
LONG/SHORT Idea
- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution.

Intro, Capital and Legal Structure - 20 Mar 24

Industry, Economics - 20 Mar 24

Business & Transformation - 20 Mar 24

Refi Dynamics - 20 Mar 24

Investment Discussion - 20 Mar 24
Moody’s has downgraded Antolin to CAA1 on raised probability of default. The outlook remains negative. The rating was preceded by a steep sell-off in
Antolin beat our expectations into year-end. Revenue was almost 10% better, and consequently, Q425 EBITDA margin improved
The family appears to be shifting a gear with the generational succession of Ernesto Antolín Calzada by his daughter Emma Antolin. He will remain in
Please find our updated analysis on Antolin here.
As it looks unlikely that the bonds can be refinanced in the market by late 2027, Antolin is building a liquidity war chest, which should
The EU is reportedly considering proposals to ease the planned 2035 ban on combustion engines. The objective is to support European OEMs and