Document Name
pdf icon BCP Research Digicel (DLLTD) 4Q20 Results Strong -Upgrade DL 23s (July 3 2020)
pdf icon BCP Research Aeromexico (AERMEX) -Filing for Chapter 11 -Maintain Positive on GOLLBZ 3.75 24 Converts (July 1 2020)
pdf icon BCP Research Air Canada (ACACN) -Thoughts On Recent Cnvt Issuance & Comps -Maintain Positive On GOLLBZ 24 Cnvts (June 16 2020)
pdf icon BCP Research -Petropavlovsk (POGLN) - 2H10 Results Superb Profitability (June 8 2020)
pdf icon BCP Research -Mercado Libre (MELI) -1Q20 Earnings - Improved But (More Than) Refelected in Price (May 27 2020)
pdf icon BCP Research - LATAM (LTMCI) - Filing for Chapter 11 - Maintain Positive on GOLLBZ 3.75 24 Convert (May 26 2020)
pdf icon BCP Research - First Majestic Silver (FRCN) - 1Q20 Results - Maintain Neutral - Prefer EDVCN 23s Rated Swap-Positive (May 22 2020)
pdf icon BCP Research - Sibanye-Stillwater (SGLSJ) - 1Q20 & 2H19 Results - Move EDVCN 23 to Swap-Pos (May 22 2020)
pdf icon BCP Research - GDS Holdings Ltd (GDSHDG) - Mixed 1Q20 Financials (May 21 2020)
pdf icon BCP Research - Endeavor Mining (EDVCN) - 1Q20 Results - Attractive Swap Candidate (May 21 2020)
pdf icon BCP Research - Azul (AZULBZ) - Updated FY20 Est. - Favorable Liquidity - Prefer Gol (May 19 2020)
pdf icon BCP Research - Huazhu Hotels (HTHT) - New Issue - 4Q19 & 1Q20 Preliminary Results (May 13 2020)
pdf icon BCP Research - Copa (CPA) - 1Q20 Results - Soft - Robust Liquidity - Maintain Neutral (May 12 2020)
pdf icon BCP Research - Gol (GOLLBZ) - Structured to Weather Storm - Upgrade 24s to Positive (May 11 2020)
pdf icon BCP Research - Liberty Latin America (LILAK) - 1Q20 Results - Swap to LILAK 24s (May 7 2020)
pdf icon BCP Research - Gol (GOLLBZ) - 1Q20 Results Positive - Ample Liquidity Runway Signaled (May 4 2020)
pdf icon BCP Research - Gol (GOLLBZ) - Awaiting More Visibility - Downgrade 24s to Neutral (May 4 2020)
pdf icon BCP Research - Copa (CPA) - New Convertible Boosts Strong Balance Sheet (April 28 2020)
pdf icon BCP Research - Petropavlovsk (POGLN) - Prelim Agreement IRC Stake Disposal (March 19 2020)
pdf icon BCP Research - Mercado Libre (MELI) - 4Q19 earnings - mixed (February 27 2020)
pdf icon BCP Research - Liberty Latin America (LILAK) - 4Q19 results - positive - maintain neutral (February 28 2020)
pdf icon BCP Research - First Majestic Silver (FRCN) - 4Q19 Positive - Soft FY20E - Stay Neutral (Februrary 21 2020)
pdf icon BCP Research - Gol (GOLLBZ) - 4Q19 Results - Strong - Maintain Positive-Swap on (Cnvt) (February 20 2020)
pdf icon BCP Research - Cemex (CEMEX) - 4Q19 earnings - mixed (February 20 2020)
pdf icon BCP Research - Polyus (PGILLN) - 4Q19 IFRS results - superb (February 11 2020)
pdf icon BCP Research - Gol (GOLLBZ) - Landmark AA codeshare partnership - maintain postitive-swap (February 2 2020)
pdf icon BCP Research - Endeavor Mining Limited (EDVCN) - Initial Thoughts - Neutral (December 23 2019)
pdf icon BCP Research - NII Holdings Inc (NII) - Sale Complete - Offer to Repurchase Any and All 23s (December 17 2019)
pdf icon BCP Research - Gol (GOLLBZ) - Structural Reorganization - Reiterate Outperform & Pos-Swap (December 17 2019)
pdf icon BCP Research - First Majestic Silver (FRCN) - 3Q19 results - positive - maintain neutral on convert (November 8 2019)
pdf icon BCP Research - Mercado Libre (MELI) - 3Q19 earnings - mixed (November 7 2019)
pdf icon BCP Research - Liberty Latin America (LILAK) - 3Q19 results - soft - maintain neutral outright (November 7 2019)
pdf icon BCP Research - Polyus (PGILLN) - 3Q19 IFRS results - solid (November 5 2019)
pdf icon BCP Research - Cemex (CEMEX) - 3Q19 earnings - soft (October 28 2019)
pdf icon BCP Research - Liberty Latin America (LILAK) - Initial thoughts - neutral outright (October 17 2019)
pdf icon BCP Research - GDS Holdings Ltd (GDSHDG) - 2Q19 results - positive (October 16 2019) 2019.pdf
pdf icon BCP Research - Sibanye-Stillwater (SGLSJ) - Thoughts on internal restructuring - move to Swap-Positive (October 10 2019)
pdf icon BCP Research - Gol (GOLLBZ) - 3Q19 Results - Strong - Maintain Out (25s) & Positive-Swap (Cvts) (October 31 2019)
pdf icon BCP Research - Gol (GOLLBZ) - If the Shoe Fits - Delta exits stake in Gol - AA Eligible Bachelor (September 27 2019)
pdf icon BCP Research - Sibanye-Stillwater (SGLSJ) - 1H19 results & initial thoughts - upgrade to positive (September 23 2019)
pdf icon BCP Research - Huazhu (HTHT) - 2Q19 results - neutral (September 10 2019)
pdf icon BCP Research - Petropavlovsk (POGLN) - 1H19 results solid - attractive outright convert (September 10 2019)
pdf icon BCP Research - Mercado Libre (MELI) - 2Q19 earnings - strong (August 12 2019)
pdf icon BCP Research - First Majestic Silver (FRCN) - 2Q19 results - neutral - maintain neutral on convert (August 7 2019)
pdf icon BCP Research - Polyus (PGILLN) - 2Q19 IFRS results - strong (August 6 2019)
pdf icon BCP Research - Tullow Oil PLC (TLWLN) - neutral 1H19 results - production guidance lowered (July 25 2019)
pdf icon BCP Research - Gran Tierra (GTE) - Offer to purchase converts - downgrade to neutral (June 11 2019)
pdf icon BCP Research - NII Holdings (NII) - Update on review process - attractive ST play (June 6 2019)
pdf icon BCP Research - NII Holdings (NII) - 1Q19 Results - Updates on AMX Acquisiton (May 16th 2019)
pdf icon BCP Research - Cemex (CEMEX) - 4Q18 earnings release - soft - upgrade to positive (April 25th 2019)
pdf icon BCP Research - Kaisa Group Holdings Limited (KAISAG) - Positive 2H18 preliminary results (March 27th 2019)
pdf icon BCP Research - Tullow Oil PLC (TLWLN) - Initial thoughts on convert (January 16th 2019)
pdf icon BCP Research - Mercado Libre (MELI) - Initial thoughts - attractive outright (January 7th 2019)
pdf icon BCP Research - Gran Tierra (GTE) - Initial thoughts fairly valued - positive fundamentals & guidance (December 20th 2018)
pdf icon BCP Research - NII Holdings (NII) - Initial thoughts not compelling outright - Implied vol attractive (December 6th 2018)