"KKR faces further downside risk because the alternative-asset momentum from last week’s oversold bounce is fading while valuations remain elevated versus NAV."
@ ~$109.51
"How to Spot Leading Stocks Before It's Obvious"
$KKR
KKR & Co. Inc.
3 analysts · 0 active debates
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0% BULL
STANCE FLIPS · 7d
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OptionsPlayBEARKKR faces further downside risk because the alternative-asset momentum from last week’s oversold bounce is fading while valuations remain elevated versus NAV.21d ago
New MoneyBEARKKR is exposed to the same private credit vulnerability as other alternative asset managers—if AI disrupts software business models and borrowers must refinance at higher rates, loan performance could deteriorate sharply.22d ago
The Plain BagelBEARKKR's shares and credit businesses have been hit alongside peers as private-credit write-offs and a rush for redemptions have driven asset-manager multiples and share prices down roughly 20–50% since September, exposing underwriting and liquidity risk in its credit arm.51d ago
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COMPLETE ANALYSIS HISTORY · 3 TAKES
"KKR is exposed to the same private credit vulnerability as other alternative asset managers—if AI disrupts software business models and borrowers must refinance at higher rates, loan performance could deteriorate sharply."
@ ~$129.08
"Investors are Waking Up to the Private Credit Crisis..."
"KKR's shares and credit businesses have been hit alongside peers as private-credit write-offs and a rush for redemptions have driven asset-manager multiples and share prices down roughly 20–50% since September, exposing underwriting and liquidity risk in its credit arm."
@ ~$110.43
"Private Credit Panic - Why Investors Are Rushing For the Exits"