Blue Owl Marks Loparex Loan Near-Zero, Raising Private Credit Transparency Concerns영어 원문
Bloomberg reports Blue Owl cut its loan to Loparex to ~5 cents on the dollar, heightening scrutiny of retail credit exposure and private valuation practices.
첫날 -4.5% · 5일 후 -8.7%
M&A·자금조달
Blue Owl Capital plans data center REIT IPO영어 원문
Company seeks to list data center assets as REIT to fund builds
첫날 -4.5% · 5일 후 -8.7%
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 기타 주요 사항
첫날 +1.6% · 5일 후 +0.3%
8-K 공시
8-K: 기타 주요 사항
첫날 -0.8% · 5일 후 -3.7%
M&A·자금조달호재
Blue Owl Closes European Net Lease Fund with Over €1.6B Commitments영어 원문
Final close of inaugural European net lease fund, offering differentiated capital to investment-grade occupiers
첫날 +3.7% · 5일 후 +6.5%
애널리스트호재
Blue Owl Reiterated Buy, AUM Hits $319B영어 원문
SA reports AUM up 12% YoY, $380M in new fees from undeployed capital
2026-08-03SA reports AUM up 12% YoY, $380M in new fees from undeployed capital
실적호재
Blue Owl Q2: FRE $0.25/sh beats, DE $0.22/sh up 9% YoY영어 원문
Multi-source confirms results; stock +6.4%, AUM +12%, net inflows across segments
첫날 +6.4% · 5일 후 +12.8%
›전개 과정 4회
2026-07-30Results released pre-market July 30; implied move ~7.31%
2026-07-30Post-earnings, multiple sources note credit fundraising down sharply YoY, but institutional inflows strong and wealth channel may have bottomed
2026-07-30Q2 EPS $0.22 in line with Zacks; FRE beat; institutional inflows +30% YoY
2026-07-31Multi-source confirms results; stock +6.4%, AUM +12%, net inflows across segments
8-K 공시
8-K: 실적 공시, 기타 주요 사항
첫날 +6.4% · 5일 후 +12.8%
실적
실적 발표
첫날 +6.4% · 5일 후 +12.8%
실적악재
Blue Owl downgraded to Hold; wealth inflows may have troughed영어 원문
Downgraded to Hold on dividend coverage/NAV concerns; co-CEO says wealth inflows troughed; Q2 credit fundraising at 3-yr low
첫날 +6.4% · 5일 후 +12.8%
›전개 과정 2회
2026-07-30Earnings release and independent rating downgrade on the same day, confirmed by multiple sources.
2026-07-30Downgraded to Hold on dividend coverage/NAV concerns; co-CEO says wealth inflows troughed; Q2 credit fundraising at 3-yr low
기업악재
UBS advised clients to exit Blue Owl private credit fund영어 원문
UBS, distributing 60%, recommended withdrawals, fueling redemptions amid fund caps
첫날 +4.6% · 5일 후 +3.5%
›전개 과정 2회
2026-07-02OCIC received 18.8% redemption requests, OTIC up to 38.1%, drawing market attention
2026-07-10UBS, distributing 60%, recommended withdrawals, fueling redemptions amid fund caps
M&A·자금조달
Blue Owl in Talks to Buy Stake in Cavaliers영어 원문
Reportedly in advanced talks to take 5-10% stake in NBA's Cavaliers
첫날 +0.1% · 5일 후 +6.6%
관련 소식 · 이 종목은 주체가 아님
관련기업
Oracle issues force majeure notice on New Mexico data center영어 원문
The company is seeking to delay payments if Project Jupiter slips past its planned 2028 opening amid power and permitting delays.
첫날 -3.6% · 5일 후 -3.2%
①
강세 vs 약세
방향별 정리 · 원문 링크
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아직 항목이 없어요
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아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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토론
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서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
15건
실적
Blue Owl, 10월 29일 장 개시 전 2026년 3분기 실적 발표 예정
회사가 실적 발표일을 확정했고, 시장은 결과를 기다리고 있다
첫날 -1.5%
애널리스트호재
증권사들 Blue Owl에 '중립적 매수' 컨센서스 부여
16개 증권사가 커버, 8곳은 매수 의견
첫날 -1.5%
기업악재
Oracle Sends Force Majeure Notice to Blue Owl Over New Mexico Data Center영어 원문
Blue Owl Marks Loparex Loan Near-Zero, Raising Private Credit Transparency Concerns영어 원문
Bloomberg reports Blue Owl cut its loan to Loparex to ~5 cents on the dollar, heightening scrutiny of retail credit exposure and private valuation practices.
첫날 -4.5% · 5일 후 -8.7%
M&A·자금조달
Blue Owl Capital plans data center REIT IPO영어 원문
Company seeks to list data center assets as REIT to fund builds
첫날 -4.5% · 5일 후 -8.7%
이전 이벤트 10건›
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 기타 주요 사항
첫날 +1.6% · 5일 후 +0.3%
8-K 공시
8-K: 기타 주요 사항
첫날 -0.8% · 5일 후 -3.7%
M&A·자금조달호재
Blue Owl Closes European Net Lease Fund with Over €1.6B Commitments영어 원문
Final close of inaugural European net lease fund, offering differentiated capital to investment-grade occupiers
첫날 +3.7% · 5일 후 +6.5%
애널리스트호재
Blue Owl Reiterated Buy, AUM Hits $319B영어 원문
SA reports AUM up 12% YoY, $380M in new fees from undeployed capital
2026-08-03SA reports AUM up 12% YoY, $380M in new fees from undeployed capital
실적호재
Blue Owl Q2: FRE $0.25/sh beats, DE $0.22/sh up 9% YoY영어 원문
Multi-source confirms results; stock +6.4%, AUM +12%, net inflows across segments
첫날 +6.4% · 5일 후 +12.8%
›전개 과정 4회
2026-07-30Results released pre-market July 30; implied move ~7.31%
2026-07-30Post-earnings, multiple sources note credit fundraising down sharply YoY, but institutional inflows strong and wealth channel may have bottomed
2026-07-30Q2 EPS $0.22 in line with Zacks; FRE beat; institutional inflows +30% YoY
2026-07-31Multi-source confirms results; stock +6.4%, AUM +12%, net inflows across segments
8-K 공시
8-K: 실적 공시, 기타 주요 사항
첫날 +6.4% · 5일 후 +12.8%
실적
실적 발표
첫날 +6.4% · 5일 후 +12.8%
실적악재
Blue Owl downgraded to Hold; wealth inflows may have troughed영어 원문
Downgraded to Hold on dividend coverage/NAV concerns; co-CEO says wealth inflows troughed; Q2 credit fundraising at 3-yr low
첫날 +6.4% · 5일 후 +12.8%
›전개 과정 2회
2026-07-30Earnings release and independent rating downgrade on the same day, confirmed by multiple sources.
2026-07-30Downgraded to Hold on dividend coverage/NAV concerns; co-CEO says wealth inflows troughed; Q2 credit fundraising at 3-yr low
기업악재
UBS advised clients to exit Blue Owl private credit fund영어 원문
UBS, distributing 60%, recommended withdrawals, fueling redemptions amid fund caps
첫날 +4.6% · 5일 후 +3.5%
›전개 과정 2회
2026-07-02OCIC received 18.8% redemption requests, OTIC up to 38.1%, drawing market attention
2026-07-10UBS, distributing 60%, recommended withdrawals, fueling redemptions amid fund caps
M&A·자금조달
Blue Owl in Talks to Buy Stake in Cavaliers영어 원문
Reportedly in advanced talks to take 5-10% stake in NBA's Cavaliers
첫날 +0.1% · 5일 후 +6.6%
관련 소식 · 이 종목은 주체가 아님
관련기업
Oracle issues force majeure notice on New Mexico data center영어 원문
The company is seeking to delay payments if Project Jupiter slips past its planned 2028 opening amid power and permitting delays.
