|
|
Datum | Dokument-Art |
Titel
|
Emittent/Unternehmen
|
|
03 Nov 2022
|
Credit Opinion
|
Instructure Holdings, Inc.: Update of credit analysis
|
Instructure Holdings, Inc.
|
|
|
30 Aug 2022
|
Issuer In-Depth
|
Alphabet Inc., Apple Inc.: Peer comparison: Regulatory risk, diversification the key differences for tech giants and their ratings
|
Alphabet Inc.
Apple Inc.
|
|
|
21 Jul 2022
|
Sector In-Depth
|
Nonfinancial Corporates – US: Cash pile declines 7% to $2.0 trillion as capex, other spending, hit record highs
|
|
|
|
04 Apr 2022
|
Sector In-Depth
|
Financial Technology – US: PayPal, Block's contrasting buy now, pay later strategies drive growth for both
|
|
|
|
07 Jan 2022
|
Sector In-Depth
|
Financial Technology – US: Merchant acquiring competitive intensity further escalating
|
|
|
|
08 Dec 2021
|
Outlook
|
Not-For-Profit and Public Healthcare – US: 2022 outlook negative as labor costs drive expense growth higher
|
|
|
|
07 Dec 2021
|
Outlook
|
Higher Education – US: 2022 outlook stable as emergence from remote learning supports revenue growth
|
|
|
|
07 Dec 2021
|
Outlook
|
Broadband - US: 2022 outlook is stable with strong earnings offsetting more capex (slides)
|
|
|
|
09 Nov 2021
|
Sector Comment
|
Building Materials – US & EMEA: US infrastructure legislation offers years of visibility to industry already enjoying strong operating momentum
|
|
|
|
19 Oct 2021
|
Issuer Comment
|
Coinbase Global, Inc.: SEC’s approval of Bitcoin ETF is credit negative for Coinbase
|
Coinbase Global, Inc.
|
|
|
15 Oct 2021
|
Credit Opinion
|
Instructure Holdings, Inc.: Credit opinion following new rating assignment
|
Instructure Holdings, Inc.
|
|
|
07 Oct 2021
|
Sector In-Depth
|
Payment Processing – US: E-commerce SaaS platforms aggregate payment volumes, shifting market share to Stripe and PayPal
|
|
|
|
30 Sep 2021
|
Sector Comment
|
Banks – US: Accelerating branch closures reflect premium on digital competitiveness over branch density
|
|
|
|
15 Sep 2021
|
Issuer Comment
|
Goldman Sachs Group, Inc. (The): Goldman Sachs' acquisition of GreenSky supports its digital consumer banking initiatives
|
Goldman Sachs Group, Inc. (The)
|
|
|
09 Sep 2021
|
Sector In-Depth
|
Broadband – US: Government subsidies to allow cable companies to bridge digital divide profitably
|
|
|
|
08 Sep 2021
|
Sector Comment
|
Cable Industry - US: Key cable industry ratio, Video Replacement Rate, falls to 2.2x in Q2 2021, last quarter spot rate at 1.9x
|
|
|
|
07 Sep 2021
|
Issuer In-Depth
|
Square, Inc.: Afterpay acquisition strategically compelling, but free cash flow dilutive initially
|
Block, Inc
|
|
|
13 Jul 2021
|
Sector In-Depth
|
Housing – US: Single-family rental demand rises further as remote workers seek more living space
|
|
|
|
08 Jun 2021
|
Sector In-Depth
|
Nonfinancial Corporates – US: Cash pile increases 32.3% to $2.15 trillion; Tech still dominant over other sectors
|
|
|
|
30 Apr 2021
|
Issuer Comment
|
DBS, JPMorgan, Temasek: Cross border payments platform by DBS, JPMorgran and Temasek aims to remove inefficiencies in trade and settlements
|
DBS Group Holdi...
JPMorgan Chase ...
Temasek Holding...
|
|
|
15 Apr 2021
|
Sector In-Depth
|
Life Insurance – US: Companies transform business models via M&A, prepare for post-COVID world
|
|
|
|
23 Mar 2021
|
Sector In-Depth
|
Insurers, Insurance Brokers and Asset Managers — Global: Survey signals cybersecurity strength, with some differences across sectors, regions
|
|
|
|
22 Jan 2021
|
Sector Comment
|
Wireless Tower REITs and ABS – US: Robust C-band auction prices signal rising cash flow for REITs and securitizations
|
|
|
|
15 Dec 2020
|
Outlook
|
Public Finance - US: 2021 Outlooks mostly negative driven by the effects of the coronavirus crisis (Slides)
|
|
|
|
14 Dec 2020
|
Outlook
|
REITs and REOCs - US: 2021 Outlook negative with retail, lodging weakness (Slides)
|
|
|
|
10 Nov 2020
|
Sector In-Depth
|
Financial Technology – US: Bank tech growth accelerated by digital and outsourcing during COVID
|
|
|
|
18 Sep 2020
|
Issuer Comment
|
NTT DOCOMO, INC.: Lax security at e-payment service exposed banks and DOCOMO to widespread fraud
|
NTT DOCOMO, INC.
|
|
|
15 Sep 2020
|
Sector In-Depth
|
Consumer and Small Business ABS – US: 'True lender' rules for certain online loans would further cut deals' legal risks
|
|
|
|
21 Aug 2020
|
Sector In-Depth
|
Financial Technology - US: Money transfer digital sea change and innovation accelerate during COVID
|
|
|
|
30 Jul 2020
|
Sector In-Depth
|
Toll Roads – US: Coronavirus is catalyst to overcome barriers to implement all electronic tolling
|
|
