Studio City International Holdings Ltd. (MSC)
NYSE NYSE Primary 
SET 
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
Panama cancels China-linked port deal, hands canal terminals to Maersk, MSC
Panama annulled key port contracts held by a subsidiary of CK Hutchison following a court ruling last month. Interim operations of the ports were transferred to A.P.
MSC Industrial: A New Upcycle Appears To Be Forming
MSC Industrial Direct (MSM) is rated a Buy, anticipating single-digit price growth and a modest upcycle in revenue and earnings. MSM's new CEO is driving productivity initiatives targeting core customers, supplier partnerships, and technology to improve margins and execution. Industry forecasts and analyst estimates support revenue growth of 4.85% and earnings growth of 14.24% for MSM in fiscal 2026.
A Short-Cycle Revival And New Leadership Offer Some Hope For MSC Industrial
MSC Industrial seems to be showing early signs of a short-cycle industrial recovery, with its first positive comp in two years and sequential operating margin improvement. A leadership transition has COO Martina McIsaac becoming CEO in 2026, following years of underperformance and margin erosion under Erik Gershwind. Recent quarters saw encouraging growth in vending and in-plant inventory management revenue per unit, potentially signaling stronger demand ahead.
Exclusive: MSC, BlackRock bid for Hutchison's Barcelona terminal faces EU probe, source says
BlackRock and MSC's bid for most of CK Hutchison's global port operations faces a hurdle in Europe with EU antitrust regulators set to investigate the Spanish portion of the deal, a person with direct knowledge of the matter said on Thursday.
MSC Income Fund: A Baby Main Street Capital With Big Income Potential
MSC Income Fund, Inc. offers an attractive blend of high income and undervaluation, trading at a 15–16% discount to NAV. MSIF's dividend yield approaches 11%, with dividends well covered by net investment income and low nonaccruals, supporting income reliability. The portfolio is focused on private, sponsor-backed loans, maintaining conservative leverage and benefiting from lower expenses and insider confidence.
