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Pierre François Merveille
  • Pierre François Merveille
PREMIUM
GRF Grifols S.A. C...

Grifols A : Debt refinancing starts well, more to come in 2026-27

After a significant rebound in 2023 and in 2024, Grifols is now entering into a phase of slower earnings improvement. Underlying growth was still solid in 2025 (+9% for revenues and +11% for adjusted EBITDA excluding the IRA and currency impacts) but external factors weighed on results (they were up by +4% and +3% respectively on a reported basis). The company is guiding for 5% to 9% adjusted EBITDA growth on constant FX this year and is not providing any revenue guidance, apart from saying that...

GRF GRIFOLS S.A. CLASS A
4h / 37m 4h / 37m 1 FR
Pierre François Merveille
  • Pierre François Merveille
PREMIUM
GRF Grifols S.A. C...

Grifols A : Debt refinancing starts well, more to come in 2026-27

After a significant rebound in 2023 and in 2024, Grifols is now entering into a phase of slower earnings improvement. Underlying growth was still solid in 2025 (+9% for revenues and +11% for adjusted EBITDA excluding the IRA and currency impacts) but external factors weighed on results (they were up by +4% and +3% respectively on a reported basis). The company is guiding for 5% to 9% adjusted EBITDA growth on constant FX this year and is not providing any revenue guidance, apart from saying that...

GRF GRIFOLS S.A. CLASS A
4h / 37m 4h / 37m 1 EN
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
COV COVIVIO SA
ASML ASML HOLDING NV
AT1 AROUNDTOWN SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
04/15/26 April 15, 2026 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
KORI KORIAN SA
GRF Grifols S.A. C...

Credit Morning 04/13/2026

Biogroup: 2025 EBITDA up, refinancing has been delayed pending a favorable window|Clariane has closed the issuance of its new bond maturing in 2031|

KORI KORIAN SA
GRF GRIFOLS S.A. CLASS A
04/13/26 April 13, 2026 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
KORI KORIAN SA
GRF Grifols S.A. C...

Morning Crédit 13/04/2026

Grifols compte rembourser par anticipation 500 m EUR d’obligations 7.5% 2030|Clariane a bouclé le placement de sa nouvelle obligation à échéance 2031|

KORI KORIAN SA
GRF GRIFOLS S.A. CLASS A
04/13/26 April 13, 2026 1 FR
James Ratzer
  • James Ratzer
EUR 8468.00
TIT Telecom Italia ...
TEF TELEFONICA SA

Telefonica (Reduce, €3.3, -15%) Was €2.6. Telecom Italia (Neutral, €0....

Today my colleague Chris has upgraded his forecasts and valuation of Vivo and this leads to an upgrade in our value of Telefonica

TIT TELECOM ITALIA S.P.A.
TEF TELEFONICA SA
04/07/26 April 7, 2026 1 EN
Felix Fischer
  • Felix Fischer
Free Trial
ZEG ZEGONA COMMUNIC...
ETL Eutelsat Commun... ... (+11)

Europe HY Trade Book - Media & Communications - Lucror Analytics

The Europe HY Trade Book - Media & Communications includes current trade recommendations drawn from our European HY media & communications coverage universe, along with relative-value scatter plots and a peer table. 

ZEG ZEGONA COMMUNICATIONS PLC
ETL EUTELSAT COMMUNICATIONS SA
LBTYA LIBERTY GLOBAL PLC CLASS A
TNET TELENET GROUP HOLDING NV
TC1 TELE COLUMBUS AG
TIT TELECOM ITALIA S.P.A.
TALK TALKTALK TELECOM GROUP PLC
DIGI DIGI COMMUNICATIONS NV
EOLO EOLO SPA
EIRCOM EIRCOM
FIBCOP FIBERCOP
04/02/26 April 2, 2026 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
AC ACCOR SA
FNAC FNAC DARTY SA ... (+4)

Credit Morning 04/02/2026

Accor has agreed with Blackstone to sell its stake in Essendi|Sealed Air is once again expanding its price range and tightening its covenants in response to investor reluctance|Grifols: the upsize of the new TLBs 2033 will serve to refinance the 2027 secured notes|

AC ACCOR SA
FNAC FNAC DARTY SA
KER KERING SA
GRF GRIFOLS S.A. CLASS A
04/02/26 April 2, 2026 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
AC ACCOR SA
FNAC FNAC DARTY SA ... (+4)

Morning Crédit 02/04/2026

Accor a signé un accord avec Blackstone pour lui céder sa participation dans Essendi|Sealed Air élargit de nouveau le price talk et renforce ses covenants face aux réticences des investisseurs|Grifols : l’upsize des nouveaux TLB 2033 permettra de refinancer les obligations secured 2027|

AC ACCOR SA
FNAC FNAC DARTY SA
KER KERING SA
GRF GRIFOLS S.A. CLASS A
04/02/26 April 2, 2026 1 FR
Emmanuel Matot ... (+3)
  • Emmanuel Matot
  • Roy Külter
  • Steven Boumans
AI AIR LIQUIDE SA
NK IMERYS SA
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
LEI LEIFHEIT AG
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
KOMN KOMAX HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ALAFY AFYREN
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
4X0 STEYR MOTORS AG
IS INTERSHOP HOLDING AG
04/01/26 April 1, 2026 1 EN
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
AI AIR LIQUIDE SA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
HAL HAL TRUST
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SPIE SPIE SA
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
KBX KNORR-BREMSE AG
PHNX PHOENIX GROUP HOLDINGS PLC
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
ULVR UNILEVER PLC
IS INTERSHOP HOLDING AG
04/01/26 April 1, 2026 1 EN
Emmanuel Matot ... (+3)
  • Emmanuel Matot
  • Roy Külter
  • Steven Boumans
AI AIR LIQUIDE SA
NK IMERYS SA
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
LEI LEIFHEIT AG
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
VETO VETOQUINOL SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
KOMN KOMAX HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ALAFY AFYREN
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
4X0 STEYR MOTORS AG
IS INTERSHOP HOLDING AG
04/01/26 April 1, 2026 1 FR
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
AI AIR LIQUIDE SA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
HAL HAL TRUST
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SPIE SPIE SA
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
KBX KNORR-BREMSE AG
PHNX PHOENIX GROUP HOLDINGS PLC
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
ULVR UNILEVER PLC
IS INTERSHOP HOLDING AG
04/01/26 April 1, 2026 1 FR
Florent Laroche-Joubert ... (+2)
  • Florent Laroche-Joubert
  • Roy Külter
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
04/01/26 April 1, 2026 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CEC CECONOMY AG
LHA DEUTSCHE LUFTHA... ... (+8)

Credit Morning 03/30/2026

Ceconomy/JD.com: Austria's approval pending and uncertain|airBaltic: Restructuring talks and rating downgrade|

CEC CECONOMY AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
RBI RAIFFEISEN BANK INTERNATIONAL AG
CCL CARNIVAL PLC
TIT TELECOM ITALIA S.P.A.
DHER DELIVERY HERO SE
CO CASINO GUICHARD-PERRACHON
ATO ATOS SE
03/30/26 March 30, 2026 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CEC CECONOMY AG
LHA DEUTSCHE LUFTHA... ... (+8)

Morning Crédit 30/03/2026

Ceconomy / JD.com : l’autorisation de l’Autriche en suspens et incertaine|airBaltic: Restructuring talks and rating downgrade|

CEC CECONOMY AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
RBI RAIFFEISEN BANK INTERNATIONAL AG
CCL CARNIVAL PLC
TIT TELECOM ITALIA S.P.A.
DHER DELIVERY HERO SE
CO CASINO GUICHARD-PERRACHON
ATO ATOS SE
03/30/26 March 30, 2026 1 FR
Felix Fischer ... (+7)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora
  • Trung Nguyen
Free Trial
9984 SoftBank Group ...
TIT Telecom Italia ... ... (+3)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Rekeep, Industria Macchine Automatiche, Salt, House of HR, Almaviva, Telecom Italia, Canpack, Grunenthal, Softbank Group, Air Baltic, Playtech

9984 SOFTBANK GROUP CORP.
TIT TELECOM ITALIA S.P.A.
PL8 PLAYTECH PLC
03/30/26 March 30, 2026 1 EN
James Ratzer
  • James Ratzer
EUR 8468.00
TIT Telecom Italia ...
INW INWIT

Telecom Italia (Neutral), Inwit (Buy): Now TIM serves notice - so what...

Telecom Italia has announced that it has also served notice to cancel the Inwit MSA – but in a different manner from Swisscom. In this brief note, we assess what the likely implications from this move are and what the end-game could look like.

TIT TELECOM ITALIA S.P.A.
INW INWIT
03/30/26 March 30, 2026 1 EN
Ahmed Ben Salem
  • Ahmed Ben Salem
FP TOTAL SE
EDEN EDENRED SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
RI PERNOD RICARD SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
HLAG HAPAG-LLOYD AG
DHER DELIVERY HERO SE
DNP DINO POLSKA S.A.
EVD CTS EVENTIM AG & CO. KGAA
03/27/26 March 27, 2026 1 EN
Ahmed Ben Salem
  • Ahmed Ben Salem
FP TOTAL SE
EDEN EDENRED SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
RI PERNOD RICARD SA
HEN3 HENKEL AG & CO. KGAA PREF
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
HLAG HAPAG-LLOYD AG
DHER DELIVERY HERO SE
EVD CTS EVENTIM AG & CO. KGAA
03/27/26 March 27, 2026 1 FR
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