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Carole Braudeau
  • Carole Braudeau

Credit Morning 02/20/2026

2025 results exceed the group's guidance and cautious outlook for 2026|IGH & IQ: Further government support announced the day S&P lowers its rating|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 20/02/2026

Résultats 2025 supérieurs à la guidance donnée par le groupe et perspectives prudentes pour 2026|IGH & IQ: Further government support announced the day S&P lowers its rating|

Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Tereos, Virgin Media O2, e& PPF Telecom, TUI, Sunrise, Liberty Global, Constellium, Nimlas, Rekeep, Lecta, Recordati, Borr Drilling

Carole Braudeau
  • Carole Braudeau

Credit Morning 02/18/2026

Tereos : -57% EBITDA over 9M 25/26. Guidance reaffirmed for a leverage peak at 6x as of March 31|Celanese – still challenging conditions but margins and FCF generation remain healthy|Emeis reported 2025 results ahead of expectations|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 18/02/2026

Tereos : -57% d’EBITDA sur les 9M 25/26. Prévision réitérée d’un pic de levier à 6x au 31 mars|Celanese – still challenging conditions but margins and FCF generation remain healthy|Emeis a publié des résultats 2025 supérieurs aux attentes|

Jean-François Granjon
  • Jean-François Granjon
Jean-François Granjon
  • Jean-François Granjon
Florent Laroche-Joubert
  • Florent Laroche-Joubert
Florent Laroche-Joubert
  • Florent Laroche-Joubert
Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng
  • Tanvi Arora

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

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