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The Latest from
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March 15, 2023
HES – Base Case CDS 121bps, Base Case iCDS 70bps
Negative Case iCDS 105bps, 2027 4.300% Bond YTW of 5.526%, iYTW of 4.968%
Baa3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need...
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March 15, 2023
Featured Top Idea
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AMKR – Amkor Technology, Inc.
Action: Buy 2027 6.625% Bonds CUSIP: 031652BK5 (7.146% YTW, 5.226% iYTW)... -
March 15, 2023
Featured Top Idea
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UBER – Uber Technologies, Inc.
Action: Buy 2026 8.000% Bonds, CUSIP: 90353TAD2 (6.738% YTW, 4.638% iYTW)
Buy 2027 7.500% Bonds, CUSIP: 90353TAE0 (6.932% YTW, 4.826% iYTW)
Buy 2028 6.250% Bonds, CUSIP: 90353TAG5 (6.614% YTW, 4.614% iYTW)
Buy 2029 4.500% Bonds, CUSIP: 90353TAK6 (6.731% YTW, 4.931% iYTW)... -
March 10, 2023
SYNA – Base Case iCDS 153bps,
Negative Case iCDS 251bps, 2029 4.000% Bond YTW of 6.853%,
iYTW of 5.463%, Ba2 Rating from Moody’s, IG4+ (equivalent to Baa2) Rating from Valens,
Low Refinancing Need...
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March 9, 2023
SQ – Base Case iCDS 67bps,
Negative Case iCDS 167bps, 2026 2.750% Bond YTW of 6.540%,
iYTW of 5.280%, Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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March 9, 2023
UBER – CDS 228bps, Base Case iCDS 56bps,
Negative Case iCDS 66bps, 2027 7.500% Bond YTW of 6.932%,
iYTW of 4.826%, Ba3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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March 6, 2023
PDCE – Base Case iCDS 179bps,
Negative Case iCDS 258bps, 2026 5.750% Bond YTW of 7.348%,
iYTW of 6.298%, Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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