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      European retailing outlook: corporates face growing capex challenge amid slow growth, tight margins

      18/12/2025 Research

      European retailing outlook: corporates face growing capex challenge amid slow growth, tight margins

      The European retail sector, particularly in food and electronics, continues to face a challenging operating environment shaped by shifting consumer behaviour, rising cost pressures and investment-heavy structural transformation, says Scope Ratings.

      Scope downgrades class A notes and affirms class B notes issued by POP NPLs 2020 S.r.l. – NPL ABS

      18/12/2025 Rating announcement

      Scope downgrades class A notes and affirms class B notes issued by POP NPLs 2020 S.r.l. – NPL ABS

      The underlying portfolio is composed of secured and unsecured NPL loans originated by 15 Italian banks and serviced by Special Gardant S.p.A. and Fire S.p.A. as special servicers.

      European telecoms: leverage heads for decade low as capex downswing continues

      18/12/2025 Research

      European telecoms: leverage heads for decade low as capex downswing continues

      Europe’s telecoms operators are on course to reduce leverage to the lowest level in a decade as the capex cycle continues to turn down over the next two years, assuming no major outlays on M&A and technology.

      Scope affirms Hunland Trade’s BB-/Stable issuer rating

      17/12/2025 Rating announcement

      Scope affirms Hunland Trade’s BB-/Stable issuer rating

      The affirmation reflects the issuer’s ability to maintain resilient credit metrics in adverse market conditions in 2025.

      Scope rates AAA(SF) Lithuanian renovation loan notes issued by Vytis Reno Loans 2025-1 DAC

      17/12/2025 Rating announcement

      Scope rates AAA(SF) Lithuanian renovation loan notes issued by Vytis Reno Loans 2025-1 DAC

      The EUR 160.5m underlying portfolio of apartment renovation loans was originated to individual apartment owners by UAB ILTE.

      Scope upgrades Italian NPL Class A notes issued by Sirio SPV S.r.l.

      17/12/2025 Rating announcement

      Scope upgrades Italian NPL Class A notes issued by Sirio SPV S.r.l.

      The underlying portfolio is composed of secured and unsecured NPL loans.

      Scope affirms JSC Microbank MBC’s B+ issuer rating and changes Outlook to negative

      17/12/2025 Rating announcement

      Scope affirms JSC Microbank MBC’s B+ issuer rating and changes Outlook to negative

      Tightened capital position following strong growth is only expected to moderate in the medium term. Profitability remains supportive and currently benefits from the microbank transition.

      Scope downgrades class A notes issued by Relais SPV S.r.l. – Italian non-performing lease ABS

      17/12/2025 Rating announcement

      Scope downgrades class A notes issued by Relais SPV S.r.l. – Italian non-performing lease ABS

      The underlying portfolio is composed of non-performing leases originated by Unicredit Leasing S.p.A. and serviced by doValue S.p.A.

      Scope downgrades Fnac Darty to BBB- from BBB after methodology changes and assigns Stable Outlook

      16/12/2025 Rating announcement

      Scope downgrades Fnac Darty to BBB- from BBB after methodology changes and assigns Stable Outlook

      The rating action reflects the application of Scope’s revised definition of credit metrics for retailers with a large portion of leased assets.

      Scope downgrades class A and class B notes issued by Prisma SPV S.r.l. – Italian NPL ABS

      16/12/2025 Rating announcement

      Scope downgrades class A and class B notes issued by Prisma SPV S.r.l. – Italian NPL ABS

      The underlying portfolio is composed of secured and unsecured NPL loans originated by Unicredit S.p.A. and serviced by doValue S.p.A.