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November 2018 Company Coverage Initiated

Company Coverage Initiated: 02 Dec 2018, 9:49 PM ET - Our monthly report provides executive summaries for the seven companies on which we launched coverage in Europe and Asia during the month of November.

VEON: Using Wind Tre Proceeds for Tender Offer

HY Note: 15 Nov 2018, 12:00 PM ET - VEON is using ~$2 bn of proceeds from the sale of its 50% stake in Wind-Tre for a tender offer for four tranches of $ bonds. VEON is also soliciting consents to amend certain covenants.
Focused

FINRSK 3Q18: Last Quarter Under TRI

Earnings Note: 06 Nov 2018, 10:10 PM ET - Refinitiv’s 3Q18 headlines numbers were reassuring. Though the deal has only just closed, rumors of asset sales make it seem like BX is already considering ways to free up capital.  

US IG Telco/Cable: Post-3Q18 Rel Val Update

Sector Analysis: 30 Oct 2018, 5:05 AM ET - We take a closer look at relative value across the key IG Telecom and Cable credits. Comcast, Charter, and Verizon reported a solid 3Q18 whereas AT&T fell short. Within AT&T’s business segments, WarnerMedia was the outperformer.

US TMT: Digital Advertising-More Than FB and GOOG?

Sector Analysis: 23 Oct 2018, 5:05 AM ET - In this second part of a series on US advertising, we discuss the digital advertising market. 
Focused

Refinitiv: Bonds Downsized, Price Talk Tightened

HY Note: 17 Sep 2018, 5:49 AM ET - Refinitiv has updated price talk - the bonds have been downsized and the loans upsized. Price talk has been tightened from IPT across the structure, with the exception of the EUR unsecureds.
Focused

Refinitiv: Relative Value (3 of 3)

Company Spotlight: 13 Sep 2018, 6:18 AM ET - In the third and final installment of our launch piece on Refinitiv we discuss relative value.
Focused

Refinitiv: Financials & Covenant Package (2 of 3)

Company Spotlight: 12 Sep 2018, 7:20 AM ET - In part 2 of our deep dive on Refinitiv we look at leverage, free cash flow, the security package and key covenants. We will publish part 3 focused on relative value in the near term.
Focused

Refinitiv: BX Says Yes Eikon (1 of 3)

Company Spotlight: 10 Sep 2018, 8:50 AM ET - In part one of our deep dive into the Thomson Reuters Financial & Risk business, renamed Refinitiv, we discuss deal terms, operations, and strategy. 

US TMT: Smartphones – The World is Flat

Sector Analysis: 05 Sep 2018, 5:46 AM ET - We examine the current state of the smartphone market, discuss demand trends in the US and emerging regions, and implications for industry participants across the supply chain.

US IG TMT: A Look at Possible TrouBBBle Spots

Sector Analysis: 06 Aug 2018, 4:56 AM ET - We look at the change in the agency ratings make-up of IG TMT and potential BBB trouble spots, which have ramped-up leveraged late in the cycle.

US IG Telco/Cable: Post-Earnings Publishing Recap

Worth Watching: 30 Jul 2018, 12:22 PM ET - US IG Telco/Cable: The week of July 23 brought a heavy earnings schedule, including the three IG telco and cable mega-issuers, Verizon, AT&T, and Comcast. Please see the following earnings notes for a summary of each company's 2Q18 earnings: Veriz ..

US IG Telco/Cable: Relative Value Update

Sector Analysis: 27 Jul 2018, 1:18 PM ET - On the heels of early earnings reports, we provide a relative value update on AT&T, Verizon, Comcast, Time Warner, and Charter IG.

DC Circuit Court Rules for FCC; UHF Discount Stays

Sector Analysis: 26 Jul 2018, 4:42 AM ET - The DC Circuit Court of Appeals dismissed a lawsuit challenging the FCC's decision to reinstate the UHF discount. We take a look at the ruling and what this means for the broadcasters. 

Satellite C-Band: Let the Waiting Game Begin (2/2)

Sector Analysis: 15 Jul 2018, 9:23 PM ET - The FCC voted 4-0 to approve the 3.7 to 4.2 GHz NPRM and order. Now, we wait for the comments and replies, with a final order expected between 1Q and 2Q19. We assess the potential benefits and revisit relative value of INTEL, SES, ETL.

Cenveo: You Can't KEIP It

HY Note: 09 Jul 2018, 3:23 AM ET - We review highlights from Cenveo's Plan Supplement ahead of the Confirmation Hearing. 

NYC HY Conference: Gray Television

Transcript: 06 Jul 2018, 6:10 AM ET - We presented our view of local television and why we still like its position even as our video options increase. We discussed our positive view and o/p rec on GTN's 2026s with an update for its Raycom acquisition announced the next week.

5G in Focus: Rome Was Not Wired in a Day

Sector Analysis: 27 Jun 2018, 11:57 PM ET - The noise around 5G builds daily. The next generation of network technology will open the door to new use cases, but the most transformative are still a long way off.

US Media: A Top Down Look at Linear Networks

Sector Analysis: 30 May 2018, 5:39 AM ET - We all know video subscribers are declining, but that means different things for different content owners. We review cable and broadcast networks relative positioning across a number of metrics. 

Harland Clarke 1Q18: Priced In

Worth Watching: 27 May 2018, 11:30 PM ET - Harland Clarke 1Q18 results were weaker on a year over year basis. The decline was primarily driven by lower year over year results at the Valassis segment. Revenues were improved overall mostly due to the inclusion of results from Retail Me No ..

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