Obbligazioni societarie HIGH YIELD e oltre, verso frontiere inesplorate - Vol. 2

Qualcuno segue Noble?

io, hanno un break even point tra i 55-60 usd al barile quindi ai livelli attuali iniziano a macinare utili, come sempre gli effetti sui bond si vedranno nei prossimi mesi per cui io tengo quello che ho sperando che le quotazioni dell'oil si mantengano stabili e non precipitino ancora
 
io, hanno un break even point tra i 55-60 usd al barile quindi ai livelli attuali iniziano a macinare utili, come sempre gli effetti sui bond si vedranno nei prossimi mesi per cui io tengo quello che ho sperando che le quotazioni dell'oil si mantengano stabili e non precipitino ancora
Se veramente il PARRUCCONE mantiene quanto ha detto in merito al petrolio iraniano, l'oil non ha che da guadagnare terreno e di conseguenza tutti i relativi titoli ..
 

Netflix Inc.'s Proposed Senior Unsecured Notes Due 2029 Rated 'BB-' (Recovery Rating: '3')

  • 23-Apr-2019 09:27 EDT
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CHICAGO (S&P Global Ratings) April 23, 2019--S&P Global Ratings today assigned its 'BB-' issue-level rating and '3' recovery ratings to Netflix Inc.'s proposed approximately $2 billion senior unsecured notes due 2029. The company will split the notes between a dollar-denominated tranche and a euro-denominated tranche. The '3' recovery rating indicates our expectation for meaningful recovery (50%-70%; rounded estimate: 65%) of principal in the event of a payment default.

Netflix plans to use the net proceeds from the notes for continued investments in original content and general corporate purposes. Pro forma for the debt issuance, the company's adjusted leverage will remain at 5.0x (as of March 31, 2019). However, we expect its adjusted leverage to decrease to about 4.5x by the end of 2019.

Our 'BB-' issuer credit rating on Netflix reflects our expectation for continued EBITDA margin improvement driven, in part, by price increases and continued, accelerated subscriber growth. These factors demonstrate the strength of the company's business model and its ability to expand globally, increase its margins, and manage its rising debt burden. Netflix has effectively positioned itself as a premier video library for online viewers in developed markets and is well positioned to accelerate its growth and capture further international market share. However, the company's significant content investments will likely lead it to continue to generate multibillion-dollar free cash flow deficits over the next 2-3 years. That, along with the increasing competition from existing and new subscription video on demand (SVOD) platforms, remain the significant risks to its business.
 
io, hanno un break even point tra i 55-60 usd al barile quindi ai livelli attuali iniziano a macinare utili, come sempre gli effetti sui bond si vedranno nei prossimi mesi per cui io tengo quello che ho sperando che le quotazioni dell'oil si mantengano stabili e non precipitino ancora
bentornato. Era un po' che non ti "vedevo".
 

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