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Bondsupermart
22 Sept, 07:26
📌 New USD Bond IssuanceIssuer: SIB Sukuk Co III LtdCurrency: USDTenure | IPG： 5-Year | T + 135 bps area (Est. 6.200%)First Issuance Date: 29 September 2026Ranking: Senior UnsecuredMin. / Incremental Size: USD 200,000 / 1,000Bondsupermart
22 Sept, 02:51
📌 New AUD Bond IssuanceIssuer: NSW Electricity Networks Finance Pty LimitedCurrency: AUDTenure | IPG: 10-Year | SQ ASW+[165]bps area (Est. 6.817%) 30-Year | 3mBBSW+[200]bps area (Est. 7.000%)First Issuance Date: 29 September 2026Bond Rating: BBB (S&P)Ranking: 10-Year: SecuredBondsupermart
21 Sept, 08:10
📌 New USD Bond IssuanceIssuer: State of QatarCurrency: USDTenure | IPG: 5-Year | UST+ 85 bps area (Est. 5.675%) 10-Year | UST+ 95 bps area (Est. 5.917%)First Issuance Date: 28 September 2026Bond Rating: AA (Fitch)Ranking: Senior UnsecuredBondsupermart
21 Sept, 03:36
📌 New USD Bond IssuanceIssuer: Australia and New Zealand Banking Group Limited of New YorkCurrency: USDTenure | IPG: 3-Year | T+60 bps area (Est. 5.420%)First Issuance Date: 29 September 2026Bond Rating: AA- (Fitch)Ranking: Senior UnsecuredBondsupermart
21 Sept, 03:13
📌 New CNH Bond IssuanceIssuer: CRCC Huayuan LimitedCurrency: CNHTenure | IPG: 10-Year | 2.70% areaFirst Issuance Date: 29 September 2026Bond Rating: A- (S&P)Ranking: Senior UnsecuredBondsupermart
21 Sept, 02:08edited
📌 New USD Bond IssuanceIssuer: Korea National Oil CorporationCurrency: USDTenure | IPG: 3-Year | CT3+ 80 bps area (Est. 5.530%) 5- Year | CT5+ 90 bps area (Est. 5.740%)First Issuance Date: 30 September 2026Bond Rating: AA (S&P)Ranking: Senior UnsecuredBondsupermart
18 Sept, 09:16
📌 Bond idea of the week:NAB 3Q26: Strong Credit Profile Supports Resilience Amid Growth ModerationWe view the expected slowdown as a moderation in lending growth momentum rather than a deterioration in credit quality. We recommend that existing bondholders hold and remain positive on NAB’s outstanding bonds.We favour NAB 5.100% 16Oct2035 Corp (AUD), a senior unsecured bond offering a yield to maturity of around 6.0%, and NAB 6.558% 12May2041 Corp (AUD), a Tier 2 bond offering a yield to call of around 6.7%.🌟 Highlights 🌟🔹 NAB’s Robust 3Q26 Performance Amid Economic Uncertainty🔹 Strong Capital and Liquidity Profile🔹 Housing Lending Growth Faces Headwinds from Higher Rates and Tax Changes, but Credit Quality Remains ResilientBondsupermart
18 Sept, 02:50
New USD Bond Issuance (Retap)Issuer: Mashreqbank PSCCurrency: USDTenure | IPG: 1-Year | 5.240% (Final)First Issuance Date: 22 Sep 2026Bond Rating: A (Fitch)Ranking: Senior UnsecuredBondsupermart
18 Sept, 02:04
📌 Bond UpdateHenderson Land 1H26 Results - Record-High Revenue, Lock in the Yield nowWe believe that the net yields to maturity of the two bonds, one in US dollars and the other in Hong Kong dollars, are competitive among their peers and worth continued attention for investors seeking stable returns.🌟 Highlights 🌟🔹 Driven by the government's acquisition of agricultural land in the New Territories, Henderson's property development segment recorded HKD 12.9 billion, more than doubling YoY🔹 Henderson Land's adequate land reserves keep generating revenue for the group🔹 Henderson Land's credit remains robust, providing a guarantee for its bondsBondsupermart
18 Sept, 00:37
📌 Credit Update:Robust Performance Amid Falling Cocoa Bean Prices – Guan Chong BerhadWe maintain a positive view on GCB’s credit profile. Existing investors can continue to hold. For new investors, we prefer the 2030 bonds, which offer a yield of around 5.04%, given their longer maturity and attractive yield.🌟 Highlights 🌟🔹 Net debt-to-equity ratio improving significantly to 93% as at 1H2026, from 135% at FY2025🔹 Profit before tax surged 139% YoY to RM455.5 million in 1H2026, despite a 46% YoY decline in revenueBondsupermart
15 Sept, 09:31
📌 Credit Update:Still decent credit profile safeguards Wee Hur’s 3.9+% SGD bondsOverall, we think Wee Hur’s credit profile remains healthy, given strong operating performance, lower leverage, and improved coverage.In sum, we continue to favour Wee Hur’s outstanding bond given its relatively attractive yield and improvement in credit profile. Investors seeking quality income from an issuer experiencing positive tailwinds in its key operating segments can consider its outstanding SGD bond.🌟 Highlights 🌟🔹 Modest headline growth masks a credit-positive shift towards recurring income🔹 Adequate Liquidity with little refinancing risk🔹 Low net gearing ratio, though this excludes guarantees provided to JVsBondsupermart
15 Sept, 09:17
📌 Idea of the weekMYR Bonds Market Credit Cheatsheet – Updates on Issuers that are on our watchlist (August 2026)The latest updates on issuers we are closely monitoring, which is exhibiting elevated credit risk or are even under financial distress🌟 Highlights 🌟🔹 Our view on MGS🔹 Our view on UST🔹 Our view on SGS🔹 Our view on AGSBondsupermart
15 Sept, 02:42
New USD Bond IssuanceIssuer: Mitsubishi Estate Company, LimitedCurrency: USDTenure | IPG: 5-Year | UST+ 95bps area (Est.5.760%)First Issuance Date: 28 September 2026Bond Rating: A (S&P)Ranking: Senior UnsecuredBondsupermart
15 Sept, 02:38edited
New CNH Bond IssuanceIssuer: SF Holding Global 2026 LimitedCurrency: CNHTenure | IPG: 3-Year | 2.30% area 5-Year | 2.400% areaFirst Issuance Date: 22 September 2026Bond Rating: A3 (Moody’s)Ranking: Senior UnsecuredBondsupermart
15 Sept, 02:05
📌 Idea of the weekSeagate Bond - The Gatekeeper of Your AI Investment PortfolioWe believe Seagate's actual financial condition is superior to many issuers of the same rating.Seagate's USD bonds offer a 5.1% net yield to maturity, a maturity of approximately 3.9 years, and order visibility extending to 2028, making them suitable for USD bond investors seeking stable returns.🌟 Highlights 🌟🔹 Seagate's revenue and profit margin rise simultaneously, operating leverage emerges🔹 Data centres dominate growth; demand not a one-time rebound🔹 Technological leadership and order visibility suppress cyclical fluctuations🔹 Seagate's cash flow hits a record high, rapidly advancing deleveraging.Bondsupermart
15 Sept, 00:47
📌 Idea of the weekBNP Paribas 2Q26: Broad-based growth supports a solid credit profileBNP combines sound asset quality and sufficient capitalisation with a still-positive earnings outlook.We primarily prefer their Tier 2 subordinated bonds for their yield pickup over their seniors – while these are lower down the capital stack, we find loss-absorption risks low under our base case given BNP’s strong credit profile.🌟 Highlights 🌟🔹 BNP Paribas (‘BNP’) is one of Europe’s largest diversified financial institutions🔹 Broad-based revenue growth across segments🔹 Positive operating leverage amid cost management; profits grew strongly🔹 Asset quality remains strong, with no broad-based deteriorationBondsupermart
14 Sept, 03:57
New USD Bond IssuanceIssuer: Hyundai Capital AmericaCurrency: USDTenure | IPG: 3-Year | T+100bps area (Est 5.717%) 5-Year | T+115bps area (Est 5.932%)First Issuance Date: 17 September 2026Bond Rating: A- (Fitch)Ranking: Senior UnsecuredBondsupermart
14 Sept, 03:54
New AUD Bond IssuanceIssuer: ING Bank (Australia) LimitedCurrency: AUDTenure | IPG: 5-Year | SQ ASW + 65 bps area (Est. 5.736%)First Issuance Date: 22 September 2026Bond Rating: AAA (Fitch)Ranking: SecuredBondsupermart LtdINGAU Sep2031 Corp (AUD) | BondsupermartING Bank (Australia) LimitedBondsupermart
14 Sept, 01:05
📌 Idea of the weekQantas: Fuel Shock Absorbed, Fleet Renewal IntactWe continue to hold a positive stance on Qantas and its bonds.For investors preferring shorter duration, the QANAU 3.150% 27Sep2028 offers a yield of 5.9% (2.04 years to maturity), a good fit for those wanting exposure to the credit while minimising duration risk.For investors comfortable with longer duration, the QANAU 5.900% 19Sep2034 offers a higher yield of 6.6%.🌟 Highlights 🌟🔹 The Middle East Fuel Shock: Actual vs. Our April 2026 Estimate🔹 Diversification Thesis Validated🔹 Qantas Loyalty: The Stabiliser🔹 Structural Pricing Power UnchangedBondsupermart
11 Sept, 08:31
📌 Idea of the weekGlobal Yield Repricing and Domestic Political Uncertainty Drive MGS HigherWe see little room for MGS yields to retrace lower in 2H26, as global yield repricing and domestic political uncertainty continue to weigh on market sentiment.We also do not rule out further increases should the domestic political direction become more uncertain or global yields reprice higher.🌟 Highlights 🌟🔹 MGS yields rose more sharply than UST yields🔹 Limited room for MGS yields to retrace🔹 Foreign demand remained strongBondsupermart LtdGlobal Yield Repricing and Domestic Political Uncertainty Drive MGS Higher | BondsupermartBond Information, Transparent Prices, Tools and Research at your fingertips
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