reports
- Felix Fischer
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Christian Arnold
- Tobias Fahrenholz
LHN HOLCIM AG
CLN CLARIANT AG
DKSH DKSH HOLDING AG
NOVN NOVARTIS AG
GIVN GIVAUDAN SA
LONN LONZA GROUP AG
IDL ID LOGISTICS GROUP
ARYN ARYZTA AG
ITP INTERPARFUMS
NESN NESTLE S.A.
BEN BENETEAU SA
OERL OC OERLIKON CORPORATION AG
GEBN GEBERIT AG
BAS BASF SE
IMPN IMPLENIA AG
SUN SULZER AG
RIEN RIETER HOLDING AG
DOKA DORMAKABA HOLDING AG
YPSN YPSOMED HOLDING AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
FLU FLUGHAFEN WIEN AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
VACN VAT GROUP AG
COPN COSMO PHARMACEUTICALS NV
SIK SIKA AG
MEDCL MEDINCELL SA
SRAIL STADLER RAIL AG
STMN STRAUMANN HOLDING AG
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
SFZN SIEGFRIED HOLDING AG
- Christian Arnold
- Tobias Fahrenholz
LHN HOLCIM AG
FME FRESENIUS MEDICAL CARE AG
CLN CLARIANT AG
BVI BUREAU VERITAS SA
ROG ROCHE HOLDING LTD
DKSH DKSH HOLDING AG
NOVN NOVARTIS AG
GIVN GIVAUDAN SA
LONN LONZA GROUP AG
ARYN ARYZTA AG
NESN NESTLE S.A.
OERL OC OERLIKON CORPORATION AG
REE RED ELECTRICA CORP. SA
GEBN GEBERIT AG
BAS BASF SE
SAN SANOFI
IMPN IMPLENIA AG
SUN SULZER AG
RIEN RIETER HOLDING AG
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
YPSN YPSOMED HOLDING AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
VACN VAT GROUP AG
COPN COSMO PHARMACEUTICALS NV
AZN ASTRAZENECA PLC
SIK SIKA AG
SRAIL STADLER RAIL AG
STMN STRAUMANN HOLDING AG
GSK GSK PLC
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
NOVO B NOVO NORDISK A/S
SFZN SIEGFRIED HOLDING AG
- Christian Arnold
- Tobias Fahrenholz
LHN HOLCIM AG
CLN CLARIANT AG
DKSH DKSH HOLDING AG
NOVN NOVARTIS AG
GIVN GIVAUDAN SA
LONN LONZA GROUP AG
IDL ID LOGISTICS GROUP
ARYN ARYZTA AG
ITP INTERPARFUMS
NESN NESTLE S.A.
BEN BENETEAU SA
OERL OC OERLIKON CORPORATION AG
GEBN GEBERIT AG
BAS BASF SE
IMPN IMPLENIA AG
SUN SULZER AG
RIEN RIETER HOLDING AG
DOKA DORMAKABA HOLDING AG
YPSN YPSOMED HOLDING AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
FLU FLUGHAFEN WIEN AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
VACN VAT GROUP AG
COPN COSMO PHARMACEUTICALS NV
SIK SIKA AG
MEDCL MEDINCELL SA
SRAIL STADLER RAIL AG
STMN STRAUMANN HOLDING AG
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
SFZN SIEGFRIED HOLDING AG
- Christian Arnold
- Tobias Fahrenholz
LHN HOLCIM AG
FME FRESENIUS MEDICAL CARE AG
CLN CLARIANT AG
BVI BUREAU VERITAS SA
ROG ROCHE HOLDING LTD
DKSH DKSH HOLDING AG
NOVN NOVARTIS AG
GIVN GIVAUDAN SA
LONN LONZA GROUP AG
ARYN ARYZTA AG
NESN NESTLE S.A.
OERL OC OERLIKON CORPORATION AG
REE RED ELECTRICA CORP. SA
GEBN GEBERIT AG
BAS BASF SE
SAN SANOFI
IMPN IMPLENIA AG
SUN SULZER AG
RIEN RIETER HOLDING AG
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
YPSN YPSOMED HOLDING AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
VACN VAT GROUP AG
COPN COSMO PHARMACEUTICALS NV
AZN ASTRAZENECA PLC
SIK SIKA AG
SRAIL STADLER RAIL AG
STMN STRAUMANN HOLDING AG
GSK GSK PLC
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
NOVO B NOVO NORDISK A/S
SFZN SIEGFRIED HOLDING AG
- Christian Arnold
- Tobias Fahrenholz
ODDO : Swiss Equities Conference Feedback – Difficult Q2 but some H2 2...
ODDO BHF and Commerzbank jointly hosted the Swiss Equities Conference in Interlaken, Switzerland, from 10 to 12 June 2025. The event was attended by 64 companies (out of which 59 are listed, and with BASF one non-Swiss company). Some 125 investors met mostly (85%) C-level management in 440 meetings (one-on-one, one-to-few) and plenary sessions, resulting in some 1,100 interactions. Based on our positive assessments for Q2 & H2 2025 as well as beyond, we would like to highlight Accelleron (poten...
LHN HOLCIM AG
CLN CLARIANT AG
DKSH DKSH HOLDING AG
NOVN NOVARTIS AG
GIVN GIVAUDAN SA
LONN LONZA GROUP AG
ARYN ARYZTA AG
NESN NESTLE S.A.
OERL OC OERLIKON CORPORATION AG
GEBN GEBERIT AG
BAS BASF SE
IMPN IMPLENIA AG
SUN SULZER AG
RIEN RIETER HOLDING AG
DOKA DORMAKABA HOLDING AG
YPSN YPSOMED HOLDING AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
VACN VAT GROUP AG
COPN COSMO PHARMACEUTICALS NV
SIK SIKA AG
SRAIL STADLER RAIL AG
STMN STRAUMANN HOLDING AG
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
SFZN SIEGFRIED HOLDING AG
- Haidje Rustau
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- Felix Fischer
Europe HY Trade Book - May 2025 - Lucror Analytics
The Europe HY Trade Book for May 2025 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry. We also discuss the US tariff situation and key related impacts.
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
CO CASINO GUICHARD-PERRACHON SA
VK VALLOUREC SA
TLW TULLOW OIL PLC
EO FAURECIA SA
105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
LBTYA LIBERTY GLOBAL PLC CLASS A
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
RXL REXEL SA
DBG DERICHEBOURG SA
725180 STADA ARZNEIMITTEL AG
NOKIA NOKIA OYJ
TNET TELENET GROUP HOLDING NV
TUI1 TUI AG
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
VCP VICTORIA PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
9984 SOFTBANK GROUP CORP.
103M SASOL LIMITED
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
PL8 PLAYTECH PLC
ARW ARROW GLOBAL GROUP PLC
NEMAKA NEMAK S.A.B. DE C.V.
SPIE SPIE SA
CEXA CEMEX SAB DE CV (ADR)
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
CDR CODERE S.A.
GAME GAMENET GROUP SPA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
AXA AXACTOR SE
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
- Dave Nicoski
- Ross LaDuke
DXCM DEXCOM INC.
XRAY DENTSPLY SIRONA INC.
WING WINGSTOP INC.
VRTS VIRTUS INVESTMENT PARTNERS INC.
UHS UNIVERSAL HEALTH SERVICES INC. CLASS B
STKS ONE GROUP HOSPITALITY
SNPS SYNOPSYS INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
SFST SOUTHERN FIRST BANCSHARES
RGNX REGENXBIO INC.
RCKY ROCKY BRANDS
PRGO PERRIGO CO. PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
JRVR JAMES RIVER GROUP HOLDINGS LTD
IRM IRON MOUNTAIN INC.
GPC GENUINE PARTS COMPANY
GD GENERAL DYNAMICS CORPORATION
DLTR DOLLAR TREE INC.
DG DOLLAR GENERAL CORPORATION
CROX CROCS INC.
CAL CALERES INC.
BKE BUCKLE INC.
ASC ARDMORE SHIPPING
AMOT ALLIED MOTION TECHNOLOGIES
ACAD ACADIA PHARMACEUTICALS INC.
SBL SAFE BULKERS INC.
LPG DORIAN LPG
MEG. MEG ENERGY CORP.
MDU MDU RESOURCES GROUP INC
NAT NORDIC AMERICAN TANKERS LIMITED
EVTC EVERTEC INC.
FSLR FIRST SOLAR INC.
IONS IONIS PHARMACEUTICALS INC.
NMIH NMI HOLDINGS INC. CLASS A
AGYS AGILYSYS INC.
SJM J.M. SMUCKER COMPANY
FIZZ NATIONAL BEVERAGE CORP.
NHC NATIONAL HEALTHCARE CORP.
INSW INTERNATIONAL SEAWAYS INC.
FLGT FULGENT GENETICS
DK DELEK US HOLDINGS INC
CELH CELSIUS HOLDINGS INC.
AMD ADVANCED MICRO DEVICES INC.
TTEC TTEC HOLDINGS INC.
AVGO BROADCOM INC.
ST SENSATA TECHNOLOGIES HOLDING PLC
ELAN ELANCO ANIMAL HEALTH INC.
MEC MAYVILLE ENGINEERING
DELL DELL TECHNOLOGIES INC CLASS C
CSTM CONSTELLIUM SE CLASS A
OI O-I GLASS INC
BWMN BOWMAN CONSULTING GROUP LTD
DINO HOLLYFRONTIER CORP
EVEX EVE HOLDING INC
SPXC SPX TECHNOLOGIES INC
WEST WESTROCK COFFEE COMPANY LLC
ADCT ADC THERAPEUTICS SA
SVV SAVERS VALUE VILLAGE INC
GUTS FRACTYL HEALTH INC
AGEN AGENUS INC.
ARDT ARDENT HEALTH PARTNERS INC
PCT PROVIDENT CAP TR II SKIS 8.75%29
MKTW MARKETWISE INC
TopBuild Extends and Upsizes Senior Secured Credit Facilities
TopBuild Extends and Upsizes Senior Secured Credit Facilities Increases Borrowing Capacity to $2.25 Billion and Extends Maturities to May 2030 DAYTONA BEACH, Fla., May 19, 2025 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE: BLD), a leading installer and specialty distributor of insulation and building material products to the construction industry in the United States and Canada, today announced the extension and upsizing of its existing senior secured credit facilities. The new $2.25 billion facilities include a $1.0 billion term loan, a $1.0 billion revolving credit facility and a $250.0 m...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
TopBuild Reports First Quarter 2025 Results; Confirms Full Year Outloo...
TopBuild Reports First Quarter 2025 Results; Confirms Full Year Outlook First quarter sales declined 3.6% to $1.23 billion Installation sales declined 6.7%, offset in part by Specialty Distribution growth of 2.6% Delivered adjusted gross margin of 29.6% and adjusted EBITDA margin of 19.0% DAYTONA BEACH, Fla., May 06, 2025 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE:BLD) a leading installer and specialty distributor of insulation and building material products to the construction industry in the United States and Canada today reported results for the first quarter ended March 31, 2025. “O...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
OSIS OSI SYSTEMS INC.
HURN HURON CONSULTING GROUP INC.
CIEN CIENA CORPORATION
CAR AVIS BUDGET GROUP INC.
ATI ALLEGHENY TECHNOLOGIES INCORPORATED
MRAM EVERSPIN TECHNOLOGIES
OVBC OHIO VALLEY BANC CORP
GTXMQ GARRETT MOTION INC.
BSIG BRIGHTSPHERE INVESTMENT GROUP INC.
CSTM CONSTELLIUM SE CLASS A
HWM HOWMET AEROSPACE INC.
LRN STRIDE INC
HIMS HIMS AND HERS HEALTH INC (A)
2VZ LEONARDO DRS INC.
ALAB ASTERA LABS INC
AUID AUTHID INC
NUTX NUTEX HEALTH INC
MBX MBX BIOSCIENCES INC.
ANET ARISTA NETWORKS INC
ALMU AELUMA INC
JNVR JANOVER INC
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
PWR QUANTA SERVICES INC.
OSIS OSI SYSTEMS INC.
MTZ MASTEC INC.
HURN HURON CONSULTING GROUP INC.
FIX COMFORT SYSTEMS USA INC.
CAR AVIS BUDGET GROUP INC.
ATI ALLEGHENY TECHNOLOGIES INCORPORATED
MYRG MYR GROUP INC.
USLM U.S. LIME & MINERALS
GTXMQ GARRETT MOTION INC.
CSTM CONSTELLIUM SE CLASS A
HWM HOWMET AEROSPACE INC.
LRN STRIDE INC
2VZ LEONARDO DRS INC.
ALAB ASTERA LABS INC
AUID AUTHID INC
ANET ARISTA NETWORKS INC
ALMU AELUMA INC
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: AMS Osram, Nexans, Lowell, Aston Martin, Constellium, Pfleiderer, Loewen Play, Pasubio, Motel One, Synthomer, Ineos Quattro, Air France-KLM, Tele Columbus, Selecta, Progroup, SIG plc, Modulaire, Hapag-Lloyd, Adler Pelzer, International Personal Finance, Stena AB, Standard Profil, Bombardier, Ontex, Vedanta Resources, Cirsa
CSTM CONSTELLIUM SE CLASS A
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ONTEX ONTEX GROUP N.V.
TC1 TELE COLUMBUS AG
PFL PFLEIDERER GROUP SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
CIRSA CIRSA
TopBuild Achieves 2025 Great Place to Work Certification for Third Con...
TopBuild Achieves 2025 Great Place to Work Certification for Third Consecutive Year DAYTONA BEACH, Fla., April 25, 2025 (GLOBE NEWSWIRE) -- TopBuild Corp. (NYSE:BLD), a leading installer and specialty distributor of insulation and building material products to the construction industry in the United States and Canada, today announced that it has earned certification by Great Place to Work® for the third consecutive year. Great Place to Work is a global authority on workplace culture, employee experience, and effective leadership, providing independent company assessments based employees’ ...
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Moody's Ratings downgrades Synthomer to B2 from B1; outlook negative
Moody's Ratings (Moody's) has today downgraded Synthomer plc's (Synthomer) long-term corporate family rating (CFR) to B2 from B1 and its probability of default rating (PDR) to B2-PD from B1-PD. Concurrently, we downgraded the rating on its €350 million backed senior unsecured notes due 2029 and outs...
- Chaima Ferrandon
- Christian Arnold
- Sven Edelfelt
- Chaima Ferrandon
- Christian Arnold
- Sven Edelfelt
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