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Miller Group 2Q18: A Good Yield for B Brexit Risk

Earnings Note: 06 Sep 2018, 10:59 AM ET - We retain our Outperform Recommendation on Miller Homes Group after its solid 2Q18 financials, the third such report since the buyout by Bridgepoint.
Focused

Miller Homes: Solid 2017, Bonds Attractive

Earnings Note: 22 Mar 2018, 10:17 PM ET - Miller Homes' FY17 / 4Q17 financials (the first since the LBO by Bridgepoint) were solid and supportive of the investment case.

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.

September 2017 Company Coverage Initiated

Company Coverage Initiated: 01 Oct 2017, 3:19 PM ET - Our monthly report provides executive summaries for the five companies on which we launched coverage in the US and Europe during the month of September.
Focused

Miller Homes: Guidance Tracks CS Fair Value View

HY Note: 21 Sep 2017, 7:42 AM ET - We follow up our initial piece on this Sterling deal for a B+ rated UK Homebuilder with a comment on price guidance. 
Focused

Miller Homes – What Price a new £ HY Bond?

Company Analysis: 20 Sep 2017, 10:48 PM ET - Miller Homes, a B+/B+ rated medium sized, regional homebuilder is in the market with a £225 mn-£250 mn seven Year (NC3) Sterling fixed rate bond and a £175 mn -£200 mn six year (NC-1) tranche of FRNs.

Trump, Trade, Germany, and the EU

Strategy Analysis: 08 Mar 2017, 11:15 PM ET - The Trump team focuses on a bilateral deal with Germany distinct from the EU and sets the stage for more tension. We frame the US-Germany trade deficit for 2016 at the industry level.  Trade edges ahead of the Fed as a risk variable?

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.

Industrials: Green Shoots During Spring

Sector Analysis: 22 Mar 2016, 12:08 AM ET - Our latest read on what industrial companies are saying on both sides of the pond across their wide ranging end markets. The gist? Still a mixed outlook but early stabilization, even in the more challenging sectors.

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.

Hongkong Property: HSBC Raises Mortgage Rate

Worth Watching: 07 Jul 2011, 9:39 PM ET - Hongkong Property: HSBC, one of the biggest mortgage lenders in the city raised its rates from 1.5% to 2% points above HIBOR to 1.8% to 2.3%. Since early March, it has increased its rates by almost 1.6% as the HKMA has continuously warned about ri ..

High Yield Monitor: Callability & Cushion Bonds

High Yield Monitor: 15 Feb 2011, 10:31 PM ET - We introduce the High Yield Monitor, a new periodical that explores HY market themes, secular trends and company specific developments. In this edition, the spotlight focuses on the enhanced interest rate protection of  "cushion bonds".

2011 Euro Construction Outlook: No Recovery Yet

Sector Outlook: 23 Jan 2011, 8:22 PM ET - As a precursor to our forthcoming Global Building Materials Outlook, we examine the prospects for European Construction markets in 2011.

Euro Building Materials Outlook (III): RV Review

Sector Outlook: 23 Feb 2010, 9:38 PM ET - In Part III of our 2010 Euro Building Materials Outlook, we discuss our Picks and Pans in the sector and review our Relative Value Opinions for our coverage universe.

Housing Monitor: 2010 Housing Outlook Part III

Sector Outlook: 29 Jan 2010, 11:59 PM ET - We update economic and financial indicators for the housing market, as well as equity and debt performance, to provide a more complete overview of the sector. We provide our credit summaries and recommendations on homebuilding credits.

Housing Monitor: 2010 Housing Outlook Part II

Sector Outlook: 22 Jan 2010, 11:57 PM ET - We update economic and financial indicators for the housing market, as well as equity and debt performance, to provide a more complete overview of the sector. We provide Part 2 of our 2010 Housing Outlook.

Housing Monitor: 2010 Housing Outlook Part I

Sector Outlook: 15 Jan 2010, 5:50 PM ET - We update economic and financial indicators for the housing market, as well as equity and debt performance, to provide a more complete overview of the sector. We provide part 1 of our 2010 Housing Outlook.

NY Conference Presentation Slides

Presentation Slides: 22 Oct 2009, 9:47 AM ET - Presentation slides from CreditSights' New York conference "The Risk Behind The Rally, Refinancing, Restructuring, Regulating"

Euro Building Materials Roundtable: Key Takeaways

Sector Analysis: 15 Jul 2009, 10:25 PM ET - We review the key discussion points that came up in our recent European Building Materials Roundtable. We also include a PDF of the Slide Presentation that was used to frame the discussions.

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