Management Trainee, Colorsteel Systems Corporation
Manila, Philippines...
The Latest from
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December 27, 2021
PDCE – No Traded CDS, Base Case iCDS 100bps,
Negative Case iCDS 338bps, 2026 5.750% Bond YTW of 4.854%, iYTW of 2.174%, Ba2 Rating from Moody’s
IG4 (equivalent to Baa2) Rating from Valens,
Low Refinancing Need...
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December 27, 2021
NXP Semiconductors (NXPI) currently trades below corporate but near historical averages relative to Uniform earnings, with a 14.3x Uniform P/E (Fwd. V/E’)....
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December 22, 2021
Featured Top Idea
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SITC – SITE Centers Corp.
Avoid 2025 3.625% Bonds CUSIP: 23317HAD4 (5.236% YTW, 3.986% iYTW)
Avoid 2026 4.250% Bonds CUSIP: 23317HAE2 (2.257% YTW, 3.717% iYTW)
Avoid 2027 4.700% Bonds CUSIP: 23317HAF9 (2.491% YTW, 3.831% iYTW)... -
December 22, 2021
Global Payments (GPN) currently trades below corporate and near historical averages relative to Uniform earnings, with a 17.2x Uniform P/E (Fwd. V/E’)....
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December 21, 2021
In our most recent issue, we highlighted how M&A accounting violates the matching principle and misrepresents economic reality by consistently underreporting the profitability of an acquired company. This causes multiperiod distortionsin the acquiring firm’s income statement...
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December 21, 2021
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: EPR – EPR Properties, Other Highlights: AMZN, BERY, GILD...
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December 21, 2021
TransUnion (TRU) currently trades above corporate and historical averages relative to Uniform earnings, with a 33.3x Uniform P/E (Fwd. V/E’)...
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