February 15, 2023, Wednesday
4:00 PM- 5:00 PM PHT...
Read MoreUPWK – Base Case iCDS 131bps,
Negative Case iCDS 157bps, 2026 0.250% Bond YTW of 7.560%,
iYTW of 4.976%,
Low Refinancing Need...
Read MoreFL – Base Case iCDS 178bps, Negative Case iCDS 233bps,
2029 4.000% Bond YTW of 6.970%,
iYTW of 5.460%, Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
Read MoreFeatured Top Idea
SQ – Block, Inc.
Action: Buy 2026 2.750% Bonds CUSIP: 852234AN3 (5.754% YTW, 4.694% iYTW)...
SQ – Base Case iCDS 72bps,
Negative Case iCDS 108bps, 2026 2.750% Bond YTW of 5.754%, iYTW of 4.694%,
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
Read MoreSupply Chain Super Cycle is here, and companies are already taking the necessary steps to make sure they improve their supply chains...
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