upgrade to B2

Our credit view of Maxeda, reflecting its improved liquidity following solid results and the refinancing transaction, as well as intense competition and its still-weak credit metrics.

Barnes (County of) ND: Initial credit analysis

Our credit view of Barnes County, ND reflects an agriculture focused economy, healthy operating reserves and above average debt burden and fixed costs.

Socorro Consolidated School District 1, NM: Annual Comment on Socorro SD 1

Socorro SD 1 has an acceptable credit position, and its Baa2 rating is notably weaker than the US school districts median of Aa3.

Łukasz Prokopiuk

Grain markets: An update on global grain markets

Grain markets: An update on global grain markets.

Cosmin Filker ...
  • Marcel Goldmann

Researchstudie Initial Coverage - Solutiance AG - 22.09.20

Digitalisierung, hohe Fluktuation, steigende Intransparenz und knappes Personal sind nur einige Probleme,denen Betreiber großer Immobilienbestände heute begegnen müssen. Software alleine ist hier meistens nichtdie Lösung. Die Solutiance AG als hybrides Unternehmen tritt den wachsenden Herausforderungen derBranche mit einem interdisziplinären Team aus IT- und Bauingenieuren entgegen. In intensivem Austauschentwickelt die Gesellschaft innovative Leistungen, die das Beste aus Service und Software miteinanderverbindet. Moderne Methoden wie Design Thinking helfen dabei, Prozesse und Systeme nutzerf...

Marnik Hinnekens

Tullett Prebon - CreditUpdate 22/09/2020 - Casino - MasMovil

Fixed Income        TP ICAP (Europe) S.A. | Recherche Crédit | Mardi 22 septembre 2020 Casino (Achat obligations 2021-22 / Vente > 2022) : Un redressement un peu trop lent MasMovil : Nouvelle émission de Lorca Telecom Bondco Cattolica Assicurazioni (Achat) : Résultat opérationnel en hausse de +39,1% à €217m au S1-20 ING (Conserver vs Achat) : La filiale polonaise accusée de blanchiment d’argent Banques : ICIJ dénonce les $2,1 trillions de transactions suspectes entre 1999 à 2017 par les plus grandes institutions bancaires Fresenius (Cons...

*** Octo - Creditorial - 22 September 2020 ***

*** Octo - Creditorial - 22 September 2020 *** ORPEA, VALLOUREC, MAPFRE

Steve Lucas

WEEKLY DEC'20 DAX - This week's technical analysis & trade strategy

DEC'20 contract - A rising trend of higher monthly lows is positive for sentiment and our bullish forecast for Q3 has been confirmed. However, with sellers returning to the market in September from ahead of 13538.0, the window which has remained open since a weekly close at February’s record high, last week’s signals switched to a bearish bias and the call to stay square on the open and to sell the rally at 13258.0 was moderately successful. Despite closing with an up week, signals for this week continue to point temporarily lower and the call is to sell only modestly on the open and then at 1...

*** Octo - Creditorial - 22 Septembre 2020 ***

*** Octo - Creditorial - 22 Septembre 2020 *** ORPEA / VALLOUREC / MAPFRE

Research Team

DM BOŚ: Daily research report – date 22.09.2020

Headlines Large-cap companies news … 2 PGNiG: Increase in natural gas production target in Norway PKN Orlen, Energa: Plans to delist Energa, tender offer for 100% Energa shares for PLN 8.35 per share announced JSW: TSI hard coal benchmark reaches US$ 132 per tonne Azoty: European Commission delists fertilizer industry from sectors entitled for energy compensation CCC: Huge provisions/write-offs in 2H20, above expectations CD Projekt: Resale update; 79% of resale target achieved by Thursday Small- and mid-cap companies news … 4 Budimex: New contract obtained CI Games: CEO proposed can...

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