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Datum | Dokument-Art |
Titel
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Emittent/Unternehmen
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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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03 Nov 2022
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Credit Opinion
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Instructure Holdings, Inc.: Update of credit analysis
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Instructure Holdings, Inc.
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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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30 Aug 2022
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Issuer In-Depth
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Alphabet Inc., Apple Inc.: Peer comparison: Regulatory risk, diversification the key differences for tech giants and their ratings
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Alphabet Inc.
Apple Inc.
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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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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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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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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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19 Oct 2021
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Issuer Comment
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Coinbase Global, Inc.: SEC’s approval of Bitcoin ETF is credit negative for Coinbase
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Coinbase Global, Inc.
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15 Oct 2021
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Credit Opinion
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Instructure Holdings, Inc.: Credit opinion following new rating assignment
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Instructure Holdings, Inc.
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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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30 Sep 2021
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Sector Comment
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Banks – US: Accelerating branch closures reflect premium on digital competitiveness over branch density
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15 Sep 2021
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Issuer Comment
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Goldman Sachs Group, Inc. (The): Goldman Sachs' acquisition of GreenSky supports its digital consumer banking initiatives
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Goldman Sachs Group, Inc. (The)
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09 Sep 2021
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Sector In-Depth
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Cinema Exhibitors – North America: Delayed releases highlight industry's difficult recovery, but Labor Day box office offers optimism for Q4
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09 Sep 2021
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Sector In-Depth
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Broadband – US: Government subsidies to allow cable companies to bridge digital divide profitably
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08 Sep 2021
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Sector Comment
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Cable Industry - US: Key cable industry ratio, Video Replacement Rate, falls to 2.2x in Q2 2021, last quarter spot rate at 1.9x
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07 Sep 2021
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Issuer In-Depth
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Square, Inc.: Afterpay acquisition strategically compelling, but free cash flow dilutive initially
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Block, Inc
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23 Aug 2021
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Infographic
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US and Europe REITs / REOCs’ negative outlook is constrained by tough conditions for office and retail landlords
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19 Aug 2021
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Sector In-Depth
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Farm Equipment Manufacturing – North America: Deere outrunning AGCO, CNHI in race to bring big data, robotics to the farm
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28 Jul 2021
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Sector In-Depth
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Technology, Media and Telecommunications – Global: Survey points to cyber strength across TMT, particularly in tech and telecom
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