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Transcript: 2018 IG & Crossover Conf-Basics Panel

Transcript: 11 Dec 2018, 5:51 AM ET - We present a transcript of the Basic Industries Panel discussion given at the CreditSights Investment Grade & Crossover conference on December 4, 2018.

Metals & Mining ESG: Sector View and Ratings

Sector Analysis: 26 Nov 2018, 9:04 PM ET - We are following up on the formal launch of the CreditSights ESG investment framework with an in-depth look at ESG issues in the metals & mining sector.

Asia Weekly: Strong Rebound for Chinese Developers

Asia Weekly: 09 Nov 2018, 4:12 AM ET - Chinese developers rebounded significantly this week. Country Garden (Cogard) led the rebound: Cogard 7.125% 22, Jan-23, 24 and 25 all tightened in excess of 140 bp. Evergrande 22, 23, 24 and 25 registered weekly returns of 3.58%-5.86%.

Inalum: Fair Value Estimates for $ Bonds

Worth Watching: 07 Nov 2018, 4:41 AM ET - Inalum (bond ratings: NR/ Baa2/ BBB-) is marketing 3-year, 5-year, 10-year and 30-year 144A / Reg S $ bonds.We think the closest comparable for Inalum will be the state-owned energy firm Pertamina (bond ratings: BBB-/ Baa2/ BBB), given the presenc ..

Inalum: New Issue Monitor

IG Note: 05 Nov 2018, 6:43 AM ET - Indonesian state-owned mining company, Indonesia Asahan Aluminium (or Inalum) is marketing a new senior, unsecured Reg S/144A $ bond. Our fundamental analysis and new issue thoughts are in the note.

HK/SG Conference 2018: Commodities

Transcript: 06 Aug 2018, 6:14 AM ET - Transcript of our commodities presentation from CreditSights' SG/HK conferences outlining our top-down views on commodities and single name recommendations.

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.

Steel: China's Tangshan Extends Production Curbs

Worth Watching: 26 Feb 2018, 9:10 PM ET - Steel: Tangshan, one of China's largest steel-making cities in the northern Hebei province, announced it will prolong measures to curb pollution by another eight months. Earlier Bloomberg reports had suggested a two month extension (see: Steel: Wi ..

Steel: Winter Curtailment Extension?

Worth Watching: 01 Feb 2018, 9:26 PM ET - Steel: According to a report from Bloomberg, the provincial government of Hebei is considering whether to extend the winter curtailment period beyond March for another two months to further curb pollution. The central government mandated a 50% red ..

Iron Ore: China Imports Falls in October

Worth Watching: 08 Nov 2017, 1:45 PM ET - Iron Ore: October imports of iron ore into China were 79.5 mt, down 23% MoM and 2% YoY. This is the lowest amount since February 2016, although YTD imports of 896 mt are still up 6% over the prior year period. The dramatic fall of imports was driv ..

Metals: China 2Q Expansion Provides Boost

Worth Watching: 17 Jul 2017, 7:09 PM ET - Metals: China's National Bureau of Statistics released 2Q economic indicators that largely exceeded estimates, providing additional positive sentiments about the pace of industrial growth and resulting in a rally in metal prices today. Copper pric ..

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.

Metals & Mining 2016 Outlook: Margin Meltdown

Sector Outlook: 20 Jan 2016, 11:11 PM ET - We analyze the broad trends within the sector, delve into sub-sector developments, and then examine name-specific recommendations.

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.

Outlook 2014: Global Metal Markets

Strategy Outlook: 05 Jan 2014, 10:19 PM ET - We continue our 2014 Outlook series by looking at trends in commodities, focusing first on key metals markets.

Initiating Coverage On Vedanta Resources (Part I)

Company Spotlight: 01 Jul 2013, 9:22 PM ET - Vedanta is one the largest high yield issuers and miners in Asia. In Part I , we look at the company's credit strengths, weaknesses and FY14 earnings and capex outlook. We initiate with a Market perform recommendation through the curve.

Euro Building Materials: Stimulating Fundamentals

Transcript: 16 Sep 2009, 9:49 PM ET - This article is a transcript of the Presentation we gave on European Building Materials at CreditSights London September 2009 Conference yesterday, in which we discussed the impact on construction of economic stimulus programs worldwide.

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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