穆迪ABS聚焦：2017年11月汽车金融与学生贷款ABS分析

报告摘要

穆迪2017年11月ABS聚焦报告深度剖析美国及加拿大资产证券化市场关键信用问题。核心内容包括：汽车金融领域面临需求停滞、大型车辆回归、租赁到期及贷款期限延长等负面动态；学生贷款ABS中，再贷款机构抵押品质量异常强劲，以及Nelnet收购Great Lakes对FFELP ABS的信用负面影响；无线塔行业新进入者及Sprint/T-Mobile合并失败对ABS的影响；J.G. Wentworth重组对结构化结算ABS的影响；北美铁路货运增长放缓但前景稳定。报告还提供ABS监控更新。适合ABS投资者、信用分析师、资产证券化从业者及金融研究人员阅读，助您把握市场趋势与风险。

📋 核心要点(部分)

1. FAQ on auto finance as vehicle demand falls
2. Credit card ABS – Canada: Performance in line with seasonal patterns in September
3. Private student loan ABS - US: Exceptionally strong collateral quality
4. Nelnet’s planned acquisition of Great Lakes is credit negative
5. Entry of new tower suppliers is credit negative for wireless tower companies and their ABS
6. Failed Sprint/T-Mobile merger benefits wireless tower operators and their ABS
7. J.G. Wentworth’s restructuring will not disrupt servicing of its struct