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UPCOMING EVENTS
AMS Osram 26Q1 Results Call.m4a
 
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

AMS Osram has completed the sale of its non-optical analog and mixed-signal sensor business to Infineon for €570m in cash. Together with

Tomás Mannion
Tomás Mannion
AMS Osram - comment
Tomás Mannion

Bankers continue to outdo each other with ever-more adjustments and pro-forma metrics for new issuers, and ams OSRAM is no

Tomás Mannion
Wolfgang Felix
AMS Osram - comment
Wolfgang Felix

The company is launching a new €700m SUN 6NC2 indicated at 8% and has renegotiated its €600m RCF to September 2028 with a

Wolfgang Felix
Tomás Mannion
AMS Osram - comment
Tomás Mannion

AMS Osram has agreed to sell its CMOS Image Sensor business, a strategic divestment that will have no impact on current trading

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

AMS Osram delivered a decent Q1 print, but the more important takeaway was management’s commentary on improving order momentum and

Tomás Mannion