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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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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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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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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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01 Mar 2022
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Issuer In-Depth
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Toyota Motor Corporation: Increase in battery electric vehicles will improve competitiveness
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Toyota Motor Corporation
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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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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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22 Nov 2021
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Issuer In-Depth
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Mitsubishi UFJ Financial Group, Inc.: Revenue growth will remain difficult but digitalization can improve efficiency quickly, credit positive
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Mitsubishi UFJ Financial Group, Inc.
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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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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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23 Sep 2021
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Sector Comment
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Banks – Mexico: Nubank expands product offering in Mexico with Akala acquisition, a credit positive
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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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10 Aug 2021
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Issuer In-Depth
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BT Group Plc: BT's enlarged fibre investment plan offset by increased liquidity, supporting ability to deleverage
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BT Group Plc
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21 Jul 2021
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Sector Comment
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Banks – Europe: Despite financial inclusion benefits, digital euro poses disintermediation risks to banks, a credit negative
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13 Jul 2021
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Sector In-Depth
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Housing – US: Single-family rental demand rises further as remote workers seek more living space
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05 Jul 2021
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Issuer Comment
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Vipps: Nordic banks join forces to recover lost ground in e-commerce, a credit positive
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Danske Bank A/S
DNB Bank ASA
OP Corporate Ba...
OP Financial Gr...
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