INSIGHT PROVIDER
Leandro Gubler

Leandro Gubler
Senior Credit Analyst - Emerging Markets
EM Spreads

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bullishCemex SAB de CV
10 Feb 2025 12:51

Cemex 4Q24: A Solid EM Credit, But Tariff Overhang Limits Near-Term Potential

​Maintain Market Perform on Cemex. Watchlist for investment if tariff risk subsides. Prefer CEMEX 5.20% 2030 notes in capital structure.

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bearishCemex SAB de CV
06 Feb 2025 05:27

U.S. Tariffs and Their Potential Impact on Cemex and Pemex

​Imposition of U.S. tariffs on Mexico could have significant economic impacts, particularly on companies like Cemex and Pemex with substantial...

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bullishCemex SAB de CV
01 Feb 2025 03:29

EM Spreads - Weekly News & Views

​LatAm Corporate Index tightens, U.S. Treasuries decrease, key market updates include Suzano, Sheinbaum's energy reform, YPF acquisition, and Cemex...

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01 Feb 2025 03:21

Pemex: Lack of Concrete Action Weights on the Outperform Thesis

​Mexican government must take action to support Pemex as operational metrics worsen, specific bonds recommended for investment.

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bullishSuzano
30 Jan 2025 13:33

Initiating Coverage on SUZANO: Headline Risk Limits Upside Potential

​Suzano's bond offerings stand out among peers, but economic uncertainty in Brazil and trade risks pose challenges for the world's largest...

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