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Felix Fischer
  • Felix Fischer

AMS Osram - Earnings Flash - Q4 FY 2025 Results - Lucror Analytics

AMS Osram released its Q4 and FY 2025 numbers yesterday. The Q4 performance was soft but outperformed our and the street's expectations, and was well above the mid-point of guidance, thanks to a robust aftermarket business. Positively, pro-forma net leverage (company methodology) dropped to 2.5x. While 2026 is expected to be a transition year, credit stats should improve substantially from 2027 onwards. We believe the bonds offer broadly fair value.

Felix Fischer
  • Felix Fischer

Lucror Analytics - Convertibles Brief

In today's Convertibles Brief publication we comment on developments of the following high yield issuers: AMS Osram

Felix Fischer ... (+5)
  • Felix Fischer
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora
AMS AMS AG
TUI1 TUI AG ... (+6)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Verisure, AMS Osram, International Personal Finance, Bombardier, TK Elevator, Rekeep, Ontex, TUI, Allwyn (formerly Sazka), Samvardhana Motherson, Adler Pelzer, Canpack, Iceland Foods

 PRESS RELEASE

DBV Technologies présentera des données complémentaires issues de l'ét...

DBV Technologies présentera des données complémentaires issues de l'étude de phase 3 VITESSE sur le patch VIASKIN® Peanut chez les enfants âgés de 4 à 7 ans et discutera de l'avenir de l'EPIT lors du congrès annuel 2026 de l'AAAAI Châtillon, France, le 10 février (22 :30 CET) 2026 DBV Technologies présentera des données complémentaires issues de l'étude de phase 3 VITESSE sur le patch VIASKIN® Peanut chez les enfants âgés de 4 à 7 ans et discutera de l'avenir de l'EPIT lors du congrès annuel 2026 de l'AAAAI DBV Technologies (Euronext : DBV – ISIN : FR0010417345 – Nasdaq Stock Market : DB...

 PRESS RELEASE

DBV Technologies to Present Additional Data from the VITESSE Phase 3 S...

DBV Technologies to Present Additional Data from the VITESSE Phase 3 Study of the VIASKIN® Peanut Patch in Children Ages 4-7 Years and Discuss Future of EPIT in the Treatment Landscape at AAAAI 2026 Annual Meeting Châtillon, France, February 10, 2026 DBV Technologies to Present Additional Data from the VITESSE Phase 3 Study of the VIASKIN® Peanut Patch in Children Ages 4-7 Years and Discuss Future of EPIT in the Treatment Landscape at AAAAI 2026 Annual Meeting DBV Technologies (Euronext: DBV – ISIN: FR0010417345 – Nasdaq Stock Market: DBVT), a late-stage biopharmaceutical company, today ...

 PRESS RELEASE

DBV Technologies to Participate in the Guggenheim Securities Emerging ...

DBV Technologies to Participate in the Guggenheim Securities Emerging Outlook: Biotech Summit Châtillon, France, February 9, 2025 DBV Technologies to Participate in the Guggenheim Securities Emerging Outlook: Biotech Summit DBV Technologies (Euronext: DBV – ISIN: FR0010417345 – Nasdaq Stock Market: DBVT) (the “Company”), a late-stage biopharmaceutical company, today announced Daniel Tassé, Chief Executive Officer, will participate in a fireside chat at the Guggenheim Securities Emerging Outlook: Biotech Summit which is being held February 11-12, 2026 in New York, NY. Mr. Tassé’s presentat...

 PRESS RELEASE

DBV Technologies participeà la conférence Emerging Outlook: Biotech Su...

DBV Technologies participeà la conférence Emerging Outlook: Biotech Summit organisée par Guggenheim Securities Châtillon, France, le 9 février (22 :30 CET) 2026 DBV Technologies participeà la conférence Emerging Outlook: Biotech Summit organisée par Guggenheim Securities DBV Technologies (Euronext : DBV – ISIN : FR0010417345 – Nasdaq Stock Market : DBVT – CUSIP : 23306J309) (la « Société »), société biopharmaceutique de stade avancé, annonce aujourd’hui la participation de Daniel Tassé, Directeur Général, à une discussion informelle (« fireside chat ») dans le cadre du Guggenheim Securiti...

Felix Fischer
  • Felix Fischer

Lucror Analytics - Convertibles Brief

In today's Convertibles Brief publication we comment on developments of the following high yield issuers: AMS Osram

Felix Fischer ... (+6)
  • Felix Fischer
  • Filipe Botelho
  • Haidje Rustau
  • 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: Nemak, Telenet, Lowell, AMS Osram, evoke, Atalian, Maxeda, TUI, Morrisons

Jerôme Bodin
  • Jerôme Bodin
Felix Fischer
  • Felix Fischer
 PRESS RELEASE

Information Regarding the Total Number of Voting Rights and Total Numb...

Information Regarding the Total Number of Voting Rights and Total Number of Shares of the Company as of January 31, 2026 Information Regarding the Total Number of Voting Rights and Total Number of Shares of the Company as of January 31, 2026 (Article 223-16 of the General Regulations of the Autorité des Marchés Financiers) Market : NYSE Euronext Paris ISIN Code: FR 0010417345  Date  Total number of shares Total number of voting rights01/31/2026 274,852,082  Total gross of voting rights: 274,852,082  Total net* of voting rights: 274,792,237  * Net total = total number of voting rights atta...

 PRESS RELEASE

Information relative au nombre total des droits de vote et d’actions c...

Information relative au nombre total des droits de vote et d’actions composant le capital social au 31 janvier 2026 Information relative au nombre total des droits de vote et d’actions composant le capital social au 31 janvier 2026 (Article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Place de cotation : NYSE Euronext Paris Code ISIN : FR 0010417345   Date   Nombre total d’actions composant le capital social Nombre total de droits de vote 31/01/2026    274.852.082     Total brut des droits de vote : 274.852.082     Total net* d...

Felix Fischer
  • Felix Fischer

Lucror Analytics - Convertibles Brief

In today's Convertibles Brief publication we comment on developments of the following high yield issuers: AMS Osram

Felix Fischer ... (+3)
  • Felix Fischer
  • Haidje Rustau
  • Peter Low

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Assemblin Caverion, CEMEX, TalkTalk, Virgin Media O2, Atalian, AMS Osram, EVOCA, Pfleiderer

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