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November 2018 Europe Company Recommendation Change

Euro Recommendation Changes: 02 Dec 2018, 9:51 PM ET - Our monthly report provides executive summaries for the twenty-two companies recommendation changes made on European companies during the month of November.

HY Note: Altice Announces French Fibre Deal

HY Note: 30 Nov 2018, 10:59 AM ET - Altice announced its French fibre deal, raising €1.8 bn of cash for SFR.  

Altice Europe 3Q18: of Asset Sales and ARPU

Earnings Note: 22 Nov 2018, 9:19 AM ET - Altice Europe had another weak quarter in 3Q18, especially in France. However, the potential for further asset sales is a positive for creditors.

VEON: Using Wind Tre Proceeds for Tender Offer

HY Note: 15 Nov 2018, 12:00 PM ET - VEON is using ~$2 bn of proceeds from the sale of its 50% stake in Wind-Tre for a tender offer for four tranches of $ bonds. VEON is also soliciting consents to amend certain covenants.

HY Note: Altice Fibre Sale in Focus

HY Note: 12 Nov 2018, 8:59 PM ET - Altice is looking to a sell stake in its French fibre business that could raise between €1.8 bn and €3.6 bn according to reports.

CenturyLink 3Q18: Sergeant Storey

Earnings Note: 12 Nov 2018, 4:22 AM ET - CenturyLink sold off on 3Q18 revenue disappointments, but the company delivered strong AEBITDA and FCF growth in the quarter. We are CTL buyers on weakness and remain Outperform.
Focused

Altice USA 3Q18: A Strong Showing

Earnings Note: 06 Nov 2018, 9:01 AM ET - Altice USA delivered a strong set of results, underscored by mid-single-digit revenue and AEBITDA growth. The company is on track to reduce leverage with AEBITDA growth, and FCF growth may be allocated to share buybacks. 

October 2018 US Company Recommendation Changes

US Company Recommendation Changes: 31 Oct 2018, 10:03 PM ET - Our monthly report provides executive summaries for the twenty-eight company recommendation changes made on North American companies during the month of October.

US IG Telco/Cable: Post-3Q18 Rel Val Update

Sector Analysis: 30 Oct 2018, 5:05 AM ET - We take a closer look at relative value across the key IG Telecom and Cable credits. Comcast, Charter, and Verizon reported a solid 3Q18 whereas AT&T fell short. Within AT&T’s business segments, WarnerMedia was the outperformer.

US TMT: Digital Advertising-More Than FB and GOOG?

Sector Analysis: 23 Oct 2018, 5:05 AM ET - In this second part of a series on US advertising, we discuss the digital advertising market. 
Focused

Altice USA: Combining the Silos

Company Analysis: 03 Oct 2018, 10:51 AM ET - Altice USA intends to combine Cequel and Cablevision under a single credit silo. We view this transaction as positive for Cablevision and upgrade to Outperform. We expect sufficient participation from Cequel investors.

US TMT: Smartphones – The World is Flat

Sector Analysis: 05 Sep 2018, 5:46 AM ET - We examine the current state of the smartphone market, discuss demand trends in the US and emerging regions, and implications for industry participants across the supply chain.

August 2018 Europe Company Recommendation Changes

Euro Recommendation Changes: 02 Sep 2018, 9:49 PM ET - Our monthly report provides executive summaries for the fourteen companies recommendation changes made on European companies during the month of August.

August 2018 US Company Recommendation Changes

US Company Recommendation Changes: 02 Sep 2018, 9:49 PM ET - Our monthly report provides executive summaries for the thirty company recommendation changes made on North American companies during the month of August.

US IG TMT: A Look at Possible TrouBBBle Spots

Sector Analysis: 06 Aug 2018, 4:56 AM ET - We look at the change in the agency ratings make-up of IG TMT and potential BBB trouble spots, which have ramped-up leveraged late in the cycle.
Focused

Altice USA 2Q18: Average is Enough

Earnings Note: 03 Aug 2018, 11:48 AM ET - Altice USA turned in a set of average results for 2Q18, which should be enough to satisfy the market. Results were not gangbusters, but Cablevision grew revenue and EBITDA while Cequel saw broadband net adds improve.

Altice 2Q18: So Close, Yet SFR

Earnings Note: 02 Aug 2018, 9:37 PM ET - Altice Europe reported disappointing 2Q18 results, with decline across its main operations and meaningfully weaker financial performance in France.

US IG Telco/Cable: Post-Earnings Publishing Recap

Worth Watching: 30 Jul 2018, 12:22 PM ET - US IG Telco/Cable: The week of July 23 brought a heavy earnings schedule, including the three IG telco and cable mega-issuers, Verizon, AT&T, and Comcast. Please see the following earnings notes for a summary of each company's 2Q18 earnings: Veriz ..

US IG Telco/Cable: Relative Value Update

Sector Analysis: 27 Jul 2018, 1:18 PM ET - On the heels of early earnings reports, we provide a relative value update on AT&T, Verizon, Comcast, Time Warner, and Charter IG.

SFRFP New Issue: Can they Score an Easy Win?

HY Note: 16 Jul 2018, 3:54 PM ET - Altice France is in the market looking to issue new senior secured USD and EUR '27s  to refinance the bulk of its senior secured '22s. Based on IPT, we view the new issues as an attractive entry point. 

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