信用周报

关键论点

• 尽管美国国债曲线明显陡峭化，利差仍在收窄，表明行情由利率而非信用因素驱动。
• 亚洲美元高收益债利差表现优于投资级，高收益债OAS收窄11个基点，投资级仅收窄1个基点。
• 新加坡元信用疲软集中于中长久期，受SORA走高影响。
• 一级市场保持活跃，上周DM发行600亿美元、亚洲发行120亿美元。

对应原文证据

1. • Santos Ltd ("STOAU"): STOAU has executed a binding agreement to buy an additional 3.3% participating interest (post State back-in) in PRL15 , the permit covering the Elk and Antelope gas fields in Papua New Guinea, and in the Papua LNG project from TotalEnergies SE ("TTEFP") for ~USD189mn .
2. • PTT Global Chemical PCL ("PTTGC") / Thai Oil PCL ("TOP"): PTTGC and TOP could benefit as Abu Dhabi National Oil Company reportedly explores investing in PTT group refineries, possibly with long-term crude supply agreements . · long-term
3. RY's ROE topped 18% with CET1 at 13.5%, BNS hit its 14% ROE target two years early, and TD's ROE of 16% is ahead of target with anti-money laundering remediation on schedule.