reports
- Felix Fischer
- 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: PeopleCert, Profine, Pfleiderer, Multiversity, Flos B&B Italia (formerly International Design Group), Omnia Technologies, Biofarma, Crown Holdings, Mooney (formerly SisalPay), Pasubio, Standard Profil, AMS Osram, Novelis
- 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
- Felix Fischer
- Jayanth Kandalam
- Si Yong Ng
- 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: TK Elevator, Verisure, Arxada, Modulaire, Omnia Technologies, Eircom, Iliad, Travelodge, Advanz Pharma, Trivium, Cheplapharm, Teva, Biofarma, Biogroup, AMS Osram, Ardagh, ASK Chemicals, Rino Mastrotto, Scan Global Logistics, Sasol
- Felix Fischer
- Josseline Jenssen
- Si Yong Ng
- 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: TK Elevator, Trivium, SPIE, Ahlstrom, NewDay, Italmatch Chemicals, Manuchar, Asmodee, Allwyn (formerly Sazka), Sunrise, Telecom Italia, Altice France (SFR), Teva, Borr Drilling, AMS Osram, Victoria, Cerba, EVOCA, Solenis
- Felix Fischer
- Si Yong Ng
- 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
- Felix Fischer
- Si Yong Ng
- 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: Eircom, Tele Columbus, Stada, Ahlstrom, AMS Osram, Aston Martin, Axactor, Constellium, Lowell, Vallourec, Versuni (formerly Philips Domestic Appliances), CEMEX, Engineering Group, Infopro Digital, Ineos, Motel One, Cerba, Polynt, Standard Profil, Air France-KLM, Crown Holdings, Recordati
VK VALLOUREC SA
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
725180 STADA ARZNEIMITTEL AG
AF AIR FRANCE-KLM SA
TC1 TELE COLUMBUS AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
CEXA CEMEX SAB DE CV (ADR)
CERBA CERBA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
AXA AXACTOR SE
EIRCOM EIRCOM
- Felix Fischer
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
- Trung Nguyen
- Ian Wong
- Jayanth Kandalam
- Felix Fischer
- Ian Wong
- Jayanth Kandalam
- Ian Wong
AMS Osram - Earnings Flash - Q4 And FY 2024 Results - Lucror Analytics
AMS Osram has released its Q4/24 results, with revenues and the adjusted EBITDA margin coming in at the top end of guidance. While cash generation improved, it was still negative. Net leverage inched up sequentially. Liquidity weakened, but remained at a comfortable level. The outlook for Q1/25 is soft as expected, with continued weakness in end-markets. That said, management is guiding for a stronger H2, and anticipates that FY 2025 FCF will exceed EUR 100 mn.
- Ian Wong
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Ian Wong
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Peter Low
- 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: AMS Osram, Altice International, Iliad, Novelis, Softbank Group, Kantar, TUI, Flos B&B Italia (formerly International Design Group), Rolls-Royce, Klockner Pentaplast
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.