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| التاريخ | نمو المشتركين | الإشارات | القنوات | |
| 04 سبتمبر | +1 | |||
| 03 سبتمبر | 0 | |||
| 02 سبتمبر | 0 | |||
| 01 سبتمبر | 0 |
منشورات القناة
📌 Idea of the week
Standard Chartered 2Q26: Softer momentum but credit fundamentals remain sound
Overall, StanChart’s resilient earnings and comfortable liquidity and capital buffers remain supportive for its bonds.
🌟 Highlights 🌟
🔹 Resilient 2Q26 earnings despite softer sequential momentum
🔹 Costs remained well-controlled, though underlying expenses increased
🔹 Strong liquidity & funding supported by key-market deposit franchises
| 2 | 📌 Idea of the week
BNM Maintains OPR at 2.75% in September 2026
With the next and final MPC meeting of 2026 scheduled for 5 November, we maintain our view that BNM is likely to keep the OPR unchanged.
We therefore continue to favour the 3–5-year segment, which offers a balance between attractive carry and lower duration risk compared with longer-dated bonds.
🌟 Highlights 🌟
🔹 Growth remains resilient
🔹 Strong domestic and external drivers
🔹 Inflation remains contained | 520 |
| 3 | New USD Bond Issuance
Issuer:
Oversea-Chinese Banking Corporation Limited
Currency:
USD
Tenure | IPG:
3-Year | SOFR MS+42bp area (Est. 4.658%)
First Issuance Date:
11 September 2026
Bond Rating:
AAA (Fitch)
Ranking:
Secured
Min. / Incremental Size:
USD 200,000 / 1,000 | 450 |
| 4 | 📌 Idea of the week
Frasers Property Treasury Launches Tender Offer for Its 4.15% Notes Due 2027
For investors who do not want the longer-duration exposure, we would recommend holding the existing notes to maturity in February 2027. In our opinion, holding to maturity is superior to cash settlement.
🌟 Highlights 🌟
🔹 Option #1 – Cash Settlement
🔹 Option #2 – New Notes Settlement
🔹 Potential Outcomes for Noteholders
🔹 Option Comparison | 436 |
| 5 | New CNH Bond Issuance
Issuer:
AIA Group Limited
Currency:
CNH
Tenure | IPG:
20-Year | 2.900%
First Issuance Date:
11 September 2026
Bond Rating:
A (Fitch)
Ranking:
Subordinated
Min. / Incremental Size:
CNH 1,000,000 / 10,000 | 457 |
| 6 | New USD Bond Issuance
Issuer:
Tencent Music Entertainment Group
Currency:
USD
Tenure | IPG:
5-Year | T+90bps area (Est. 5.430%)
10-Year | T+125bps area (Est. 6.030%)
First Issuance Date:
10 September 2026
Bond Rating:
A- (Fitch)
Ranking:
Senior Unsecured
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today’s Business | 473 |
| 7 | 📌 Credit Update
Net cash funds Alibaba’s AI buildout
Alibaba's credit profile has softened moderately since our initial update, but the thesis remains intact.
Against Tencent, we find Alibaba’s bonds to be fairly priced. For investors looking for exposure to AI-linked, intermediate-tenor bonds, we think META’s bonds offer a higher yield pickup with a better credit rating
🌟 Highlights 🌟
🔹 Alibaba E-commerce: EBITA holds the line with steady revenue growth
🔹 AI Cloud and Compute Services: Increasing profitability
🔹 AI Labs and Applications joins All Others: Losses wider YoY, but narrowing QoQ trend
🔹 Liquidity and Credit Metrics: Buffers thinning but still comfortable | 722 |
| 8 | 📌 Idea of the week
Westpac 3Q26: Strong Credit Profile Supports Resilience Amid Growth Moderation
Overall, we view the expected slowdown as a moderation in lending growth momentum rather than a deterioration in credit quality.
We recommend existing bondholders to hold and remain positive on Westpac’s outstanding bonds, and we favour WSTP 5.815% 04Jun2040 Corp (AUD), which currently offers an attractive yield of above 6%.
🌟 Highlights 🌟
🔹 Earnings Remain Resilient Amid Margin Pressure
🔹 Asset Quality Remained Resilient Amid Macro Uncertainty
🔹 Strong Capital, Liquidity and Funding Profile
🔹 Asset Quality Remains Intact, but Loan Growth Momentum Expected to Moderate | 498 |
| 9 | 📌 Bond Update
SpaceX 2Q26 Earnings - Mixed Signals, Caution Advised
While SpaceX has net cash, its quarterly report also revealed that two of its divisions are still operating at a loss and have negative free cash flow, indicating that its cash flow generation abilities are still uncertain.
Therefore, we believe that investors should carefully weigh the yields of its bonds and take into consideration their risk and maturity tolerance.
🌟 Highlights 🌟
🔹 SpaceX's revenue increased, but profitability remains constrained
🔹 SpaceX has ample cash reserves, but massive free cash outflow cannot be ignored | 459 |
| 10 | 📌 Idea Of The Week
Ready to Take Off - Boeing bonds Offer you 6.2% yield!
Currently, our platform offers six Boeing USD bonds with different maturities, ranging from 3.5% to 6.2% net ask yield to maturity, suitable for investors looking to allocate to aviation industry-related bonds.
🌟 Highlights 🌟
🔹 Boeing's Revenue Improves, Profitability Gradually Recovers
🔹 Boeing's passenger aircraft certification progress has been successful this year
🔹 Boeing's fighter jet order injects a strong boost into its defense business.
🔹 Boeing's order backlog continues to increase, and delivery speed guarantees future revenue | 428 |
| 11 | 📌 Bond Update
Marriott 2Q26 Results – Earnings Surges, Credit Remains Solid
The fundamentals are strong: high single- to double-digit fee income growth, stable cash flow from its asset-light model, multi-year visibility from new co-branded card offers, a smooth maturity structure, and ample contracts.
We believe investors seeking stable returns should continue to consider "MAR 5.500% 15Apr2037 Corp (USD)" to lock in a 5.7% net ask yield to maturity.
🌟 Highlights 🌟
🔹 Marriott's performance in Q2 was driven by robust fee income momentum
🔹 Marriott Increases Shareholder Returns, But Credit Quality Improves | 399 |
| 12 | New USD Bond Issuance
Issuer:
KIB Sukuk Limited
Currency:
USD
Tenure | IPG:
5-Year | T+125 bps (Est. 5.810%)
First Issuance Date:
10 September 2026
Bond Rating:
A (Fitch)
Ranking:
Senior Unsecured
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Global books open; today’s business | 425 |
| 13 | 📌 New USD Bond Issuance
Issuer:
Royal Bank of Canada
Currency:
USD
Tenure | IPG:
5-Year | SOFR MS+50 (Est. 4.788%)
First Issuance Date:
14 September 2026
Bond Rating:
AAA (Fitch)
Ranking:
Secured
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today's Business | 464 |
| 14 | 📌 New USD Bond Issuance
Issuer:
Bangkok Bank PCL/HK
Currency:
USD
Tenure | IPG:
5-Year | T+ 105 bps area (Est. 5.600%)
10-Year | T+ 130 bps area (Est. 6.100%)
First Issuance Date:
10 September 2026
Bond Rating:
BBB (Fitch)
Ranking:
Senior Unsecured
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today's business | 497 |
| 15 | 📌 New AUD Bond Issuance
Issuer:
L&K Finance Pty Ltd
Currency:
AUD
Tenure | IPG:
6-Year | SQ ASW +155-160 bps (Est. 6.444%-6.494%)
10-Year | ASW +185-190bps (Est. 6.950%-7.000%)
First Issuance Date:
15 September 2026
Bond Rating:
BBB+ (S&P)
Ranking:
Senior Unsecured
Min. / Incremental Size:
AUD 10,000 / 10,000
Timing:
Expected to launch and price in the near future, subject to market conditions | 517 |
| 16 | 📌 Idea of the week
CoreWeave 11% Bond Yield Analysis ---- The Risks of Surging CapEx and Debt
CoreWeave bonds offer an attractive yield to maturity of around 11%. They are more suitable for investors who are constructive on the AI data centre outlook and can tolerate high price volatility. The bonds may also serve as a tactical trading instrument.
🌟 Highlights 🌟
🔹 Depreciation and Interest Expenses Widen Losses, but Operating Leverage is Beginning to Appear
🔹 High-Density GPUs Drive High Debt
🔹 Expanding Debt Scale and Elevated Interest Rates Increase the Interest Burden
🔹 Insights from DDTL 4.0: Lower-Cost Financing Provides Runway | 600 |
| 17 | New USD Bond Issuance
Issuer:
Sumitomo Mitsui Banking Corporation
Currency:
USD
Tenure | IPG:
3-Year | T + 80bps (Est. 5.220%)
First Issuance Date:
10 September 2026
Bond Rating:
A (S&P)
Ranking:
Senior Unsecured
Min. / Incremental Size:
US$ 250,000 / 1,000
Timing:
Pricing expected today NY hours | 586 |
| 18 | 📌 New USD Bond Issuance
Issuer:
The Norinchukin Bank
Currency:
USD
Tenure | IPG:
5-Year | T + 120bps (Est. 5.710%)
10-Year | T + 140bps (Est. 6.170%)
First Issuance Date:
9 September 2026
Bond Rating:
A (S&P)
Ranking:
Senior Unsecured
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Pricing expected today NY hours | 528 |
| 19 | 📌 New SGD Bond Issuance
Issuer:
CMT MTN Pte Ltd
Currency:
SGD
Tenure | IPG:
5-Year | 2.90% Area
First Issuance Date:
8 September 2026
Bond Rating:
A- (S&P)
Ranking:
Senior Unsecured
Min. / Incremental Size:
SGD 250,000 / 250,000
Timing:
Today’s Business | 534 |
| 20 | 📌 Idea of the week
Saudi Arabia Sovereign USD Bonds — Taking a Detour, Resilience Intact
Saudi Arabia’s export route that bypasses the Strait of Hormuz, the offset that higher oil prices provide against lower volumes, and its solid reserves and low debt levels all give its debt-servicing ability a healthy safeguard.
🌟 Highlights 🌟
🔹 A larger-than-expected spending bill produced the biggest quarterly deficit on record
🔹 Higher oil prices supported second-quarter revenue growth: Q2 revenue increased by 22%
🔹 Elevated deficits need not persist into the medium term
🔹 Three Core Revenue Growth Drivers for the Next Three Years | 577 |
