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NYSE:AZULD News 10 January 2026

Azul S.A. Sponsored ADR Pfd (AZULD) faces fresh dilution math after board tweaks debt-to-equity terms

Azul S.A. Sponsored ADR Pfd (AZULD) faces fresh dilution math after board tweaks debt-to-equity terms

NEW YORK, Jan 10, 2026, 09:40 EST — Market closed. Azul S.A.’s U.S.-traded sponsored preferred ADRs grabbed attention again after the Brazilian airline’s board greenlit changes to the mandatory conversion terms for debentures into preferred shares, according to meeting minutes released Friday. This change hits dilution head-on — determining who receives stock, the timing, and the conversion ratio. A debenture…

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  • Simplex Holdings (TSE:4373) Seen Trading Below Fair Value Despite Premium P/E
    February 1, 2026, 9:59 AM EST. Simplex Holdings (TSE:4373) reported strong revenue and profit growth for the nine months ending December 31, 2025. The company implemented a four-for-one stock split and launched a significant share buyback program. Its price-to-earnings (P/E) ratio stands at 20.7x, above the peer average but below its own fair P/E of 24.6x, implying some upside potential. Earnings growth has outpaced the industry with a 56.6% increase over the past year and raised guidance for the future. However, recent short-term stock price gains have slowed, with 30- and 90-day returns of 8.75% and 10.79%, respectively. The market appears to price in robust growth, but questions remain about risks to revenue and net income growth. Investors should watch how Simplex compares with tech and AI peers in Japan's IT sector.
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