External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Borr Drilling's Secured Bonds, maturing on November 15, 2030, are trading at around 89%, up from the high 70s since late May.</li><li>These bonds offer a coupon rate of 10.375% and an attractive internal rate of return (IRR), appealing to investors seeking equity-like returns.</li><li>Classified as senior secured, the bonds provide solid downside protection, making them a lower-risk investment alternative in the current stock market.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Borr Drilling's Secured Bonds, maturing on November 15, 2030, are trading at around 89%, up from the high 70s since late May.These bonds offer a coupon rate of 10.375% and an attractive internal rate of return (IRR), appealing to investors seeking equity-like returns.Classified as senior secured, the bonds provide solid downside protection, making them a lower-risk investment alternative in the current stock market.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Borr Ihc 10,375% 2030 Bond (BORRNO) - Monday, Jun 23, 2025

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>DBS recommends Sea due to Shopee's promising growth from live commerce and AI investments</li><li>Digital Core REIT may benefit from new opportunities post departure of tenant as a blank canvas, says DBS</li><li>UOB Kay Hian maintains 'buy' ratings on Seatrium and FLCT, while reducing Mapletree Logistics Trust's target price due to high vacancy rates in China</li></ul>

DBS recommends Sea due to Shopee's promising growth from live commerce and AI investmentsDigital Core REIT may benefit from new opportunities post departure of tenant as a blank canvas, says DBSUOB Kay Hian maintains 'buy' ratings on Seatrium and FLCT, while reducing Mapletree Logistics Trust's target price due to high vacancy rates in China

Singapore Market Roundup (03-Jan-2025): DBS top pick: Sea for growth in live commerce and AI.

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.</li><li>This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.</li><li>The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.</li></ul>

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.

Mexico

Borr Drilling Limited provides commercial services. The Company offers drilling activities for oil and gas exploration and production industry. Borr Drilling serves customers worldwide.

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Borr Drilling (BORR US)

Borr Ihc 10,375% 2030 Bond (BORRNO) - Monday, Jun 23, 2025

Borr Drilling's secured bonds, maturing in 2030, are trading at 89% with a 10.375% coupon, offering attractive IRR and lower-risk investment...

Value Investors Club (VIC)

Singapore Market Roundup (03-Jan-2025): DBS top pick: Sea for growth in live commerce and AI.

DBS favors Sea for growth, Digital Core REIT for opportunities, and local bank stocks OCBC and UOB; UOB Kay Hian updates on REITs and Seatrium,...

Singapore Market Roundup

Weekly Stock Bullfinder - Week of 7/17

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break...

Weekly Stock Bull Finder

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