CreditSights News & Blog

Elliott’s back for blood, but this time is harder Bloomberg

Elliott’s back for blood, but this time is harder

Above all, NRG diverted cash that could have been paid out to shareholders to instead…

Maria AcevedoArticle published date: May 16, 2023

Elliott’s campaign to boost NRG stock price could prove hard sell to investors S&P Global

Elliott’s campaign to boost NRG stock price could prove hard sell to investors

Elliott Management Corp.'s campaign to steer NRG Energy Inc. toward board changes, cost cuts and…

Siobhan HodsonArticle published date: May 16, 2023

How debt ceiling worries could play out in risky corporate bond market, according to CreditSights MarketWatch

How debt ceiling worries could play out in risky corporate bond market, according to CreditSights

"Congress and President Biden have only a handful of scheduled days in session to come…

Siobhan HodsonArticle published date: May 9, 2023

NiSource touts premium valuation in sale of Ind. utility stake to Blackstone S&P Global

NiSource touts premium valuation in sale of Ind. utility stake to Blackstone

CreditSights analysts agreed that NiSource's minority interest sale "compares favorably" to similar vertically integrated utility…

Maria AcevedoArticle published date: June 19, 2023

NM supreme court rejects request to return PNM-Avangrid merger to regulators S&P Global

NM supreme court rejects request to return PNM-Avangrid merger to regulators

Analysts at CreditSights said May 15 that the decision was a "clear setback but not…

Maria AcevedoArticle published date: May 16, 2023

US commercial real estate: Storm in a teacup or next shoe to drop? Euromoney

US commercial real estate: Storm in a teacup or next shoe to drop?

Despite the confidence of analysts such as CreditSights and the pockets of positivity that others…

Maria AcevedoArticle published date: May 10, 2023

Aflac shares rise as execs quell concerns over commercial mortgage pressure S&P Global

Aflac shares rise as execs quell concerns over commercial mortgage pressure

There is a lot of potential "good news" for Aflac in the foreseeable future as…

Maria AcevedoArticle published date: May 3, 2023

Debt Ceiling in Focus as Banking Turmoil Persists: Credit Weekly BNN Bloomberg

Debt Ceiling in Focus as Banking Turmoil Persists: Credit Weekly

“We see the debt ceiling as a tactical risk to our more bullish call on…

Maria AcevedoArticle published date: May 6, 2023

Pfizer borrows $31 billion in mega bond deal as debt issuance picks up ahead of debt-ceiling deadline MarketWatch

Pfizer borrows $31 billion in mega bond deal as debt issuance picks up ahead of debt-ceiling deadline

Bankers initially pitched the bonds to investors at a range of Treasurys plus 145 basis…

Maria AcevedoArticle published date: May 17, 2023

China Province Steps Up Effort to Seek State Help on Debt Woes BNN Bloomberg

China Province Steps Up Effort to Seek State Help on Debt Woes

The measures will help liquidity of local government financing vehicles “in weak provinces, especially those…

Maria AcevedoArticle published date: April 24, 2023

Indispensable Help in Times of Crisis Blog

Indispensable Help in Times of Crisis

When market volatility rises, our clients count on CreditSights to help navigate through the uncertainty.…

creditsightsArticle published date: April 19, 2023

CreditSights Companies Unified on New Platform for Credit Markets Press Release

CreditSights Companies Unified on New Platform for Credit Markets

NEW YORK N.Y. (24 April, 2023) - Leading independent credit research firm, CreditSights, Inc., announced…

creditsightsArticle published date: April 24, 2023

Permian M&A will be hot topic in producers’ Q1 earnings calls S&P Global

Permian M&A will be hot topic in producers’ Q1 earnings calls

From a credit perspective, bond buyers see merging public companies as a positive. "Investors are…

Maria AcevedoArticle published date: April 20, 2023

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