Cineworld deal exposes stress in Europe's credit market

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LONDON: The move by banks to force Cineworld's top shareholder to refinance a loan without equity collateral is yet another sign of mounting ...

LONDON: The move by banks to force Cineworld's top shareholder to refinance a loan without equity collateral is yet another sign of mounting stress in Europe's junk debt market as the coronavirus roils markets and businesses around the world.

But it is also part of the broader concerns rippling through global markets, centering especially on businesses that are vulnerable to short-term liquidity squeezes, as consumers cut back on purchases, entertainment and travel. About 53.6 billion euro in outstanding speculative-grade debt - that rated below BBB minus - will fall due this year, with another 70.4 billion euros worth maturing in 2021, according to S&P Global.Companies carrying large amounts of debt have little wiggle room to refinance debt as markets crater and investors balk at lending more to higher-risk borrowers. Their numbers are expected to rise if the virus hit continues.

Debt insurance costs on junk-rated European companies surged on Monday to near seven-year highs as investors rushed to protect against corporate defaults amid plunging oil prices and the rapid spread of the virus.A mere 12 billion euros was raised via 21 deals last week, compared to an average of around 45 billion euros before market activity slumped in reaction to the acceleration of coronavirus outside China, Refinitiv IFR data shows.

 

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