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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.

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.

LMT: Aggressive 2Q15 Buybacks Before Slowing

Worth Watching: 27 Apr 2015, 4:52 PM ET

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 ..

Global Building Materials Outlook 2011 (Pt I): M&A

Sector Outlook: 27 Feb 2011, 10:04 PM ET - In the first part of our Global Building Materials Outlook, we review prospects for M&A 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.

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 ..

Every Picture Tells A Story - Part 2: Basic Industries and Manufacturing

Strategy Analysis: 09 Dec 2008, 9:23 PM ET - We continue our "favorite chart" series, turning our attention to basic industries and the manufacturing space in both the US and Europe.

Sector Weightings Update: Manufacturing

Sector Weightings: 29 Jul 2008, 2:56 PM ET - The Industrials universe is a mix of those taking the full brunt of the crisis in housing and troubles in the auto sector and those that benefit from exposure to healthier end markets and a more regionally diversified clientele.
Focused

Rexel: Announces Exclusive Talks with Hagemeyer on a Revised Takeover Offer

Worth Watching: 13 Nov 2007, 12:58 AM ET - Rexel (Ba1/BB) announced this morning that it had entered into exclusive negotiations with Hagemeyer regarding a recommended offer by Rexel for its Dutch peer, of €4.85 per share on an all-cash basis. The offer is subject to Due Diligence, which w ..
Focused

Rexel/Ray: IPO remains on Track Despite the Market Turmoil

Company Analysis: 21 Mar 2007, 9:49 PM ET - Rexel has formally announced the start of its IPO process. We discuss our initial views on the transaction documents and update our Fundamental and Relative Value Opinions.
Focused

Rexel/Ray: We Switch Our RV Recommendation to MarketWeight

Company Analysis: 05 Mar 2007, 9:20 PM ET - Notwithstanding the market turmoil, we believe that Ray's CDS has priced in the company's future credit evolution (IPO assumed) and switch our RV Recommendation from Overweight to MarketWeight.
Focused

Rexel FY06: What No LBO? - Notes From the Earnings Call and Additional Thoughts

Company Analysis: 15 Feb 2007, 11:35 PM ET - We follow up our initial piece on Rexel/Ray, which dealt with its powerful FY06 results and IPO speculation, with notes from the Results Conference Call, some additional thoughts on capital raising, and a revised net adjusted debt analysis.

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