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The Latest from
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January 16, 2024
TDG – Base Case iCDS 131bps,
Negative Case iCDS 155bps, 2027 7.500% Bond YTW of 6.275%, iYTW of 5.485%,
B1 Rating from Moody’s, XO (equivalent to Baa3) Rating from Valens,
High Refinancing Need...
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January 10, 2024
Featured Top Idea
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MU – Micron Technology, Inc.
Action: Buy 2028 5.375% Bonds CUSIP: 595112CA9 (5.141% YTW, 4.321% iYTW)
Buy 2029 5.327% Bonds CUSIP: 595112BN2 (5.028% YTW, 4.252% iYTW)
Buy 2029 6.750% Bonds CUSIP: 595112BV4 (5.269% YTW, 4.249% iYTW)
Buy 2030 4.663% Bonds CUSIP: 595112BV4 (5.166% YTW, 4.254% iYTW)... -
January 9, 2024
MOH – Base Case CDS 143bps, Base Case iCDS 76bps,
Negative Case iCDS 111bps, 2028 4.375% Bond YTW of 5.895%, iYTW of 4.665%,
Ba3 Rating from Moody’s, IG3+ (equivalent to A1) Rating from Valens,
Low Refinancing Need...
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January 3, 2024
Featured Top Idea
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SYNA – Synaptics Incorporated
Action: Buy 2029 4.000% Bonds CUSIP: 87157DAG4 (6.527% YTW, 5.487% iYTW)...