Aroundtown:Expert Opinions

From InvestmentWiki
Jump to navigation Jump to search

Return to: Aroundtown

Name Company Bullish Sentiments Bearish sentiments
Rob Jones[1] BNP Paribas Exane
  • He predicts that earnings will decline more than 30% in the next 2 years.
  • It will see a rise in borrowing costs as it will fail to call its future hybrid bonds. This will negatively affect its earnings
S&P Global Market Intelligence[1]
  • Its shares have seen a rise in bearish “short” positions. As of March 24, 19% of its shares were out on loans, indicating short interest.
Bloomberg[1]
  • Its subordinated bonds are deeply distressed(under 50% of face value).
  • It skipped early redemption of its bonds late last year citing high refinancing costs and even said that it will consider deferring coupon payments.
Seeking Alpha[2]
  • At the end of September 2022, its LTV was 40%. But this rises to 54% when hybrid bonds is included.