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CMA CGM 3Q18: Reprieve in Bunker Costs on the Way?

Earnings Note: 28 Nov 2018, 11:18 AM ET - CMA CGM reported 3Q18 results that continue to highlight positive growth in demand, offset by a drag on earnings due to the rise in fuel costs.

Hapag-Lloyd 3Q18: Fuel Recovery Plan On the Way

Earnings Note: 08 Nov 2018, 9:27 PM ET - Hapag-Lloyd reported solid results, and although market headwinds remain, remains cautiously optimistic and well positioned to react to potential headwinds on the horizon.

CMA CGM 2Q18: Fuel surcharges, M&A on the Horizon

Company Analysis: 11 Sep 2018, 8:05 AM ET - 2Q18 results were expected to be weak, but liquidity remains solid and 2H18 will improve sequentially as fuel surcharges kick in.

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.

CMA CGM: Taps 5.25s of 2025 for €150 mn

Worth Watching: 06 Nov 2017, 5:37 AM ET - CMA CGM (B3/B-) is tapping its €500 mn 5.25% 2025 senior unsecured notes for an additional €150 mn, less than one month after issuing the bond (see CMA CGM: Issuing €300m 7NC3 Bonds, IPT 5.5%-5.75%). This will take the total outstanding amount t ..

Hapag-Lloyd: 2Q17 Earnings

Worth Watching: 29 Aug 2017, 4:52 PM ET - Hapag-Lloyd reported solid results that benefitted from the improving pricing environment – although the consolidation of UASC, as well as the company's long term contract mix, has held the company back from posting even stronger improvements. ..

CMA CGM 1Q17: Riding the Recovery Wave

Earnings Note: 23 May 2017, 8:44 PM ET - CMA CGM reported strong 1Q17 results as the rise in freight rates, improvement in operating performance and NOL synergies more than offset the sharp rise in bunker fuel costs.

Hapag-Lloyd 1Q17: Fuel Costs Weigh on Margins

Earnings Note: 13 May 2017, 10:53 AM ET - Hapag-Lloyd reported results that were weighed down by the rise in bunker fuel costs, while freight rates continue to improve sequentially, but still remain down YoY.

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.

DPW 4Q15: Turnaround in Forwarding Business

Worth Watching: 09 Mar 2016, 7:45 PM ET - DPW 4Q15: Deutsche Post's fourth quarter 2015 results were mixed. Total revenues were relatively flat (-0.2% YoY) at €15.4 billion reflecting sound fundamental growth in parcel and express volumes that were offset by low freight rates in the Gl ..
Focused

PostNL 1Q15: Weak Quarter, But FY On Track

Earnings Note: 08 May 2015, 12:16 PM ET - PostNL’s first quarter results highlight the continued challenges it faces from market competition and tough trading conditions in the mail and international segments.

FedEx: All-Cash Agreement to Acquire TNT

Company Analysis: 07 Apr 2015, 10:09 PM ET - CreditSights expects bonds to settle wider and affirms its Underperformance recommendation.  This acquisition will weaken FDX’s balance sheet and execution risk is more significant than recent deals.

February 2015 Europe Company Recommendation Change

Euro Recommendation Changes: 02 Mar 2015, 4:12 AM ET - Our monthly report provides executive summaries for six company recommendation change made on European companies during the month of February.
Focused

PostNL 4Q14: Slow and Steady Progress

Earnings Note: 23 Feb 2015, 8:22 PM ET - PostNL still faces tough market conditions and stiff competition but the strategic focus to grow the parcels unit has helped to push total 4Q14 consolidated revenue higher.

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.

iTraxx Series 22 Index Roll: Xover Xpands to 75

Strategy Analysis: 24 Sep 2014, 10:14 PM ET - The new iTraxx CDS indices roll to Series 22 in October, we look at the changes and assess the trend in credit fundamentals using Creditsights Ratings tool. We also look at how liquidity developed at the last large expansion in the Xover.
Focused

PostNL: 4Q13 Earnings

Worth Watching: 24 Feb 2014, 8:59 PM ET

iTraxx Series 20 Index Roll: Risk Reduction

Strategy Analysis: 18 Sep 2013, 9:39 PM ET -  The iTraxx Europe and the Xover will roll to Series 20 this Friday with respectively five and four changes due in the two indicies. iTraxx Europe S20 looks slightly less risky, while Codere exits both the old and new Xover series
Focused

PostNL: FY12 Results

Worth Watching: 26 Feb 2013, 9:39 PM ET

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