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Analyses on Blackedge (4)
- March 31, 2026March 31, 2026
- Follow-up
Under The Surface At BlackEdge: What The Jump In Stage 2 And Restructured Loans Really Means
The jump in Stage 2, restructured loans and deep delinquency suggests BlackEdge ended 2025 with a credit book relying more on time, active management and recovery assumptions, and less on a clean return to a normal repayment path.
- Follow-up
BlackEdge's Real-Estate Book: How Deep Is The Cushion After Senior Debt
BlackEdge's real-estate book does provide a real protection layer, but the report does not allow gross collateral value to be read as a net cushion after senior debt.
- Follow-up
BlackEdge After The Rating Upgrade: When Will Lower Funding Costs Actually Reach Margin
BlackEdge's marginal cost of funds has already moved lower, but reported margin should improve in three different clocks: fast on floating debt, medium through new funding channels, and slowly through the fixed-rate bond stack.
BlackEdge In 2025: The Book Grew, The Rating Improved, But Margin Has Not Yet Recovered
BlackEdge exited 2025 with a broader and stronger funding base, but still without proof that funding-side improvement has already flowed back into margin and core profitability.
