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US Strategy: Tariffs as Repricing Event?

Strategy Analysis: 01 Mar 2018, 9:40 PM ET - The market has been building in very low odds of a trade war event, a NAFTA withdrawal, or a significant escalation of tit-for-tat trade retaliations on a broader scale.  The odds-makers just got a fresh load of input.

US IG Strategy: Picks and Pans (August 2017)

Strategy Analysis: 15 Aug 2017, 4:28 PM ET - We update our US IG Picks and Pans. In this document we summarize our sector recommendations, and provide a few names within each that we like (picks) and dislike (pans). We also explain why names have been added or removed from the list. 

US IG Strategy: Picks and Pans (May 2017)

Strategy Analysis: 16 May 2017, 4:22 AM ET - We update our US IG Picks and Pans. In this document we summarize our sector recommendations, and provide a few names within each that we like (picks) and dislike (pans). We also explain why names have been added or removed from the list. 

Trump, Trade, Germany, and the EU

Strategy Analysis: 08 Mar 2017, 11:15 PM ET - The Trump team focuses on a bilateral deal with Germany distinct from the EU and sets the stage for more tension. We frame the US-Germany trade deficit for 2016 at the industry level.  Trade edges ahead of the Fed as a risk variable?
Focused

Aerospace & Defense 2017 Outlook: Underperform

Sector Outlook: 01 Feb 2017, 5:43 AM ET - The DoD is still operating under a continuing resolution in FY17, but there is increased optimism that the new Republican government will lift defense spending caps for the years ahead. Commercial aerospace will face some headwinds in 2017.

CreditSights 12th Annual European Conference

Announcement: 29 Nov 2016, 8:54 PM ET - Download our Conference Mobile App for our upcoming event on Friday 9th December 2016.

Industrials: Green Shoots During Spring

Sector Analysis: 22 Mar 2016, 12:08 AM ET - Our latest read on what industrial companies are saying on both sides of the pond across their wide ranging end markets. The gist? Still a mixed outlook but early stabilization, even in the more challenging sectors.

Rheinmetall 4Q15: Defence Operating Improvements

Earnings Note: 20 Mar 2016, 5:54 PM ET - Rheinmetall’s Defence segment is bearing the fruits of completed restructuring efforts with improvements reported in the combat systems and electronic solutions businesses.
Focused

Aerospace & Defense: 2016 Outlook

Sector Outlook: 14 Jan 2016, 7:08 PM ET - A&D Underperforms in 2016. The defense operational outlook improved with the budget agreement, but M&A and shareholder rewards should expand leverage. Aerospace uncertainty grows with higher production rates and decelerating growth.
Focused

BAE Systems: New 5 and 10-year Notes; Reopens 2044

Worth Watching: 03 Dec 2015, 6:35 PM ET

Lockheed Martin: $7 bn Issuance; U/P Likely

Company Analysis: 17 Nov 2015, 6:59 PM ET - CreditSights affirms its Underperform recommendation and sees better value elsewhere in the investment grade aerospace and defense group.

Oshkosh: Wins JLTV Award

Worth Watching: 25 Aug 2015, 8:03 PM ET

L-3 2Q15: Aircraft Modification Costs Surprise

Earnings Note: 02 Aug 2015, 9:38 AM ET - LLL surprised investors again with additional cost growth on two head-of-state aircraft modification contracts and with the announcement of unexpected cost growth on another aircraft modification contract.

Lockheed Martin: Sikorsky Deal & IT Services Review

IG Note: 21 Jul 2015, 6:03 AM ET - The strategic rationale of buying Sikorsky makes sense, but the acquisition will add material leverage.  CreditSights sees LMT spreads biased to the wide side and shifts its recommendation to Underperform.
Focused

BAE: Considers Options for Two Cyber Businesses

Worth Watching: 24 Apr 2015, 7:17 PM ET
Focused

BAE Systems 2H14: Working Through WC Headwinds

Earnings Note: 19 Feb 2015, 10:59 PM ET - Earnings remain under pressure as a result of the defense budget headwinds, and the timing of cash advances will remain a headwind going forward.

Using the New E-Mail Alerts System

Announcement: 18 Feb 2015, 11:28 PM ET - CreditSights launched its new beta e-mail Alerts system on  Mon, February 23rd. A new interface allows users to manage their e-mail  Alerts. This is a user guide for managing your e-mail Alerts in the new system.

Announcing CreditSights' New E-Mail Alerts System

Announcement: 12 Feb 2015, 11:27 PM ET - CreditSights announced the launch of its new beta e-mail Alerts system on Monday, February 23rd. Your previous e-mail Alert preferences will be carried over into the new beta e-mail Alerts system.

Aerospace & Defense: 2015 Outlook

Sector Outlook: 04 Jan 2015, 10:43 PM ET - High grade aerospace and defense should Outperform the index on an excess return basis in 2015.  Index spreads ought to widen, but the high quality, low volatility A&D defense group should widen less.
Focused

BAE Systems: Issues New 10-yr and 30-yr Notes

Worth Watching: 30 Sep 2014, 9:56 PM ET

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