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...
Read MoreThe Latest from Credit News
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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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November 5, 2024
KSS – Base Case CDS 493bps, Base Case iCDS 279bps,
Negative Case iCDS 322bps, 2029 7.250% Bond YTW of 7.163%, iYTW of 6.895%,
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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October 30, 2024
Featured Top Idea
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PBF – PBF Energy Inc.
Action: Buy 2028 6.000% Bonds CUSIP: 69318FAJ7 (6.854% YTW, 5.794% iYTW)... -
October 28, 2024
BA – Base Case CDS 129bps, Base Case iCDS 75bps
Negative Case iCDS 134bps, 2029 6.298% Bond YTW of 5.225%, iYTW of 4.732%
Baa3 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens
Low Refinancing Need...
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October 23, 2024
Featured Top Idea
NRG – NRG Energy, Inc.Action: Buy 2028 5.750% Bonds CUSIP: 629377CE0 (5.756% YTW, 4.185% iYTW)
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Buy 2029 3.375% Bonds CUSIP: 629377CQ3 (5.442% YTW, 4.173% iYTW)
Buy 2029 5.250% Bonds CUSIP: 629377CH3 (5.519% YTW, 4.173% iYTW)
Buy 2031 3.625% Bonds CUSIP: 629377CR1 (5.562% YTW, 4.341% iYTW)... -
October 16, 2024
Featured Top Idea
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CRWD – CrowdStrike Holdings, Inc.
Action: Buy 2029 3.000% Bonds CUSIP: 22788CAA3 (4.856% YTW, 3.723% iYTW)... -
October 9, 2024
Featured Top Idea
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AMKR – Amkor Technology, Inc.
Action: Buy 2027 6.625% Bonds CUSIP: 031652BK5 (5.533% YTW, 4.423% iYTW)... -
October 4, 2024
CRWD – Base Case iCDS 19bps,
Negative Case iCDS 36bps, 2029 3.000% Bond YTW of 4.856%, iYTW of 3.723%,
Baa2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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October 4, 2024
PARA – Base Case iCDS 45bps,
Negative Case iCDS 108bps, 2028 3.375% Bond YTW of 5.201%, iYTW of 3.950%,
Baa2 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens,
Low Refinancing Need...
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October 4, 2024
NRG – CDS 114bps, iCDS 32bps,
Negative Case iCDS 40bps, 2028 5.750% Bond YTW of 5.756%, iYTW of 4.185%,
Ba1 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens,
Low Refinancing Need
...
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