Featured Top Idea
AMKR – Amkor Technology, Inc.
Action: 2027 6.625% Bonds CUSIP: 031652BK5 (5.032% YTW, 4.939% iYTW)...
The Latest from Credit News
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January 8, 2025
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December 27, 2024
Featured Top Idea
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SQ – Block, Inc.
Action: Buy 2031 3.500% Bonds CUSIP: 852234AM5 (5.320% YTW, 4.794% iYTW)... -
December 20, 2024
CIEN – Base Case iCDS 97bps,
Negative Case iCDS 132bps, 2030 4.000% Bond YTW of 5.713%, iYTW of 5.221%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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December 20, 2024
HOLX – Base Case iCDS 77bps,
Negative Case iCDS 102bps, 2028 4.625% Bond YTW of 5.533%, iYTW of 5.015%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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December 20, 2024
HLX – Base Case iCDS 208bps,
Negative Case iCDS 273bps, 2029 9.750% Bond YTW of 7.348%,
iYTW of 6.527%, Ba3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need
...
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December 18, 2024
Featured Top Idea
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UBER – Uber Technologies, Inc.
Action: Buy 2028 6.250% Bonds, CUSIP: 90353TAG5 (5.043% YTW, 4.542% iYTW)
Buy 2029 4.500% Bonds, CUSIP: 90353TAK6 (5.123% YTW, 4.285% iYTW)
Buy 2030 4.300% Bonds, CUSIP: 90353TAN0 (5.005% YTW, 4.285% iYTW)... -
December 18, 2024
PARA – Base Case iCDS 63bps,
Negative Case iCDS 110bps, 2028 3.375% Bond YTW of 5.292%, iYTW of 4.815%,
Baa2 Rating from Moody’s, IG4 (equivalent to Baa3) Rating from Valens,
Low Refinancing Need...
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December 13, 2024
ZIP – Base Case iCDS 369bps,
Negative Case iCDS 427bps, 2030 5.000% Bond YTW of 7.046%, iYTW of 7.762%,
B1 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens,
Low Refinancing Need
...
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December 13, 2024
BRBR – Base Case iCDS 102bps,
Negative Case iCDS 170bps, 2030 7.000% Bond YTW of 5.995%, iYTW of 5.092%,
B1 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens,
Low Refinancing Need
...
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December 12, 2024
AMKR – Base Case CDS 95bps, Base Case iCDS 84bps,
Negative Case iCDS 124bps, 2027 6.625% Bond YTW of 5.032%, iYTW of 4.939%,
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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December 4, 2024
Featured Top Idea
MOH – Molina Healthcare, Inc.Action: Close Trade 2028 4.375% Bonds CUSIP: 60855RAJ9 (5.735% YTW, 5.407% iYTW)...
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November 27, 2024
Featured Top Idea
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MU – Micron Technology, Inc.
Action: Buy 2029 6.750% Bonds CUSIP: 595112BV4 (5.042% YTW, 4.397% iYTW)
Buy 2030 4.663% Bonds CUSIP: 595112BQ5 (5.051% YTW, 4.176% iYTW)
Buy 2031 5.300% Bonds CUSIP: 595112CD3 (5.137% YTW, 4.233% iYTW)... -
November 22, 2024
OII – Base Case iCDS 140bps,
Negative Case iCDS 200bps, 2028 6.000% Bond YTW of 6.429%, iYTW of 5.684%,
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need
...
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November 22, 2024
SQ – Base Case CDS NA, Base Case iCDS 56bps,
Negative Case iCDS 96bps, 2031 3.500% Bond YTW of 5.320%, iYTW of 4.794%,
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need
...
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November 20, 2024
Featured Top Idea
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AR – Antero Resources Corporation
Action: Buy 2029 7.625% Bonds CUSIP: 03674XAQ9 (6.135% YTW, 5.167% iYTW)
Buy 2030 5.375% Bonds CUSIP: 03674XAS5 (6.009% YTW, 5.144% iYTW)... -
November 15, 2024
AMCX – Base Case iCDS 637bps
Negative Case iCDS 748bps, 2029 4.250% Bond YTW of 12.443%, iYTW of 10.571
B2 Rating from Moody’s, XO (equivalent to Baa3) Rating from Valens
Moderate Refinancing Need...
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November 13, 2024
Featured Top Idea
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KSS – Kohl’s Corporation
Action: Close Trade: 2029 7.250% Bonds, CUSIP: 500255AD6 (7.163% YTW, 6.895% iYTW)... -
November 8, 2024
MU – Base Case CDS 70bps, Base Case iCDS 24bps,
Negative Case iCDS 32bps, 2029 6.750% Bond YTW of 5.042%, iYTW of 4.397%,
Baa3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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November 6, 2024
Featured Top Idea
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BA – The Boeing Company
Action: Buy 2028 3.250% Bonds CUSIP: 097023DB8 (5.320% YTW, 4.812% iYTW)
Buy 2028 3.250% Bonds, CUSIP: 097023BX2 (5.428% YTW, 4.812% iYTW)
Buy 2028 3.450% Bonds, CUSIP: 097023CA1 (5.506% YTW, 4.812% iYTW)
Buy 2029 3.200% Bonds, CUSIP: 097023CD5 (5.475% YTW, 4.812% iYTW)
Buy 2029 6.298% Bonds, CUSIP: 097023DQ5 (5.225% YTW, 4.732% iYTW)
Buy 2030 2.950% Bonds, CUSIP: 097023CN3 (5.611% YTW, 4.812% iYTW)
Buy 2030 5.150% Bonds, CUSIP: 097023CY9 (5.420% YTW, 4.812% iYTW)
Buy 2031 6.388% Bonds, CUSIP: 097023DK8 (5.490% YTW, 4.900% iYTW)... -
November 6, 2024
AR – Base Case CDS 121bps, Base Case iCDS 106bps,
Negative Case iCDS 119bps, 2029 7.625% Bond YTW of 6.135%, iYTW of 5.167%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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