Coverage
Names I follow, with the research on each name attached.
- DLODLocal Limited
Cross-border payment processor for emerging markets, where volume compounds faster than revenue and the whole question is whether existing merchants keep buying more.
Emerging Markets PaymentsNR / NREquityMonitoring03-Sep-26 - CCThe Chemours CompanyMarket Weight
Fluorochemicals duopoly funding a TiO2 trough; the PFAS discount that made the 2028s cheap has largely closed.
Specialty ChemicalsB1 / BB-High YieldMonitoring08-Aug-26 - XPOXPO, Inc.
LTL carrier deleveraging on operating self-help rather than a freight recovery, with a clean secured stack where the tranche choice matters more than the credit call.
Freight TransportationBa2 / BBLeveraged LoansHigh YieldMonitoring30-Nov-25
| Ticker | Company | Sector | Ratings | Class | View | Status | Updated |
|---|---|---|---|---|---|---|---|
| DLO | DLocal LimitedCross-border payment processor for emerging markets, where volume compounds faster than revenue and the whole question is whether existing merchants keep buying more. | Emerging Markets Payments | NR / NR | Equity | No view | Monitoring | 03-Sep-26 |
| CC | The Chemours CompanyFluorochemicals duopoly funding a TiO2 trough; the PFAS discount that made the 2028s cheap has largely closed. | Specialty Chemicals | B1 / BB- | High Yield | Market Weight | Monitoring | 08-Aug-26 |
| XPO | XPO, Inc.LTL carrier deleveraging on operating self-help rather than a freight recovery, with a clean secured stack where the tranche choice matters more than the credit call. | Freight Transportation | Ba2 / BB | Leveraged LoansHigh Yield | No view | Monitoring | 30-Nov-25 |