4 815
订阅者
-224 小时
-157 天
-6330 天
数据加载中...
相似频道
标签云
进出提及
---
---
---
---
---
---
吸引订阅者
七月 '26
七月 '26
+1
在0个频道中
六月 '26
+52
在0个频道中
Get PRO
五月 '26
+13
在0个频道中
Get PRO
四月 '26
+35
在0个频道中
Get PRO
三月 '26
+71
在0个频道中
Get PRO
二月 '26
+24
在0个频道中
Get PRO
一月 '26
+32
在0个频道中
Get PRO
十二月 '25
+56
在0个频道中
Get PRO
十一月 '25
+28
在0个频道中
Get PRO
十月 '25
+160
在0个频道中
Get PRO
九月 '25
+33
在0个频道中
Get PRO
八月 '25
+49
在0个频道中
Get PRO
七月 '25
+52
在0个频道中
Get PRO
六月 '25
+36
在0个频道中
Get PRO
五月 '25
+43
在0个频道中
Get PRO
四月 '25
+41
在0个频道中
Get PRO
三月 '25
+88
在0个频道中
Get PRO
二月 '25
+56
在0个频道中
Get PRO
一月 '25
+61
在0个频道中
Get PRO
十二月 '24
+53
在0个频道中
Get PRO
十一月 '24
+53
在0个频道中
Get PRO
十月 '24
+77
在0个频道中
Get PRO
九月 '24
+79
在0个频道中
Get PRO
八月 '24
+67
在0个频道中
Get PRO
七月 '24
+106
在0个频道中
Get PRO
六月 '24
+97
在0个频道中
Get PRO
五月 '24
+94
在0个频道中
Get PRO
四月 '24
+107
在0个频道中
Get PRO
三月 '24
+141
在0个频道中
Get PRO
二月 '24
+108
在1个频道中
Get PRO
一月 '24
+194
在1个频道中
Get PRO
十二月 '23
+78
在0个频道中
Get PRO
十一月 '23
+121
在0个频道中
Get PRO
十月 '23
+84
在0个频道中
Get PRO
九月 '23
+141
在0个频道中
Get PRO
八月 '23
+219
在0个频道中
Get PRO
七月 '23
+133
在0个频道中
Get PRO
六月 '23
+76
在0个频道中
Get PRO
五月 '23
+105
在0个频道中
Get PRO
四月 '23
+147
在0个频道中
Get PRO
三月 '23
+345
在0个频道中
Get PRO
二月 '23
+136
在0个频道中
Get PRO
一月 '23
+156
在0个频道中
Get PRO
十二月 '22
+124
在0个频道中
Get PRO
十一月 '22
+111
在0个频道中
Get PRO
十月 '22
+94
在0个频道中
Get PRO
九月 '22
+81
在0个频道中
Get PRO
八月 '22
+64
在0个频道中
Get PRO
七月 '22
+214
在0个频道中
Get PRO
六月 '22
+101
在0个频道中
Get PRO
五月 '22
+58
在0个频道中
Get PRO
四月 '22
+41
在0个频道中
Get PRO
三月 '22
+56
在0个频道中
Get PRO
二月 '22
+34
在0个频道中
Get PRO
一月 '22
+79
在0个频道中
Get PRO
十二月 '21
+72
在0个频道中
Get PRO
十一月 '21
+63
在0个频道中
Get PRO
十月 '21
+86
在0个频道中
Get PRO
九月 '21
+139
在0个频道中
Get PRO
八月 '21
+88
在0个频道中
Get PRO
七月 '21
+112
在0个频道中
Get PRO
六月 '21
+80
在0个频道中
Get PRO
五月 '21
+52
在0个频道中
Get PRO
四月 '21
+1 206
在0个频道中
| 日期 | 订阅者增长 | 提及 | 频道 | |
| 09 七月 | 0 | |||
| 08 七月 | 0 | |||
| 07 七月 | 0 | |||
| 06 七月 | 0 | |||
| 05 七月 | +1 | |||
| 04 七月 | 0 | |||
| 03 七月 | 0 | |||
| 02 七月 | 0 | |||
| 01 七月 | 0 |
频道帖子
📌 Idea of the Week
CVS Health - Stable income from a healthcare name, with yields up to 6+%
Investors seeking stable income from an issuer whose earnings are anchored by non-discretionary healthcare demand and whose credit profile is firmly on the mend can consider these CVS bonds.
🌟 Highlights 🌟
🔹 Acyclical demand for CVS offerings underpins healthy revenue generation through the cycle
🔹 Three earnings engines provide a substantial earnings floor for CVS
🔹 Improving credit profile with increasing coverage
| 2 | 📌 Idea of the Week
Time to look at Australia Big 4 bank Bonds. Healthy credit profile over 6% yield from tier 2 bonds
For investors seeking higher returns and willing to accept moderately higher credit risk, AUD-denominated subordinated Tier 2 bonds issued by the Australian Big Four banks may offer attractive value opportunities, with yields currently above 6%.
🌟 Highlights 🌟
🔹 The Big Four Australian banks continue to maintain strong credit fundamentals, supported by robust capital and liquidity buffers.
🔹 The Reserve Bank of Australia has raised interest rates three times in 2026. Nonetheless, rates appear to be approaching the terminal level; the current environment may provide an attractive opportunity for investors to lock in relatively high yields.
🔹 All four banks reported a Liquidity Coverage Ratio of 132%, well above the 100% regulatory requirement, indicating ample high-quality liquid assets to withstand short-term funding stress. | 462 |
| 3 | 📌 Idea of the Week
Olam Group announces repurchase exercise for its 5.375% perpetuals
We recommend investors hold on to their 5.375% perpetuals until the next call date in January 2027. Investors should not participate in this exercise.
🌟 Highlights 🌟
🔹 Olam Group Limited (Olam) has announced a market repurchase of its 5.375% subordinated perpetuals, shortly before the first call date on 18 July 2026.
🔹 Olam will repurchase the perpetuals at 101% of principal, plus accrued distributions.
🔹 Holding the bonds gives bondholders significantly higher returns
🔹 You should only sell the bonds if you can identify another similar SGD bond opportunity that offers over 7.1% annualised returns over 6 months. | 397 |
| 4 | 📌 New USD Bond Issuance (Retap)
Issuer:
Woori Bank, Hong Kong Branch
Currency:
USD
Tenure | Initial Price Guidance:
2-Year | 4.5%
Ranking:
Senior Unsecured
First Issuance Date:
13 July 2026
Min. / Incremental Size:
USD 100,000 / 100,000 | 404 |
| 5 | 📌 New SGD Bond Issuance
Issuer:
International Bank for Reconstruction and Development (IBRD)
Currency:
SGD
Tenure | Initial Price Guidance:
5-Year | 1.97%
Bond Rating:
AAA (S&P)
Ranking:
Senior Unsecured
First Issuance Date:
16 July 2026
Min. / Incremental Size:
SGD 250,000 / 250,000 | 439 |
| 6 | 📌 New HKD Bond Issuance
Issuer:
Australia and New Zealand Banking Group Limited
Currency:
HKD
Tenure | Initial Price Guidance:
3-Year | HIBOR MS + 55 bps (Est. 4.101%)
Bond Rating:
AA- (S&P)
Ranking:
Senior Unsecured
First Issuance Date:
16 July 2026
Min. / Incremental Size:
HKD 1,000,000 / 500,000
Timing:
Today’s business | 606 |
| 7 | 📌 Bond Update:
FWD Group Holdings Limited 5.75-Year SGD Subordinated Capital Securities; IPG of 3.55%
FWD Group Holdings Limited is a pan-Asian life and health insurer with operations spanning 10 markets and has been listed on the Hong Kong Stock Exchange since its IPO in July 2025.
🌟 Highlights 🌟
🔹 The group's leverage ratio improved to 21.3% from 25.5% a year earlier, closing in on management's 15-20% target range.
🔹 Value of new business grew 11% year-on-year, annualised premium equivalents rose 25%, while new business contractual service margin increased 18% in FY2025, ended 31 December 2025.
🔹 Given the roughly 60-100bp pickup over higher-rated peers, we view the new issue as attractively priced for investors comfortable stepping down the rating spectrum.
Read more | 536 |
| 8 | 📌 New USD Sukuk Issuance
Issuer:
SRC Sukuk Limited
Currency:
USD
Tenure | Initial Price Guidance:
5.5-Year| T+115bps area (Est. 5.380%)
10-Year | T+125bps area (Est. 5.749%)
Bond Rating:
A+ (Fitch)
Ranking:
Senior Unsecured
First Issuance Date:
14 July 2026
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Books open, today’s business | 620 |
| 9 | 📌 New SGD Bond Issuance
Issuer:
FWD Group Holdings Limited
Currency:
SGD
Tenure | Initial Price Guidance:
5.75-Year | 3.55% area
Bond Rating:
BBB- (Fitch)
Ranking:
Subordinated
First Issuance Date:
14 July 2026
Min. / Incremental Size:
SGD 250,000 / 250,000
Timing:
Today’s business | 600 |
| 10 | 📌 New USD Bond Issuance
Issuer:
Fubon Bank (Hong Kong) Limited
Currency:
USD
Tenure | Initial Price Guidance:
T+160bps (Est 5.800% area)
First Callable Date:
14 July 2031
Bond Rating:
BBB (S&P)
Ranking | Capital Instrument:
Subordinated | Tier 2 Notes
Loss Absorption:
Yes
First Issuance Date:
14 July 2026
Min. / Incremental Size:
USD 250,000 / 1,000
Timing:
Today’s business | 506 |
| 11 | 📌 New USD Bond Issuance
Issuer:
United States Steel Corporation
Currency:
USD
Tenure | Initial Price Guidance:
5-Year | T+125 bps area (Est. 5.450%)
10-Year| T+150 bps area (Est. 5.980%)
Bond Rating:
BBB (S&P)
Ranking:
Senior Unsecured
First Issuance Date:
14 July 2026
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Pricing expected today (New York hours) | 493 |
| 12 | 📌 New CNH Bond Issuance
Issuer:
Zhejiang Energy International Limited
Currency:
CNH
Tenure | Initial Price Guidance:
5-Year | 2.65% area
Bond Rating:
A2 (Moody’s)
Ranking:
Senior Unsecured
First Issuance Date:
14 July 2026
Min. / Incremental Size:
CNH 1,000,000 / 10,000
Timing:
As early as today’s business | 517 |
| 13 | 📌 New SGD Bond Issuance
Issuer:
Housing and Development Board
Currency:
SGD
Tenure | Initial Price Guidance:
7-Year | 2.21%
Bond Rating:
Aaa (Moody’s)
Ranking:
Senior Unsecured
First Issuance Date:
14 July 2026
Min. / Incremental Size:
SGD 250,000 / 250,000
Timing:
Today’s business | 558 |
| 14 | 📌 Bond Update:
SpaceX USD Bond; Yield up to 6.8%, Now Available on iFAST!
SpaceX bonds offer investment-grade exposure to launch and Starlink growth, with 5–30-year maturities, yields up to 6.85%, manageable leverage, and capex-related risks for income investors.
🌟 Highlights 🌟
🔹 SpaceX has a credit rating of BBB/BBB+ (S&P/Fitch) with a stable outlook.
🔹 The company's operating performance continued to grow, with main business revenue reaching USD 4.7 billion, a 15% increase year-on-year.
🔹 The company has signed several major new government and commercial contracts, resulting in a large backlog of orders.
Read more | 704 |
| 15 | 📌 Idea of the week:
Secure 5.6% YTM from NBN Co – A Government-Owned Network Operator
We recommend investors consider NBNAUS 5.350% 06Mar2035 Qsov (AUD) and NBNAUS 5.850% 19Mar2036 Qsov (AUD) for higher yield pick-up, currently yielding around 5.49% and 5.63%, respectively.
For shorter-duration exposure, investors may consider NBNAUS 5.200% 25Aug2028 Qsov (AUD) and NBNAUS 5.000% 28Aug2031 Qsov (AUD), offering YTM of 4.89% and 5.02%, respectively.
🌟 Highlights 🌟
🔹 A Highly Sustainable and Regulated Business Model
🔹 NBN Co's operational resilience remains bolstered by strong government backing, reflecting its critical mandate to deliver the Commonwealth's nationwide connectivity policy
🔹 Credit Highlights – High Leverage but Supported by Strong Liquidity Buffers
🔹 Proven Track Record of Government Support and Funding
Read more | 617 |
| 16 | 📌 New USD Bond Issuance
Issuer:
Korea East-West Power Co., Ltd.
Currency:
USD
Tenure | Initial Price Guidance:
5.5-Year | CT5+ 90 bps area (Est. 5.100%)
Bond Rating:
AA- (Fitch)
Ranking:
Senior Unsecured
First Issuance Date:
13 July 2026
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today’s business | 506 |
| 17 | 📌 New AUD Bond Issuance
Issuer:
Nederlandse Waterschapsbank N.V.
Currency:
AUD
Tenure | Initial Price Guidance:
SQ ASW+ 41bps (Est. 4.850%)
Ranking:
Senior Unsecured
First Issuance Date:
14 July 2026
Min. / Incremental Size:
AUD 10,000 / 10,000
Timing:
Books open, pricing Sydney PM on 7 July | 563 |
| 18 | 📌 New USD Bond Issuance
Issuer:
KT Corporation
Currency:
USD
Tenure | Initial Price Guidance:
3.5 Year | CT3+ 85 bps area (Est. 4.990% area)
Bond Rating:
A (Fitch)
Ranking:
Senior Unsecured
First Issuance Date:
13 July 2026
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today’s business (during New York hours) | 509 |
| 19 | 📌 Idea of the week:
Perennial Holdings: Refinancing risk remains despite promise of healthcare ramp-up
We encourage selectivity on Perennial’s bonds.
We think Perennial’s bonds are only suitable for investors comfortable with a higher-leverage, refinancing-dependent real estate issuer.
🌟 Highlights 🌟
🔹 FY25 revenue improved, though the quality of revenue was mixed, as it was helped by lumpy property development sales.
🔹 Perennial’s strategic focus on the healthcare segment could offer longer-term upside, but it remains in a transition phase and requires strong execution over several years.
🔹 We remain mindful of weak cash flow, short maturities, pledged assets, and JV look-through debt.
🔹 Among Perennial’s bonds, we prefer the 2028 bonds, as longer tenors offer limited additional yield for the added risk.
Read more | 606 |
| 20 | 📌 Idea of the week:
LBS Bina is tapping to the market again 7-Year MYR Bond with IPG of 4.3%
LBS Bina Group Berhad is one of Malaysia's listed established property developers, with a diversified portfolio spanning residential, commercial, industrial, and township developments.
🌟 Highlights 🌟
🔹 Strong Revenue Visibility and Development Pipeline
🔹 Backed by Sizeable Landbank
🔹 Project Completions Temporarily Weighed on 1Q26 Earnings Amid Strong Development Pipeline
🔹 Stable Credit Profile
We view the proposed issuance as offering an approximate yield pickup of 75bps over Malaysia Government Securities.
Read more | 868 |
