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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 IG News: 23 February 2018

Worth Watching: 23 Feb 2018, 4:11 AM ET - Asia IG News (Click on the hyperlinks to see CreditSights research)Greater China: China's insurance regulator will take control of Chinese conglomerate Anbang Insurance Group and prosecute the company's chairman for alleged economic crimes.China b ..

Avolon, HNA, Chinese Airlines, Aircraft Lessors

HY Note: 10 Dec 2017, 11:52 PM ET - Aircraft lessor exposure low to HNA Group affiliated Chinese airlines.  Avolon needs stronger covenants.

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.

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.

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. 

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.

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.

Asian Debt Restructurings: Can't Pay, Won't Pay?

In the Spotlight: 14 Aug 2012, 9:48 PM ET - We look at some past defaults in Asia to see what could happen when things go wrong.  Surprisingly we have yet to see a Chinese property bond default, although fraud has tainted a number of Chinese industrial companies.  

Asian Conglomerates '11: Portfolio Activity, China

Sector Outlook: 10 Jan 2011, 9:04 PM ET -  We look at fundamental credit views and relative value across the diverse group of companies within our Asian Conglomerate universe.  Portfolio activity has been a common thread in the last year and we expect this to continue.  

Auto/Cap Goods: Assumptions All Over The Map

Worth Watching: 17 Mar 2009, 11:41 PM ET - Auto/Cap Goods : As the last of the companies wrap up their reported results and offer what guidance they can (or more often cannot), one of the striking highlights is how wide the range of planning assumptions are across key end markets in the US ..

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