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UPCOMING EVENTS
AMS Osram 26Q1 Results Call.m4a
 
sarria live model
sarria analysis
corporate filings

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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

 
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ams OSRAM - comment
Tomás Mannion
ams OSRAM - comment
Tomás Mannion

AMS Osram’s H1 results were broadly in line with our expectations and should have little impact on bond prices. In our view, following the

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Tomás Mannion
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

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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

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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

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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

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Tomás Mannion