|
|
Datum | Dokument-Art |
Titel
|
Emittent/Unternehmen
|
|
29 Nov 2022
|
Sector Comment
|
Nonfinancial Companies – China: Most companies can manage impact from renminbi weakness against US dollar
|
|
|
|
23 Nov 2022
|
Sector In-Depth
|
Debt Levels – Latin America : Higher sovereign debt will constrain support to growth; corporate debt will trend lower
|
|
|
|
14 Nov 2022
|
Sector Comment
|
Nonfinancial Companies – Japan: Yen depreciation drives domestic cost inflation, higher US dollar funding costs
|
|
|
|
02 Nov 2022
|
Outlook
|
Credit Conditions – Global : 2023 Outlook - Risks are rising across the credit spectrum as conditions turn adverse
|
|
|
|
31 Oct 2022
|
Outlook
|
Nonfinancial Companies – Global Industry Sector Outlooks: ISOs go negative as credit cycle turns amid high global inflation, rising interest rates
|
|
|
|
25 Oct 2022
|
Sector In-Depth
|
Cross-Sector – Emerging Markets: EM corporates face high refinancing risk as tight financial conditions persist
|
|
|
|
18 Oct 2022
|
Issuer Comment
|
Transportadora de Gas Internacional: Tender offer reduces leverage and refi risk, a credit positive
|
Transportadora de Gas Internacional
|
|
|
13 Oct 2022
|
Sector In-Depth
|
Investment-Grade Refinancing Risk (2023-27) – US : Maturities climb to $1.12 trillion and shift closer amid rising funding costs
|
|
|
|
03 Aug 2022
|
Sector In-Depth
|
State-Owned Enterprises (SOEs) – China: Rated SOEs' leverage will remain stable at elevated levels in 2022-23
|
|
|
|
28 Jul 2022
|
Outlook
|
Nonfinancial Companies – Global Industry Sector Outlooks: ISOs balanced but sliding while overall credit fundamentals deteriorate
|
|
|
|
21 Jul 2022
|
Sector In-Depth
|
Nonfinancial Corporates – US: Cash pile declines 7% to $2.0 trillion as capex, other spending, hit record highs
|
|
|
|
19 Jul 2022
|
Issuer Comment
|
Aston Martin Lagonda Global Holdings plc: Aston Martin's proposed equity issuance improves liquidity and eases debt burden
|
Aston Martin Lagonda Global Holdings plc
|
|
|
11 Jul 2022
|
Sector In-Depth
|
Real Estate – Europe: Valuations holding, but credit quality weaker as financial conditions tighten
|
|
|
|
05 Jul 2022
|
Sector Comment
|
Macroeconomics – US: Front-loaded monetary tightening will likely take fed funds rate above 4% next year
|
|
|
|
30 Jun 2022
|
Sector In-Depth
|
European Credit Conditions - June 2022 (Slides)
|
|
|
|
28 Jun 2022
|
Sector In-Depth
|
Pensions – Australia : Superannuation sector supports access to funding, debt sustainability of rated issuers
|
|
|
|
28 Jun 2022
|
Infographic
|
Infographic: Australia's superannuation sector is a large and growing source of capital
|
|
|
|
26 May 2022
|
Outlook
|
Global Macro Outlook 2022-23 (May 2022 Update): Price pressures and financial tightening slow global economic momentum
|
|
|
|
16 May 2022
|
Sector Comment
|
Nonfinancial Companies, Utilities – Japan: Rated corporates have mitigants against yen's depreciation versus the US dollar
|
|
|
|
28 Apr 2022
|
Outlook
|
Non-Financial Companies – Global Industry Sector Outlooks: Despite risks both new and old, ISOs remain mostly stable for first quarter of 2022
|
|
|
|
27 Apr 2022
|
Sector In-Depth
|
Speculative-grade Corporates – Europe: Most issuers set to maintain credit quality as interest rates rise
|
|
|
|
13 Apr 2022
|
Sector In-Depth
|
Packaging – US: Liquidity, cash flow offer cushion for B3 packaging companies slow to cut leverage
|
|
|
|
11 Apr 2022
|
Sector In-Depth
|
Nonfinancial Companies – Korea: Credit quality remains stable, but risks abound (Slides)
|
|
|
|
23 Mar 2022
|
Sector Comment
|
Geopolitical Risks – Global : Scenario analysis: Potential Russia-NATO military conflict would have swift and severe credit impact
|
|
|
|
17 Mar 2022
|
Outlook
|
Global Macro Outlook 2022-23 (March 2022 Update): Economic growth will suffer as fallout from Russia's invasion of Ukraine builds
|
|
|
|
11 Mar 2022
|
Sector Comment
|
Credit Conditions – Global : Russia-Ukraine conflict adds new hazards to global credit and exacerbates existing risks
|
|
|
|
11 Mar 2022
|
LGD Assessment
|
Ontex Group NV
|
Ontex Group NV
|
|
|
17 Feb 2022
|
LGD Assessment
|
Keter Group B.V.
|
Keter Group B.V.
|
|
|
16 Feb 2022
|
Sector In-Depth
|
Debt Sustainability – Global: Debt after COVID – February 2022 (Slides)
|
|
|
|
03 Feb 2022
|
Sector In-Depth
|
Government Policy – India: Pro-growth budget credit positive for many issuers, but highlights fiscal challenges
|
|
