reports
- Nicolas David
- Sinan Doganli
ALSO Holding AG : Cloud-driven mix shift unlocks structural upside
ALSO combines a scale-driven IT distribution core with a growing cloud marketplace and solutions business that structurally improves margins and earnings quality over time. The market focuses on near-term mix dilution and thin supply margins, overlooking ecosystem effects, recurring cloud growth and improving cash conversion. At current valuation levels, ALSO trades below intrinsic value on normalised free cash flow, offering upside as the business mix gradually shifts and execution risk fades. ...
- Felix Fischer
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Trung Nguyen
TD Synnex Corp: 2 directors
Two Directors at TD Synnex Corp sold 3,168 shares at between 153.380USD and 155.029USD. The significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the ...
- 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: Guala Closures, CeramTec, Arrow Global, Tele Columbus, Salt, Altice France (SFR), Infopro Digital, Nimlas, Almaviva, Cirsa, CABB, Ardagh, Canpack, Paprec Group, IRCA Group, Tullow Oil, Tereos, Oriflame
- 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: Iliad, Almaviva, Salt, Altice France (SFR), Infopro Digital, Elior, CeramTec, Crown Holdings, Ardagh Metal Beverage Packaging, International Personal Finance, Ineos, Ineos Quattro, ASK Chemicals, Arrow Global, TAP, Ithaca Energy, Best Secret, Opella
- Pierre FerraguÊ
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
Moody's Ratings assigns Baa3 ratings to TD SYNNEX's senior unsecured n...
Moody's Ratings (Moody's) assigned Baa3 ratings to TD SYNNEX Corporation's (TD SYNNEX) proposed senior unsecured notes. The rating outlook is unchanged at stable. The net proceeds from the debt issuance will be used to repay the 2026 maturities and for general corporate purposes. RATINGS RATIONALE...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- Felix Fischer
- Jayanth Kandalam
- Peter Low
Esprinet: 1 director
A director at Esprinet bought 100,000 shares at 3.860EUR and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Tanvi Arora
- Trung Nguyen
- 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: David Lloyd Leisure, Arrow Global, Encore Capital (formerly Cabot), MasOrange, Allwyn (formerly Sazka), Flora Food Group (formerly Upfield), Adler Pelzer, Standard Profil
- 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
- 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: Versuni (formerly Philips Domestic Appliances), PureGym, Eircom, Modulaire, Arrow Global, Iliad, Engineering Group, Advanz Pharma, Kem One, Borr Drilling, Travelodge, Trivium, Teva, Premier Foods, Tullow Oil
Avnet Inc: 1 director
A director at Avnet Inc sold 4,000 shares at 52.800USD and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...
- 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: Rekeep, Bite, Arrow Global, Guala Closures, evoke (formerly 888 Holdings), Itelyum Group, Grunenthal, Ontex, Ithaca Energy, Travelodge, TAP, Forvia (formerly Faurecia), Odigeo, CABB, Voyage Care
ALSO Holding AG: Record dividend approved by AGM
ALSO Holding AG / Key word(s): AGMEGM ALSO Holding AG: Record dividend approved by AGM 20.03.2025 / 07:00 CET/CEST Emmen, Switzerland, 20 March 2025 PRESS RELEASE ALSO Holding AG: Record dividend approved by AGM +629% since 2011 (from CHF 0.70 to CHF 5.10) The Annual General Meeting on 19 March 2025 approved an increase in the dividend by CHF 0.30 to CHF 5.10. The dividend will be distributed to shareholders starting March 25, 2025. All other proposals of the Board of Directors were also endorsed by a large majority, the 2024 annual report was accepted, and the E...
ALSO Holding AG: Rekorddividende von GV genehmigt
ALSO Holding AG / Schlagwort(e): Generalversammlung ALSO Holding AG: Rekorddividende von GV genehmigt 20.03.2025 / 07:00 CET/CEST Emmen, Schweiz, 20. März 2025 PRESSEMITTEILUNG ALSO Holding AG: Rekorddividende von GV genehmigt +629% seit 2011 (von CHF 0.70 auf CHF 5.10) Die Generalversammlung vom 19. März 2025 hat die Erhöhung der Dividende um 0.30 auf 5.10 CHF genehmigt. Die Dividende wird ab dem 25. März 2025 an die Aktionäre ausgezahlt. Auch alle weiteren Anträge des Verwaltungsrates wurden grossmehrheitlich verabschiedet, der Geschäftsbericht 2024 genehmigt ...
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.