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Date | Document Type |
Title
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Issuer/Entity
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15 Aug 2023
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Sector In-Depth
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ESG – US: Credit impact of Inflation Reduction Act's decarbonization incentives to vary by sector
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07 Aug 2023
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Sector Comment
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Automotive – North America: Retail demand for US light vehicles holds steady in July, unaffected by recession fears
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31 Jul 2023
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LGD Assessment
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Ford Motor Company
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Ford Motor Company
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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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10 Jul 2023
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Sector Comment
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Automotive – North America: US light vehicle sales in June bode well for July, but risks persist for remainder of 2023
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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 Comment
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Automotive – North America: May light vehicle sales jump, spurred by incentives, sales to fleet managers
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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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05 May 2023
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Sector Comment
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Automotive – North America: April light vehicle sales, boosted by sales to fleet managers, rise 9%
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26 Apr 2023
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Credit Opinion
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Goodyear Tire & Rubber Company (The): Update to credit analysis - Industry replacement volume softness adding greater importance to inventory management
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Goodyear Tire & Rubber Company (The)
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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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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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03 Apr 2023
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Peer Snapshot
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Hormel Foods Corporation - January 2023 (LTM): Peer Snapshot
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Hormel Foods Corporation
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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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Automotive – North America: Vehicle demand holds up in February despite high prices, interest rates
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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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11 Nov 2022
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Credit Opinion
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Viper Energy Partners LP: High oil prices supporting increased cash flow, distributions and debt reduction
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Viper Energy Partners LP
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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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23 Sep 2022
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LGD Assessment
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Newell Brands Inc.
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Newell Brands Inc.
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06 Sep 2022
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Sector Comment
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Automotive – North America: August vehicle sales up 3.2%, vehicle prices face affordability pressure
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31 Aug 2022
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Sector Comment
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Automotive – California : Gas-vehicle ban by 2035 pushes automakers to meet emissions targets; supports US net-zero plan
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11 Aug 2022
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LGD Assessment
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LGDA Callon Petroleum Company
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Callon Petroleum Company
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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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04 Aug 2022
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Sector Comment
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Automotive – North America: July vehicle sales slide, but production rises, points to better sales for rest of 2022
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