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Date | Document Type |
Title
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Issuer/Entity
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31 Jul 2023
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Sector Comment
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Financial Institutions – Europe: Spain's problem loan ratio grows after years of decline, a credit negative
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21 Jul 2023
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Sector Comment
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Automotive – United Kingdom: Tata's battery factory is credit positive for JLR and the wider UK auto industry
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12 Jul 2023
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Sector In-Depth
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Auto Finance – Europe: Residual value risks grow as green regulations progress
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11 Jul 2023
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Credit Opinion
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ALD SA: New rated issuer
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ALD SA
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19 Jun 2023
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Sector In-Depth
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Infrastructure & Project Finance – Europe: Growing demand for EV charging is credit positive for European car park operators
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07 Jun 2023
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Outlook
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Automotive – Global: Outlook stays negative on slimmer margins; improved supply chain helps volume
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06 Jun 2023
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Sector In-Depth
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Real Estate – Europe: Energy-efficiency directive will erode credit quality of bonds exposed to older, less energy-efficient buildings
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01 Jun 2023
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Infographic
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INFOGRAPHIC: Automakers' transition to EVs speeds up
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31 May 2023
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Sector Comment
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Auto Parts – Europe: Results encouraging, but forecast cautious on uncertain consumer sentiment, slow economic growth
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19 May 2023
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Sector Comment
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RMBS – United Kingdom: UK ban on “no fault” evictions will lead to higher portfolio landlord concentration, a credit negative for BTL deals
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24 Apr 2023
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LGD Assessment
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Banijay Group S.A.S.
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Banijay Group S.A.S.
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18 Apr 2023
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Sector In-Depth
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Automotive – Global: Sustainable debt to increasingly support automakers' decarbonization plans
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12 Apr 2023
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Sector In-Depth
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P&C Insurance — Global: Autonomous vehicles will power long-term transformation of auto insurance
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11 Apr 2023
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Sector In-Depth
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Auto Manufacturing – Global: Electrification momentum is strong, automakers must invest to stay competitive
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30 Mar 2023
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Sector Comment
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Manufacturing – Cross Region: Despite weak macro data, orders are unlikely to decline for large companies
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10 Mar 2023
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Sector Comment
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Chemicals – Global: Antitrust investigation could be credit negative for fragrance producers
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07 Mar 2023
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Sector Comment
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UK Auto ABS – Europe: Auto sector transformation spreads to used car market, a credit negative for auto ABS
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28 Feb 2023
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Sector Comment
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Nonfinancial Companies – Cross Region: Supplier finance arrangements: new disclosures for IFRS accounts from 2024
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15 Feb 2023
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Sector Comment
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Automotive – Europe: EU approves zero emissions for cars and vans in 2035, a credit negative for automakers, parts suppliers
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05 Oct 2022
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Sector Comment
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Automotive – Global: Weakening economy to hit demand, narrow margins
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29 Sep 2022
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Outlook
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Automotive – Global: Auto outlook goes negative on weakening demand, diminishing margins
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27 Sep 2022
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Sector In-Depth
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Automotive Parts Suppliers – Europe: FAQ on credit-metric gap with automakers, raw material costs, supply chain disruption
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19 Sep 2022
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Excel Data Supplement
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Structured Finance: Global Covered Bonds: Week in Review - Excel Supplement
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05 Aug 2022
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Issuer Comment
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AB Volvo: Planned battery factory is credit positive
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AB Volvo
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29 Jul 2022
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Sector Comment
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Cross-Sector – Germany: Lower subsidies for electric vehicles are credit negative for carmakers
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14 Jun 2022
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Sector In-Depth
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Automotive – Global: Vehicle sales to be virtually flat this year on lingering supply chain disruptions
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06 Jun 2022
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Sector Comment
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ESG - Environmental – Global: #OnlyOneEarth, but developing countries are more challenged by climate change adaptation
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23 May 2022
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Excel Data Supplement
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Structured Finance: Global Covered Bonds: Week in Review - Excel Supplement
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09 May 2022
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Excel Data Supplement
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Structured Finance: Global Covered Bonds: Week in Review - Data Supplement
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04 Apr 2022
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Sector Comment
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Automotive – Global: Lowering global vehicle sales forecast on supply chain problems, Ukraine invasion
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