Itsec Asia Tbk PT: 1 director

A director at Itsec Asia Tbk PT maiden bought 4,762,300 shares at 298.000IDR and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...

Lifco AB: 1 director

A director at Lifco AB bought 2,000 shares at 262.600SEK and the significance rating of the trade was 54/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...

CHTR 1Q24 Quick Take: Financial results in-line; subscribers soft

What's new: Revenue and EBITDA in-line; FCF low due to working capital drag (timing); subscriber metrics worse than expected. Leverage down very slightly, as expected. Investors will be very focused on what management says about leverage targets on the call. We don’t have a lot to add on results, at this stage. We touch briefly on the following: Broadband market growth Charter's broadband growth Broadband ARPU growth EBITDA growth FCF and Leverage Lumos overhang

Novartis AG: 1 director

A director at Novartis AG sold 55,000 shares at 90.477CHF and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...

Hwa Fong Rubber(Thailand) Public Company Limited: 1 director

A director at Hwa Fong Rubber(Thailand) Public Company Limited sold 5,310,900 shares at 4.200THB and the significance rating of the trade was 80/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's direct...

NSR Policy Quick Take: FCC Adopts NN7, Largely in Line with Expectati...

T-Mobile 1Q24 Results Review, Thesis & Model Update

What’s new: This report provides a comprehensive review of results, our thoughts on key themes, valuation, and operating and financial trends. The themes we dig into include T-Mobile fiber’s strategy, a deeper dive into the Lumos deal, the upside from price increases, evolving thoughts on FWA, and the ACP impact. We increased EBITDA and FCF slightly. Consensus is low on both. No change to thesis. Target is $202 (+23%)

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Riyad Bank and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 19 April 2024 in which Moody's reassessed the appropriateness of the ratings in the context of t...

Comcast Model Update

What’s new: In this note, we cover changes to our estimates, and comparisons with guidance and consensus. Please see separate notes reviewing results and thoughts following the earnings call. We lowered broadband adds, revenue and EBITDA. No change to thesis, though we expect Broadband stocks to be challenged for next few quarters. Price target is $51 (+34%).

EllisDon Infrastructure WPHC Gen Partnership: Update of credit analysi...

Our credit view of this issuer reflects its adequate debt metrics and debt structure, constrained by its entities with an ultimate guarantor and its sole owner of the project.

Moody's Ratings assigns ratings to two classes of CLO refinancing note...

Moody's Ratings (Moody's) has assigned ratings to two classes of CLO refinancing notes (the "Refinancing Notes") issued by CIFC Funding 2017-III, Ltd. (the "Issuer"). Moody's rating action is as follows: U.S.$4,500,000 Class X-R Senior Secured Floating Rate Notes due 2037, Assigned Aaa (sf) U.S.$256...

Fed likely to hold rates steady and warn of the risk of delay to cuts

Elevated inflation and strong activity and jobs numbers have pushed market expectations for the timing of the first interest rate cut to December. We still see an opportunity for a September rate cut. Nonetheless, the Federal Reserve will remain wary and signal that if inflation stays high, so will interest rates

Moody's Ratings affirms Ba1 long-term deposit ratings of SBM Bank, mai...

Moody's Ratings (Moody's) has today affirmed the Ba1/NP long- and short-term deposit ratings and the Ba1 long-term issuer rating of SBM Bank (Mauritius) Ltd. (SBM Bank) and maintained the stable outlook on the long-term deposit and issuer ratings. At the same time, the rating agency has affirmed the...

Heldrich Center Hotel/Conference: Update to Credit Analysis

Our credit view of this issuer reflects its recovery prospects for senior bondholders following a payment default owing to substantially lower than expected revenue and cash flow.

Accenture Plc: 1 director

A director at Accenture Plc sold 5,000 shares at 307.222USD and the significance rating of the trade was 76/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...