REDD Intelligence

Together with ColCapital - Asociación Colombiana de Capital Privado, REDD discussed the macro outlook for Colombia and Latin America, focusing on the challenges and opportunities in the public and private debt markets. REDD's Carla Dager provided insights into Latin American bond issuance trends in the international market during the first nine months of 2024 (9M24) and shared the outlook for refinancing. As the market landscape continues to evolve, understanding these regional dynamics is essential for investors and issuers. Thanks to ColCapital for collaborating with us on this important discussion. #LatinAmerica #DebtMarkets #MacroOutlook #BondIssuance #Finance #Investment

Top highlights of the week driven by REDD's recognised team of journalists and analysts. Read more on: - Pearl's debut bond to share security with US's DFC; 11%-12% yield floated by leads - What will Indonesia's new Cabinet mean for the economy? - Hinduja Group’s USD 1.14bn RCap deal faces unforeseen regulatory delay Want the scoops on breaking news and in-depth local insights like this? Request a trial: https://hubs.la/Q02yfc590

Top highlights of the week driven by REDD's recognised team of journalists and analysts. Read more on: - Ghana's Saderea bondholder committee seeks better deal than Eurobonds - Constellation Oil Service tests the market for new equity, debt issuances - Century Sheltors in talks with Ares to refinance at least USD 65m equivalent in debt - India issuers flock to USD bond market following much-awaited rate cut Want the scoops on breaking news and in-depth local insights like this? Request a trial: https://hubs.la/Q02yfc590

We are delighted to invite you to REDD's Latin America High Yield & Distressed Fall Summit, in New York, which will take place Tuesday, 12 November, at The Harvard Club of New York City. In a year with many developments in the corporate and sovereign spaces in Latin America, we are excited to meet 200+ global institutional investors and advisors to discuss 2024's important milestones for the region and the outlook for 2025. This year, we will meet for a panel on corporate bonds and will share expectations for 2025, especially how the wave of tough refinancings in 2024 will affect companies in the new year. What is the outlook for companies under Mexico’s new president, Claudia Sheinbaum? Will small issuers suffer in the aftermath of big restructurings in Brazil? On the sovereign side we’ll look at how the new administration in the US will affect issuers across Latin America. We’ll also discuss how drought-driven blackouts are changing the presidential outlook in Ecuador, whether Colombia will keep its fiscal head above water, El Salvador’s unusual path to fiscal health; and the endless wait for a restructuring in Venezuela. You will hear from: Alejandro Arreaza Sarah Leshner Carvalho Hans Humes Siobhan Morden Renzo Merino Celina Apostolo Merrill Ariane O. Rafael Pimenta  Moderated by: Maria Fernanda Blaser Steven E Bodzin Register now to secure your place: https://hubs.la/Q02TNKkb0

Constellation Oil Service tests the market for new equity, debt issuances In 2022, Constellation Oil Services finalized its second debt restructuring after seeing a decline in day rates for its drilling contracts, mostly with state-owned oil company Petrobras. Fast forward to today, Constellation is now actively engaging investors for debt and equity transactions that will help clean up its capital structure. The company is planning a new bond and a listing in Oslo. REDD has all the exclusive details of the new deal. Read more: https://hubs.ly/Q02TsCgj0 To learn more about REDD and stay ahead with exclusive news and analysis, request a trial: https://hubs.ly/Q02Tspy_0 #DebtRestructuring #EquityIssuance #OilServices #InvestmentOpportunity #CapitalMarkets

Top highlights of the week driven by REDD's recognised team of journalists and analysts. Read more on: - Conglomerate investments offset Indonesia’s infra sector blues - Allianz Global, BofA lend USD 75m to Shrem Group unit via INR NCDs - Treasure of the Sierra Madre - Gabon considering early buyback of 2025s Want the scoops on breaking news and in-depth local insights like this? Request a trial: https://hubs.la/Q02yfc590

Conglomerate investments offset Indonesia’s infra sector blues. REDD produced an Insight that showcased how private investments by large local conglomerates helped sustain momentum in Indonesia's construction sector. The sector has faced significant challenges marked by debt restructurings by major state-owned builders like Waskita Karya and Wijaya Karya. Private investment has stepped in, with investors like the Salim Group putting money to work, demonstrating confidence large conglomerates have in Indonesia’s infrastructure growth potential. Subscribe to REDD for access to the Insight, a market comment that “connects the dots” for subscribers eager to gain a deeper understanding of complex, locally-nuanced situations.https://hubs.la/Q02SX31r0 Read more: https://hubs.la/Q02SXlXk0 #InfrastructureInvestment #PrivateCapitalBoost #IndonesiaGrowth #ConglomerateConfidence #REDDInsights

Back in 1948, the movie "The Treasure of Sierra Madre" told the story of two Americans who go to Mexico to build oil derricks and end up with an old prospector, digging gold out of the remote Sierra Madre mountains. The trio's growing stash of precious metal drive them to conflict, and before long, they lose everything. It’s an old movie, but the plot rings true for those following the fight over Venezuela's Las Cristinas mine--including its connection to the sale of Venezuela's US company, Citgo Petroleum. For all the multi-billion-dollar intrigues around oil, gold, and more, subscribe to REDD. https://hubs.ly/Q02SMh0n0 Read more: https://hubs.ly/Q02SM2mr0 #VenezuelanMining #LasCristinas #GoldRushConflict #CitgoPetroleum #ResourceStruggles

We recently hosted a REDD Networking Evening on October 1st, 2024, at GIOI Menteng, Jakarta. The event provided a valuable opportunity for attendees to meet the journalists behind REDD Intelligence, and to gain insights into the work that goes into delivering our proprietary news and data. The evening began with welcome and opening remarks from Darrenth Hawken, Head of Sales APAC, who introduced ISI Markets, followed by networking sessions where participants learned more about accessing CEIC Data’s high-quality macro data and proprietary data sets. Thank you to everyone who joined us for this memorable evening! Stay tuned for more events. To learn more about REDD and stay ahead with exclusive news and analysis: https://hubs.la/Q02Sv-cC0 #Networking #REDDIntelligence #CEICData #JournalismInsights #ISIMarkets

Top highlights of the week driven by REDD's recognised team of journalists and analysts. Read more on: - Lebanon bonds hoovered up by hedge funds who bet on debt workout progress in 2025 - Azul scraps for collateral to raise USD 400m by year-end Want the scoops on breaking news and in-depth local insights like this? Request a trial: https://hubs.la/Q02yfc590