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Carole Braudeau
  • Carole Braudeau

Credit Morning 04/28/2025

Isabel Marant: improving Q4 results (main takeways)|Verallia: the board of directors issues a favourable opinion on the takeover bid|Mediobanca bids €6.3 bn for Banca Generali|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 28/04/2025

Isabel Marant : résultats T4 supérieurs aux attentes (premiers éléments)|Verallia : le conseil d’administration émet un avis favorable à l’offre de rachat|Mediobanca lance une offre à 6.3 mds EUR sur Banca Generali|

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: CeramTec, evoke, SPIE, Fedrigoni, Odido, Profine, Infopro Digital, Banijay, Neopharmed, Vedanta Resources, Nemak, CMA CGM, Ineos, Ineos Quattro, Flos B&B Italia (formerly International Design Group)

Christophe Chaput
  • Christophe Chaput
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Clement Genelot
  • Clement Genelot

Carrefour: soft start to the year in France

Q1 was a soft start to the year with 0.6% LfL excl. Argentina, slightly below expectations mostly driven by France where price elasticity of 2024 price investments remains limited. We expect no material css adjustments and stick to our recent Sell rating. Upcoming court rulings over May-June will b

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