Bond spotlight

Bottom-up situational analyses of individual securities and issuers to support investors in these bonds and provide case studies for the sustainable development of the fixed income market.

Cargill’s EUDR compliance: risks of a soy-prise

Today

EU Deforestation Regulation presents costs for food company

Thai Union meets its first SLB target: like shooting fish in a barrel

11/06/2024

Seafood producer’s unambitious targets facilitate coupon step-down

POSCO plays Blast and loose with its decarbonisation commitment

23/05/2024

By sticking with coal-fired furnaces, the South Korean steelmaker discredits its own emissions reduction plan

PPC: a Heraclean decarbonisation

14/05/2024

Greek utility links SLB target ambition with rapid emissions reduction

Enel SLBs: fortes fortuna juvat

26/04/2024

Dramatic target miss shows value of SLB step-ups

L&Q Housing Trust SLB ‘builds’ in a coupon step-up

26/03/2024

Sustainability Performance Target miss leads to 12.5bps step-up

bp and ConocoPhillips: a bond spread curve ball

26/03/2024

Transition risk exposure differences not priced in credit spreads

Enel SLBs: FY 2023 generation figures released

22/03/2024

Enel announces its 2023 generation mix

Relative value is in the eye of the Ahold-er

18/03/2024

Retail giant offers investors green, vanilla, and SLB debt in three-tranche deal

JERA:野心的トランジションに向けた拡張SLBプロポーザル (JERA SLB)

13/03/2024

"Transition-linked bond" lacks materiality of an enhanced SLB

JERA: An enhanced SLB proposal for ambitious transition

29/02/2024

"Transition-linked bond" lacks materiality of an enhanced SLB

Factories emitting pollution.

Adani's "Green" new issue

28/02/2024

Adani’s back in the market with a new ‘green’ bond.