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
Divided Stocks to Buy & Hold Forever!!!
$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)$$リアルティ・インカム(O.US)$
コラム2Q23 Preview | Business Development Companies Tailwinds from Higher Base Rates to Boost NII as NAVs Set for Modest Expansion in 2Q
BDC shares have performed well YTD, both on an absolute and relative basis (vs. the S&P 500 Index) as multiples have expanded on improved investor sentiment. The tailwinds from higher benchmark interest rates have persisted through 1H23 (and our estimates reflect further benefits from rates ex...
コラムTop upgrades and downgrades on 7/12: AXP, JD, JPM, LUV and more
•$Blackstone Secured Lending Fund(BXSL.US)$ : Compass Point Upgrades to Buy from Neutral - PT $25.50 (from $26.25)
•$DCP Midstream(DCP.US)$ : RBC Upgrades to Outperform from Sector Perform - PT $40 (from $37)
•$ハーバライフ(HLF.US)$ : Jefferies Upgrades to Buy from Hold - PT $26
•$JPモルガン・チェース(JPM.US)$ : Citigroup Upgrades to Buy from Neutral - PT $135 (from $145)
•$ナイト・スウィフト・トランスポテーション(KNX.US)$ : Evercore ISI Upgrades to Ou...
コラムTop upgrades and downgrades on 5/13
• $Blackstone Secured Lending Fund(BXSL.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $26
• $コンステレーション・エネルギー(CEG.US)$ : Guggenheim Upgrades to Buy from Neutral - PT $70 (from $51)
• $コパ・ホールディングス(CPA.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $96
• $クリスピー・クリーム(DNUT.US)$ : HSBC Upgrades to Buy from Hold - PT $17
• $デュオリンゴ(DUOL.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $98
•$エンデバー・グループ・ホールディングス(EDR.US)$ : Barclay...
コラムTop upgrades and downgrades on 12/28
By Danilo
$Blackstone Secured Lending Fund(BXSL.US)$$イノベージ・ホールディング(INNV.US)$$ビリビリ(BILI.US)$$EVゴー(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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