CreditSights

Official CreditSights® Twitter account. Follow us for credit news and views. Retweets are not endorsements.

[CreditSights @creditsights]

In the latest episode of “Know More. Risk Better.”, our strategists covering the U.S., Europe and EM unpack their mid-2024 to mid-2025 market outlook. Tune in, today!

https://t.co/NBUHkBgZ3L

[CreditSights @creditsights]

Don't miss your last chance to sign up for an enlightening webinar hosted by Josh Esterov, CreditSights' Head of Insurance. Josh will explore the landscape of US Life and P&C Insurance and examine key operational considerations in the sectors.
https://t.co/Qu10BrqWid

[CreditSights @creditsights]

The Financial Times reported that activist investor Elliott Management has made a comeback by acquiring a stake in the tech giant SoftBank Group. Stay ahead of the curve and make informed decisions with our in-depth analysis: https://t.co/e7jfQAhKfS

[CreditSights @creditsights]

Apollo has shifted its focus to Europe's primary CLO market and is acquiring substantial portions of mezzanine debt from new deals, according to sources. Read the full report here: https://t.co/6LzBq7Ea8r

[CreditSights @creditsights]

Vedanta Limited's FY24 results surpassed expectations, thanks to significant cost reductions. The outlook for FY25 appears promising. Access the full report here: https://t.co/ecyDDn3YVL

[CreditSights @creditsights]

We follow up on a deep dive into Telecom Italia’s exchange offer, looking particularly at Netco credit fundamentals, as well risks to the deal closing and a potential tie-up with Open Fiber. Stay ahead of the curve with our expert analysis: https://t.co/c5oIa5vi6N

[CreditSights @creditsights]

Heimstaden Bostad's first-quarter 2024 results aligned with our expectations, offering reassurance that the credit situation had not deteriorated further. However, the outlook at the holding company, Heimstaden AB, is less optimistic. Read full report here:https://t.co/5kvvbJuqmA

[CreditSights @creditsights]

We compare how the equity and credit markets view major European banks, highlighting discrepancies with specific reference to SocGen, Barclays, Intesa, and Bank of Ireland. Access the full report here: https://t.co/K9p7OiTsB6

[CreditSights @creditsights]

European lenders are adopting US defense tactics against priming transactions. The recent co-operation agreement on Altice France signals a strategic shift to protect their interests. Dive into the full report for more insights: https://t.co/20JcVhH1bH

[CreditSights @creditsights]

Restructuring feels close, but for now, equity remains in control. Meanwhile, Oriflame is fighting to redefine its business as mass market social media plays havoc with its top line. Is there a credible refinancing case? Read our full analysis here: https://t.co/UhmtvR29Aj

[CreditSights @creditsights]

Ahead of the March-24 quarter-end reporting season, we review the APAC banking sectors we cover and refresh our key recommendations for senior, Tier 2, and AT1 securities. Don't miss out on this comprehensive analysis: https://t.co/ABUQ44OuEy

[CreditSights @creditsights]

We take a closer look at the relative value proposition of HY bonds versus broadly syndicated loans, examining recent and historic performance and the implications for future return prospects. Don't miss out on this comprehensive analysis: https://t.co/qhAU3A3jyj

[CreditSights @creditsights]

We look at the implications for UBS from the Federal Council's review of the 'too big to fail' regime in Switzerland and lessons from the collapse of Credit Suisse. Read our full analysis here: https://t.co/2nh9Rprvuy

[CreditSights @creditsights]

In this joint report, Covenant Review and CreditSights discuss the structure and elements of the ARGID refinancing transaction and consider the wider implications of the maneuver. Access the full report here: https://t.co/pY6XTHjrFB

[CreditSights @creditsights]

We have reviewed the details of Aroundtown and Grand City Properties' exchange offers for €2.4 billion in European hybrid securities. Our report comprehensively dissects the implications for stakeholders and the broader market. Access the report here: https://t.co/EvBxU7fjRj

[CreditSights @creditsights]

Explore our comprehensive report on the capital structures of 51 European banks, encompassing an in-depth review of regulatory mandates, capital ratios, and Additional Tier 1 (AT1) capital trigger points. Read our full analysis here: https://t.co/MLSufnsqhF

[CreditSights @creditsights]

As battle lines are drawn across another of European HY’s big cap stacks, we nail down the key credit issues - in text and graphics - to support scenario analysis: https://t.co/OGa5hwEISS

For more in-depth insights, join our Intrum webinar tomorrow: https://t.co/GqRVFFUhSX

[CreditSights @creditsights]

Altice is shaking up the high-yield market with a high 6.4x net leverage, using complex tactics that keep observers on edge. SFR's Q4 hints at underlying instability, especially in mobile, as creditors push back for fairer talks. https://t.co/BgN9PZ0KGC #Altice #HighYieldMarket

[CreditSights @creditsights]

Join us on Tuesday, March 26th, for our Asia Credit Wrap webinar! Hear from analysts Pramod Shenoi, Zerlina Zeng, and Lakshmanan R as they delve into the Asia credit markets. Get a comprehensive update for March. Register here: https://t.co/3xbgAOUQGw

[CreditSights @creditsights]

Exploring the expansive growth of the U.S. private credit loan market, which hit a staggering $470bn in 2023, a joint report from #CovenantReview and #LevFinInsights examines the potential for a liquid secondary market.

Download the full report here: https://t.co/CPVlpW8bNa