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Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: TalkTalk, Telecom Italia, Ardagh, Encore Capital (formerly Cabot), Adler Pelzer, Air Baltic, Borr Drilling, Klockner Pentaplast, Teva, Picard

James Ratzer
  • James Ratzer

TalkTalk (Neutral) H1 review – New outlook, new model

TalkTalk’s H1 results show that customer momentum remains a challenge for them given the price competitive nature of the UK market which allow customers to switch with more ease than in the past. Working capital outflow has also been higher than expected.

Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: TalkTalk, Adler Pelzer, Borr Drilling, Ontex, Canpack, Bombardier, Azelis, Picard, Air Baltic, Teva

 PRESS RELEASE

Talkspace Announces Third Quarter 2025 Results

Talkspace Announces Third Quarter 2025 Results 3Q 2025 Total revenue grew 25% year-over-year to $59.4 million driven by 42% year-over-year growth in Payor revenue 3Q 2025 Net income of $3.3 million and adjusted EBITDA¹ of $5.0 million 3Q 2025 Share repurchases of $8.8 million NEW YORK, Oct. 30, 2025 (GLOBE NEWSWIRE) -- (“Talkspace” or the “Company”) (NASDAQ: TALK), today reported third quarter 2025 financial results.   Three Months EndedSeptember 30,  Nine Months EndedSeptember 30,   2025  2024  2025  2024 Unaudited Results  % Variance from Prior Year  Results  % Variance from Prior Y...

Felix Fischer
  • Felix Fischer

Europe HY Trade Book - Media & Communications - Lucror Analytics

The Europe HY Trade Book - Media & Communications includes current trade recommendations drawn from our European HY media & communications coverage universe, along with relative-value scatter plots and a peer table. 

Haidje Rustau ... (+3)
  • Haidje Rustau
  • Peter Low
  • Si Yong Ng

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Iliad, TalkTalk, SIG plc, Atalian, Forvia (formerly Faurecia)

 PRESS RELEASE

Talkspace to Report Third Quarter 2025 Results and Host Conference Cal...

Talkspace to Report Third Quarter 2025 Results and Host Conference Call NEW YORK, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Talkspace (Nasdaq: TALK), a leading online behavioral health care company, today announced that it will release its third quarter 2025 results on Thursday, October 30, 2025 before market open and host a conference call to review the results at 8:30am ET. Conference Call DetailsThe conference call will be available via audio webcast at / and can also be accessed by dialing (888) 596-4144 for U.S. participants, or (646) 968-2525 for international participants, and using confe...

Felix Fischer ... (+4)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Virgin Media O2, NewDay, MasOrange, TalkTalk, Ineos Quattro, Italmatch Chemicals, Advanz Pharma, CEMEX, Lecta, Aston Martin

Filipe Botelho ... (+4)
  • Filipe Botelho
  • Haidje Rustau
  • Jayanth Kandalam
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Vedanta Resources, Nemak, Ineos, Ineos Quattro, TalkTalk

Haidje Rustau ... (+3)
  • Haidje Rustau
  • Peter Low
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Infopro Digital, TalkTalk, Stada, VodafoneZiggo, Vedanta Resources

Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Fedrigoni, Standard Profil, United Group, Altice International, NewDay, TalkTalk, EVOCA, Ineos, Nomad Foods (Iglo), Ineos Quattro, TUI

James Ratzer
  • James Ratzer

TalkTalk (1st lien: From Overweight to Neutral) Update on new initiat...

In early June, we upgraded the TalkTalk 1st lien debt to Buy – and it has since rallied from 45 to 75. We have also now seen a good degree of the Consumer changes that TalkTalk highlighted were coming earlier this year and based on what we have seen, we see no reason to change our existing forecasts. In this note, we therefore run through the new initiatives, the valuation and hence, the driver of our decision to move the 1st lien bonds back to Neutral.

Felix Fischer ... (+4)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: e& PPF Telecom, TalkTalk, VodafoneZiggo, Bombardier, Nomad Foods (Iglo), Ineos, Ineos Quattro

 PRESS RELEASE

Talkspace to Participate in Upcoming Investor Conference

Talkspace to Participate in Upcoming Investor Conference NEW YORK, Aug. 21, 2025 (GLOBE NEWSWIRE) -- Talkspace (Nasdaq: TALK), a leading behavioral healthcare company, today announced that Dr. Jon Cohen, CEO, will participate in the Wells Fargo Healthcare Conference, being held in Boston, including a fireside chat on Thursday, September 4, 2025 at 12:45pm ET. About Talkspace Talkspace (NASDAQ: TALK) is a leading virtual behavioral healthcare provider committed to helping people lead healthier, happier lives through access to high-quality mental healthcare. At Talkspace, we believe that ...

Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Modulaire, evoke, Novelis, TalkTalk, Zegona, NewDay, Flora Food Group, Borr Drilling, Solenis, TUI, Air Baltic

Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Sappi, Multiversity, TalkTalk, Tullow Oil, Softbank Group, Novelis

 PRESS RELEASE

Talkspace to Participate in Upcoming Investor Conference

Talkspace to Participate in Upcoming Investor Conference NEW YORK, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Talkspace (Nasdaq: TALK), a leading behavioral healthcare company, today announced that members of senior management will participate in the Canaccord Genuity 45th Annual Growth Conference, being held in Boston, including a fireside chat on Tuesday, August 12, 2025 at 1:30pm ET. A webcast link will be available on Talkspace’s Investor Relations Website: . About Talkspace Talkspace (NASDAQ: TALK) is a leading virtual behavioral healthcare provider committed to helping people lead heal...

 PRESS RELEASE

Talkspace Announces Second Quarter 2025 Results

Talkspace Announces Second Quarter 2025 Results 2Q 2025 Total revenue grew 18% year-over-year to $54.3 million driven by 35% year-over-year growth in Payor revenue 2Q 2025 Net loss of $0.5 million and adjusted EBITDA1 of $2.3 million 2Q 2025 Share repurchases of $1.4 million NEW YORK, Aug. 05, 2025 (GLOBE NEWSWIRE) -- (“Talkspace” or the “Company”)    (NASDAQ: TALK), today reported second quarter 2025 financial results.   Three Months Ended June 30,  Six Months EndedJune 30,   2025  2024  2025  2024 Unaudited Results  % Variancefrom PriorYear  Results  % Variancefrom PriorYear (In th...

Felix Fischer ... (+5)
  • Felix Fischer
  • Filipe Botelho
  • Haidje Rustau
  • Si Yong Ng
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Altice France (SFR), Zegona, Urbaser, Telecom Italia, TalkTalk, Nemak, Tata Motors, Tereos, Grupo Antolin, Rexel, Iceland Foods

Felix Fischer ... (+7)
  • 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: Trivium, Applus, Altice France (SFR), Casino Guichard-Perrachon, International Personal Finance, TeamSystem, Aston Martin, Virgin Media O2, Liberty Global, TalkTalk, Recordati, Tata Motors, Nexans, Italmatch Chemicals, Itelyum Group, Teva

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