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Moody's Ratings assigns Baa3 rating to Boeing's new senior unsecured n...
Moody's Ratings (Moody's) assigned a Baa3 rating to the new senior unsecured notes that The Boeing Company (Boeing) announced earlier today. Boeing intends to issue across six tranches with varying maturity dates. Boeing will use the proceeds for general corporate purposes, which effectively include...
- Valens Research
BA - Valens Credit Report - 2024 02 23
Cash bond markets are overstating BA's credit risk with a YTW of 5.340% relative to an Intrinsic YTW of 4.310%, while CDS markets are slightly overstating risk with a CDS of 76bps relative to an Intrinsic CDS of 15bps. Incentives Dictate BehaviorTM analysis highlights mostly positive signals for credit holders. Management's compensation framework should drive them to focus on all three value drivers: margin expansion, asset efficiency, and top-line growth, which should lead to Uniform ROA expan...
Moody's: Boeing's 737 MAX program takes one step forward, two steps ba...
Moody's Investors Service ("Moody's") said that the FAA's decision to allow the 737 MAX 9 to promptly return to service is a step forward for the MAX program; however, the cap on the current production rate is two steps back and decidely credit negative. Moody's Baa2 senior unsecured rating and stab...
Moody's: Depressurization incident is another challenge for Boeing's 7...
Moody's Investors Service ("Moody's") said that it believes the findings of the investigation by the National Transportation Safety Board of the separation of one of the optional exit door plugs on Alaska Airlines flight 1282 on January 5th will not have a material financial impact on The Boeing Com...
- Valens Research
BA - Valens Credit Report - 2023 10 31
Credit markets are overstating BA's credit risk with a YTW of 6.173% relative to an Intrinsic YTW of 4.955%, while CDS markets are overstating risk with a CDS of 103bps relative to an Intrinsic CDS of 16bps. Incentives Dictate Behavior™ analysis highlights mostly positive signals for credit holders. Management's compensation framework should drive them to focus on all three value drivers: margin expansion, asset efficiency, and top-line growth, which should lead to Uniform ROA expansion and inc...
- MarketLine Department
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
DXCM DEXCOM INC.
PPG PPG INDUSTRIES INC.
CNHI CNH INDUSTRIAL NV
UCTT ULTRA CLEAN HOLDINGS INC.
QYM SOCIEDAD QUIMICA Y MINERA DE CHILE S.A. SERIES B ADS
SLAB SILICON LABORATORIES INC.
SEE SEALED AIR CORPORATION
SEDG SOLAREDGE TECHNOLOGIES INC.
SCL STEPAN COMPANY
RVNC REVANCE THERAPEUTICS INC.
PODD INSULET CORPORATION
MKSI MKS INSTRUMENTS INC.
MIDD MIDDLEBY CORPORATION
LGIH LGI HOMES INC.
HUN HUNTSMAN CORPORATION
HII HUNTINGTON INGALLS INDUSTRIES INC.
FELE FRANKLIN ELECTRIC CO. INC.
DIOD DIODES INCORPORATED
DGII DIGI INTERNATIONAL INC.
CSIQ CANADIAN SOLAR INC.
COO COOPER COMPANIES INC.
CMP COMPASS MINERALS INTERNATIONAL INC.
BMY BRISTOL-MYERS SQUIBB COMPANY
B BARNES GROUP INC.
AMBA AMBARELLA INC.
ALNY ALNYLAM PHARMACEUTICALS INC
ALB ALBEMARLE CORPORATION
MHK MOHAWK INDUSTRIES INC.
ERII ENERGY RECOVERY INC.
HPQ HP INC.
CG. CENTERRA GOLD INC.
FR. FIRST MAJESTIC SILVER CORP.
DOOR MASONITE INTERNATIONAL CORP.
LEG LEG IMMOBILIEN AG
ELY CALLAWAY GOLF COMPANY
FMC FMC CORPORATION
JKS JINKOSOLAR HOLDING CO. LTD. SPONSORED ADR
KMT KENNAMETAL INC.
TTC TORO COMPANY
XYL XYLEM INC.
AOS A. O. SMITH CORPORATION
ASIX ADVANSIX INC.
NOVT NOVANTA INC
SNDX SYNDAX PHARMACEUTICALS
IRTC IRHYTHM TECHNOLOGIES INC.
ASML ASML HOLDING N.V.
LTHM LIVENT
HROW HARROW HEALTH INC.
KROS KEROS THERAPEUTICS
MP MP MATERIALS CORP (A)
ALGM ALLEGRO MICROSYSTEMS
OI O-I GLASS INC
WOLF WOLFSPEED INC
TGI TGI INFRASTRUCTURES LTD
Boeing Co: 1 director
A director at Boeing Co sold 8,500 shares at 238.369USD and the significance rating of the trade was 71/100. 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 showi...
- Valens Research
BA - Valens Credit Report - 2023 07 24
Credit markets are overstating BA's credit risk with a YTW of 5.273% relative to an Intrinsic YTW of 4.141%, while CDS markets are slightly overstating risk with a CDS of 86bps relative to an Intrinsic CDS of 14bps. Incentives Dictate Behavior™ analysis highlights mostly positive signals for credit holders. Management's compensation framework should drive them to focus on all three value drivers: margin expansion, asset efficiency, and top-line growth, which should lead to Uniform ROA expansion...
- Valens Research
- Valens Research
BA - Valens Credit Report - 2023 05 03
Credit markets are overstating BA's credit risk with a YTW of 4.977% and a CDS of 116bps relative to an Intrinsic YTW of 3.580% and an Intrinsic CDS of 14bps. Incentives Dictate Behavior™ analysis highlights mostly positive signals for credit holders. Management's compensation framework should drive them to focus on all three value drivers: margin expansion, asset efficiency, and top-line growth, which should lead to Uniform ROA expansion and increased cash flows available for servicing obligat...
Moody's: Boeing's latest 737 MAX challenge stems from a supplier
Moody's Investors Service ("Moody's") said that the newest delivery delay issue for the 737, caused by a nonstandard manufacturing process at a key supplier, is a negative for the 737 program, but does not affect the Baa2 senior unsecured rating or stable outlook assigned to The Boeing Company (Boei...
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