Research Articles

Idea of the Week: Deere bonds – farming the satellite economy via SpaceX connectivity

Deere & Company's investment-grade bonds offer attractive yields of 4.2–5.5%, backed by a resilient precision-agriculture franchise, conservative industrial balance sheet, and growing satellite-enabled connectivity through its SpaceX partnership.

China tightens cross-border investing: Equity noise but limited credit impact

China’s cross-border investment curbs may slow new client inflows for HK financials, but credit impact appears contained for Standard Chartered, HSBC, and FWD.

Idea of the week: Attractive 5+% to 7+% GBP & USD bonds offered by Rothesay (GIC owned)

Rothesay Limited, the UK's largest specialist pensions insurer backed by GIC and MassMutual, offers an attractive entry point into investment-grade subordinated credit. The group has a durable, largely contracted earnings floor, with a conservatively positioned balance sheet and a well-staggered debt maturity profile.

Bond Update: WBD proposes Consent Solicitation due to Paramount Offer: Details Broken Down for You

WBD's purpose in this contract amendment is to weaken the mandatory swap transaction commitments made in June 2025, simplify the capital structure, and reduce future refinancing risks.

Credit Update: META offers 5+% to 6+% yields (USD) while it ramps up its AI monetisation.

Meta’s increasing AI capex ramp is testing, but not yet breaking, its solid credit profile. We examine what it means for their outstanding bonds.

New Bondsupermart Live: CoreWeave, Paramount Global and other bonds with yields up to 8%.

We take a look at 15 new bond issues that have been recently listed on Bondsupermart Live!

MoneyMax: A golden opportunity within SGD bonds

MoneyMax’s improved earnings and coverage support its credit outlook. We maintain a positive view on its 2028 bonds.

Australia's Proposed Property Tax Reform: What Is the Impact on Australia's Banking Sector

Credit Update: Westpac’s High-Quality Defensive Credit with Compelling Yield Pickup (4.7%–6.3%)

Idea of the week: Fund Your Luxury Stays at Marriott Hotels with bond yield over 5.3%!

Marriott’s asset-light model, resilient cash flows and adequate liquidity support its credit profile, while USD bonds offer attractive IG yields up to 5.3%.