CreditSights News & Blog

The curious case of SBB’s earnings double take Financial Times

The curious case of SBB’s earnings double take

Samhällsbyggnadsbolaget i Norden, the Swedish property company commanly referred to as SBB, has published second-quarter…

Siobhan HodsonArticle published date: August 8, 2023

Country Garden misses bond payments as China property fears flare Reuters

Country Garden misses bond payments as China property fears flare

"The fact that (Country Garden) is struggling to address an interest payment, rather than a…

Siobhan HodsonArticle published date: August 8, 2023

CreditSights sees PLDT on track to meet full-year guidance BusinessWorld

CreditSights sees PLDT on track to meet full-year guidance

PLDT Inc.'s earnings growth for this year is expected to be modest, likely in the…

Siobhan HodsonArticle published date: August 8, 2023

Bankers craft workaround to refinance billions for riskiest borrowers Bloomberg

Bankers craft workaround to refinance billions for riskiest borrowers

"CLO managers investing in leveraged loans are generally happy to do Snooze Drag because they…

Siobhan HodsonArticle published date: August 8, 2023

Fitch downgrades of munis tied to U.S. rating to have little impact on market Bond Buyer

Fitch downgrades of munis tied to U.S. rating to have little impact on market

Following Fitch Ratings' downgrade of the U.S. sovereign rating to AA-plus from AAA, the rating…

Siobhan HodsonArticle published date: August 4, 2023

Basel III: Endgame Financial Times

Basel III: Endgame

Wall Streeters and other analysts/lobbyists are piecing together the consequences of a thousand-plus-page proposal that…

Siobhan HodsonArticle published date: July 31, 2023

Offshore wind industry is caught in a financial hurricane Bloomberg

Offshore wind industry is caught in a financial hurricane

The U.S. offshore wind industry is, in a sense, an admission of failure.

Siobhan HodsonArticle published date: August 1, 2023

China property developer Country Garden expects to post loss due higher impairment provisions South China Morning Post

China property developer Country Garden expects to post loss due higher impairment provisions

China's biggest property developer Country Garden Holdings urged "guidance and support from the government" as…

Siobhan HodsonArticle published date: July 31, 2023

CreditSights on Asia credit market Bloomberg

CreditSights on Asia credit market

Sandra Show, Co-Head of Asia-Pacific Research at CreditSights, says the fundamentals of Asia credit remain…

Siobhan HodsonArticle published date: July 28, 2023

China’s housing troubles derail a developer’s comeback Wall Street Journal

China’s housing troubles derail a developer’s comeback

Growing pessimism about China's housing market is dragging down the country's largest surviving developer, which…

Siobhan HodsonArticle published date: July 28, 2023

Muni ETF boom stalls after record gains as investors seek yield Bloomberg

Muni ETF boom stalls after record gains as investors seek yield

Municipal exchanged-traded funds, still a relatively new and small part of the $4 trillion state…

Siobhan HodsonArticle published date: July 27, 2023

Country Garden latest Chinese property developer to be dumped by investors as US$2.1 billion debt repayments loom South China Morning Post

Country Garden latest Chinese property developer to be dumped by investors as US$2.1 billion debt repayments loom

Country Garden Holdings became the latest Chinese property developer to face investors' ire, as doubts…

Siobhan HodsonArticle published date: July 21, 2023

Travelers, Allstate shares trade up, even with large Q2 2023 catastrophe losses S&P Global

Travelers, Allstate shares trade up, even with large Q2 2023 catastrophe losses

The Travelers Cos. Inc. and The Allstate Corp. shares finished the week ending July 21…

Siobhan HodsonArticle published date: July 21, 2023

Explainer: Dalian Wanda’s repayment woes weigh on China property sentiment Reuters

Explainer: Dalian Wanda’s repayment woes weigh on China property sentiment

The market is closely watching whether a unit of Dalian Wanda Group will make a…

Siobhan HodsonArticle published date: July 21, 2023

Country Garden latest Chinese property developer to be dumped by investors as US$2.1 billion debt repayments loom South China Morning Post

Country Garden latest Chinese property developer to be dumped by investors as US$2.1 billion debt repayments loom

Country Garden Holdings became the latest Chinese property developer to face investors' ire, as doubts…

Siobhan HodsonArticle published date: July 21, 2023

Embattled SBB narrows financing gap with $228 million share sale Bloomberg

Embattled SBB narrows financing gap with $228 million share sale

SBB, the landlord at the center of Sweden's property crunch, is selling 2.4 billion kronor…

Siobhan HodsonArticle published date: July 21, 2023

Dalian Wanda bond uncertainty fuels high-yield trading volatility in Asia Financial Times

Dalian Wanda bond uncertainty fuels high-yield trading volatility in Asia

The Chinese conglomerate's $400mn debt surges after hopes mount that investors will be repaid.

Siobhan HodsonArticle published date: July 20, 2023

How China Evergrande’s Hui Ka-yan is saving his property empire from sinking under US$340 billion in liabilities South China Morning Post

How China Evergrande’s Hui Ka-yan is saving his property empire from sinking under US$340 billion in liabilities

China Evergrande Group, once China's biggest property developer, is entering a critical quarter as chairman…

Siobhan HodsonArticle published date: July 20, 2023

Wanda says it’s finalizing asset disposal, bonds jump by record Bloomberg

Wanda says it’s finalizing asset disposal, bonds jump by record

One of China's most closely watched property firms, Dalian Wanda Group, rallied by a record…

Siobhan HodsonArticle published date: July 20, 2023

Visible recovery of China home sales unlikely, CreditSights says Bloomberg

Visible recovery of China home sales unlikely, CreditSights says

Zerlina Zeng, senior credit analyst at CreditSights, discusses the prospects for China's credit and property…

Siobhan HodsonArticle published date: July 19, 2023