Featured Top Idea
MU – Micron Technology, Inc.
Action: Buy 2027 4.185% Bonds CUSIP: 595112BP7 (5.265% YTW, 4.156% iYTW)
Buy 2029 5.327% Bonds CUSIP: 595112BN2 (5.740% YTW, 4.233% iYTW)
Buy 2029 6.750% Bonds CUSIP: 595112BV4 (6.152% YTW, 4.242% iYTW)...
The Latest from
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January 17, 2023
WDC – Base Case CDS 249bps, Base Case iCDS 114bps
Negative Case iCDS 361bps, 2026 4.750% Bond YTW of 6.236%, iYTW of 5.119%
Baa3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need...
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January 11, 2023
Featured Top Idea
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NWSA – News Corporation
Action: Close 2029 3.875% Bonds CUSIP: 65249BAA7 (5.987% YTW, 5.247% iYTW)... -
January 6, 2023
NWSA – Base Case iCDS 150bps,
Negative Case iCDS 316bps, 2029 3.875% Bond YTW of 5.987%, iYTW of 5.247%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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January 4, 2023
TEX – Base Case CDS 265 bps, Base Case iCDS 184 bps,
Negative Case iCDS 443 bps, 2029 5.000% Bond YTW of 6.900%, iYTW of 5.580%,
B1 Rating from Moody’s, IG4+ (equivalent to Baa1) Ratings from Valens,
Low Refinancing Need...
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January 4, 2023
Featured Top Idea
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TEX – Terex Corporation
Action: Buy 2029 5.000% Bonds CUSIP: 880779BA0 (6.900% YTW, 5.580% iYTW)...