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Research Articles
Standard Chartered 2Q26: Softer momentum but credit fundamentals remain sound
StanChart’s 2Q26 earnings softened sequentially but remained resilient, while strong liquidity, capital and stable asset quality continue to support its bonds.
BNM Maintains OPR at 2.75% in September 2026
BNM kept the OPR at 2.75%, balancing resilient Malaysian growth against contained inflation, while remaining watchful of geopolitical and commodity-price risks.
Frasers Property Treasury Launches Tender Offer for Its 4.15% Notes Due 2027
We assessed Frasers Property Treasury’s tender offer and recommend investors to hold the existing notes to maturity rather than participating in the tender.
Credit Update: Net cash funds Alibaba’s AI buildout
We review Alibaba's 1QFY27 results (ending June 30, 2026) and provide our updated view on its USD-denominated bonds.
Westpac 3Q26: Strong Credit Profile Supports Resilience Amid Growth Moderation
We look at Westpac's latest results and refresh our views on the bank's outstanding bonds.
Bond Update: SpaceX 2Q26 Earnings - Mixed Signals, Caution Advised
This article is based on the 10-Q quarterly report and earnings announcement for the quarter ended June 30, 2026, and is for credit analysis only, not any investment advice.
CoreWeave 11% Bond Yield Analysis ---- The Risks of Surging CapEx and Debt
We look at CoreWeave and provide our thoughts on its outstanding USD bonds.
BPCE: Attractive Yield Opportunity Backed by Strong Investment-Grade Fundamentals
Groupe BPCE’s strong earnings growth, resilient asset quality and robust capital position underpin its credit strength, while its bonds offer attractive yields across multiple currencies.
Walmart Credit Update: Tariff Refunds Boost Earnings as Bond Yields Climb to 5.05%
Walmart’s strong core earnings, improving debt-servicing capacity and resilient cash flows continue to underpin its high-quality credit profile, even as its bonds remain fairly priced.
Bond Update: Marriott 2Q26 Results – Earnings Surges, Credit Remains Solid
We look at Marriott's 2Q26 results and refresh our take on its outstanding USD bonds.
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