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The Latest from
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March 13, 2024
CNC – Base Case CDS 126bps, Base Case iCDS 69bps,
Negative Case iCDS 71bps, 2029 4.625% Bond YTW of 5.617%, iYTW of 4.827%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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March 11, 2024
ROST – Base Case iCDS 43bps,
Negative Case iCDS 48bps, 2027 4.700% Bond YTW of 5.568%, iYTW of 4.822%,
A2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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March 8, 2024
UBER – CDS 89bps, Base Case iCDS 38bps
Negative Case iCDS 43bps, 2029 4.500% Bond YTW of 5.931%, iYTW of 4.724%
Ba3 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens
Low Refinancing Need...
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March 6, 2024
Featured Top Idea
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AMKR – Amkor Technology, Inc.
Action: Buy 2027 6.625% Bonds CUSIP: 031652BK5 (5.931% YTW, 5.201% iYTW)... -
March 6, 2024
Featured Top Idea
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RRC – Range Resources Corp
Action: Buy 2029 8.250% Bonds CUSIP: 75281ABJ7 (6.394% YTW, 4.624% iYTW)... -
March 5, 2024
RRC – Base Case CDS 155bps
Base Case iCDS 182bps, Negative Case iCDS 254bps, 2029 8.250% Bond YTW of 6.394%, iYTW of 4.624%
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need...
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March 5, 2024
MSCI – Base Case iCDS 123bps
Negative Case iCDS 149bps, 2029 4.000% Bond YTW of 5.693%, iYTW of 5.553%
Ba1 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens
Low Refinancing Need...
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