Source: Seeking Alpha News Agency
1 month ago•
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Morgan Stanley Direct Lending: New Results Just Showed More Problems

Morgan Stanley Direct Lending: New Results Just Showed More Problems

I downgraded MSDL to a hold last month. Now, MSDL has just shared its results for Q2 2026. And I think its problems got even worse. I see even weaker dividend coverage, further drop of NAV, and doubled non-accruals.
Source: Seeking Alpha
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