KK KKR KKR & Co. Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

The spread widening on new private credit deals is estimated at 25-50 basis points, with a noted decrease in PE-driven deal supply due to the war and AI disruption, creating a more favorable lending environment. — Wider spreads and less competition improve the economics for private credit lenders like OHA, though it also reflects broader market stress that could impact default rates.