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The Latest from
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October 12, 2022
Featured Top Idea
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TEX – Terex Corporation
Action: Buy 2029 5.000% Bonds CUSIP: 880779BA0 (8.283% YTW, 5.503% iYTW)... -
October 12, 2022
AVGO – Base Case iCDS 47bps
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Negative Case iCDS 57bps, 2027 3.875% Bond YTW of 5.834%
iYTW of 4.304%, Baa3 Rating from Moody’s, IG3- (equivalent to A3) Rating from Valens
Low Refinancing Need... -
October 11, 2022
NWSA – Base Case iCDS 118bps
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Negative Case iCDS 193bps, 2029 3.875% Bond YTW of 6.779%, iYTW of 5.019%
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need... -
October 10, 2022
TEX – Base Case CDS 265bps, Base Case iCDS 152bps
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Negative Case iCDS 328bps, 2028 5.000% Bond YTW of 8.283%, iYTW of 5.503%
B1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need... -
October 5, 2022
MUR – Base Case CDS 379bps, Base Case iCDS 136bps
Negative Case iCDS 164bps, 2027 5.875% Bond YTW of 7.620%, iYTW of 5.290%
BB Rating from S&P, IG4+ (equivalent to BBB+) Rating from Valens
Low Refinancing Need...
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