BCP Research - Helios Tower (HLSTWR) Abbreviated 1Q23 Results - Sound (May 30 2023)
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BCP Research - Pinduoduo (PDD) 1Q23 Results – Strong (May 30 2023)
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BCP Research - iQIYI Inc (IQ) Improved 1Q23 Results (May 17 2023)
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BCP Research - Liberty Latin America (LILAK) 1Q23 Earnings - Mixed (May 11 2023)
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BCP Research - Bilibili (BILI) Repurchase at par (May 10 2023)
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BCP Research - NIO Inc 2022 20 - F Filling (May 8 2023)
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BCP Research - Hello Group (MOMO) Repurchase at par (May 5 2023)
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BCP Research - Gol (GOLLBZ) - 1Q23 Improved Results (April 28 2023)
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BCP Research - 21Vianet Group Inc (VNET) 4Q22 Earnings - Soft (March 24 2023)
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BCP Research - Pinduoduo (PDD) 4Q22 Results – Strong (March 21 2023)
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BCP Research - Hello Group (MOMO) 4Q22 Results - Mixed (March 20 2023)
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BCP Research - Gol (GOLLBZ) - 4Q22 Improved Results (March 9 2023)
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BCP Research - Bilibili (BILI) 4Q22 Results -Mixed (March 7 2023)
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BCP Research - iQIYI Inc (IQ) New 6.5% 2028 Convert Issuance (March 7 2023)
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BCP Research - iQIYI Inc (IQ) 4Q22 Results - Improved (February 23 2023)
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BCP Research - Liberty Latin America (LILAK) 4Q22 Earnings - Improved, Reiterate Market Outperform (February 23 2023)
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BCP Research - 21Vianet Group Inc (VNET) Update on Recent Events - Downgrade to Neutral (February 17 2023)
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BCP Research - iQIYI Inc (IQ) Improved Liquidity (February 9 2023)
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BCP Research - Gol (GOLLBZ) - Gol Liability Management Exercise Overview (February 7 2023)
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BCP Research - Gol (GOLLBZ) - Announcement of Liability Management Exercise (February 7 2023)
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BCP Research - Gol (GOLLBZ) - Issuance of Secured Lessor Financing 2026 Notes (December 23 2022)
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BCP Research - Gol (GOLLBZ) - Lack of Information on Financing Plan - Downgrade GOLLBZ 26s to Neutral (December 20 2022)
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BCP Research - Gol (GOLLBZ) - Local News Report on Gol's Liability Management Plans - Reiterate Positive on the GOLLBZ 26s (December 12 2022)
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BCP Research - Hello Group (MOMO) 3Q22 Results - Positive Maintain Market Outperform (December 9 2022)
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BCP Research - Bilibili (BILI) 3Q22 Results Mixed switching to BILI 27s as Positive (November 30 2022)
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BCP Research - Pinduoduo (PDD) 3Q22 Results – Strong, maintain Market Outperform (November 29 2022)
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BCP Research - NIO Inc 3Q22 - Stable (November 29 2022)
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BCP Research - 21Vianet Group Inc (VNET) 3Q22 Earnings - Soft (November 23 2022)
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BCP Research - Gol (GOLLBZ) - Reiterate Positive on the GOLLBZ 26s (November 21 2022)
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BCP Research - Liberty Latin America (LILAK) 3Q22 Earnings - Weak (November 14 2022)
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BCP Research - Gol (GOLLBZ) - Maintain Positive on the GOLLBZ 26s (November 10 2022)
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BCP Research - Helios Tower (HLSTWR) 3Q22 Results - Stable (November 8 2022)
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BCP Research - Gol (GOLLBZ) - 3Q22 Neutral Results - Maintain Positive on GOLLBZ 26s (October 27 2022)
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BCP Research - Gol (GOLLBZ) - Improved Environment - Move GOLLBZ 26s to Positive (October 03 2022)
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BCP Research - 21Vianet Group Inc (VNET) Current Thoughts (September 21 2022)
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BCP Research - Gol (GOLLBZ) - Investigation Settlement Announced (September 16 2022)
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BCP Research - Bilibili (BILI) 2Q22 Results - Mixed maintain Positive (September 15 2022)
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BCP Research - BCP Research - NIO Inc 2Q22 Earnings (September 09 2022)
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BCP Research - iQIYI Inc (IQ) 2Q22 Results - Improved (September 8 2022)
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BCP Research - Hello Group (MOMO) 2Q22 Results - Mixed upgrade to Positive on High Octane (September 6 2022)
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BCP Research - 21Vianet Group Inc (VNET) 2Q22 Earnings - Soft (August 31 2022)
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BCP Research - Pinduoduo (PDD) 2Q22 Results - Strong maintain Market Outperform (August 31 2022)
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BCP Research - Helios Tower (HLSTWR) 2Q22 Results - Stable (August 23 2022)
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BCP Research - Liberty Latin America (LILAK) 2Q22 Earnings - Stable (August 10 2022)
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BCP Research - Copa Holdings SA (CPA) - 2Q22 Soft Expected Results (August 05 2022)
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BCP Convertible Research Report - August 2022 (August 1 2022)
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BCP Research - Gol (GOLLBZ) 2Q22 Neutral Results Reafirm Swap Rating From AZULBL 26s-to GOLLBZ 26s (July 28 2022)
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BCP Research - Bilibili (BILI) 1Q22 Results Soft maintain outperform (June 14 2022)
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BCP Research - Pinduoduo (PDD) 1Q22 Results Positive (June 09 2022)
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BCP Research - iQIYI Inc (IQ) 1Q22 Results - Improved (June 2 2022)
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BCP Research - 21Vianet Group Inc (VNET) 1Q22 Earnings - Mixed (May 25 2022)
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BCP Research Liberty Latin America (LILAK) - 1Q22 Earnings - Weak (May 17 2022)
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BCP Research - Gol (GOLLBZ) - Gol and Avianca Business Combination (May 11 2022)
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BCP Research - Helios Tower (HLSTWR) sound 1Q22 results (May 10 2022)
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BCP Research - Lithium Americas (LACCN) 1Q22 Results - Maintain Positive Outright (May 10 2022)
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BCP Research - NIO Inc (NIO) - 4Q21 Earnings per 20 F Filing (May 5 2022)
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BCP Research - Gol (GOLLBZ) - 1Q22 Improved Results (April 28 2022)
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BCP Research Lithium (LACCN) - 4Q21 Earnings Upgrade to Positive (April 21 2022)
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BCP Research - Bilibili (BILI) - Initial Thoughts Upgrading to Outperform (April 20 2022) 2022.
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BCP Research - 21Vianet Group Inc (VNET) Unsolicited Takeover Offer - Reiterate Positive (April 11 2022)
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BCP Research - Helios Tower (HLSTWR) sound 4Q21 results (March 18 2022)
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BCP Research - Delisting Risk and Put for PRC Converts - Reiterate Positive on VNET 26s (March 14 2022)
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BCP Research - Gol (GOLLBZ) - 4Q21 Soft Results (March 14 2022)
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BCP Research - iQIYI Inc (iQ) - US$285mm Private Placement (March 4 2022)
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BCP Research - iQIYI (IQ) - 4Q21 Results Mixed (March 02 2022)
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BCP Research - Liberty Latin America (LILAK) - 4Q21 Earnings Strong (February 25 2022)
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BCP Research - Scorpio Tankers (STNG) 4Q21 Earnings – Improved (February 15 2022)
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BCP Research - Copa Holdings S A (CPA) - 4Q21 Impressive Results Anticipated Weakness Heading into 1Q22 (February 15 2022)
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BCP Research - Lithium Americas Corp (LACCN) - Initial Thoughts (February 14 2022)
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BCP Research - 21Vianet Group Inc (VNET) - Major News Reiterate Positive Outright (February 01 2022)
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BCP Research - NIO Inc (NIO) - Initial Thoughts on the Credit (January 24 2022)
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BCP Research - Pinduoduo Inc (PDD) - Initial Thoughts (January 19 2022)
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BCP Research - Tilray Brands Inc (TLRY) - 2Q22 Earnings Mixed (January 14 2022)
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Research - iQIYI Inc (IQ) - Initial Thoughts (December 20 2021)
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BCP Research - 21 Vianet Group Inc (VNET) - 3Q21 Results - Maintain Positive (November 29 2021)
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BCP Research - Intercept Pharmaceuticals (ICPT) - 3Q21 Earnings - Sound (November 17 2021)
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BCP Research - Liberty Latin America (LILAK) -3Q21 Earnings Mixed (November 16 2021)
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BCP Research - GOL (GOLLBZ) - 3Q21 Mixed Results (November 10 2021)
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BCP Research - Tilray Inc (TLRY) - 1Q22 Soft Results (October 15 2021)
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BCP Research - Intercept Pharmaceuticals (ICPT) - Initial Thoughts (October 07 2021)
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BCP Research - Aurora Cannabis Inc (ACBCN) - 4Q21 Results - Sound Results - Maintain Neutral (September 29 2021)
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BCP Research - Gol (GOLLBZ) Additional Capital Increase - Reiterate Outperform on 26s and Positive Outright on 24s (September 15 2021)
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BCP Research - 21Vianet Group Inc (VNET) - Mixed 2Q21 Results - Maintain Market Outperform on 26s Convert (August 30 2021)
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BCP Research - Scorpio Tankers (STNG) - 2Q21 Earnings - Uprgading to Positive (August 12 2021)
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BCP Research - Golar LNG (GLNG) - 2Q21 Earnings - Stable (August 12 2021)
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BCP Research - Aurora Cannabis Inc (ACBCN) 3Q21 Results - Mixed Results - Maintain 'Neutral' (August 10 2021)
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BCP Research Liberty Latin America (LILAK) - 2Q21 Earnings - Positive (August 10 2021)
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BCP Research Scorpio Tankers Inc (STNG) In line with Base Case (July 30th 2021)
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BCP Research - Gol (GOLLBZ) - 2Q21 Results - Expected Weak Maintain Outperform on 26s and Positive Outright on 24s (July 29 2021)
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BCP Research - 1Q21 Results and New Tilray Merger Overview - Downgrade TLRY 23s and APHACN 24s to Neutral (June 21 2021)
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BCP Research - Gol (GOLLBZ) Swap Recommendation From GOLLBZ 25s To GOLLBZ 24s (July 19 2021)
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BCP Research - Gol (GOLLBZ) Outlook Review - Reiterate Positive Outright on GOLLBZ 24s (July 12 2021)
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BCP Research - Golar LNG (GLNG) - Current Thoughts (July 02 2021)
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BCP Research - 21Vianet Group Inc (VNET) Attractive Yield With Opportunity (June 14 2021)
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BCP Research - Helios Tower (HLSTWR) relatively softer 1Q21 results (May 20 2021)
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BCP Research -Liberty Latin America (LILAK) - 1Q21 Results, Strong - Downgrade to Neutral on LILAK 24 Converts (May 12 2021)
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BCP Research -Liberty Latin America (LILAK) - 4Q20 Results, Positive - Maintain Positive-Outright on LILAK 24 Converts (March 4 2021)
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BCP Research -Scorpio Tankers (STNG) - 4Q20 Earnings - Weak, downgrade to Neutral after rally (March 1 2021)
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BCP Research -Aphria Inc (APHACN) - 2Q21 Results, Positive - Maintain Positive Swap on APHACN 24s and Positive - Outright on TLRY 23s (March 1 2021)
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BCP Research -Tilray Inc (TLRY) - 4Q20 Results, Improved - Maintain Positive Outright on TLRY 23s (February 27 2021)
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BCP Research -Aurora Cannabis Inc (ACBCN) 2Q21 Results - Aggressive Guidance vs Robust Balance Sheet - Maintain 'Neutral' (February 17 2021)
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BCP Research -Copa Holdings SA (CPA) 4Q20 Results, Positive - Anticipated Weakness Heading into 1Q21 (February 12 2021)
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BCP Research -Gol (GOLLBZ) Upgrade New Sr. Sec 8 26 to Outperform, Maintain Outright - Positive on GOLLBZ 24 converts (February 10 2021)
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BCP Research -21Vianet Group Inc (VNET) Thoughts on New VNET 26 Convert Issuance -Initiate Neutral (January 22 2021)
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BCP Research -Aphria (APHACN)-Tilray (TLRY)-Thoughts on Merger -Maintain APHACN 24s Swap -Positive ,Upgrade TLRYS 23s to Outright -Positive (January 11 2021)
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BCP Research -Gol (GOLLBZ)-New Sr. Sec 8 26 Bond -Move GOLLBZ 24s to Outright -Positive in Convertible Universe (December 22 2020)
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BCP Research -Golar LNG (GLNG)- 3Q20 Earnings Stable (December 18 2020)
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BCP Research -Gol (GOLLBZ)-Thoughts on Potential Smiles Merger -Maintain Positive (December 9 2020)
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BCP Research -Liberty Latin America (LILAK)-Move LILAK 24s to Outright -Positive in Convertible Universe (December 4 2020)
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BCP Research -Tilray Inc (TLRY) -Overview and 3Q20 Results -Initiate at Neutral (December 3 2020)
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BCP Research -Air Canada (ACACN) -3Q20 Results Weak -Maintain Neutral (November 20 2020)
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BCP Research -Copa Holdings (CPA) -3Q20 Results, Mixed -Downgrade to Neutral (November 20 2020)
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BCP Research -First Majestic Silver (FRCN) -3Q20 Results Positive -Fairly Valued, Maintain Neutral (November 13 2020)
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BCP Research -Aurora Cannabis Inc (ACBCN) -1Q21 Results, Mixed -Maintain Neutral (November 11 2020)
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BCP Research -Scorpio Tankers (STNG) -3Q20 Earnings -Maintain Outright (November 10 2020)
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BCP Research -Liberty Latin America (LILAK) -3Q20 Results Solid, Maintain Outperform on LILAK 24 Converts (November 9 2020)
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BCP Research -Gol (GOLLBZ) -3Q20 Results, Mixed -Maintain Positive (November 5 2020)
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BCP Research -Golar LNG (GLNG) -Initial Thoughts (November 4 2020)
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BCP Research -Aurora Cannabis Inc (ACBCN) -Initial Thoughts and 4Q20 Results (November 3 2020)
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BCP Research -Aphria Inc (APHACN) -Initial Thoughts and 1Q21 Results -Upgrade to Positive -Swap (October 21 2020)
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BCP Research -Petropavlovsk (POGLN) -Consent Solicitation for POGLN 22s (October 2 2020)
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BCP Research -Pretium Resources Inc. (PVGCN) -2Q20 Results, Positive -Rate Neutral (September 29 2020)
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BCP Research -LATAM (LTMCI) -Approval of Revised DIP Proposal -Upgrade LTMCI 24 to Positive (September 25 2020)
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BCP Research -Scorpio Tankers (STNG) -Bond Repurchases ,Reaffirm Outright (September 22 2020)
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BCP Research -First Majestic Silver (FRCN) -2Q20 Results Weak -Fairly Valued, Maintain Neutral (September 15 2020)
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BCP Research - GOL (GOLLBZ) - Repayment of Term Loan B - Maintain Positive on GOL 24s (September 1 2020)
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BCP Research - Copa Holdings S.A. (CPA) - 2Q20 Results Soft, Liquidity Robust - Upgrade to Swap Positive (August 11 2020)
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BCP Research - Liberty Latin America (LILAK) - 2Q20 Results Positive - Maintain Outperform on LILAK 24 Converts (August 7 2020)
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BCP Research - Scorpio Tankers (STNG) - Upgrading to Positive Outright (August 7 2020)
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BCP Research - Air Canada (ACACN) 2Q20 Results - Weak (August 6 2020)
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BCP Research - GOL (GOLLBZ) - 2Q20 Results Weak - Maintain Positive (August 3 2020)
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BCP Research - Liberty Latin America (LILAK) - Acquiring Telefonica Costa Rica Mobile Business - Reiterate Market Outperform on LILAK 24s (July 30 2020)
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BCP Research -Digicel (DLLTD) 4Q20 Results Strong -Upgrade DL 23s (July 3 2020)
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BCP Research - Aeromexico (AERMEX) - Filing for Chapter 11 - Maintain Positive on GOLLBZ 3.75 24 Converts (July 1 2020)
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BCP Research - Air Canada (ACACN) - Thoughts On Recent Cnvt Issuance & Comps - Maintain Positive On GOLLBZ 24 Cnvts (June 16 2020)
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BCP Research - Petropavlovsk (POGLN) - 2H10 Results - Superb Profitability (June 8 2020)
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BCP Research - Mercado Libre (MELI) - 1Q20 Earnings - Improved But (More Than) Refelected in Price (May 27 2020)
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BCP Research - LATAM (LTMCI) - Filing for Chapter 11 - Maintain Positive on GOLLBZ 3.75 24 Convert (May 26 2020)
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BCP Research - First Majestic Silver (FRCN) - 1Q20 Results - Maintain Neutral - Prefer EDVCN 23s Rated Swap-Positive (May 22 2020)
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BCP Research - Sibanye-Stillwater (SGLSJ) - 1Q20 & 2H19 Results - Move EDVCN 23 to Swap-Pos (May 22 2020)
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BCP Research - GDS Holdings Ltd (GDSHDG) - Mixed 1Q20 Financials (May 21 2020)
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BCP Research - Endeavor Mining (EDVCN) - 1Q20 Results - Attractive Swap Candidate (May 21 2020)
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BCP Research - Azul (AZULBZ) - Updated FY20 Est. - Favorable Liquidity - Prefer Gol (May 19 2020)
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BCP Research - Huazhu Hotels (HTHT) - New Issue - 4Q19 & 1Q20 Preliminary Results (May 13 2020)
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BCP Research - Copa (CPA) - 1Q20 Results - Soft - Robust Liquidity - Maintain Neutral (May 12 2020)
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BCP Research - Gol (GOLLBZ) - Structured to Weather Storm - Upgrade 24s to Positive (May 11 2020)
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BCP Research - Liberty Latin America (LILAK) - 1Q20 Results - Swap to LILAK 24s (May 7 2020)
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BCP Research - Gol (GOLLBZ) - 1Q20 Results Positive - Ample Liquidity Runway Signaled (May 4 2020)
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BCP Research - Gol (GOLLBZ) - Awaiting More Visibility - Downgrade 24s to Neutral (May 4 2020)
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BCP Research - Copa (CPA) - New Convertible Boosts Strong Balance Sheet (April 28 2020)
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BCP Research - Petropavlovsk (POGLN) - Prelim Agreement IRC Stake Disposal (March 19 2020)
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BCP Research - Mercado Libre (MELI) - 4Q19 earnings - mixed (February 27 2020)
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BCP Research - Liberty Latin America (LILAK) - 4Q19 results - positive - maintain neutral (February 28 2020)
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BCP Research - First Majestic Silver (FRCN) - 4Q19 Positive - Soft FY20E - Stay Neutral (Februrary 21 2020)
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BCP Research - Gol (GOLLBZ) - 4Q19 Results - Strong - Maintain Positive-Swap on (Cnvt) (February 20 2020)
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BCP Research - Cemex (CEMEX) - 4Q19 earnings - mixed (February 20 2020)
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BCP Research - Polyus (PGILLN) - 4Q19 IFRS results - superb (February 11 2020)
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BCP Research - Gol (GOLLBZ) - Landmark AA codeshare partnership - maintain postitive-swap (February 2 2020)
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BCP Research - Endeavor Mining Limited (EDVCN) - Initial Thoughts - Neutral (December 23 2019)
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BCP Research - NII Holdings Inc (NII) - Sale Complete - Offer to Repurchase Any and All 23s (December 17 2019)
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BCP Research - Gol (GOLLBZ) - Structural Reorganization - Reiterate Outperform & Pos-Swap (December 17 2019)
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BCP Research - First Majestic Silver (FRCN) - 3Q19 results - positive - maintain neutral on convert (November 8 2019)
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BCP Research - Mercado Libre (MELI) - 3Q19 earnings - mixed (November 7 2019)
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BCP Research - Liberty Latin America (LILAK) - 3Q19 results - soft - maintain neutral outright (November 7 2019)
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BCP Research - Polyus (PGILLN) - 3Q19 IFRS results - solid (November 5 2019)
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BCP Research - Cemex (CEMEX) - 3Q19 earnings - soft (October 28 2019)
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BCP Research - Liberty Latin America (LILAK) - Initial thoughts - neutral outright (October 17 2019)
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BCP Research - GDS Holdings Ltd (GDSHDG) - 2Q19 results - positive (October 16 2019) 2019.pdf
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BCP Research - Sibanye-Stillwater (SGLSJ) - Thoughts on internal restructuring - move to Swap-Positive (October 10 2019)
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BCP Research - Gol (GOLLBZ) - 3Q19 Results - Strong - Maintain Out (25s) & Positive-Swap (Cvts) (October 31 2019)
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BCP Research - Gol (GOLLBZ) - If the Shoe Fits - Delta exits stake in Gol - AA Eligible Bachelor (September 27 2019)
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BCP Research - Sibanye-Stillwater (SGLSJ) - 1H19 results & initial thoughts - upgrade to positive (September 23 2019)
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BCP Research - Huazhu (HTHT) - 2Q19 results - neutral (September 10 2019)
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BCP Research - Petropavlovsk (POGLN) - 1H19 results solid - attractive outright convert (September 10 2019)
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BCP Research - Mercado Libre (MELI) - 2Q19 earnings - strong (August 12 2019)
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BCP Research - First Majestic Silver (FRCN) - 2Q19 results - neutral - maintain neutral on convert (August 7 2019)
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BCP Research - Polyus (PGILLN) - 2Q19 IFRS results - strong (August 6 2019)
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BCP Research - Tullow Oil PLC (TLWLN) - neutral 1H19 results - production guidance lowered (July 25 2019)
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BCP Research - Gran Tierra (GTE) - Offer to purchase converts - downgrade to neutral (June 11 2019)
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BCP Research - NII Holdings (NII) - Update on review process - attractive ST play (June 6 2019)
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BCP Research - NII Holdings (NII) - 1Q19 Results - Updates on AMX Acquisiton (May 16th 2019)
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BCP Research - Cemex (CEMEX) - 4Q18 earnings release - soft - upgrade to positive (April 25th 2019)
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BCP Research - Kaisa Group Holdings Limited (KAISAG) - Positive 2H18 preliminary results (March 27th 2019)
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BCP Research - Tullow Oil PLC (TLWLN) - Initial thoughts on convert (January 16th 2019)
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BCP Research - Mercado Libre (MELI) - Initial thoughts - attractive outright (January 7th 2019)
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BCP Research - Gran Tierra (GTE) - Initial thoughts fairly valued - positive fundamentals & guidance (December 20th 2018)
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BCP Research - NII Holdings (NII) - Initial thoughts not compelling outright - Implied vol attractive (December 6th 2018)
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