Studio City International Holdings Ltd. (MSC)
NYSE NYSE Primary 
SET 
MSC Income Fund: Quality BDC At A Bargain Bin Valuation
MSCI Income Fund (MSIF) remains an attractive, high-quality BDC trading at a deep 24% discount to NAV despite strong management and shareholder alignment. Recent NAV increased from $15.87 to $16.51, aided by no ex-dividend date, with continued positive NAV trends and potential for further dividend growth as leverage increases. MSIF's monthly dividend yield is 10.58%, supported by a first-lien heavy, floating-rate portfolio and active share repurchases, enhancing NAV accretion.
MSC Income Fund Q2 Earnings Call Highlights
MSC Income Fund NYSE: MSIF reported second-quarter 2026 results that included a 15.9% annualized return on equity, a 4% sequential increase in net asset value per share and $19 million of net fair value appreciation across its investment portfolio.
MSC Income Fund, Inc. (MSIF) Q2 2026 Earnings Call Transcript
MSC Income Fund, Inc. (MSIF) Q2 2026 Earnings Call Transcript
MSC Industrial Direct: Recent Momentum Doesn't Seem Sustainable
MSC Industrial Direct Co., Inc. reported strong Q3 earnings, boosted by temporary industry tailwinds. MSM has a much more modest long-term outlook. GWW and FAST have a better industry position, while overall market growth is expected to be slow. I estimate MSM stock to have a -28% downside to $89.3.
MSC Industrial Q3 Earnings Beat on Price Gains & Volume Growth
MSM beats Q3 earnings and sales estimates as price gains and a return to volume growth lift revenues and expand margins.
MSC Income Fund: Steep Discount Improves Setup, But 1 Huge Reason Keeps Me From Upgrading
MSC Income Fund trades at a 26% discount to NAV with a 12% yield, but I remain cautious and rate it a hold. Slower private loan activity and a weakening economy have pressured net investment income and increased non-accruals, limiting near-term upside. MSIF's new monthly dividend policy and low leverage offer long-term appeal, yet economic risks and a short track record temper enthusiasm.
MSC Income Fund: The Discount Looks Compelling As The NAV Grows (Rating Upgrade)
MSC Income Fund is upgraded to a buy, trading at a 24% discount to NAV with improving dividend coverage and resilient NAV growth. MSIF's diversified, primarily first-lien, floating-rate portfolio supports a 10.9% yield, with supplemental distributions likely as strong cash flows persist. Net investment activity remains robust at $32.5M, and NAV per share has steadily increased across recent quarters despite sector headwinds.
MSC Income Fund, Inc. (MSIF) Q1 2026 Earnings Call Transcript
MSC Income Fund, Inc. (MSIF) Q1 2026 Earnings Call Transcript
MSC Income Fund: Disappointing Start, Bright Future
So far (starting from the IPO), MSC Income Fund, Inc. has disappointed investors. The ~22% share price decline has further widened the valuation gap between MAIN and MSIF. Plus, MSIF trades quite close to the sector average P/NAV.
MSC Industrial Earnings Miss Estimates in Q2, Revenues Rise Y/Y
MSM misses Q2 EPS estimates despite y/y earnings and revenue growth, as margins move up and the company guides for stronger Q3 performance.
MSC Industrial Direct's Dip After Earnings Isn't A Reason To Buy
MSC Industrial Direct reported Q2 FY26 results below analyst expectations, yet continues to show solid year-over-year growth in revenue and profits. MSM's valuation is fair but not cheap, warranting a "Hold" rating as shares trade near the lower end of fair value on an absolute basis. Despite volume declines, price increases and operational improvements have driven financial gains, with management projecting modest growth in Q3 amid supply and geopolitical risks.
MSC Income Fund, Inc. (MSIF) Q4 2025 Earnings Call Transcript
MSC Income Fund, Inc. (MSIF) Q4 2025 Earnings Call Transcript
