...Read More
The Latest from
-
August 30, 2023
Featured Top Idea
Read More
CNC – Centene Corporation
Action: Buy 2027 4.250% Bonds CUSIP: 15135BAQ4 (6.101% YTW, 5.071% iYTW)
Buy 2028 2.450% Bonds CUSIP: 15135BAY7 (6.132% YTW, 5.102% iYTW)
Buy 2029 4.625% Bonds CUSIP: 15135BAT8 (6.384% YTW, 5.354% iYTW)
Buy 2030 3.375% Bonds CUSIP: 15135BAU5 (6.308% YTW, 5.278% iYTW)... -
August 29, 2023
X – Traded CDS 276bps, Base Case iCDS 319bps
Negative Case iCDS 430bps, 2029 6.875% Bond YTW of 7.108%, iYTW of 7.602%
Ba3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need...
Read More -
August 23, 2023
Featured Top Idea
Read More
MTCH – The Chemours Company
Action: Close Trade 2027 5.000% Bonds CUSIP: 57665RAG1... -
August 23, 2023
CNC – Base Case CDS 166ps,
Base Case iCDS 70bps, Negative Case iCDS 80bps, 2027 4.250% Bond YTW of 6.101%, iYTW of 5.071%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
Read More -
August 18, 2023
MTCH – Base Case iCDS 184bps,
Negative Case iCDS 259bps, 2027 5.000% Bond YTW of 6.536%, iYTW of 6.156%,
Ba2 Rating from Moody’s, IG3- (equivalent to A3) Rating from Valens,
Low Refinancing Need...
Read More -
August 18, 2023
AMKR – Base Case iCDS 122bps,
Negative Case iCDS 196bps, 2027 6.625% Bond YTW of 6.771%, iYTW of 5.581%,
Ba3 Rating from Moody’s, IG4+ (equivalent to Baa2) Rating from Valens,
Low Refinancing Need...
Read More