MSC STUDIO CITY INTERNATIONAL HOLDINGS Ltd

NEUTRAL Impact: 4/10 6-K
Horizon days Filed May 6, 2026 Processed 1mo ago SEC 0001193125-26-207872
Notable filing: 6-K
Latest settled — T+20d ⚠ clustered
MSC ▼ -4.58% at T+20d
NEUTRAL call ✗ call lost -4.58% · α vs SPY -7.36% · entry $2.40 → $2.29
Next anchor: T+60d in 7w
Currently $2.18 · -9.17% from $2.40 entry
Entry anchored
May 5, 12:10 PM ET
via Databento tick
T+1d
+12.50%
call +12.50% · α +12.83%
$2.70
settled 5w ago
T+5d
0.00%
call 0.00% · α -1.13%
$2.40
settled 28d ago
T+20d
-4.58%
call -4.58% · α -7.36%
$2.29
settled 6d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Studio City International Holdings, via its subsidiary Studio City Company, announced a conditional tender offer for its 7.00% senior secured notes due 2027, alongside a proposed offering of new senior secured notes to fund the repurchase. The tender offer is at $1,001.25 per $1,000 principal and expires May 12. This liability management transaction reduces near-term refinancing risk if completed.

Actionable Insight

Monitor the success of the notes offering and tender offer. If completed, it reduces near-term refinancing risk and may improve credit profile. Failure could increase perceived risk. Watch for pricing terms of the new notes for interest cost signal.

Key Facts

  • Conditional tender offer for all outstanding 7.00% senior secured notes due 2027 at $1,001.25 per $1,000 principal.
  • Tender offer expires May 12, 2026; settlement expected May 15, 2026, subject to financing condition.
  • Concurrent proposed offering of new senior secured notes to fund repurchase; interest rate and terms TBD.
  • Conditional redemption notice issued for any notes not tendered, at $1,000 per $1,000 principal plus accrued interest.
  • Existing $30 million senior secured credit facilities have priority over new notes on common collateral.
  • Neither Melco Resorts & Entertainment Limited nor SCIHL will guarantee the new notes.

Financial Impact

None; debt refinancing with no impact on revenue or earnings. Tender consideration premium of $1.25 per $1,000 over par.

debtinterest expense

Risk Factors

  • Notes offering may not be completed due to market conditions, leaving refinancing incomplete.
  • New notes may carry higher interest rate than the 7.00% being redeemed, increasing interest expense.
  • Conditional nature means tender offer could lapse, leading to uncertainty.

Market Snapshot

Exchange
NYSE
Sector
Hotels & Motels
Analyst Consensus
80% bullish (5 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001193125-26-207872
Document: d138584d6k.htm0001193125-26-207872
Document: d138584dex991.htm0001193125-26-207872
Document: 0001193125-26-207872-index-headers.html0001193125-26-207872
Document: 0001193125-26-207872-index.html0001193125-26-207872
Document: 0001193125-26-207872.txt0001193125-26-207872
12 reports for MSC
Performance horizon
33% Hit rate 1 of 3 directional calls best @ T+5▲ +2.13%Apr 30, 2026
Filters
Rows
Reports for MSC — sortable, filterable
Type Now
Jun 8, 2026
1d ago
6-K
BULLISH ★ 7/10
$2.29 awaiting T+5awaiting T+5$2.18 (−4.80%)
May 29, 2026
11d ago
6-K
BULLISH ★ 6/10
$2.39 $2.27▼ −5.02%▼ −2.50%$2.18 (−8.79%)
May 15, 2026
25d ago
6-K
BULLISH ★ 5/10
$2.55 $2.33▼ −8.63%▼ −10.25%$2.18 (−14.51%)
May 7, 2026
4w ago
6-K
NEUTRAL ★ 4/10
$2.70 $2.50▼ −7.41%▼ −8.91%$2.18 (−19.26%)
May 6, 2026
4w ago
6-K
NEUTRAL ★ 4/10
$2.40 $2.40· 0.00%▼ −1.13%$2.18 (−9.17%)
May 6, 2026
4w ago
Press Release
NEUTRAL ★ 3/10
$2.40 $2.40· 0.00%▼ −1.13%$2.18 (−9.17%)
Apr 30, 2026
5w ago
Press Release
BULLISH ★ 6/10
$2.35 $2.40▲ +2.13%▲ +0.40%$2.18 (−7.23%)
Apr 28, 2026
6w ago
6-K
NEUTRAL ★ 2/10
$2.52 $2.40▼ −4.76%▼ −6.45%$2.18 (−13.49%)
Apr 28, 2026
6w ago
Press Release
NEUTRAL ★ 2/10
$2.52 $2.40▼ −4.76%▼ −6.45%$2.18 (−13.49%)
Apr 24, 2026
6w ago
6-K
MIXED ★ 6/10
$2.70 $2.35▼ −12.96%▼ −13.87%$2.18 (−19.26%)
Showing 10 of 12

US Market Status

Market Closed — Opens Thu (11h 13m)

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