reports
Equinix Inc: 3 directors
Three Directors at Equinix Inc sold after exercising options/sold 2,375 shares at between 894.369USD and 904.826USD. The significance rating of the trade was 75/100. 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 ...
- Jan Frederik Slijkerman
TMT Picks & Pans/February 2024 update
Despite market moves and company developments our picks and pans for TMT remain unchanged. When evaluating the investment grade credit space, we still think pockets of value can be found. In this note we highlight some attractive opportunities to go long in names that we have published on before. In combination with our short ideas, this provides an interesting perspective on the current relative value of some TMT names.
- Jan Frederik Slijkerman
3Q23 earnings: Verizon, AT&T, Equinix and IBM/Technology sector shows ...
Four US companies issuing Euro notes recently reported 3Q23 earnings: Verizon, AT&T, Equinix and IBM. The results were largely as expected. There were no large surprises. Equinix is the company we like most. We are particularly cautious recommending buying IBM, as the company proves to be acquisitive. Spreads on the notes of Verizon and AT&T are likely to remain range bound.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Oversold Bounce Underway Amid Consolidation Phase In last week's Compass (8/22/23) we discussed our expectations for an oversold bounce due to an overwhelming number of indexes/Sectors/industries testing major multi-month supports, combined with Treasury yields and the U.S. dollar (DXY) testing resistance. The bounce has begun with the S&P 500 ending higher last week for the first time in a month, and it is possible we have seen the lows for this pause/pullback. For now, we see a low probabilit...
WITN WIPRO LTD
VEC VECTRUS
UEC URANIUM ENERGY CORP
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
LDOS LEIDOS HOLDINGS INC.
JBL JABIL INC.
FAN FABRINET
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
CCO. CAMECO CORPORATION
DML DENISON MINES CORP.
GLOB GLOBANT SA
LEU CENTRUS ENERGY CORPORATION
RCMT RCM TECHNOLOGIES
RAMP LIVERAMP HOLDINGS INC.
UUU UNIVERSAL SECURITY INSTRUMENTS INC.
INFY INFOSYS LTD
Moody's says Equinix's new European senior unsecured notes offering ha...
Moody's Investors Service (Moody's) stated that the proposed senior unsecured note issuance by Equinix Europe 1 Financing Corporation LLC, a subsidiary of Equinix, Inc. (Equinix or 'the REIT'), will not impact the Baa2 senior unsecured rating or stable outlook of Equinix, Inc. Equinix intends to u...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
Coffee, Croissants & Credit/Telenor, Swisscom, Equinix, SES and Infine...
TMT: Telenor reports good 1Q23 results. Swisscom reports solid 1Q23 results. Equinix 1Q23 results are very good. SES 1Q23 results are in line with weak FY23 expectations. Infineon reported solid 2Q23 results and raised the FY23 outlook. What's going on in EUR credit: • Non-Financials underperform, widening between 0bp and 3bp. • Corporate Hybrids tighten by 2bp on the day. • Financials now 9bp wider compared to last week. What's going on in USD credit: • Tightening across all sectors on t...
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Egor Fedorov
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Marina Le Blanc
- Maureen Schuller
- Nadège Tillier
- Oleksiy Soroka
- CFA
- Suvi Platerink Kosonen
- Timothy Rahill
Credit Outlook: Our 23 calls for 2023/A kind of magic
This year the title a kind of magic represents the sparkle that is present in credit markets. Turbulence will be the name of the game driven by energy prices, inflation, recession, a changing rate environment and a cost-of-living crisis. It's a kind of magic which compensates all that misery, and that magic is quite simply valuations.
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