Real estate companies showed markedly elevated borrowing appetite in today's re-ratings — 1.4x over-representation in the credit-leaning cohort, spanning 212 companies. Exit-leaning signals contracted sharply from yesterday, with both movements reflecting today's concentrated re-rating activity and best read as early snapshot rather than established trend. Electronics manufacturing and information services also posted credit-skew at higher multiples (2.4x and 1.9x), though on minimal sample sizes; pattern matches concentrated on Sector laggard and Slow bleed archetypes.
Anonymised by design: cohorts and counts only, never a named company.
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