CreditSights News & Blog

Asia Bonds Lose $155 Billion as China Woes Add to Rates Pressure Bloomberg Quint

Asia Bonds Lose $155 Billion as China Woes Add to Rates Pressure

The default risk of LGFV public bonds is lower over the next 3-6 months compared…

Maria AcevedoArticle published date: April 25, 2022

Cnooc shares soar on Shanghai debut after US delisting on security grounds Financial Times

Cnooc shares soar on Shanghai debut after US delisting on security grounds

Last week, analysts at CreditSights, a research firm, suggested that “the risk of more Chinese…

creditsightsArticle published date: April 21, 2022

China scrambles to prevent property pandemonium The Economist

China scrambles to prevent property pandemonium

Analysts still have big questions on developers’ true levels of cash and debt. Many are…

Maria AcevedoArticle published date: March 5, 2022

Munis sell off, 30-year AAA tops 3% Bond Buyer

Munis sell off, 30-year AAA tops 3%

CreditSights strategists Pat Luby and John Ceffalio said as municipal bond yields climbed last week, spreads…

Maria AcevedoArticle published date: April 19, 2022

Apple Supplier Jabil Debuts Green Bond in Renewable Energy Push BNN Bloomberg

Apple Supplier Jabil Debuts Green Bond in Renewable Energy Push

While Jabil customers include Apple and Amazon.com Inc., it is also focused on secular growth…

Maria AcevedoArticle published date: April 20, 2022

Adler Bonds Plummet as Investors Dig Through KPMG Audit BNN Bloomberg

Adler Bonds Plummet as Investors Dig Through KPMG Audit

“While these revelations are not surprising for those of us that have been following Adler…

Maria AcevedoArticle published date: April 25, 2022

Utah power agency’s bonds finance transition to greener energy Bond Buyer

Utah power agency’s bonds finance transition to greener energy

CreditSights said the bonds should be considered largely an LADWP credit given that it is the…

Maria AcevedoArticle published date: April 25, 2022

Munis see some strength but underperform UST The Bond Buyer

Munis see some strength but underperform UST

CreditSights strategists Pat Luby and John Ceffalio noted that municipal yields have been swinging between attractive…

Maria AcevedoArticle published date: April 25, 2022

Positive cash flows break link between shale gas drillers and banks S&P Global

Positive cash flows break link between shale gas drillers and banks

"The combination of very supportive commodity prices and capital discipline means many producers have little…

Maria AcevedoArticle published date: April 25, 2022

Apple Supplier Jabil Debuts Green Bond in Clean Energy Push Bloomberg Quint

Apple Supplier Jabil Debuts Green Bond in Clean Energy Push

While Jabil customers include Apple and Amazon.com Inc., it is also focused on secular growth…

creditsightsArticle published date: April 20, 2022

Amazon pulls trigger on $12.75 billion bond after buying MGM, James Bond franchise MarketWatch

Amazon pulls trigger on $12.75 billion bond after buying MGM, James Bond franchise

CreditSights analysts pegged Amazon’s cash hoard at about $92 billion, in a Monday client note.

Maria AcevedoArticle published date: April 11, 2022

AA-Rated Amazon Just Paid Up to Borrow. Here’s What That Says About Credit Costs. Barrons

AA-Rated Amazon Just Paid Up to Borrow. Here’s What That Says About Credit Costs.

CreditSights analysts also noted that the company seems to be planning to buy back stock. Its…

Maria AcevedoArticle published date: April 12, 2022

Selling pressure hits munis hard, long USTs reach three-year highs Bond Buyer

Selling pressure hits munis hard, long USTs reach three-year highs

CreditSights senior municipal strategists Pat Luby and John Ceffalio said after last week's outperformance of munis…

Maria AcevedoArticle published date: April 11, 2022

Fearful Muni Investors Increasingly Embrace Bond Insurance Again BNN Bloomberg

Fearful Muni Investors Increasingly Embrace Bond Insurance Again

“For a long time we’ve had an improving economy and declining rates, kind of a…

Maria AcevedoArticle published date: April 12, 2022

Progressive’s shares fall as combined ratio rises, policy growth slows S&P Global

Progressive’s shares fall as combined ratio rises, policy growth slows

Progressive has historically been one of the most consistent and most profitable auto insurers for…

Maria AcevedoArticle published date: April 14, 2022

China Jitters Mount as Easing Calls Echo Across Trading Floors BNN Bloomberg

China Jitters Mount as Easing Calls Echo Across Trading Floors

“We see rising headwinds to China’s growth in 2022,” Zerlina Zeng, senior research analyst at CreditSights Singapore…

Maria AcevedoArticle published date: April 18, 2022

Genworth CEO’s $8.5M Pay Too Rich as Stock Sinks, Investor Gripes Life Annuity Specialist

Genworth CEO’s $8.5M Pay Too Rich as Stock Sinks, Investor Gripes

Josh Esterov, an analyst with CreditSights, said Genworth was the leader in an “extremely problematic”…

creditsightsArticle published date: April 11, 2022

As Property Downturn Drags On, Chinese Developers See an Uncertain Future Wall Street Journal

As Property Downturn Drags On, Chinese Developers See an Uncertain Future

Last week, at least two dozen Chinese real-estate companies whose shares trade in Hong Kong…

creditsightsArticle published date: April 7, 2022

Enel sterling rarity proves a draw IFR

Enel sterling rarity proves a draw

The trade offers sterling investors a quality euro utility name, wrote CreditSights analysts, who saw…

Maria AcevedoArticle published date: April 4, 2022

New York Power Authority brings green bonds to move renewable energy downstate The Bond Buyer

New York Power Authority brings green bonds to move renewable energy downstate

"Since these bonds are secured by two specific projects, prospective investors will have an added…

Maria AcevedoArticle published date: April 4, 2022