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EM Spreads

EM Spreads

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bearishMinerva /Brazil
14 Nov 2024 03:40

Minerva 3Q24: Acquisitions Keep Uncertainty High

​Challenges in free cash flow generation may hinder post-acquisition deleveraging for Minerva, potentially impacting credit metrics and creating a...

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bullishMercadoLibre
08 Nov 2024 21:39

MELI 3Q24: Strategic Credit Growth and Logistics Investments Dampen Short-Term Profitability

​A positive outlook on MELI's financial and business risk profile, with potential for slight spread improvement if the investment-grade status is...

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04 Nov 2024 21:02

PEMEX 3Q24: Government Support Continues to Strengthen

​PEMEX's reclassification and payment program will help spread compression, but vulnerability and reliance on government support remain key concerns.

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bearishCemex SAB de CV
30 Oct 2024 12:35

Cemex 3Q24: Long-Term Outlook Clouded by Near-Term Risks

​Cemex downgraded to Market Perform due to downside risk and weak earnings results, but still seen as an attractive emerging market credit story.

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30 Sep 2024 11:45

Initiating Coverage on Pemex: Set to Outperform on Reclassification Potential

​Initiating coverage on PEMEX with an Outperform recommendation, citing potential reclassification as a public company and compelling bond...

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