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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.

Asia Credit: The Week Ahead, 28 August 2017

Strategy Analysis: 25 Aug 2017, 12:21 AM ET - Results season is drawing to a close. Our Chinese property analysts will be in Hong Kong next week to attend results presentations and meet issuers.  

Multi-Industrials: 2Q Review, Event Risk & More

Sector Analysis: 21 Aug 2017, 10:17 PM ET - In this report we broadly review earnings trends for nearly two dozen industrial credits, discuss companies with elevated event risk and also highlight new issuance candidates.

Industrials Earnings Blitz: IR, ROK, TEL

Earnings Note: 26 Jul 2017, 11:38 AM ET - In this earning blitz, we highlight the key takeaways from earnings releases across the Industrials today that include Ingersoll-Rand, Rockwell Automation, and TE Connectivity.

Asia Credit: The Week Ahead, 10 July 2017

Strategy Analysis: 06 Jul 2017, 11:57 PM ET - The tender offer for MIE Holdings 6.875% 2018 and the early tender deadline for MIE 7.5% 2019 close on Monday.

Chinese Outbound Acquisitions: Wing Clipping

Strategy Analysis: 03 Jul 2017, 1:30 AM ET - It is hard to predict which overseas acquirers will come under the Chinese regulators' radar next. But state-owned firms should be less likely to fall foul of the authorities. 

Asia Credit: The Week Ahead, 27 March 2017

Strategy Analysis: 24 Mar 2017, 12:58 AM ET - FY16 results season peaks next week, as Chinese and Indonesian issuers rush to meet their 31 March announcement deadlines. 

US Industrials 2017 Outlook: Anything But Boring

Sector Outlook: 19 Jan 2017, 5:28 AM ET - In this US Industrial 2017 Outlook, we discuss macro trends, sector fundamentals, and provide credit summaries for over 20 Industrial IG debt issuers. We also maintain our Underperform recommendation on Capital Goods.

US Strategy: Import Tax Pain Ahead?

Strategy Analysis: 03 Jan 2017, 11:03 PM ET - We look at some risks of corporate tax proposals tied to "border adjustments" (i.e. import taxes). Economist advocates make major assumptions on currencies and ignore the wildcard of "behavior" and potential responses to the policies.

Liberty Mutual: Buying Ironshore for ~$3 bn

IG Note: 05 Dec 2016, 4:05 PM ET - Liberty Mutual announced that it will acquire Ironshore from Fosun for ~$3.0 bn. In this note, we take a closer look at Ironshore and the E&S marketplace.

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.

US-Japan Trade: New Day, Same Old Deficit

Sector Analysis: 22 Nov 2016, 11:13 PM ET - The Japan trade deficit is a tradition across decades of GOP/Dem leadership with the flow of goods still led by cars/parts (imports) and planes/parts (exports). Yen weakness is hard to complain about when the UST curve is driving it.     

US-China Trade: A Beautiful Mine

Strategy Analysis: 21 Nov 2016, 9:56 PM ET - The game theory of US-China trade negotiations will need two sides to at least be playing the same game. Manufacturing and tech is big in US-China deficit politics, and costs would be high in the event it ends badly. 

U.S. P&C Insurance: E&S Writers May Be M&A Targets

Sector Analysis: 24 Oct 2016, 10:16 PM ET - E&S writers may be targets for M&A activity given above average margins in this challenging period for P&C insurers.

Johnson Control: 3Q16 Results and Adient Preview

Earnings Note: 21 Jul 2016, 2:57 PM ET - JCI reported solid 3Q16 results, lifted guidance and brushed off Brexit concerns. We highlight the details and offer more of our thoughts on Adient prior to its October spin-off.

China Autos: Tax Cut Drives 1H Sales

Sector Analysis: 20 Jul 2016, 11:54 PM ET - 1H16 auto sales in China have performed better than expected with total sales up 8% YoY benefiting from purchase tax reduction on <1.6L engine vehicles, which is scheduled to expire  Dec 16.

UTX and HON 1Q16: Event Risk Remains High

Earnings Note: 28 Apr 2016, 5:59 AM ET - In this report we address UTX’s better than expected results, recap HON’s performance in 1Q16, and revisit our investment thesis on both credits in light of lingering event risk. We also take HON down to an Underperform.

US Industrials 2016 Outlook: Sector Trends (1/2)

Sector Outlook: 18 Jan 2016, 11:21 PM ET - In Part I of our 2016 Outlook, we delve into geographic, end-market, and bigger picture sector trends. We also shifted from an Underperform to a Market perform on our Capital Goods/Diversified universe in December.
Focused

MRH: Fosun Rumored to Be Most Likely Buyer

Worth Watching: 24 Mar 2015, 1:26 PM ET

MRH: Takeout Rumors Persist

Worth Watching: 04 Mar 2015, 3:24 PM ET

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