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INSIGHT PROVIDER
Leandro Gubler
Senior Credit Analyst - Emerging Markets
•
EM Spreads
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Location:
United States
Joined:
11 December 2023
22
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Debt Capital Markets
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Recent
bullish
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Cemex SAB de CV
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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.
Leandro Gubler
40 Views
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bearish
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Cemex SAB de CV
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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...
Leandro Gubler
295 Views
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bullish
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Cemex SAB de CV
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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...
Leandro Gubler
419 Views
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bearish
•
Petroleos Mexicanos
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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.
Leandro Gubler
381 Views
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bullish
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Suzano
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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...
Leandro Gubler
237 Views
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