BUZZ-自 First Brands 破产以来,私人信贷股表现落后于大盘

路透中文
Oct 09
BUZZ-自 First Brands 破产以来,私人信贷股表现落后于大盘

10月9日 - ** 自今年年初以来,投资于私人信贷的资产管理公司股价一直落后于标普 500 指数.SPX,美国汽车零部件制造商 First Brands 和次级汽车贷款公司 Tricolor 的破产导致其股价近期走弱。

** Blackstone BX.N 自 9 月 22 日首次报道 First Brands 破产以来已下跌近 13

** First Brands 于 9 月 29 日申请破产保护 (link);Tricolor 于 9 月 10 日申请破产保护 (link)

** Ares Management ARES.N下跌超过17%,KKR KKR.N下跌超过15%,Apollo Global Management APO.N下跌超过13%。

** Zacks Investment Management 投资组合经理 Brian Mulberry 说:"First Brands 的问题将受到关注,因为其结构复杂,不透明,这可能会收紧未来所有贷款人的标准。

** 投资银行杰富瑞JEF.N周三披露, (link),其基金持有约 7.15 亿美元与 First Brands 相关的应收账款;JEF 股价在连续八天下跌后持平。

** 彭博新闻社 (link) 周三报道称,Western Alliance Bancorp WAL.N也面临First Brands的风险。

** 包括周四的走势在内,标普500指数自9月22日以来上涨了约0.7%,而VanEck BDC Income ETF BIDZ.P 下跌了近12%。

Alternative asset managers lag the broader market https://www.reuters.com/graphics/USA-STOCKS/jnvwbnkyapw/chart.png

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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