CreditSights News & Blog

Debt and decisions: what lies ahead for John Lewis Financial Times

Debt and decisions: what lies ahead for John Lewis

“Their next refinancing is now less than two years away. I would think they would…

Maria AcevedoArticle published date: April 14, 2023

M&A rumors fly in oil and gas patch after reports of Exxon megadeal S&P Global

M&A rumors fly in oil and gas patch after reports of Exxon megadeal

Charles Johnston, a senior analyst for high-yield and investment-grade E&Ps at research firm CreditSights, said…

Maria AcevedoArticle published date: April 13, 2023

Private Equity’s Latest Money-Making Trade: Buying Its Own Debt BNN Bloomberg

Private Equity’s Latest Money-Making Trade: Buying Its Own Debt

There are often also other incentives for purchasing portfolio company debt, according to CreditSights’s global…

Maria AcevedoArticle published date: April 12, 2023

Muni Demand Keeps Sliding as Rate Uncertainty Shakes Confidence BNN Bloomberg

Muni Demand Keeps Sliding as Rate Uncertainty Shakes Confidence

“Where we are in the interest rate environment is not an exciting time to say,…

Maria AcevedoArticle published date: April 12, 2023

Alibaba share sale a sign of SoftBank trouble Asia Times

Alibaba share sale a sign of SoftBank trouble

“We are also somewhat concerned that this move speaks to further implosions at the Vision…

Maria AcevedoArticle published date: April 15, 2023

Wells Fargo Sells $3.8 Billion in First Post-SVB Big Bank Sale BNN Bloomberg

Wells Fargo Sells $3.8 Billion in First Post-SVB Big Bank Sale

The self-led sale “may help thaw bank primary markets,” CreditSights Inc. analyst Jesse Rosenthal wrote…

Maria AcevedoArticle published date: April 17, 2023

Four Charts Map Adani Group’s Debt Pile, Reliance on Global Banks for Funding BNN Bloomberg

Four Charts Map Adani Group’s Debt Pile, Reliance on Global Banks for Funding

Concerns about Adani finances started making headlines last year, when research firm CreditSights termed it…

Maria AcevedoArticle published date: April 17, 2023

Investors unmoved by American Electric Power’s Ky. asset sale termination S&P Global

Investors unmoved by American Electric Power’s Ky. asset sale termination

Mizuho does not expect that there are other interested buyers for Kentucky Power, which according…

Maria AcevedoArticle published date: April 18, 2023

Investors scour markets for recession signs. Here’s what this closely watched credit gauge says. MarketWatch

Investors scour markets for recession signs. Here’s what this closely watched credit gauge says.

Meanwhile, U.S. high-yield spreads over comparable Treasurys narrowed 41 basis points to 443 basis points…

Maria AcevedoArticle published date: April 19, 2023

PLDT names officials to handle vacated key posts BW BusinessWorld

PLDT names officials to handle vacated key posts

Meanwhile, credit analyst CreditSights said that the key officials who were announced to depart PLDT…

Maria AcevedoArticle published date: April 20, 2023

California’s Terrible Deluge Hides a Silver Lining Bloomberg

California’s Terrible Deluge Hides a Silver Lining

"Analysts at CreditSights observe that while both California and Texas endured heatwaves last summer, peak…

Maria AcevedoArticle published date: March 20, 2023

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