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The Latest from
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November 13, 2023
FCX – Base Case CDS 153bps, Base Case iCDS 72bps,
Negative Case iCDS 105bps, 2028 4.125% Bond YTW of 6.287%, iYTW of 5.257%,
Baa3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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November 13, 2023
QRVO – Base Case iCDS 113bps,
Negative Case iCDS 176bps, 2029 4.375% Bond YTW of 6.747%, iYTW of 5.667%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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November 13, 2023
DINO – Base Case iCDS 127bps,
Negative Case iCDS 177bps, 2027 6.375% Bond YTW of 7.024%, iYTW of 5.924%,
Baa3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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November 10, 2023
TDG – No CDS, Base Case iCDS 157bps,
Negative Case iCDS 186bps, 2027 7.500% Bond YTW of 7.536%, iYTW of 6.396%,
B1 Rating from Moody’s, XO (equivalent to Baa3) Rating from Valens,
High Refinancing Need...
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November 10, 2023
SQ – Base Case iCDS 87bps,
Negative Case iCDS 171bps, 2027 0.250% Bond YTW of 7.710%, iYTW of 5.697%,
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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November 8, 2023
Featured Top Idea
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AMKR – Amkor Technology
Action: Buy 2027 6.625% Bonds CUSIP: 031652BK5 (6.926% YTW, 5.896% iYTW)... -
November 8, 2023
Featured Top Idea
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MU – Micron Technology, Inc.
Action: Buy 2027 4.185% Bonds CUSIP: 595112BP7 (6.378% YTW, 5.138% iYTW)
Buy 2028 5.375% Bonds CUSIP: 595112CA9 (6.442% YTW, 5.202% iYTW)
Buy 2029 5.327% Bonds CUSIP: 595112BN2 (6.436% YTW, 5.196% iYTW)
Buy 2029 6.750% Bonds CUSIP: 595112BV4 (6.591% YTW, 5.351% iYTW)
Buy 2030 4.663% Bonds CUSIP: 595112BV4 (6.647% YTW, 5.407% iYTW)...