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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Corporate HY & Distressed Opportunities: Recent coverage includes...

Sarria - Credit Opportunities

Iceland - Energy costs, food inflation, and return to workplace post-Covid all weigh on recent bond movements.
Tullow Oil - Spend a dollar to make a dollar; only hedged on the upside for 60% of their planned FY22 production at $78/bbl.
Vallourec - Opportunity in an ill-fitted balance sheet?

Click here for further details and updates on several other names including Douglas, Matalan, Standard Profil and TAP.

Edition: 132

- 01 April, 2022