现已上线！2025 年 Telegram 研究 — 年度关键洞察 
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频道帖子
📌 Idea of the week:
First REIT launches consent solicitation for 2027 bonds
First REIT has launched a consent solicitation for its 2027 SGD bonds (FIRTSP 3.250% 07Apr2027 Corp (SGD)). These bonds are 100% guaranteed by the Credit Guarantee and Investment Facility (CGIF). The bonds were rated AA by S&P on issuance in 2022; in line with CGIF’s current S&P rating of AA.
🌟 Highlights 🌟
🔹 Bondholders are asked to approve an early call option and divestment-related waivers.
🔹 We recommend acceptance, given the fair terms and early consent fee.
🔹 Bondholders should let iFAST (or their advisors) know of their voting decision. We recommend voting for this consent solicitation by 13 July, to benefit from the early consent fee.
Read more
| 2 | 📌 New USD Bond Issuance
Issuer:
Mizuho Financial Group, Inc.
Currency:
USD
Tenure | Initial Price Guidance:
4-year Non-Callable 3-year | T+100 bps area (Est. 5.100%)
6-year Non-Callable 5-year | T+110-115 bps (Est. 5.220%-5.280%)
11-year Non-Callable 10-year | T+120-125 bps (Est. 5.570%-5.630%)
21-year Non-Callable 20-year | T+120-125 bps (Est. 6.070%-6.120%)
Bond Rating:
A1 (Moody’s) / A- (S&P)
Ranking:
Senior Unsecured
First Issuance Date:
13 July 2026
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today’s Business | 456 |
| 3 | 📌 New CNH Bond Issuance
Issuer:
Sunny Optical Technology (Group) Company Limited
Currency:
CNH
Tenure | Initial Price Guidance:
5-year | 2.650% area
Bond Rating:
Baa1 (Moody’s)
Ranking:
Senior Unsecured
First Issuance Date:
7 July 2026
Min. / Incremental Size:
CNH 1,000,000 / 10,000
Timing:
Today’s business | 420 |
| 4 | 📌 Idea of the week:
Credit Update: 7+% yields offered by SoftBank’s medium-tenor USD bonds.
SoftBank’s intermediate-tenor bonds (5-10 years) stand out for their yields-to-worst exceeding 7+%, a sizeable yield premium relative to similarly rated peers, and a meaningful spread over comparable sovereigns.
🌟 Highlights 🌟
🔹 FY2025 operating performance remained resilient
🔹 Investment portfolio remains anchored by Arm Holdings and OpenAI
🔹 Credit profile supported by substantial asset coverage, manageable liquidity, and proven monetisation capabilities
Read more | 791 |
| 5 | 📌 Idea of the week:
Credit Update: NAB – High-Quality Defensive Credit with Compelling Yield Pickup (4.5%–6.1%)
Investors may consider AUD and USD senior unsecured and Tier 2 bonds, offering attractive yields in the range of 4.5% to 6.1%.
🌟 Highlights 🌟
🔹 Resilient Australian Mortgage Market
🔹 Banking Sector Resilient Amid Property Tax Reforms
🔹 Stable Profitability Growth
🔹 Robust Capital, Asset Quality and Liquidity Metrics
Read more | 780 |
| 6 | 📌 New AUD Bond Issuance
Issuer:
New South Wales Treasury Corporation (TCorp)
Currency:
AUD
Tenure | Initial Price Guidance:
11-Year| EFP + [65-68] bps (Est. 5.405-5.435%)
Bond Rating:
Aaa (Moody’s) / AAA (Fitch) / AA+ (S&P)
Ranking:
Senior Unsecured
First Issuance Date:
2 July 2026
Min. / Incremental Size:
AUD 100 / 100
Timing:
Books open and expected to close 9:00 AM Sydney|8:00 AM Tokyo|7:00 AM HK/SG on 26 June 2026 | 625 |
| 7 | 📌 New USD Bond Issuance
Issuer:
Mirae Asset Securities Co., Ltd.
Currency:
USD
Tenure | Initial Price Guidance:
3-Year | T+120 bps area (Est. 5.340%)
5-Year | T+130 bps area (Est. 5.480%)
Bond Rating:
Baa2 (Moody’s) / BBB (Fitch)
Ranking:
Senior Unsecured
First Issuance Date:
6 July 2026
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today’s business | 649 |
| 8 | 📌 New USD Bond Issuance
Issuer:
NTT Finance Corporation
Currency:
USD
Tenure | Initial Price Guidance:
2-Year | T+90bpa (Est. 5.090%)
3-Year | T+95bpa (Est. 5.160%)
5-Year | T+110bpa (Est. 5.360%)
7-Year | T+125bpa (Est. 5.630%)
10-Year| T+135bpa (Est. 5.840%)
Bond Rating:
A3 (Moody’s) / BBB+ (S&P)
Ranking:
Senior Unsecured
First Issuance Date:
1 July 2026
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today's business | 696 |
| 9 | 📌 Idea of the week:
New Issue: Heeton Holdings Limited announces a new 3.5Y SGD senior unsecured with a 5.50% coupon.
Heeton Holdings Limited (Heeton) is offering new 3.5-year senior unsecured notes maturing 2 January 2030
The 5.50% coupon broadly reflects Heeton’s current credit profile, characterised by rising leverage and thin interest coverage. Overall, the new issue as fairly priced.
🌟 Highlights 🌟
🔹 The new bond offers a 5.50% coupon, providing a yield pickup of at least 70bps over comparable bonds issued by Koh Brothers and Hotel Properties Limited.
🔹 Heeton reported rise in revenue to S$81.2m, extending the group’s five-year track record of topline growth.
🔹 Gross operating profit increased 1.4% YoY to S$28.2 million, continuing its gradual upward trend over the past five years.
Read more | 619 |
| 10 | 📌 New SGD Bond Issuance
Issuer:
Heeton Holdings Limited
Currency:
SGD
Tenure | Initial Price Guidance:
3.5-Year | 5.50%
Ranking:
Senior Unsecured
First Issuance Date:
2 July 2026
Min. / Incremental Size:
SGD 200,000 / 200,000
Timing:
Today's Business | 628 |
| 11 | 📌 Idea of the week:
Credit Update: ANZ – High-Quality Defensive Credit with Compelling Yield Pickup (5.0%–6.0%)
Australia and New Zealand Banking Group (ANZ) continues to demonstrate strong credit fundamentals despite a higher interest rate environment and proposed Australian property tax reforms.
Investors may consider AUD and USD senior unsecured and Tier 2 bonds, offering attractive yields in the range of 5.0% to 6.0%.
🌟 Highlights 🌟
🔹 Resilient Australian Mortgage Market
🔹 Banking Sector Resilient Amid Property Tax Reforms
🔹 Stable Profitability Growth
🔹 Robust Capital, Asset Quality, and Liquidity Metrics
Read more | 702 |
| 12 | 📌 New AUD Bonds Issuance
Issuer:
Société Générale
Click here for the corporate website
Currency:
AUD
Tenure | Initial Price Guidance:
6-year Non-Callable 5-year | SQ ASW+150bps area (Est. 5.971%)
First Callable Date:
30 June 2031
Ranking:
Senior Non-Preferred
Loss Absorption:
Yes
Bond Rating:
A1 (Moody’s) / A (S&P) / A+ (Fitch)
First Issuance Date:
30 June 2026
Min. / Incremental Size:
AUD 200,000 / 100,000
Timing:
Expected to launch in the near future, subject to market conditions | 629 |
| 13 | 📌 Idea of the week:
New Issue: Ho Bee Land announces a new 5Y SGD senior unsecured green note at an IPG of 3.50%.
HBL is a Singapore-listed real estate developer and investor with a diversified portfolio spanning Singapore, the United Kingdom, Australia, and China.
🌟 Highlights 🌟
🔹 HBL maintains a relatively conservative balance sheet supported by a sizeable investment property portfolio and recurring rental income stream.
🔹 This new issuance offers an attractive yield pickup of approximately 60–100bps over comparable Singapore property issuers.
🔹 Overall operating profit remained resilient at S$261.5m, supported by recurring income of S$239.9m from its Singapore and London investment properties.
Read more | 601 |
| 14 | 📌 New USD Bond Issuance
Issuer:
Sony Group Corporation
Currency:
USD
Tenure | Initial Price Guidance:
5-Year | T+70bp area (Est: 4.980%)
Bond Rating:
A+ (S&P) / A2 (Moody’s)
Ranking:
Senior Unsecured
First Issuance Date:
30 June 2026
Min. / Incremental Size:
USD 2,000 / 1,000
Timing:
Pricing expected today (New York time) | 554 |
| 15 | 📌 New CNH Bond Issuance
Issuer:
Singapore Airlines Limited
Currency:
CNH
Tenure | Initial Price Guidance:
5-Year | 2.8% area
First Callable Date:
1 month prior to maturity
Ranking:
Senior Unsecured
First Issuance Date:
30 June 2026
Min. / Incremental Size:
CNH 1,000,000 / 10,000
Timing:
Today’s business | 612 |
| 16 | 📌 New USD Bond Issuance
Issuer:
Nomura Holdings, Inc.
Currency:
USD
Tenure | Initial Price Guidance:
3-Year | T+105bps area (Est: 5.280%)
5-Year | T+120bps area (Est: 5.480%)
10-Year | T+135bps area (Est: 5.850%)
Bond Rating:
Baa1 (Moody’s) / BBB+ (S&P)
Ranking:
Senior Unsecured
Loss Absorption:
Yes
First Issuance Date:
30 June 2026
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Pricing expected today (NY hours) | 683 |
| 17 | 📌 New SGD Bond Issuance
Issuer:
Ho Bee Land Limited
Currency:
SGD
Tenure | Initial Price Guidance:
5-Year | 3.50% area
Ranking:
Senior Unsecured
First Issuance Date:
30 June 2026
Min. / Incremental Size:
SGD 250,000 / 250,000
Timing:
Today’s Business | 603 |
| 18 | 📌 Idea of the week:
Credit update: No Dents to JB Cocoa Despite Decline in Bean Prices
JB Cocoa is a premium cocoa ingredient brand under JB Foods Limited.
As of today, it is one of the world’s leading producers of cocoa ingredients.
🌟 Highlights 🌟
🔹 Cocoa bean prices declined sharply, driven by expectations of improved weather conditions and a recovery in consumer demand.
🔹 Credit metrics remain healthy, with the net gearing ratio standing at 0.80x and the Interest Coverage Ratio improving to 5.62x. The Group’s liquidity position remains sufficient to support its debt obligations.
🔹 The research team maintains a positive outlook on JB Cocoa and recommends considering its 2027 and 2029 MYR bond issuances, currently yielding 4.96% and 5.29%, respectively.
Read more | 684 |
| 19 | 📌 Idea of the week:
New Issue: GuocoLand plans on issuing new 4.25Y SGD senior unsecured bonds at an FPG of 2.50%.
The issuer is technically GLL IHT Pte. Ltd., a wholly owned financial subsidiary of GuocoLand, and the notes are guaranteed by GuocoLand.
🌟 Highlights 🌟
🔹 GuocoLand is a subsidiary of Guoco Group Limited, which is a member of the Hong Leong Group.
🔹 Operational metrics across the investment portfolio remain strong, with Guoco Tower, Guoco Midtown and Guoco Midtown II retail achieving 100% commitment rates.
🔹 Continued growth in recurring rental income, robust residential sales and an active development pipeline should support earnings and cash flow generation over the medium term.
Read more | 669 |
| 20 | 📌 New SGD Bonds Issuance
Issuer:
GLL IHT Pte. Ltd.
Currency:
SGD
Tenure | Initial Price Guidance:
4.25-Year | 2.50%
Ranking:
Senior Unsecured
First Issuance Date:
30 June 2026
Min. / Incremental Size:
SGD 250,000 / 250,000
Timing:
Today’s business | 705 |
