LevFin Insights @levfininsights
LevFin Insights is a dynamic news and information service focused on the leveraged loan and high-yield bond markets. We provide real-time, detail-oriented news. LevFinInsights.com New York, NY Joined September 2016-
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U.S. HY outperformed in the face of rising Treasury yields while volatility in the equity markets drove losses across three of the major U.S. indices. Read more here: hubs.li/Q01-Ztjg0
The hybrid universe within Energy has been more stable in recent years, after the initial surge from 2016-2021. We detail the differences for equity credit, present historical spreads to unsecured, and opine on redemption timing. Read more here: hubs.li/Q01MGF7w0
The sentiment on broadcast TV has improved slightly with investors weighing a soft landing on core advertising, a relatively stable outlook for retransmission and the prospect of a divisive presidential election in 2024. Read more here: hubs.li/Q01MKClt0
Non-U.S. investors shed U.S. corporate bond holdings in February, with total foreign portfolios falling $99 billion. We examine holdings, flows and seasonality in demand for U.S corporate credit and the potential path forward for spreads. Read more here: hubs.li/Q01MfB880
We initiate coverage on Spirit Aerosystems, one of the largest providers of aerostructures to the aerospace and defense industry. Read our initial report here: hubs.li/Q01LlBjJ0
Percentage of Loans with Uncapped Synergies & Cost Savings EBITDA Addbacks by @CovenantReview theleadleft.com/covenant-trend…
On this week's "Know More. Risk Better." Podcast, CreditSights Senior Airlines Analyst, Roger King, discusses his sector recommendation, the impact of the pandemic on the Airline industry, recent consumer trends and his top picks & pans. Learn more here: hubs.li/Q01L5M2J0
Our team assesses pipeline strength across IG Pharma. This report provides details about each asset within Phase 1, 2 and 3 for all the companies in our coverage universe. Read more here: hubs.li/Q01L8Zsf0
U.S. High Yield March Wrap-Up: PIK Instead of Cash with Majority Consent? There was $4.75 billion of U.S. #highyield bond supply in March, down from $13.93 billion of supply in February (per LevFin Insights). In the... Request report: ow.ly/1LuG50NGcU6
Playtika: How Would an LBO Implicate the Change of Control Covenant and Equity Claw for the Bonds? #Playtika #privateequity #highyield #bonds #LBO #markets #finance #credit Request our full report: ow.ly/33aY50NGlvA
Serta Simmons: The Near End of this Infamous Priming Saga? A bench ruling by the #bankruptcy court was very recently rendered in connection with Serta’s pending #Chapter11 proceedings that, for the most part, upheld the... Request our report: ow.ly/iqJv50NG6Nq
An activist investor is reportedly pushing #GettyImages to consider a #sale of the company. In light of this news, we review the Change of Control covenant and redemption provisions for Getty Images’ outstanding #bonds. #credit #markets Request report: ow.ly/y6uG50NGocG
Vantage Drilling is reportedly exploring strategic options including a potential #sale. We review the Change of Control covenant and redemption provisions for Vantage Drilling’s outstanding #bonds. #bondmarket #markets #finance #credit Request report: ow.ly/S8Mw50NGaIU
UnitedHealth Group launched a consent solicitation aimed at some of its bonds. If successful, the consent would delete certain existing covenants for these #bonds. We highlight some concerns around the Proposed Amendments. #markets #credit Request report: ow.ly/qv0v50NG1EA
Review of Key Data Points in U.S. High Yield Bond Covenants in Q1 2023: Covenant Review’s High Yield TrendLines series presents a number of key data points on important features and trends in U.S. #highyield bond covenants. #bonds #credit Request research: ow.ly/vRHo50NG9OI
Q1 M&A Debt Multiples Gap Down on High Rates, Choppy Conditions, and Economic Uncertainty: CR updates a set of credit statistics for M&A-related leveraged loans that provide transparency on pro forma EBITDA levels.#credit #markets #finance Request report: ow.ly/5pSl50NGjYv
OPI is acquiring DHC. In our report, we consider the Change of Control protection under the DHC bonds. #bonds #markets #finance #credit #opi #bondmarket #bondholder Request a copy: ow.ly/PkvU50NGm9u
Special Situations Weekly: This week’s report covers Envision Healthcare, Diebold Nixdorf, Incora, Cimpress, Adler, RumbleOn. QVC, Dish, National CineMedia, SmileDirectClub & more. #specialsituations#distresseddebt#bankruptcy #restructuring Request a copy: ow.ly/f5YO50NGiSr
We initiate coverage of Qurate Retail (QRTEA), QVC and LINTA. Our analysts assess the company's strategy and outlook, along with valuations in a possible future restructuring. Read more here: hubs.li/Q01KRjC_0
We provide updated recommendations for all the U.S. regional banks in our coverage universe. Our views reflect staggering dislocations in pricing that are still present nearly a month after the SVB bank run. View the report here: hubs.li/Q01KBl5_0
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