Category Archive: Rates/Bonds

SGD New Issue Review : Hyflux Perp NC2 High 4%

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HYFLUX SGD PERP NC2 – Price Guidance: High 4% area – Perpetual NC2 with rate reset in year 2 and 200bps step-up in year 2 – Significant early indication of interest prior to… Continue reading

International Bonds Weekly : Kangaroos and Panda Bears

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China is probably the only place making sense as yields rose on the week after a GDP number that was above  expectations at 7.5%, beating the previous quarter’s growth rate of 7.4% yoy,… Continue reading

Bonds In Conversation : Lightning Strikes Twice

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I was going to start with snitching about Brokeback Mountain (ban ! ban ! ban !) to cap this action packed week that has come to a gruesome end when news broke of… Continue reading

SGD New Issue Review : HDB 10Y 3.10%

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NEW ISSUE – HOUSING DEVELOPMENT BOARD 10Y SGD @ 3.10% ISSUER: Housing and Development Board RATING:  Unrated SERIES: 60 FORMAT: S274 & 275 and Reg S Bearer, Fixed Rate Notes (off Issuer’s S$32bn… Continue reading

Football games and efficient markets

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I am not a football fan. But I did kick a ball around in the street with the other kids, as a young boy growing up in London. I never imagined I’d become… Continue reading

SGD New Issue Review : Bank of Communications HK 3Y 2.1%

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New Issue – 3yr SGD Senior – Bank of Communications Hong Kong Branch Issuer :  Bank of Communications Co.LTD. Hong Kong Branch Programme:  US$ 3bn Medium Term Note Programme Issuer Rating:  A/A-/A2 (Fitch/S&P/Moody’s)… Continue reading

What Happened Last Night ? Who Is Telling Who What To Do ?

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JOKES. Draghi speaks on Monday night. Market Mood Monitor. Yellen spoke last night. Market Mood Monitor. The market was waiting for the reports/interpretations and the reporters/interpreters were waiting for the market to decide… Continue reading

SGD New Issue Review (rehashed) : Olam 5Y 4.5%

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I am re-writing this after receiving a few urgent SMS-es that some people may be grossly misled by my comment that Olam is an equal credit to Temasek. For avoidance of doubt, Olam… Continue reading

International Bonds Weekly : Kangaroos and Panda Bears

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Some heat taken off China and the USDCNY(H) this week, on account of the attention given to US and Europe, allowing a melange of new issues (mostly not listed) including the double digit… Continue reading

Bonds In Conversation : To Shake, Borrow and Roll

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Fresh off the heels of Bulgaria’s bank run last week, 2 European company scandals surfaced within this week that markets are taking in their stride. Let’s GOWEX, a listed company in Spain, admitted… Continue reading