CreditSights analyst Andrew DeVries in an April 26 research report said Vistra’s shares barely moved as “investors have already accepted the winter freeze impact.”
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CreditSights analyst Josh Esterov said the company has “built itself a nice pathway” for meeting its 2021 debt obligations through the combination of the 2019 sale of its Canadian mortgage insurance…
“CreditSights said the deal “came in well above expectations” and is “incredibly positive for PPL credit quality.” “We have not dug into the Narragansett deal in full detail yet but…
CreditSights analyst Josh Esterov said in an interview that it was a “pretty ugly headline in print” in terms of underwriting performance for the company. That said, AIG also managed…
CreditSights analyst Josh Esterov said in an interview that metrics look “reasonably strong” so far in the commercial mortgage loan arena given the impacts of the pandemic, and while there may…
“Oh, it is going to be an exciting [fourth-quarter] earnings season for sure,” CreditSights analyst Andrew DeVries said in a Jan. 20 email. “These are all positives for utility earnings growth and…
CreditSights said Jan. 7 that the Permian Basin now has pipeline takeaway of 6.4 million b/d, well above projected volumes into 2023. Utilization of Permian to Gulf Coast pipelines, which…
But an IPO of the business also presents longer-term issues for Genworth, CreditSights analyst Josh Esterov noted, as it is the company’s “crown jewel” and “the only thing keeping [Genworth’s] stock price from zero.”…
While that transformation is still far from complete, the course has largely been set, said Andrew Moulder, an analyst at CreditSights who covers the European utility sector. “I don’t think the transition…
“In a market where upstream and downstream fundamentals remain under siege and COVID is again surging, this deal is consistent with the pre-COVID consolidation trends that are much more logical…