Top Credit Stories Alrosa (ALRSRU) - Strong 1Q21 results Altice France (SFRFP) - 1Q21 results show mixed performance in an overall positive market ArcelorMittal (MTNA) - Rising star potential now also confirmed by Moody's CEZ (CEZCP) - CEZ targets CZK 80-85bn in EBITDA in 2030, which implies a CAGR of 3.4-4.1% Limacorporate (LIMACO) - 1Q21 still impacted by COVID-19 but business recovery expected Progroup (PROGRP) - 1Q21 results show expected impact of higher recovered-paper pricesBuy the PROGRP 3% 3/26, offering an attractive 2.0% YTC 3/22Progroup: 1Q21 results show expected impact of higher recovered-paper pricesBuy the PROGRP 3% 3/26, offering an attractive 2.0% YTC 3/221Q21 results show expected impact of higher recovered paper prices Saint-Gobain (SGOFP) - Further expanding construction chemicals with EUR 1.0bn acquisition Südzucker (SZUGR) - Encouraging outlook for FY20/21 and focus on its investment-grade rating
- 1 Macro Analysis/Global Central bank monetisation raises risk of inflation and currency crisis
- 2 Weekend Reading/El Salvador Why Facebook and CBDC could be real winners from El Salvador’s Bitcoin embrace
- 3 Flash Report/Uruguay dLocal: Strong post-IPO rally reaffirms EM digital payments infrastructure story
- 4 Strategy Note/Global G7's 'Build Back Better World' is not an answer to China's Belt and Road
- 5 Macro Analysis/Global G7 reiterates support for SDR allocation and seeks to boost its impact
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