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US, China & ZTE: Implications for TMT

Sector Analysis: 16 May 2018, 11:51 PM ET - Given recent tensions between the US and China, we discuss potential implications to sectors and companies within our TMT coverage universe. 

Asia Weekly: First Convincing Signs of Recovery

Asia Weekly: 13 Apr 2018, 2:47 AM ET - Asia ex-Japan new $-bond supply sprung back to life after a lacklustre couple of weeks. New issuance totaled $10.4 bn for the week ended 12 April, compared to the pin-drop silence from the week before ($200 mn). 

Asian Credit: New Issue Order Books Look Decent

Worth Watching: 11 Apr 2018, 2:26 AM ET - Asian Credit . We collated and compared the order books to the issue sizes of recently priced Asian $ bonds. From the data we collated, order book sizes still look decent, despite word on the street that demand for new issuance has softened. Howev ..

Asia Credit Calendar: Week of 6 November

Strategy Analysis: 02 Nov 2017, 11:58 PM ET - Indian Overseas Bank, State Bank of India and Bank of India will report 2QFY18 results on Friday. Noble Group is also expected to release 3Q17 figures. 

Asia Corporate Recommendations: September 2017

Asia Corporate Recommendations: 02 Oct 2017, 6:43 AM ET - We raised our recommendations on MIE 2018, Indika 2022, and Glenmark 2021 last month. We change our recommendation on Greenland HK 2019 from Underperform to Market perform. 

Asia Corporate Recommendations: August 2017

Asia Corporate Recommendations: 04 Sep 2017, 6:38 AM ET - Our recommendation changes and initiations last month included China Jinmao, Greentown, Greenland HK, Sunac, Agile, Geely Auto, Yingde Gases and Gajah Tunggal. 

Asia Credit: The Week Ahead, 24 July 2017

Strategy Analysis: 21 Jul 2017, 12:31 AM ET - A slew of Indonesian high yield companies will report 2Q17 results next Friday, ahead of the regulatory deadline. 

Asia Corporate Recommendations: June 2017

Asia Corporate Recommendations: 03 Jul 2017, 5:20 AM ET - We raised our recommendations on Jababeka 7.5% 2019 and 6.5% 2023 from Underperform to Market perform, following our meeting and site visit with the Indonesian developer. 

Asia Corporate Recommendations: April 2017

Asia Corporate Recommendations: 02 May 2017, 3:03 AM ET - We initiated coverage on Glenmark Pharmaceuticals in April, with an Underperform recommendation on Glenmark 2021.  
Focused

Asia Corporate Recommendations: March 2017

Asia Corporate Recommendations: 03 Apr 2017, 5:04 AM ET - We raised our recommendations on Agile 2019, Evergrande 2018 and Greenland HK 2017 to Market perform. We also lowered our recommendations on Hongqiao 2017 and MIE 2018 and 2019 to Underperform. 
Focused

Asia Corporate Recommendations: February 2017

Asia Corporate Recommendations: 01 Mar 2017, 2:20 AM ET - We raised Indika 2018 and 2023 to Outperform, but changed our stance on the Road King bond complex to Underperform. 
Focused

Asia Corporate Recommendations: January 2017

Asia Corporate Recommendations: 01 Feb 2017, 4:40 AM ET - We have initiated coverage on Chinese piped gas provider ENN Energy and the Indonesian and Malaysian state-owned energy firms, Pertamina and Petronas. 

Vodafone: Indian Merger a Good Idea?

IG Note: 30 Jan 2017, 6:17 AM ET - In principle, we see a combination of Vodafone India and Idea as an excellent option for VOD, but we see the implications for VOD creditors as more mixed, with more negatives than positives.

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.

EU Blocks CK Hutchison-Telefonica UK Mobile Deal

Sector Analysis: 11 May 2016, 3:14 PM ET - The EU Competition Commission has rejected mobile-market consolidation in the UK raising uncertainty not only for Telefonica and CK Hutchison’s 3 Group, but for European telecoms operators more broadly.

February 2016 Asian Company Recommendation Changes

Asian Company Recommendation Changes: 29 Feb 2016, 9:02 PM ET - Our monthly report provides executive summaries for the two company recommendation changes made on Asian companies during the month of February.

UK Telecoms/Cable: Ofcom Digital Review; BT to M/P

Sector Analysis: 25 Feb 2016, 8:01 AM ET - We give our initial reaction to Ofcom's update on its Review of Digital Communications, with the likelihood of a worst case scenario for BT now much reduced.
Focused

Korean Telcos 4Q15: SK to U/P, KT to M/P

Earnings Note: 03 Feb 2016, 7:06 PM ET - SK’s shareholder returns and M&A ambitions are on the rise, while KT’s credit metrics improved materially over the course of 2015. We are moving to U/P on SK and M/P on KT USD bonds.

European Telecoms 2016 Outlook: Regulation

Sector Outlook: 27 Jan 2016, 8:21 PM ET - 2016 will be characterised by a smaller day-to-day drag on European telcos from regulation, especially on the top line, but also by number of key decisions that will have significant implications for creditors.

June 2015 Asian Company Recommendation Changes

Asian Company Recommendation Changes: 30 Jun 2015, 7:20 PM ET - Our monthly report provides executive summaries for the two company recommendation changes made on Asian companies during the month of June.

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