The following is an excerpt from today's report from LFI partner publication CreditSights titled "US Chart of…
Alivia BrownArticle published date: November 14, 2023
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WeWork won interim approval from Judge John Sherwood of the New Jersey Bankruptcy Court for all…
Kaia LundArticle published date: November 8, 2023
This report contains a summary of the pending LME transactions, its impact (if the transactions…
Kaia LundArticle published date: November 6, 2023
Covenant protections for new-issue private credit loans (PCs) have improved in 2023 amid tighter lending…
Katherine MitchellArticle published date: November 9, 2023
Amyris secured creditor Lavvan has appealed to the U.S. District Court for the District of Delaware…
Alivia BrownArticle published date: October 30, 2023
SVP Worldwide’s term loan lenders have been consulting with counsel from Paul Hastings amid concerns the…
Alivia BrownArticle published date: October 30, 2023
Introductory Note On May 2, 2023, we issued a note entitled Make-Wholes in Bankruptcy: A General…
Alivia BrownArticle published date: October 26, 2023
Amneal Pharmaceuticals’ proposed $2.544 billion term loan extension hinges on a novel approach giving extending…
Alivia BrownArticle published date: October 26, 2023
Securing “Serta” protections—which fortify affected lenders’ voting rights—has become a focus for lenders over the…
Kaia LundArticle published date: October 16, 2023
CreditSights Research Reports
Four Angles on Lumen
Understanding the recent events surrounding Lumen (LUMN) requires investors to draw from a diverse range of expertise. Fundamental, legal, and special situations analysis are all critical inputs for a complete picture of a complex situation.
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Lumen (LUMN): 2Q23 Earnings Snapshot
Lumen announced an agreement with $7 bn of debtholders that brings in $1.2 bn of cash via LVLT 1L debt and aims to extend its maturity wall from '27 to '29. Results continue to show pressure on both the top line (-5%) and EBITDA (-21%).
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U.S. Banks 3Q23 Preview: MBS Taking the L
CreditSights analysts comment on key themes for U.S. bank investors, including the impact of higher rates, deposit cost dymamics, rating agency actions, and updated thoughts on CRE exposure.
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Up-tiering Liquidity Management Transactions, Recoveries and Broader Context: A Thought Experiment
Covenant Review takes a look at up-tiering liquidity management transactions, recoveries, and broader context.
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China Macro: Central Financial Work Conference
China held its quinquennial Central Financial Work Conference (CFWC) on 30-31 October, and summarized medium-term policy for its priorities for its financial industry, which had been communicated in previous policy meetings.
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UK Water: Financial Resilience Update
In this primer we provide a basic understanding of the market approach to valuing bank and insurance credit.
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No Khan Do: M&A Guidelines and Pending Deals
S&P updated ratings for several regional banks following 2Q23 earnings. We believe their actions were fairly unsurprising adjustments and consistent with previous outlooks.
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Zhongzhi & Zhongrong Trust: Market Implications
CreditSights analysts examine the reasons Zhongrong International Trust missed payments on its trust products. They also consider potential contagion risks.
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Solvay’s Split: Extension of the Early Deadlines
CreditSights analysts and Covenant Review lawyers examine Solvay's split plan and the potential implications for bondholders.
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Regional Banks: S&P Moves, No Big Surprises
S&P updated ratings for several regional banks following 2Q23 earnings. We believe their actions were fairly unsurprising adjustments and consistent with previous outlooks.
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