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Euro HY Conference 2018: Relative Value Panel

Transcript: 27 Jun 2018, 9:21 PM ET - What is the biggest threat to European HY credit: Italy, Brexit, EM, commodities, tech or Donald Trump? 

Euro HY Consumer Outlook 2018

Sector Outlook: 16 Jan 2018, 9:00 PM ET - We take a look at the key themes in play in evaluating prospects in the Euro HY Consumer space and aim to provide a fundamental framework to analyse available investment options within our coverage universe.

European Consumer: 2017 YTD New IG Issuance

Sector Outlook: 28 Sep 2017, 11:41 PM ET - New issuance in IG European food & bev/HPC, a consolidating sector, is down year to date on 2016 whereas new issuance in IG European retail, a sector attempting deleverage, is up.   

Euro HY Conference 2017: Travel Services Transcript

Transcript: 20 Jun 2017, 7:47 PM ET - In this article, we transcribe our Travel Services presentation for CreditSights' Euro High Yield Conference, in which we laid out our views on the European Travel Services space and took a closer look at Travelex.
Focused

Henkel: New Dollar Bond

Worth Watching: 31 May 2017, 6:12 AM ET - Henkel (HENKEL: A2/A/A), a global giant – whose revenues are split approximately 50:50 between fast moving consumer goods (FMCG) and industrial & consumer adhesives – was in the markets today launching Reg S benchmark-sized three year euro doll ..

Stonegate FY16: More Bolt-Ons

HY Note: 24 Jan 2017, 5:38 AM ET - We review STGATE FY16 results through the prism of the most recent bolt-ons.

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.

Tales from the Trails: € HY Healthcare & Services

Sector Analysis: 11 Oct 2016, 10:24 PM ET - We highlight key takeaways and themes from a recent road trip with investors where we discussed companies within our Euro high yield healthcare and support services coverage.
Focused

Henkel: New EUR, Dollar and Sterling Bonds

Worth Watching: 06 Sep 2016, 6:25 AM ET - Henkel (HENKEL: A2/A/A), a global giant – whose revenues are split approximately 50:50 between fast moving consumer goods (FMCG) and industrial & consumer adhesives – was in the markets today launching euro, euro dollar and sterling paper, acco ..

Taking a Back Seat on UK Retailers

Sector Analysis: 11 Jul 2016, 10:20 PM ET - Following the plunge in UK consumer confidence amidst Brexit-related economic and political uncertainty, we take a more defensive position on UK high yield retailers. We shift to Hold from Buy on NEWLOK (1L and subs) and Iceland (1L)

US Retail: 4Q15 Roundup

Sector Analysis: 01 Apr 2016, 3:00 AM ET - We provide an update on operating metrics and earnings trends in the US Retail universe in the wake of a rocky-for-some fourth quarter.

2016 Consumer Analyst Group of NY: Day 3 Notes

Company Analysis: 19 Feb 2016, 5:44 AM ET - In this report we discuss the highlights from the presentations given by PG, PEP, and CCE on Day 3 of the Consumer Analyst Group of NY 2016 Conference.

Retail Outlook 2016: Relative Value (2 of 2)

Sector Outlook: 08 Feb 2016, 11:41 PM ET - In part two of our 2016 Retail outlook, we provide a look at relative value, name specific credit summaries and discuss updates to our trading recommendations in a reactive environment for Retailer bonds.

Retail Outlook 2016 (1 of 2)

Sector Outlook: 02 Feb 2016, 5:54 AM ET - As retailers wrap up the 2015 fiscal year, we offer our view on the prospects for 2016.

European Consumer: 2016 Outlook - Drama & Suspense

Sector Outlook: 10 Dec 2015, 11:53 PM ET - We have updated our frameworks for assessing relative value in our high grade European food & beverage and retail names for 2016, the 400th anniversary of William Shakespeare's death. We have made six changes to our opinions as a result.
Focused

Henkel: 3Q15 – More M&A Cushion & Repaying Hybrid

Worth Watching: 11 Nov 2015, 7:49 PM ET
Focused

Henkel: 2Q15 – On Track

Worth Watching: 12 Aug 2015, 5:56 AM ET

European Food & Beverage: 2H15 Outlook

Sector Outlook: 14 Jul 2015, 11:09 PM ET - We expect more European food & beverage bolt-on activity in 2H15. We have made changes to our recommendations on Danone and Heineken after including cost savings within our framework for assessing the companies' relative rankings. 
Focused

Henkel: 1Q15 - More Cash to Spend

Worth Watching: 07 May 2015, 4:56 AM ET
Focused

Henkel: Wella, Wella...Tell Me More

Worth Watching: 16 Apr 2015, 11:21 AM ET

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