INSIGHT PROVIDER
Leandro Gubler

Leandro Gubler
Senior Credit Analyst - Emerging Markets
EM Spreads

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19 Dec 2024 22:01

New Issue Snapshot: Vista Energy

We are initiating coverage on Vista with an Outperform recommendation. We view Vista as an attractive option for investors seeking exposure to...

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bullishYPF SA
04 Dec 2024 23:08

Initiating Coverage on YPF: Outperform Opportunity Amid Macro and Shale Expansion

​Initiating coverage on YPF with an Outperform recommendation due to strategic focus on expanding production and investing in infrastructure,...

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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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