-
4 days ago | 
smartkarma.com | Trung Nguyen |Trung Nguyễn |Leandro Gubler
In today’s briefing:Lucror Analytics – Morning Views AsiaEM Spreads – Weekly News & ViewsLucror Analytics – Morning Views AsiaIn today’s Morning Views publication we comment on developments of the following high yield issuers: SK HynixFront-end UST yields declined on Friday, on the back of Fed Governor Christopher Waller’s comments that a rate cut could come as early as July.
-
1 week ago | 
smartkarma.com | Leonard Law |Leandro Gubler
In today’s briefing:Lucror Analytics – Morning Views AsiaEM Spreads – Weekly News & ViewsLucror Analytics – Morning Views AsiaIn today’s Morning Views publication we comment on developments of the following high yield issuers: China Vanke, Tata MotorsUS Treasury yields rose 3-5 bps across the curve on Friday, as the surge in oil prices amid the Iran-Israel conflict stoked renewed inflation concerns.
-
2 weeks ago | 
smartkarma.com | Sudarshan Bhandari |Vinod Nedumudy |Rahul Jain |Leandro Gubler
In today’s briefing: The Beat Ideas: Chambal Fertilisers – From Urea Giant to Agri-Solutions Powerhouse FY 2025 Marks Shrinking Margins For Indian Tire Majors India Steel Monitor – May 2025: Prices Fall, Demand Weak, Outlook Diverges EM Spreads – Weekly News & Views [US Crude Oil Options Weekly 2025/23] WTI Rebounded on Supply Risks and Trade Optimism RYAM US: Specialty Margins Shine Under New Reporting Structure Despite Period Headwinds [US Nat Gas Options Weekly 2025/23] Henry Hub Surged on...
-
1 month ago | 
smartkarma.com | Leandro Gubler
In today’s briefing:EM Spreads – Weekly News & ViewsEM Spreads – Weekly News & ViewsThe LatAm Aggregate Index contracted by 17 bps to 315 bps in the week ending Friday, May 16, 2025, and is now trading 26 bps below its 3-month average.
-
1 month ago | 
smartkarma.com | Leandro Gubler
In today’s briefing:EM Spreads – Weekly News & ViewsEM Spreads – Weekly News & ViewsCemex 1Q25: Credit Strength Persists, but No Catalyst for Spread CompressionPemex 1Q25: Upgraded to Market Perform, but Structural Risks PersistYPF and Globant Sign Agreement to Modernize Supply Chain with AI💡 Before it’s here, it’s on Smartkarma✓ Unlimited Research Summaries✓ Personalised Alerts✓ Custom Watchlists✓ Company Data and News✓ Events & Webinars
-
2 months ago | 
smartkarma.com | Leonard Law |Leandro Gubler
In today’s briefing:Lucror Analytics – Morning Views AsiaEM Spreads – Weekly News & ViewsLucror Analytics – Morning Views AsiaIn today’s Morning Views publication we comment on developments of the following high yield issuers: Medco Energi, Greenko Energy, Vedanta Resources, Reliance IndustriesLast Friday, US Treasuries tightened by 5-8 bps across the curve. US equities continued to recover, albeit at a slow pace, with the S&P 500 up by 0.7% and Nasdaq rising 1.3%.
-
2 months ago | 
smartkarma.com | Leandro Gubler
In today’s briefing: Weekly News & Views Weekly News & Views Argentina Secures US$20bn IMF Deal with Currency Controls Eased / Argentina: March CPI Surprise Adds Pressure Initiating Coverage on Telecom Argentina: Solid Market Position but Uncertain Outlook / Mercado Libre Expands Regional Footprint with $9 Billion in 2025 Investments Across Brazil, Argentina, and Chile Minerva Announces Capital increase Backed by Sponsors / Mercado Libre Expands Regional Footprint with $9 Billion in 2025...
-
2 months ago | 
smartkarma.com | Leandro Gubler |Leonard Law
In today’s briefing:Initiating Coverage on Telecom: Solid Market Position but Uncertain OutlookLucror Analytics – Morning Views AsiaInitiating Coverage on Telecom: Solid Market Position but Uncertain OutlookWe are initiating coverage on Telecom with a Market Perform recommendation. We view the notes as fairly valued considering the uncertainty surrounding the potential acquisition of Telefónica.
-
2 months ago | 
smartkarma.com | Ankit Agrawal |Leandro Gubler |Rahul Jain
In today’s briefing:RPPL: Weak Q3FY25, However Medium-Term Outlook Is StrongEM Spreads – Weekly News & ViewsTata Steel (TATA IN): Scaling Up Domestic Operations, Easing EU DragRPPL: Weak Q3FY25, However Medium-Term Outlook Is StrongEarlier this month, RPPL announced a new factory to expand its thermoforming and extrusion capacity by 1250 MTPA and 1600 MTPA, respectively. This will come on-stream within a month.
-
2 months ago | 
smartkarma.com | Leandro Gubler
In today’s briefing: EM Spreads – Weekly News & Views EM Spreads – Weekly News & Views Argentina’s $20 Billion IMF Deal Could Calm Markets Ahead of Midterms Pemex Monthly Report: February/Minerva Positioned to Benefit from China’s Shift in Protein Imports Cemex: Stable Outlook Affirmed Despite Hybrid Reclassification Dragging Metrics/ YPF Launches “Vaca Muerta Institute” to Support Shale Growth 💡 Before it’s here, it’s on Smartkarma ✓ Unlimited Research Summaries ✓ Personalised Alerts ✓...
