1. Share Prices and P/NAV Multiples Have Expanded on Improved Sentiment YTD BDC shares have performed well YTD, both on an absolute and relative basis (vs. the S&P 500 Index) as multiples have expanded on improved investor sentiment. The tailwinds from higher benchmark interest rates have persisted through 1H23 (and our estimates reflect further benefits from rates ex...
BLACKSTONE SECD LENDING FD股票讨论区
$好时(HSY.US)$ $强生(JNJ.US)$ $BLACKSTONE SECD LENDING FD(BXSL.US)$ $安博(PLD.US)$ $Innovative Industrial Properties, Inc.(IIPR.US)$ $CubeSmart(CUBE.US)$ $JPMorgan Equity Premium Income ETF(JEPI.US)$ $Realty Income(O.US)$
BDC shares have performed well YTD, both on an absolute and relative basis (vs. the S&P 500 Index) as multiples have expanded on improved investor sentiment. The tailwinds from higher benchmark interest rates have persisted through 1H23 (and our estimates reflect further benefits from rates ex...
• $BLACKSTONE SECD LENDING FD(BXSL.US)$ : Compass Point Upgrades to Buy from Neutral - PT $25.50 (from $26.25)
• $DCP Midstream(DCP.US)$ : RBC Upgrades to Outperform from Sector Perform - PT $40 (from $37)
• $康宝莱(HLF.US)$ : Jefferies Upgrades to Buy from Hold - PT $26
• $摩根大通(JPM.US)$ : Citigroup Upgrades to Buy from Neutral - PT $135 (from $145)
• $Knight-Swift Transportation(KNX.US)$ : Evercore ISI Upgrades to Ou...
• $BLACKSTONE SECD LENDING FD(BXSL.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $26
• $Constellation Energy(CEG.US)$ : Guggenheim Upgrades to Buy from Neutral - PT $70 (from $51)
• $科帕控股(CPA.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $96
• $Krispy Kreme(DNUT.US)$ : HSBC Upgrades to Buy from Hold - PT $17
• $多邻国(DUOL.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $98
• $奋进集团(EDR.US)$ : Barclay...
By Danilo
$BLACKSTONE SECD LENDING FD(BXSL.US)$ $InnovAge Holding(INNV.US)$ $哔哩哔哩(BILI.US)$ $EVgo Inc(EVGO.US)$ $爱奇艺(IQ.US)$ $腾讯音乐(TME.US)$
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