Matthews South

Matthews South

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OUR BLOG

Q3 2022 Convertible Market Review

by Jake Levine | October 7, 2022 | Convertible & Call Spread, Market Review

As part of our market update series, please see the summary below of what we saw in the convertible market in Q3 2022.  Notably, Q3 volumes were the highest of the year totaling $10.5bn - accounts for over 50% of the YTD volumes Healthcare issuance continues to be the largest driver of volumes with ... >>>Read More

Five Common Questions about eOMRs, an Essential Share Repurchase Tool

by Christine Sedlack | October 3, 2022 | Buyback, eOMR, Equity

At Matthews South, we continue to see a meaningful increase in Enhanced Open Market Repurchase (eOMR) interest and usage from our clients.  Open Market Repurchase (OMR) users are progressively considering eOMR because of the large expected discount beat that eOMR provides.  Additionally, it is an ... >>>Read More

Impact of Stock Based Compensation on the 1% Buyback Tax

by Jared Kramer | September 8, 2022 | Buyback, Equity

On August 16, the Inflation Reduction Act of 2022 was signed into law, including a tax on corporations equal to 1% of “the fair market value of any stock of the corporation which is repurchased by such corporation during the taxable year.” Details (including the treatment of Accelerated Share ... >>>Read More

Are the Financing Markets Still Open? – An Update as We Head into Fall

by Bryan Goldstein | September 2, 2022 | Convertible & Call Spread, Equity, Financing, Market Review

As part of our ongoing market update series, we wanted to take a look at the current state of the convertible markets as we approach the end of summer. In this blog post, we review the recent trading and issuance dynamics of the convertible market and what that means for issuers contemplating ... >>>Read More

Q2 2022 Convertible Market Review

by Jake Levine | July 25, 2022 | Convertible & Call Spread, Market Review

As part of our market update series, please see the summary below of what we saw in the convertible market in Q2 2022. New Issuance.  The convertible market continues to see a slow down in new issue paper with 10 deals in Q2 (all debt) worth $3.4bn.  This level of issuance is the lowest in the past ... >>>Read More

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Archives

Recent Posts

  • Elevated Issuance and Greater Pricing Dispersion: Matthews South Q3 2026 Convertible Market Review
  • Record Issuance and Mega-Deal Demand: Matthews South Q2 2026 Convertible Market Review
  • Resilient Demand in Volatile Markets: Matthews South Q1 2026 Convertible Market Review
  • Mid-Earnings Read: Repurchase Authorizations Increase Since 2025
  • Robust Quarter Ends Record-Breaking Year: Matthews South 2025 Year-End Convertible Market Review

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To learn more about our solutions or to schedule a demo of our software, please contact us by filling out the form below, or email us at info@matthewssouth.com.






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