CreditSights News & Blog

Credit Research Firm Calls Banking Crisis Overblown, Recommends Regional Bank Bonds Wall Street Journal

Credit Research Firm Calls Banking Crisis Overblown, Recommends Regional Bank Bonds

Regional bank bonds are offering investors a “once-in-a-decade buying opportunity,” according to research firm CreditSights.…

Maria AcevedoArticle published date: March 23, 2023

US insurance stocks show resilience as banks suffer amid SVB collapse S&P Global

US insurance stocks show resilience as banks suffer amid SVB collapse

"On a single name credit basis we aren't particularly concerned about the implications from a…

Maria AcevedoArticle published date: March 17, 2023

China’s Bond Market Mayhem Pressures Regulator to Address Issue Bloomberg

China’s Bond Market Mayhem Pressures Regulator to Address Issue

“We are going backwards in terms of trading efficiency because this will lower secondary transaction…

Maria AcevedoArticle published date: March 15, 2023

Enbridge returns to SLB market amid emissions concerns IFR

Enbridge returns to SLB market amid emissions concerns

Enbridge’s involvement in oil sands, one of the most contaminating forms of oil extraction, and…

Maria AcevedoArticle published date: March 16, 2023

SVB Isn’t a ‘Lehman Moment’ — But Could It Be a ‘Bear Stearns’ One? Bloomberg

SVB Isn’t a ‘Lehman Moment’ — But Could It Be a ‘Bear Stearns’ One?

The move to protect depositors “relieves some near-term areas of panic, in particular around companies…

Maria AcevedoArticle published date: March 14, 2023

CreditSights’ Shenoi on SVB Impact on APAC Financials Bloomberg

CreditSights’ Shenoi on SVB Impact on APAC Financials

Pramod Shenoi, Head of APAC Financials Research at CeditSights, discusses the impact of SVB fallout…

Maria AcevedoArticle published date: March 14, 2023

Billionaire mining tycoon Anil Agarwal fights to clear debt Economic Times

Billionaire mining tycoon Anil Agarwal fights to clear debt

Lakshmanan R, a senior credit analyst at CreditSights, expressed confidence that Agarwal will live to…

Maria AcevedoArticle published date: March 26, 2023

Global Creditors Face Long Fight With China Developers for Cash Yahoo Finance

Global Creditors Face Long Fight With China Developers for Cash

A similar proposal released Tuesday by Sunac China Holdings Ltd., once among the country’s five…

Maria AcevedoArticle published date: March 29, 2023

Alibaba breakup solves the Jack Ma riddle Asia Times

Alibaba breakup solves the Jack Ma riddle

Analyst Zerlina Zeng at CreditSights notes that “we think that the corporate reorganization reduces the…

Maria AcevedoArticle published date: March 30, 2023

Alibaba Tells Investors Its Overhaul Will Make the Business More ‘Agile’ With Market Changes CNBC

Alibaba Tells Investors Its Overhaul Will Make the Business More ‘Agile’ With Market Changes

CreditSights maintained its "outperform" recommendation on Alibaba after it announced its overhaul plans, adding that…

Maria AcevedoArticle published date: March 30, 2023

The One That Got Away: Credit Suisse’s Tier 2 CoCo That Rallied 25 Points BondEValue

The One That Got Away: Credit Suisse’s Tier 2 CoCo That Rallied 25 Points

Simon Adamson, head of global financials research at CreditSights said via a note that the…

Maria AcevedoArticle published date: March 21, 2023

Creditsights Zerlina Zeng on Tencent Earnings Bloomberg

Creditsights Zerlina Zeng on Tencent Earnings

Zerlina Zeng, Senior Credit Analyst at CreditSights, previews Tencent earnings and discusses her views on…

Maria AcevedoArticle published date: March 21, 2023

Swiss CoCo shakeout may yet help bank regulators Reuters

Swiss CoCo shakeout may yet help bank regulators

Some 19 bonds are due to be called this year, according to CreditSights, including ones…

Maria AcevedoArticle published date: March 22, 2023

SVB’s solvency problem different than the liquidity crunch facing markets, CreditSights’ Jesse Rosenthal CNBC

SVB’s solvency problem different than the liquidity crunch facing markets, CreditSights’ Jesse Rosenthal

Jesse Rosenthal, senior analyst and head of U.S. financials at CreditSights, joins ‘The Exchange’ to…

Maria AcevedoArticle published date: March 15, 2023

A Quirky Bond Trade Is Giving Companies a Back Door to Cut Borrowing Costs BNN Bloomberg

A Quirky Bond Trade Is Giving Companies a Back Door to Cut Borrowing Costs

As part of such a transaction, the company needs to enter into a trade known…

Maria AcevedoArticle published date: March 3, 2023

HSBC adds euros to bond market raid as Lloyds plumps for dollars IFR

HSBC adds euros to bond market raid as Lloyds plumps for dollars

Analysts at CreditSights said they would see a coupon of over 8% as offering fair…

Maria AcevedoArticle published date: March 6, 2023

Munis slightly firmer, USTs weaker Bond Buyer

Munis slightly firmer, USTs weaker

Volatility of the broad fixed-income indices continues to exceed "pre-pandemic levels, making it more expensive…

Maria AcevedoArticle published date: March 6, 2023

PLDT to weather recent troubles, says credit watcher Inquirer.net

PLDT to weather recent troubles, says credit watcher

The PLDT Group, which recently faced another debacle, is expected to be shielded from serious…

Maria AcevedoArticle published date: March 7, 2023

China Keeps Faith in US Bonds Even as It Sells Treasuries BNN Bloomberg

China Keeps Faith in US Bonds Even as It Sells Treasuries

Yield-seeking looks to be the main reason behind China’s shift from US Treasuries to agency…

Maria AcevedoArticle published date: February 16, 2023

Illinois Wins Upgrade to Highest S&P Credit Rating Since 2016 BNN Bloomberg

Illinois Wins Upgrade to Highest S&P Credit Rating Since 2016

The ratings upgrade, “that affirms what the market has recognized, that the state’s political leadership…

Maria AcevedoArticle published date: February 23, 2023