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 Secured Lending Fundに関するコメント
$ハーシー(HSY.US)$ $ジョンソン エンド ジョンソン(JNJ.US)$ $Blackstone Secured Lending Fund(BXSL.US)$ $プロロジス(PLD.US)$ $イノベイティブ・インダストリアル・プロパティーズ(IIPR.US)$ $キューブスマート(CUBE.US)$ $JPモルガン・米国株式・プレミアム・インカム ETF(JEPI.US)$ $リアルティ・インカム(O.US)$
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...
• $Blackstone Secured Lending Fund(BXSL.US)$ : 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)
• $ハーバライフ(HLF.US)$ : Jefferies Upgrades to Buy from Hold - PT $26
• $JPモルガン チェース(JPM.US)$ : Citigroup Upgrades to Buy from Neutral - PT $135 (from $145)
• $ナイトスイフトトランスポーテーション(KNX.US)$ : Evercore ISI Upgrades to Ou...
• $Blackstone Secured Lending Fund(BXSL.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $26
• $コンステレーション エナジー(CEG.US)$ : Guggenheim Upgrades to Buy from Neutral - PT $70 (from $51)
• $コパ ホールディングス A(CPA.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $96
• $クリスピークリーム(DNUT.US)$ : HSBC Upgrades to Buy from Hold - PT $17
• $デュオリンゴ(DUOL.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $98
• $エンデバー グループ A(EDR.US)$ : Barclay...
By Danilo
$Blackstone Secured Lending Fund(BXSL.US)$ $イノヴェージ ホールディング(INNV.US)$ $ビリビリ(BILI.US)$ $EVgo A(EVGO.US)$ $アイチーイー(IQ.US)$ $テンセント・ミュージック・エンターテイメント(TME.US)$
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