sarria live model
sarria analysis
corporate filings

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed -

 

Update Positioning - 8 May 2024

Intro, Capital and Legal Structure 26/01/23

Company and Merger 26/01/23

Cash Flow and Model 26/01/23

Investment Discussion 26/01/23

 
Featured
Tomás Mannion
AMS Osram - comment
Tomás Mannion

Moody’s has revised the outlook on AMS Osram’s B3 rating to positive, reflecting the company’s improving credit profile. The announced asset disposal, together with

Tomás Mannion
Tomás Mannion
AMS Osram - comment
Tomás Mannion

AMS Osram completed the sale of the Entertainment and Industry Lamps business announced in July 2025. Proceeds is

Tomás Mannion
AMS Osram - Balance sheet questions - Model Update
Tomás Mannion
AMS Osram - Balance sheet questions - Model Update
Tomás Mannion

Please find our updated analysis of AMS Osram following the announced asset sale and the Q4 results, here.

AMS Osram’s credit profile has materially improved. Following the announced asset sale to Infineon, which the company expects to

Tomás Mannion
AMS Osram - comment
Tomás Mannion
AMS Osram - comment
Tomás Mannion

Following last week’s divestment announcement, the Q&A was largely forward-looking, with analysts focused on understanding the shape and

Tomás Mannion
Tomás Mannion
AMS Osram - comment
Tomás Mannion

AMS Osram has delivered on its promise, deleveraging the business substantially. Infineon are buying the non-Optical Analog/Mixed-Signal Sensor Business for

Tomás Mannion