On April 30th, 2015, Transurban issued a press release regarding the Victorian Government announcement that it will progress Transurban's proposal to deliver a new Melbourne motorway (called the Western Distributor), which will provide an alternaive to the West Gate Bridge and will keep trucks off the city's inner west. On the same day, Standard & Poor's (S&P) announced that it [...]
BondAdviser is an independent investment research company that specialises in bonds and fixed income securities. We provide investors, advisers, brokers and institutions with research, data, education and tools to help them invest intelligently. Our service is delivered online via an easy-to-use portal. At BondAdviser, our goal is to lift the lid on the fixed income market so that more investors [...]
The news over the past week continues to be dominated by macroeconomic headlines and debate over the current effectiveness of the RBA's monetary policy stance. Bond and hybrid investors have focussed on factors such as the first major bond default by a chinese property developer and hedge funds are circling Atlas Iron through a debt restructuring process. But before we dive into these factors we thought [...]
Last week, the credit rating agency S&P placed eight iron ore miners, including BHP Billiton, on negative credit watch after it revised its three-year price predictions for iron-ore, the main commodity used in steel-making. Table 1. S&P revised Iron-Ore price expectations (in USD per metric ton) 2015 2016 2017 Before 65.00 65.00 70.00 Revised prices 45.00 50.00 55.00 At the [...]
On the 8th April 2015, Royal Dutch Shell PLC announced a $70bn mega-merger with smaller rival BG, the third largest oil and gas merger ever. In the current low interest rate environment and falling oil prices, this should not come as a surprise. As OPEC and mainly Saudi Arabia have decided not to reduce their crude production and are trying to force [...]
It was a quiet news week in terms of fundamentals for fixed income markets but economic and technical news continues to flow. Over the past week we have had a very large new issue from ANZ (AUD$2.5billion), minutes released from the US Federal Reserve FOMC meeting, implications from the iron ore price collapse and the AOFM selling their first inflation linked [...]
Over the past few weeks the primary market has seen a flurry of activity with 5 different issuers coming to market. These securities are all different in structure, credit risk and trading terms. At BondAdviser we keep a close eye on the factors driving issuance and give users easy access to monitor the secondary market performance of these securities when [...]
It’s been a quiet few weeks for the Primary Issue Market in the listed space whilst the traditional Wholesale Bond Market continues to see new issuances from repeat and first time issuers. The domestic banks have been very active, accessing funding in Europe over the past few weeks. Coming off the back of a period of volatility, we expect the [...]
There has been a definite drop in turnover this week with sellers beginning to back off and buyers returning to the asset class. Feedback I am receiving from our private bank clients suggests they are unsure where to invest their funds following the quite severe downturn in equities, negative press surrounding hybrids and cash rates continuing to decline. Those investors [...]
This week we have been focusing on a new tactical trade idea for Qantas. We are far from long-term buyers of the Airline sector but we think given the economic environment things might start to improve. A few months ago Qantas finally acknowledged that it has stopped flooding the market with spare capacity to maintain market share. This is positive [...]
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ABN 31 164 148 467 ‧ Important Information
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
