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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: Sunrise, Bite, TK Elevator, Italmatch Chemicals, Nimlas, Lowell, Intralot, Recordati, Klockner Pentaplast, Standard Profil, Advanz Pharma, Softbank Group, Ineos

Trung Nguyen
  • Trung Nguyen

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Softbank Group

Pierre FerraguÊ
  • Pierre FerraguÊ

SoftBank 2FQ25: divesting Nvidia to fund OpenAI investment. Maintain N...

SoftBank Group published its 2FQ25 results this morning. Please see the link below for our take on the print.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

AI Driven Guidance Update Implies Upside to Expectations

Financial UpdatesNew Long-Term Model - On the top-line, AMD's new 3-5 year model now calls for 35% total revenue CAGR, driven by 1) 10% CAGR in its core business, and 2) 60% CAGR in AMD's data center business. The company's long-term model also calls for GMs between 55% to 58%, driven by additional

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