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Gas suppliers: trouble flares at Chinese producer
7 years ago
Yingde has staved off a default, but problems linger in the boardroom and customer relationships are fractious -
Healthcare providers: Heading for the emergency room
7 years ago
Donald Trump’s pledge to scrap the Affordable Care Act has hit a big high yield sector hard -
Pharmaceuticals: Pass the scalpel for ailing Valeant
7 years ago
Struggling drugmaker Valeant needs more than just expensive medicine to survive. It needs rapid surgery. -
Aluminium: Learning to live with crushed prices
7 years ago
The slump in the price of aluminium has hurt even Chinese producers. That is good news for other borrowers -
Container shipping: Struggling to stay afloat
7 years ago
Debt and overcapacity mean container shippers must consolidate fast to avoid further wrecks -
Turkey: Credit floats free from political risk
7 years ago
Turkish credit has bounced back after the failed coup but a mountain of external debt could yet cause a hard landing -
Debt restructuring: Hold-outs shatter the consensus
7 years ago
A series of court rulings has emboldened hold-outs who refuse to sign up to debt restructuring deals -
Equipment rental: debt investors call for safety measures
7 years ago
Resistance is high to equipment renters that continue to splash out on capital spending -
Theme parks: scream if you want to go tighter
7 years ago
Investing in theme park debt is like taking a rollercoaster ride. Lately it’s been a thrill, but there are always ups and downs -
Avon Products: Dolled up and hoping for the best
8 years ago
A massive recent investment has made Avon’s bonds look more attractive than they have for some years -
Medical device makers: Rising leverage may threaten health
8 years ago
Medical device companies have piled on debt while making large acquisitions – and they aren't bringing it back down -
Gold mining: All that’s gold does not glitter
8 years ago
The price of gold has fallen 40% since 2011 and heavily indebted mining credits have lost their lustre -
US lodgings: Check-out time approaches
8 years ago
Recent years have been good for credit investors in the US lodging sector. But event risk is rising -
Yankee loan documentation: Lost in the mid-Atlantic
8 years ago
When European borrowers travel to the US, their intercreditor agreements can lose much in translation -
Apparel and accessories: Fast fashion leaves mid tier in a hole
8 years ago
Apparel and accessory company balance sheets are starting to resemble a pair of fashionably ripped jeans -
Loan covenants: Investors helpless as borrowers go free
8 years ago
Freebies, builder baskets and side cars are just some of the ways loan covenants are being loosened -
Oilfield services: Drillers in deep trouble
8 years ago
As the oil slump continues, credits that supply drilling and other services are bearing the brunt of spending cuts -
Energy yieldcos: sun shines on clean power
8 years ago
As upstart alternative energy providers borrow financing tricks from old energy businesses, investors need to learn quickly about the new structures -
Real-estate reits: Cracks appear as yields rise
8 years ago
Lending to companies that own buildings housing McDonald's restaurants and similar businesses was deemed to be a safe bet -
Midstream energy: Building simpler pipelines
8 years ago
The retreat by midstream US energy companies from partnership structures should be good for credit investors -
Debt disclosure: Slipping through the net
8 years ago
Every credit investor needs to know a borrower's level of debt net of cash. But it is surprisingly hard to get this information -
Petrobras: In deep water – and sinking deeper
9 years ago
It has $135 billion in debt and its credit standing rests on a signature from its auditor. Petrobras is a credit for brave investors -
Road haulage: Clear road ahead for truckers
9 years ago
A tailwind of economic growth is helping trucking companies – and they are avoiding the temptation to overload on debt and capacity -
Coal mining: In a hole and still digging
9 years ago
Some coal prices have fallen by almost two-thirds in the past three years – and for heavily-indebted coal mining companies the outlook is black -
Meat processors: Living high on the hog
9 years ago
Meat producers are in clover right now. But low margins and industry consolidation could make the future precarious
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