Sep 27, 2024

Case Study Help - Valuation?

So I have to do a case study on Boeing for a portfolio / credit analyst role. Now, my background is in traditional IG fundamental credit research. I just focus on rel value (z spread analysis v comps and benchmark etc).

Part of the pack is an excel file containing about 500+ odd bonds in the capital goods industry, so aerospace/defence, machinery, packaging and diversified capital goods, with their excess returns, OAS v Govt, OAS v Swap, effective yield, YTW , modified duration to worst, effective duration and effective yield info. Alongside, this info for consumer goods, energy, fin services, healthcare, insurance, leisure, media, real estate, retail, services, technology, telecoms, transportation and utility.

Now given the vast info I’ve been given for the valuation analysis, i gather I can’t just provide a graph for excess returns of Boeing vs comps and index, as well as oas spread graph for comps.

What else would I need to do for this - if anyone has any experience in portfolio analysis?

Any help would be appreciated! Thanks!

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