medium · Debt Capital Markets

Portability is often described as 'giving the sponsor an exit'.

How does this impact the secondary market trading of the bonds when a sale is rumored?

  1. The bonds will always trade at par if portability is met.
  2. The bid-ask spread will widen to 500 bps automatically.
  3. The bonds will trade down to 90% because of the new owner risk.
  4. The bonds may trade above 101% if investors expect the portability test to fail.

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