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Healthcare: 2Q18 Earnings Recap

Sector Analysis: 15 Aug 2018, 9:59 PM ET - In this note, we recap 2Q18 earnings results in US Healthcare with a focus on the Health Insurers, Medical Device manufacturers and Pharmaceutical companies.

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.   
Focused

HomeVi: 2Q17 – Waiting on Refi - Hold

Worth Watching: 14 Sep 2017, 12:45 PM ET - HomeVi (B2/B) had another good quarter continuing recent trends of positive like for like revenue growth in the low-to-mid-single digit area and margin expansion (see chart below). We believe continued good results support our positive fundamen ..

Euro HY Conference 2017: Healthcare Transcript

Transcript: 20 Jun 2017, 11:35 AM ET - This is a transcript of the talk we gave at the CreditSights Euro HY Conference. We discuss our recommendations in the sector and where we feel comfortable taking a ‘risk on’ position, and we provide an update on the UK social care sector.

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.
Focused

European High Yield Healthcare: 2017 Outlook

Sector Outlook: 12 Jan 2017, 10:29 PM ET - We discuss key themes and update our views on RV for European HY healthcare credits (including cross-over). We recommend an underweight position to the sector and favour exposure to the €HY healthcare sector over the £HY healthcare sector.

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.
Focused

HomeVi 3Q16: Core Holding Within € HY Healthcare

Earnings Note: 24 Nov 2016, 10:53 PM ET - HomeVi reported solid results, reinforcing our positive view on the business. However, we maintain our M/P recommendation as leverage is high and future deleveraging is likely to be negated by further M&A.

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.

Euro HY Labs: Key Takeaways After Solid 2Q16

Sector Analysis: 13 Sep 2016, 8:23 PM ET - In this piece we discuss key takeaways for the €HY diagnostic lab sector following 2Q16 results. Overall, the results were positive, while 2017 could see the sponsors of Cerba and Unilabs exit their respective investments.

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)
Focused

HomeVi 1Q16: Good Quarter and Potential New Supply

Earnings Note: 25 May 2016, 8:53 PM ET - HomeVi reported a good set of results, which reduces our concerns with them entering the Spanish region. Management has signed a NDA for a mid-sized M&A deal, which could lead to new supply and present a better entry point for investors. 

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.

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.
Focused

European High Yield Healthcare: 2016 Outlook

Sector Outlook: 18 Jan 2016, 11:30 PM ET - We do not expect improving fundamentals in 2016 for the European HY healthcare sector and it is a sector that lacks positive M&A or IPO events. We recommend an underweight position and favour companies that we view as more defensive.

Pharma 2016 Outlook: Relative Value (2/2)

Sector Outlook: 13 Jan 2016, 11:14 PM ET - In part two of our 2016 outlook, we provide company-specific recommendations with a focus on event risk, credit fundamentals, operating trends, and relative value.

Pharma 2016 Outlook: Upgrading to M/P (1/2)

Sector Outlook: 03 Jan 2016, 11:27 PM ET - We are upgrading our recommendation on the Pharmaceuticals sector to Market Perform as we expect strong operating performance, driven by a wave of new drug launches with blockbuster potential, and lower event risk.

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