November 10-13, 2021, Wednesday – Saturday
1:00 PM – 5:00 PM PHT...
Read MoreMU – No Traded CDS, Base Case iCDS 32bps
Negative Case iCDS 50bps, 2027 4.185% Bond YTW of 1.990%, iYTW of 1.530%
Baa3 Rating from Moody’s, IG3+ (equivalent to A1) Rating from Valens
Low Refinancing Need...
Read MoreOracle Corporation (ORCL) currently trades near corporate but above historical averages relative to Uniform earnings, with a 23.2x Uniform P/E (Fwd. V/E’)...
Read MoreThe Southern Company (SO:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 34...
Read MoreFeatured Top Idea
IAA – IAA, Inc.
Trade: Buy 2027 5.500% Bonds CUSIP: 449253AB9 (3.851% YTW, 2.641% iYTW)...
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: CBRL – Cracker Barrel Old Country Store, Inc. Other Highlights: EL, FOXF, GM...
Read MoreDeere & Company (DE:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 16.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm...
Read MoreLowe’s Companies, Inc. (LOW:USA) currently trades around corporate averages relative to Uniform earnings, with a 24.0x Uniform P/E (Fwd. V/E’)...
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