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Roland Pfaender ... (+5)
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
  • Steven Gould
Roland Pfaender ... (+5)
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
  • Steven Gould
Carole Braudeau
  • Carole Braudeau

Credit Morning 11/06/2025

Coty: Q1 earnings down sharply as expected, slightly more optimistic guidance for Q2|NIH attempts risky return to primary market|Sappi: EBITDA plummets in Q4 and the situation is unlikely to improve in the short term|Worldline presents its transformation plan and plans a capital increase of € 500m|Air Baltic: a new liquidity injection seems unavoidable|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 06/11/2025

Coty : Résultats T1 en net repli comme attendu, guidance légèrement plus optimiste pour le T2|NIH tente un retour risqué sur le marché primaire|Sappi : l’EBITDA s’effondre au T4 et la situation ne devrait pas s’arranger à court-terme|Worldline présente son plan de transformation et compte réaliser une augmentation de capital de 500 m EUR|Air Baltic: a new liquidity injection seems unavoidable|

Roland Pfaender ... (+5)
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
  • Steven Gould
Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Deutsche Bank and Banco Santander 3Q, BoE on CRR

Deutsche Bank 3Q: stronger revenues and capital positives. Solid numbers from Banco Santander. UK's Prudential Regulation Authority near-final policy statement on CRR

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Deutsche Bank and Banco Santander 3Q, BoE on CRR

Deutsche Bank 3Q: stronger revenues and capital positives. Solid numbers from Banco Santander. UK's Prudential Regulation Authority near-final policy statement on CRR

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/29/2025

Celanese: Disposal of Micromax and closure of its Lanaken acetate tow facility|IGH: Q3 2025 conference call comments|SoftBank Group: OpenAI agrees with Microsoft to change its status|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 29/10/2025

Celanese: Disposal of Micromax and closure of its Lanaken acetate tow facility|IGH: Q3 2025 conference call comments|SoftBank Group : OpenAI scelle un accord avec Microsoft pour modifier ses statuts|

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Barclays and UniCredit 3Q, BoE on private credits

Motor finance and credit costs hit otherwise solid Barclays earnings. UniCredit capital slumps with Commerzbank stake consolidation. Bank of England plans to run a private credit sector stress test

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Barclays and UniCredit 3Q, BoE on private credits

Motor finance and credit costs hit otherwise solid Barclays earnings. UniCredit capital slumps with Commerzbank stake consolidation. Bank of England plans to run a private credit sector stress test

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Cover pool ESG disclosures, Fed on Basel Endgame, UniCredi...

The EBA promotes regulatory cover pool ESG disclosures nonetheless. Fed to publish new version of Basel Endgame late 2025 or early 2026. UniCredit ready for concessions regarding Commerzbank

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Cover pool ESG disclosures, Fed on Basel Endgame, UniCredi...

The EBA promotes regulatory cover pool ESG disclosures nonetheless. Fed to publish new version of Basel Endgame late 2025 or early 2026. UniCredit ready for concessions regarding Commerzbank

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Deutsche Bank 3Q comments, Spanish covered ratings, Swedis...

Deutsche Bank's Investment Bank gears for another solid quarter; S&P raised the covered bond ratings for four Spanish names to ‘AAA'; Finansinspektion extends its risk-weights floors for Swedish mortgages and commercial real estate

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Deutsche Bank 3Q comments, Spanish covered ratings, Swedis...

Deutsche Bank's Investment Bank gears for another solid quarter; S&P raised the covered bond ratings for four Spanish names to ‘AAA'; Finansinspektion extends its risk-weights floors for Swedish mortgages and commercial real estate

Bruno Cavalier ... (+3)
  • Bruno Cavalier
  • Oliver Metzger
  • Sinan Doganli
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