Research Hub
Please find below all the relevant research materials
RECENT Trade Ideas
BNP tier 2 @ 200 amidst French political uncertainty
Barclays Tier 2 Bonds
Investment Grade Blue Owl Credit Income Corp – 3yr at 6%ytm +
Port of Newcastle PONEIV 5.9 11/24/31s
BNP Float 08/23/34 [AU3FN0090353] – /100.3 (+208; 5.93%)
Karoon Energy USD Senior Secured B+ @ 8.8%
La Trobe Senior Secured Term Loan | 8.4% Forecast YTM
ANZ + Suncorp
Call on Aroundtown and Societe Generale
Police and Nurses Capital Note
RESOLUTION LIFE New 7yr Tier 2
UBS Call
Great news for noteholders with “early pay” for consent
BNP subordinated (BBB+) 6% to Dec 2026
Novacare AUD April 2033 Senior Secured
Earlypay
AMPOL Investment Grade Notes
Bond opportunities in the 6% club
HSBC 6.211 03/21/34
Pacific National 3.8 31s
Barclays 4.375 Perp (Ba1/BB-/BBB-)
Value in Kangaroo Issuers
Australian Gas Networks 2025 at CPI + 3.08%, AA rated
Ausnet 6.134 33
Corporate Floating Rate Note Offer: Pacific National at 7.00%
Key Invest
Pioneer Credit
Nufarm
Northern Territory Treasury Corporation
Natwest
AMP
Macquarie AT1 issue
Trustee Updates
Port of Newcastle
New Nickel Industries 5.5NC2.5 US$ Issuance
Sell SOCGEN Buy BNP
Liberty Financial FY22
Nufarm FY22 Results: a ratings upgrade candidate in the making
IAG Hybrid
Origin Energy – Takeover News
Airservices Australia
Trade Idea CBA
GBP AT1 Options – My Top 2 Picks
Australian USD Discos – High Risk
NCIG Senior Secured
Port Of Brisbane
The value in AUD Corporate Hybrids
Liberty Financial Group
Ampol
Ausnet Hybrids Copy
Top Duration Trades
Ausnet Hybrids
European Bank USD AT1 Securities
MBL
Strandline Resources
Australian Secure Capital Fund (ASCF)
Qantas Curve
Virgin Money
Nickel Mines 6.5% 2024s (B1/B+)
ING
USD MQGAU
Ampol Hybrids
MinRes
Societe Generale (SocGen)
Ausnet Hybrids
Australian Discos
Switch
GPT 32s
Port of Newcastle
IG GE Perp and Citi Trups
Pioneer High Yield Offer
Liberty FRN
AFCP 2019-1 A Note
Scentre Group Hybrids
Fortescue
Clearview Subs
PIOCRE
Flagship
Lendlease
Clearview Subordinated Notes
Regional ASX-listed AT1s
NQET
Strandline
GM Financial
Crown ASX-listed Hybrids (CWNHB)
NAB
AMP Life