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Healthcare: 2Q18 Earnings Recap

Sector Analysis: 15 Aug 2018, 9:59 PM ET - In this note, we recap 2Q18 earnings results in US Healthcare with a focus on the Health Insurers, Medical Device manufacturers and Pharmaceutical companies.

Euro HY Conference 2018: Relative Value Panel

Transcript: 27 Jun 2018, 9:21 PM ET - What is the biggest threat to European HY credit: Italy, Brexit, EM, commodities, tech or Donald Trump? 

Pharma 2018 Outlook: Bracing for M&A

Sector Outlook: 17 Jan 2018, 4:15 AM ET - We enter 2018 with a U/P recommendation on the Pharma sector as we anticipate multiple sources of event risk in the year ahead. Our rec is supported by tight sector spreads relative to both the IG Corporate Index and historical averages.

Euro HY Consumer Outlook 2018

Sector Outlook: 16 Jan 2018, 9:00 PM ET - We take a look at the key themes in play in evaluating prospects in the Euro HY Consumer space and aim to provide a fundamental framework to analyse available investment options within our coverage universe.

European Consumer: 2017 YTD New IG Issuance

Sector Outlook: 28 Sep 2017, 11:41 PM ET - New issuance in IG European food & bev/HPC, a consolidating sector, is down year to date on 2016 whereas new issuance in IG European retail, a sector attempting deleverage, is up.   

Euro HY Conference 2017: Healthcare Transcript

Transcript: 20 Jun 2017, 11:35 AM ET - This is a transcript of the talk we gave at the CreditSights Euro HY Conference. We discuss our recommendations in the sector and where we feel comfortable taking a ‘risk on’ position, and we provide an update on the UK social care sector.

Stonegate FY16: More Bolt-Ons

HY Note: 24 Jan 2017, 5:38 AM ET - We review STGATE FY16 results through the prism of the most recent bolt-ons.

European High Yield Healthcare: 2017 Outlook

Sector Outlook: 12 Jan 2017, 10:29 PM ET - We discuss key themes and update our views on RV for European HY healthcare credits (including cross-over). We recommend an underweight position to the sector and favour exposure to the €HY healthcare sector over the £HY healthcare sector.

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.

Pharma: Quick Takes on Conference Commentary

Sector Analysis: 11 Sep 2016, 8:27 PM ET - In this note, we provide quick takeaways from the Wells Fargo Healthcare Conference with a particular emphasis on business development and the current drug pricing environment.  

Taking a Back Seat on UK Retailers

Sector Analysis: 11 Jul 2016, 10:20 PM ET - Following the plunge in UK consumer confidence amidst Brexit-related economic and political uncertainty, we take a more defensive position on UK high yield retailers. We shift to Hold from Buy on NEWLOK (1L and subs) and Iceland (1L)

US Retail: 4Q15 Roundup

Sector Analysis: 01 Apr 2016, 3:00 AM ET - We provide an update on operating metrics and earnings trends in the US Retail universe in the wake of a rocky-for-some fourth quarter.

Retail Outlook 2016: Relative Value (2 of 2)

Sector Outlook: 08 Feb 2016, 11:41 PM ET - In part two of our 2016 Retail outlook, we provide a look at relative value, name specific credit summaries and discuss updates to our trading recommendations in a reactive environment for Retailer bonds.

Retail Outlook 2016 (1 of 2)

Sector Outlook: 02 Feb 2016, 5:54 AM ET - As retailers wrap up the 2015 fiscal year, we offer our view on the prospects for 2016.

Pharma 2016 Outlook: Relative Value (2/2)

Sector Outlook: 13 Jan 2016, 11:14 PM ET - In part two of our 2016 outlook, we provide company-specific recommendations with a focus on event risk, credit fundamentals, operating trends, and relative value.

Pharma 2016 Outlook: Upgrading to M/P (1/2)

Sector Outlook: 03 Jan 2016, 11:27 PM ET - We are upgrading our recommendation on the Pharmaceuticals sector to Market Perform as we expect strong operating performance, driven by a wave of new drug launches with blockbuster potential, and lower event risk.

European Consumer: 2016 Outlook - Drama & Suspense

Sector Outlook: 10 Dec 2015, 11:53 PM ET - We have updated our frameworks for assessing relative value in our high grade European food & beverage and retail names for 2016, the 400th anniversary of William Shakespeare's death. We have made six changes to our opinions as a result.

US Repatriation Tax Proposals: Credit Implications

Sector Analysis: 22 Feb 2015, 10:40 PM ET - We opine on recent tax repatriation proposals and discuss potential credit implications with a focus on technology and pharma 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.

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