January 17, 2022, Tuesday
10:00 AM- 11:30 AM ET...
Read MoreFeatured Top Idea
MOH – Molina Healthcare, Inc.
Action: Buy 2028 4.375% Bonds CUSIP: 60855RAJ9 (5.940% YTW, 4.560% iYTW)...
Featured Top Idea
QRVO – Qorvo, Inc.
Action: Buy 2029 4.375% Bonds CUSIP: 74736KAH4 (6.359% YTW, 4.659% iYTW)...
MOH – Base Case CDS 201bps, Base Case iCDS 84bps
Negative Case iCDS 124bps, 2028 4.375% Bond YTW of 5.940%, iYTW of 4.560%
Ba3 Rating from Moody’s, IG3+ (equivalent to A1) Rating from Valens
Low Refinancing Need...
Read MoreMUR – Base Case CDS 298bps, Base Case iCDS 122bps
Negative Case iCDS 170bps, 2027 5.875% Bond YTW of 6.440%, iYTW of 4.880%
Ba2 Rating from S&P, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need...
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