|
Name
|
Date
|
|
|
|
|
ResCap Exchange Offer: Living To Fight Another Day (at Bondholder Expense)
|
2008-05-02 |
ResCap Exchange Offer: Living To Fight Another Day (at Bondholder Expense) ResCap announced plans for private exchange offers and limited cash tender offers encompassing about $## billion of outstanding debt
If successful (majority... |
|
|
| CreditSights: Top Articles Read (May 2)
|
2008-05-02 |
CreditSights: Top Articles Read (May #) 'There's Somethin' Happenin' Here - What It Is Ain't Exactly Clear': An Examination of the Regulatory Response to the Credit Crisis
Did Bear Stearns End the Bear Market in Credit?
GMAC/ResCap:... |
|
|
| CreditSights: Weekend Reader (May 2)
|
2008-05-02 |
CreditSights: Weekend Reader (May #) Our Weekend Reader is a compilation of all CreditSights articles published from April ## - May #. The Weekend Reader is divided into Strategy, BondScore, Corporate Developments, Spreadsheets, Emerging... |
|
|
| April Auto Sales: Spring Flowers Evade Autos
|
2008-05-02 |
April Auto Sales: Spring Flowers Evade Autos Second quarter auto sales got off to a very poor start exiting at a LV SAAR of mid-## million units, and this is also weaker than the ##.# million run rate of #Q##.
The industry decline... |
|
|
| Housing Weekly Monitor: Homebuilding Update At CreditSights Subprime Crisis Conference
|
2008-05-02 |
Housing Weekly Monitor: Homebuilding Update At CreditSights Subprime Crisis Conference The Homebuilders research team would like to share the text from its presenation at the CreditSights Subprime Crisis Conference held on Thursday,... |
|
|
| Euro Markets Weekend Reader (May 02)
|
2008-05-02 |
Euro Markets Weekend Reader (May ##) Our Euro Markets Weekend Reader is a compilation of all CreditSights articles published to the Euro Markets page from ## April - ## May. The Weekend Reader is divided into European Finance, European... |
|
|
| General Maritime 1Q08 Results
|
2008-05-02 |
General Maritime #Q## Results Operational performance came up flat but net was hurt by higher interest expense.
##% of fleet calendar days have time charter coverage.
Contracted revenues for #### expected be $### million
Management... |
|
|
| CMCSA 1Q08: Building Free Cash Flow Cushion
|
2008-05-01 |
CMCSA #Q##: Building Free Cash Flow Cushion Comcast produced a healthy boost to free cash flow in the first quarter of #### as capital expenditures fell below the expected range for the year
Benefiting from a very strong growth in... |
|
|
| Santander: Real Estate Stress Testing
|
2008-05-01 |
Santander: Real Estate Stress Testing One of the interesting things to emerge from a Fixed Income Day was a stress-testing exercise applied to Santander's mortgage and real estate developer loans
Details of the developer lending are... |
|
|
| Williams 1Q: Strong Qtr on Commodity Prices is No Surprise
|
2008-05-01 |
Williams #Q: Strong Qtr on Commodity Prices is No Surprise Williams bonds offer a decent source of yield pick-up with spreads around +## on #-year CDS but we see no room for company specific spread improvement
We are also concerned... |
|
|
| CountryScore April 2008: Steadying Risks in Emerging Markets
|
2008-05-01 |
CountryScore April ####: Steadying Risks in Emerging Markets CountryScore risks of financial crises reached a new peak in April but the sharp increases of recent months have begun to plateau.
We highlight Thailand and Malaysia this... |
|
|
| CenturyTel 1Q08: A Solid Quarter
|
2008-05-01 |
CenturyTel #Q##: A Solid Quarter CenturyTel reported #Q## results and raised its full year guidance. Overall, we believe that the results are very solid with more positives than negatives.Â
Flat revenue in its legacy operations and... |
|
|
| Rock-Tenn FY 2Q08: Can Strong Quarter Trump Cyclical and Enhancement Risks?
|
2008-05-01 |
Rock-Tenn FY #Q##: Can Strong Quarter Trump Cyclical and Enhancement Risks? We review RKT's strong fiscal #Q## focusing on the recent SCC acquisition, operating fundamentals and financial condition.
In our relative value discussion,... |
|
|
| Telenor 1Q08: Emerging Markets Dominate Credit Horizon
|
2008-05-01 |
Telenor #Q##: Emerging Markets Dominate Credit Horizon Telenor reported mixed #Q## results, with the appreciation of the NOK relative to most of its other major operational currencies (particularly those in emerging markets) taking... |
|
|
| Earnings Note 1Q08: ACE Limited - Earnings Un-Limited but Fully Valued
|
2008-05-01 |
Earnings Note #Q##: ACE Limited - Earnings Un-Limited but Fully Valued ACE's earnings performance was stellar, especially given the cut-throat P&C market environment
Notwithstanding any unusual catastrophe losses, we believe the company... |
|
|
| Earnings Note: Sunoco Q108 Results Miss the Mark as Refining Margins Stumble
|
2008-05-01 |
Earnings Note: Sunoco Q### Results Miss the Mark as Refining Margins Stumble Sunoco (SUN; Baa#/BBB) reported a Q### loss of $#.##/share, or $## million, a penny worse than consensus estimates of a $#.##/share and well below the $#.##/share... |
|
|
| Earnings Note: Kimco Realty 1Q08 - Strip Mall Pros and Cons
|
2008-05-01 |
Earnings Note: Kimco Realty #Q## - Strip Mall Pros and Cons Kimco Realty beat consensus FFO estimates by a penny.
Overall, KIM's results were decent given the backdrop of high gas prices, food inflation, and the incessant bad news... |
|
|
| Earnings Note: Pride International Q108 Results Ahead - Investment Grade Ratings in Sight?
|
2008-05-01 |
Earnings Note: Pride International Q### Results Ahead - Investment Grade Ratings in Sight? Pride International (PDE; Ba#/BB) reported recurring Q### earnings of $#.##/share, or $### million, exceeding consensus estimates of $#.##/share... |
|
|
|
