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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.

Asia Corporate Recommendations: December 2018

Asia Corporate Recommendations: 03 Dec 2018, 4:09 AM ET - New initiations this month include Agile 2020, KWG 2020, and China State Construction International perp with Market perform. Downgrades include Everre 6.25% 2021, H&H 2021 and Vedanta 2023 from Market perform to Underperform.

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 Corporate Recommendations: November 2018

Asia Corporate Recommendations: 01 Nov 2018, 4:38 AM ET - We lowered our recommendation on Anton Oilfield 2020 to Market perform. However, we upgraded our recommendations on a number of Chinese property bond issues and  initiated on the new Evergrande 2020 with an Outperform recommendation.

JSW 1HFY19: Profits Rise on Better Domestic Sales

Worth Watching: 26 Oct 2018, 9:34 AM ET - JSW 1HFY19 (or JSW Steel; Bond Ratings: NR/ Ba2/ BB) gross revenues jumped by 26% to INR 408 bn in 1HFY19 (1HFY18: INR 324 bn) on account of 5% higher steel sales driven by an increase in offtake from OEMs and favorable international markets. T ..

Asia Credit Calendar: Week of 22 October 2018

Strategy Analysis: 19 Oct 2018, 3:25 AM ET - Baidu, China Vanke, Yanzhou Coal Mining and JSW Steel will report results this week. Economic releases from Indonesia, Malaysia, Singapore, South Korea and United States are also due.

India Trip Notes 2018: Vedanta

Company Meetings: 17 Oct 2018, 4:35 AM ET - We met the Investor Relations team of Vedanta in Mumbai during our issuer trip to India recently. The key takeaways from the meeting are highlighted here.

India Trip Notes 2018: JSW Steel

Company Meetings: 10 Oct 2018, 3:00 AM ET - We met the Investor Relations team of JSW Steel in Mumbai during our issuer trip to India recently. The key takeaways from the meeting are highlighted here.

Asia Credit: New York City Investor Meetings

Strategy Analysis: 03 Oct 2018, 12:13 AM ET - Our Asia corporate analysts spent two days meeting investors in New York earlier this month. We met a mix of investor types, including US and non-US based asset managers, investment advisers, investment banks, hedge funds and private banks.

Asia Corporate Recommendations: October 2018

Asia Corporate Recommendations: 01 Oct 2018, 4:59 AM ET - We assigned an Outperform recommendation to the CGN $ bond complex and Market perform recommendations to Country Garden's new 2022 and 2024 bonds. We also raised our recommendation on Baidu 2019 to Outperform. 

India Trip 2018: Itinerary

Announcement: 06 Sep 2018, 11:04 PM ET - Please contact us if you are keen to join the trip on 24-25 September 2018. We have scheduled meetings with Delhi International Airport, Vedanta, Glenmark Pharma, JSW Steel, Tata Steel and Jain Irrigation. 

Indon & India Corporates: Currency Risk

Worth Watching: 06 Sep 2018, 6:30 AM ET - Indon & India Corporates : Both INR and IDR are in another renewed bout of weakness against the $. $/INR recently breached 70 for the first time ever and is currently trading at 71.9. The $/IDR is just shy of the 15,000 mark, presently trading ..

Asia Corporate Recommendations: September 2018

Asia Corporate Recommendations: 03 Sep 2018, 3:50 AM ET - We initiate on Modernland 2021 with M/P, and Fufeng 2021 with O/P. We upgraded Agile and longer-dated Evergrande bonds to M/P, and Baidu 2019 to O/P. We downgraded COG 2020, Gajah 2022 and Modernland bonds to M/P, and Jababeka 2023 to U/P.

India Trip 2018: Week of 24 September

Announcement: 26 Aug 2018, 11:56 PM ET - CreditSights is organizing a corporate issuer trip to India in the week of 24 September for about 2 days. Please express your interest to join the trip.

Indian HY Corporates: Currency Risk

HY Note: 17 Aug 2018, 3:57 AM ET - $/INR has breached 70 for the first time ever. We summarise the foreign currency revenues and costs of Indian high yield issuers, as well as their foreign exchange hedging strategies and sensitivity to $/INR movements. 

JSW: Highest Bidder for Bhushan Power

Worth Watching: 15 Aug 2018, 5:03 AM ET - JSW or JSW Steel (Bond ratings: NR/ Ba2/ BB) emerged as the highest bidder for Bhushan Power and Steel (BPSL). JSW revised its bid to INR 195 bn ($2.8 bn), surpassing bids placed by Tata Steel (INR 170 bn) and Liberty House (INR 180 bn). JS ..

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.

Asian Corporates: Refinancing Risk

Strategy Analysis: 17 Jul 2018, 3:21 AM ET - The primary $ bond markets are not shut, but high yield corporates are finding it hard to launch new deals in these markets. We highlight some Asian corporates that we would monitor for liquidity pressure over the coming months.

Asia Corporate Recommendations: July 2018

Asia Corporate Recommendations: 02 Jul 2018, 6:01 AM ET - Escalating US-China trade tensions and refinancing concerns for Chinese issuers amid stricter credit controls continue to weigh on investor risk appetite. We downgraded our recommendations on Alam, Jababeka, Agile and Yanlord recently.

Asia Corporate Recommendations: June 2018

Asia Corporate Recommendations: 01 Jun 2018, 4:20 AM ET - "Sell in May and go away" proved wise yet again. We maintain a defensive stance towards Asian high yield, despite the recent sell-off. 

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