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| 24 августа | 0 | |||
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| 19 августа | +4 | |||
| 18 августа | +1 | |||
| 17 августа | 0 | |||
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| 15 августа | +1 | |||
| 14 августа | +1 | |||
| 13 августа | +2 | |||
| 12 августа | 0 | |||
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| 01 августа | 0 |
Посты канала
📌 Idea of the week
BPCE: Attractive Yield Opportunity Backed by Strong Investment-Grade Fundamentals
BPCE maintains a strong and resilient credit profile. Among the recommended bonds, we favour BPCEGP 6.5618% 12Jun2040 Corp (AUD), which currently offers an attractive yield of above 6%, in line with our preference for longer-duration bonds.
🌟 Highlights 🌟
🔹 Strong earnings growth across business lines
🔹 Resilient asset quality with diversified loan portfolio
🔹 Strong capital and liquidity buffers support credit resilience
| 2 | 📌 Idea of the week
New Issue: BNP Paribas announces new SGD NC5 perpetuals at an IPG of 4.50%
We see the new perpetual as decently priced at IPG — offering a clear pickup over OCBC and a smaller one over STANLN.
🌟 Highlights 🌟
🔹 Revenue rose to €14,091m — the strongest quarterly revenue growth in a decade.
🔹 Cost of risk was broadly stable and within guidance at 39bps.
🔹 Funding and liquidity remain a clear strength. | 500 |
| 3 | 📌 Idea of the week
Frasers Property Limited announces SGD 10-year seniors at an IPG of 3.75%
We consider the new issue modestly attractive, supported by FPL’s resilient performance over many quarters. These bonds are best suited for investors with moderate risk appetites and are willing to undertake the duration & maturity risks associated with a 10-year bond.
🌟 Highlights 🌟
🔹 FPL’s revenues fell to $1,509m
🔹 Profit before interest and tax rose to $679m, despite the lower revenue
🔹 FPL maintains a moderately high leverage despite its high-quality asset base | 673 |
| 4 | 📌 Idea of the week
Centurion Corporation Limited announces new 5Y SGD senior green bonds at an IPG of 4.20%
We view Centurion’s new issue as attractive for investors seeking stable income from an issuer backed by a diversified portfolio of accommodation assets and supported by favourable industry fundamentals.
🌟 Highlights 🌟
🔹 Centurion reported revenue of S$184.9m.
🔹 Reported net profit fell to S$53.1m.
🔹 Importantly for bondholders, operating cash flow rose to S$104.7m.
🔹 Leverage has increased meaningfully following its recent acquisitions, but debt-servicing capacity remains comfortable. | 582 |
| 5 | New AUD Bond Issuance
Issuer:
NextEra Energy Capital Holdings, Inc.
Currency:
AUD
Tenure | IPG:
30-Year | S/Q ASW+ 245bps (Est. 7.122%)
30-Year | S/Q ASW+ 260bps (Est. 7.420%)
30-Year | S/Q ASW+ 275bps (Est. 7.697%)
First Issuance Date:
01 Sep 2026
Bond Rating:
BBB (Fitch)
Ranking:
Subordinated
Min. / Incremental Size:
AUD 10,000 / 10,000 | 518 |
| 6 | New SGD Bond Issuance
Issuer:
Frasers Property Treasury Pte Ltd
Currency:
SGD
Tenure | IPG:
10-Year | 3.75% area
First Issuance Date:
28 August 2026
Ranking:
Senior Unsecured
Min. / Incremental Size:
SGD 250,000 / 250,000
Timing:
Today's business | 540 |
| 7 | New SGD Bond Issuance
Issuer:
Centurion Corporation Limited
Currency:
SGD
Tenure | IPG:
5-Year | 4.20% area
First Issuance Date:
1 September 2026
Ranking:
Senior Unsecured
Min. / Incremental Size:
SGD 250,000 / 250,000
Timing:
Today’s business | 533 |
| 8 | New USD Bond Issuance
Issuer:
HPHT Finance (26) Limited
Currency:
USD
Tenure | IPG:
5-Year | T + 105 bps area (Est. 5.450%)
First Issuance Date:
31 Aug 2026
Bond Rating:
A- (S&P)
Ranking:
Senior Unsecured
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today's business | 574 |
| 9 | 📌 Credit Update
Coach caps a strong FY26, underpinning Tapestry’s 4.4 - 5.7% USD bonds
For investors seeking decent yield pickup, we think Tapestry’s bonds (2027 and 2032 in particular) continue to warrant consideration, supported by the group’s improving operating momentum, modest leverage, and solid liquidity profile.
🌟 Highlights 🌟
🔹 Sustained margin expansion drives another year of profitable growth
🔹 Coach continues to carry the group as Kate Spade works through its reset
🔹 Liquidity remains ample, with minimal refinancing overhang
🔹 Deleveraging trend persists, underpinned by strong interest coverage | 732 |
| 10 | 📌 Idea of the week
Ad Machine Funds the AI Race: Alphabet Bonds Yield Up to 6.05%
Alphabet’s booming Cloud business and resilient advertising engine underpin its credit strength, even as record AI spending pressures free cash flow and drive higher borrowing.
🌟 Highlights 🌟
🔹 Google Services remains the main profit engine
🔹 Cloud is inflecting, not just growing
🔹 First negative quarterly free cash flow since the 2004 IPO
🔹 Leverage rising fast, off a very low base | 565 |
| 11 | 📌 Idea of the week
A Chance to Earn 5.8% Interest from Germany’s State-Owned Bank – LBBW
Considering LBBW's significant presence in Germany as a state-owned bank, its relatively stable earnings profile and strong balance sheet, investors may consider LBBW's 5.000% 17 May 2028 Corp (AUD), which is currently yielding around 5.83%.
🌟 Highlights 🌟
🔹 Stable earnings growth despite ECB rate cuts in 2025
🔹 Solid liquidity and credit position
🔹 Balanced Sectoral Loan Exposure
🔹 Risk: Elevated Exposure to Commercial Real Estate | 548 |
| 12 | 📌 Credit Update
Recently issued: NAB’s 5-Year USD Covered Bond with a yield of 4.5%
Investors may consider NAB 4.610% 26Aug2031 Corp (USD), which is supported by AAA/Aaa expected covered bond ratings, providing an additional layer of credit protection compared with NAB’s senior unsecured obligations.
🌟 Highlights 🌟
🔹 Cover Pool Requirements and Covered Bond Features
🔹 Strong Liquidity Position
🔹 Mortgage Applications Weaken After Federal Budget
🔹 Growth Moderation Rather Than Credit Deterioration | 614 |
| 13 | New USD Bond Issuance
Issuer:
HDFC Bank Ltd/Gift City
Currency:
USD
Tenure | IPG:
3-Year | T+120 bps (Est. 5.430%)
5-Year | T+130 bps (Est. 5.640%)
First Issuance Date:
26 August 2026
Bond Rating:
Baa3 (Moody’s) / BBB (S&P)
Ranking:
Senior Unsecured
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today’s business | 677 |
| 14 | New USD Bond Issuance
Issuer:
KB Securities Co., Ltd
Currency:
USD
Tenure | IPG:
3-Year | CT3 + 115bps area (Est. 5.380%)
First Issuance Date:
26 August 2026
Bond Rating:
A3 (Moody’s)
Ranking:
Senior Unsecured
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
Today’s business | 683 |
| 15 | New USD Bond Issuance
Issuer:
Mitsui & Co., LTD
Currency:
USD
Tenure | IPG:
5-Year | CT5+85bp area (Est. 5.190%)
First Issuance Date:
27 August 2026
Bond Rating:
A (S&P)
Ranking:
Senior Unsecured
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
As early as today's business | 646 |
| 16 | New GBP Bond Issuance
Issuer:
Macquarie Group Limited
Currency:
GBP
Tenure | IPG:
4-Year | UKT+100bps area (Est. 5.447%)
First Issuance Date:
28 August 2026
Bond Rating:
A (Fitch)
Ranking:
Senior Unsecured
Min. / Incremental Size:
GBP 100,000 / 1,000
Timing:
Books open. Today's business | 707 |
| 17 | 📌 Credit Update
Commonwealth Bank of Australia announces SGD 10NC5 Tier 2s at an IPG of 3.40%
Overall, we consider the new issue modestly attractive for conservative investors seeking solid investment-grade bonds for regular income and who are comfortable with subordination and loss-absorption risks.
🌟 Highlights 🌟
🔹 FY26 revenue growth remained healthy, increasing to $30.2b.
🔹 Operating expenses increased to $13.8b, broadly in line with revenue growth.
🔹 Credit costs increased but remained low.
🔹 CBA remains well-capitalised. | 668 |
| 18 | New SGD Bond Issuance
Issuer:
Commonwealth Bank of Australia
Currency:
SGD
Tenure | IPG:
10-Year Non-Callable 5-Year | 3.40% area
First Issuance Date:
27 August 2026
Bond Rating:
A (Fitch)
Ranking:
Subordinated
Min. / Incremental Size:
SGD 250,000 / 250,000
Timing:
Books open, today’s business | 667 |
| 19 | New CNH Bond Issuance
Issuer:
HSBC Holdings PLC
Currency:
CNH
Tenure | IPG:
4-Year Non-Callable 3-Year | 2.35% area
8-Year Non-Callable 7-Year | 2.75% area
First Issuance Date:
28 August 2026
Bond Rating:
A+ (Fitch)
Ranking:
Senior Unsecured
Min. / Incremental Size:
CNH 1,000,000 / 1,000,000
Timing:
Today's Business | 614 |
| 20 | New USD Bond Issuance
Issuer:
THE CHIBA BANK, Ltd.
Currency:
USD
Tenure | IPG:
5-Year | T+85 bps area (Est. 5.216%)
First Issuance Date:
26 August 2026
Bond Rating:
A1 (Moody’s)
Ranking:
Senior Unsecured
Min. / Incremental Size:
USD 200,000 / 1,000
Timing:
As early as today's business | 710 |
