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Felix Fischer
  • Felix Fischer

Europe HY Trade Book - Capital Goods - Lucror Analytics

The Europe HY Trade Book - Capital Goods includes current trade recommendations drawn from our European HY capital-goods coverage universe, along with relative-value scatter plots and a peer table. 

Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Felix Fischer ... (+3)
  • Felix Fischer
  • Haidje Rustau
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: TDC NET, Altice France (SFR), Rexel, PureGym

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/15/2025

Rexel: solid Q3 sales despite lack of price acceleration.|LVMH: Q3 sales exceed expectations, confident for 2026|Bouygues, Iliad and Orange make a joint bid for a large part of SFR assets|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 15/10/2025

Rexel : un bon CA T3 malgré l’absence d’accélération sur les prix.|LVMH : CA T3 supérieur aux attentes, ton plus assuré pour 2026|Bouygues, Iliad et Orange font une offre commune sur la majeure partie des actifs de SFR|

Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
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