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Datum | Dokument-Art |
Titel
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Emittent/Unternehmen
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16 Nov 2022
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Sector In-Depth
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Real Estate – Australia: Data centre operators share traits with REITs but credit challenges differ
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07 Nov 2022
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Outlook
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Cyber Risk – Global: 2023 Outlook - Governments and industries toughen cyber stance; credit effects mixed
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02 Nov 2022
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Outlook
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Credit Conditions – Global : 2023 Outlook - Risks are rising across the credit spectrum as conditions turn adverse
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18 Oct 2022
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Sector In-Depth
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Renewable Energy – China: Transition to grid parity and viable energy storage facilities key for sector development
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09 Sep 2022
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Sector Comment
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Sub-Sovereign – France: Artificial intelligence trial expanding French municipalities' tax base is credit positive
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01 Aug 2022
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Sector In-Depth
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Banks – ASEAN: BNPL has potential, but various challenges will hinder sector's growth
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29 Jul 2022
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Sector Comment
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Financial Institutions – Colombia: Colombia moves towards open banking, a credit positive for financial sector
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21 Jul 2022
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Sector In-Depth
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Nonfinancial Corporates – US: Cash pile declines 7% to $2.0 trillion as capex, other spending, hit record highs
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30 Jun 2022
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Sector In-Depth
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Healthcare Services – Europe: Growing demand for mRNA vaccines will benefit the European CDMO sector
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10 May 2022
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Sector Comment
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Banks – Thailand: An acceleration of branch closures is credit positive
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04 May 2022
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Sector Comment
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Banks – Malaysia: Malaysia's largest incumbents are well positioned to face competition from innovative digital banks
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04 Apr 2022
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Sector In-Depth
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Financial Technology – US: PayPal, Block's contrasting buy now, pay later strategies drive growth for both
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24 Mar 2022
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Sector In-Depth
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Automotive – China: New energy vehicle market has more opportunities to grow
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23 Mar 2022
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Sector In-Depth
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Information Technology Services – North America: Demand for digital tech will drive growth; wage inflation will limit margin expansion
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08 Mar 2022
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Sector Comment
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Property & Casualty – Global: Tesla’s insurance venture puts incumbents under added pressure to innovate
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01 Mar 2022
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Sector In-Depth
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Banks – Southeast Asia: Digital banks will boost innovation and financial inclusion, with uneven impact on incumbents
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24 Feb 2022
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Sector In-Depth
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Infrastructure & Project Finance – Australia: Title registry operators’ low-risk business models support their credit quality
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15 Feb 2022
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Sector In-Depth
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Banking – Global: Rapid growth of challengers puts new verve into old banking systems
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07 Jan 2022
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Sector In-Depth
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Financial Technology – US: Merchant acquiring competitive intensity further escalating
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08 Dec 2021
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Outlook
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Not-For-Profit and Public Healthcare – US: 2022 outlook negative as labor costs drive expense growth higher
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07 Dec 2021
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Outlook
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Higher Education – US: 2022 outlook stable as emergence from remote learning supports revenue growth
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07 Dec 2021
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Outlook
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Broadband - US: 2022 outlook is stable with strong earnings offsetting more capex (slides)
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18 Nov 2021
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Sector In-Depth
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Business Services: Facility Management – Europe, N. America: Contract caterers' recovery from pandemic will lag other facility managers
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16 Nov 2021
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Sector In-Depth
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Visa Inc and Mastercard Incorporated: The balance of technology opportunities and risks is favorable
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16 Nov 2021
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Sector In-Depth
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Insurance – Global: Innovation critical for insurers as technology threatens their traditional earnings
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15 Nov 2021
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Outlook
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Cyber Risk – Global: 2022 Outlook – Workplace shifts open new attack channels, while insurance costs rise and coverage narrows
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09 Nov 2021
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Sector Comment
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Building Materials – US & EMEA: US infrastructure legislation offers years of visibility to industry already enjoying strong operating momentum
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05 Nov 2021
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Sector Comment
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Banking – Mexico: Ualá's bank acquisition is credit positive and reflects Mexico's accelerating digital transformation
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20 Oct 2021
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Sector In-Depth
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Sovereign – Europe: Tourism is recovering, but risks remain for the most dependent sovereigns
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07 Oct 2021
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Sector In-Depth
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Payment Processing – US: E-commerce SaaS platforms aggregate payment volumes, shifting market share to Stripe and PayPal
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