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Cemex 3Q18: Deleveraging Offsets Cost Inflation

Earnings Note: 29 Oct 2018, 10:32 PM ET - We are holding our current RelVal Recommendations on Cemex after as Deleveraging progress continues to offset energy cost inflation headwinds. 

June 2018 Company Coverage Initiated

Company Coverage Initiated: 01 Jul 2018, 9:52 PM ET - Our monthly report provides executive summaries for the fourteen companies on which we launched coverage in North America, Asia and Europe during the month of June.

Euro HY Conference 2018: Relative Value Panel

Transcript: 27 Jun 2018, 9:21 PM ET - What is the biggest threat to European HY credit: Italy, Brexit, EM, commodities, tech or Donald Trump? 
Focused

Euro HY Conference 2018: Votorantim Cimentos

Transcript: 20 Jun 2018, 10:48 PM ET - In this article, we transcribe our presentation from CreditSights' European High Yield Conference on Votorantim Cimentos, a Brazilian cement producer and part of a major EM Industrial grouping.
Focused

Votorantim Cimentos: (Don't) Always Bet on Brazil

Company Spotlight: 11 Jun 2018, 9:26 PM ET - As part of our staged series of launch articles on the Votorantim SA Group (VSA), we initiate coverage on Votorantim Cimentos with an Underperform on its Euro paper.

Cemex: Buy the €400 mn 2024 Notes

HY Note: 08 Jun 2016, 5:04 AM ET - We would view the new bonds as attractive at this price and would recommend investors participate in the new issue at these levels, even if price talk moves in to the 5% range.

Global Building Materials 2013 Outlook: Part III

Sector Outlook: 08 Jan 2013, 9:50 PM ET - In the third and final part of our Global Construction and Building Materials Outlook, we review our Relative Value Recommendations both on a Sector and a Name basis.

Global Building Materials 2013 Outlook: Part II

Sector Outlook: 06 Jan 2013, 10:26 PM ET - In the second of our three-part Global Construction and Building Materials Outlook, we discuss the sector’s demand and supply balance, M&A landscape, credit and financial profile. 

Global Building Materials 2013 Outlook: Part I

Sector Outlook: 20 Dec 2012, 10:05 PM ET - In the first of our Global Construction and Building Materials Outlook series, we examine the prospects for Construction markets in 2013 as the key demand driver for buildings materials.

Global Building Materials Outlook 2012: Pt I (M&A)

Sector Outlook: 24 Jan 2012, 10:33 PM ET - As a follow-up to our recent 2012 US and European Construction Outlooks, we publish our Part 1 of our 2012 Global Building Materials & Construction Outlook focussing on M&A.

Bad v Thriller: 2012 Euro/EM Construction Outlook

Sector Outlook: 17 Jan 2012, 10:29 PM ET - In the second of our Global Construction and Building Materials Outlook series, we examine the prospects for Europe and the Emerging Markets in 2012, comparing the bleak prospects of one with the continued growth potential of the other.

Euro Building Matls: Build or Buy in the Upturn

Transcript: 07 Oct 2010, 9:49 PM ET - This article is a transcript of the presentation that we recently gave on European Building Materials and the Outlook for M&A in 2011, at CreditSights’ London September 2010 Conference.

Business Jets: 1Q10 Shipments – 14% YoY

Worth Watching: 10 May 2010, 10:54 PM ET - Business Jets: Per latest data released by General Aviation Manufacturers Association, in 1Q10 global general aviation airplane deliveries declined 15% YoY. Specifically 1Q10 business jet deliveries of 164 were -14% YoY, while Pistons were -7% and ..

Euro Building Materials 2010 Outlook: (Part I)

Sector Outlook: 27 Jan 2010, 9:54 PM ET - We examine the macroeconomic conditions that are shaping the state of the Global Building Materials Market, and discuss what may happen to construction expenditure in the US, Europe and elsewhere.

Cemex: When is a Restructuring Not a Restructuring

Company Spotlight: 16 Dec 2009, 11:59 PM ET - We discuss the recent decision by the ISDA to define the August 2009 Cemex Bank restructuring as a “Restructuring Credit Event” with respect to the company’s CDS.

Cemex 1Q09: Weak Results, Any News on Refinancing?

Earnings Note: 30 Apr 2009, 3:49 AM ET - Cemex yesterday took a day out of its ongoing discussions with its banks to report a weak set of first quarter results to the market.

Auto/Cap Goods: Assumptions All Over The Map

Worth Watching: 17 Mar 2009, 11:41 PM ET - Auto/Cap Goods : As the last of the companies wrap up their reported results and offer what guidance they can (or more often cannot), one of the striking highlights is how wide the range of planning assumptions are across key end markets in the US ..

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