Are there any changes in the company's capital allocation or dividend policy?

Capital‑allocation / dividend outlook:

The 2Q 2025 press release for Allos (SA: ALOS3) focuses exclusively on operational performance – SSS (+7.1 %), SSR (+7.7 %) and FFOPS (+9 %) – and the company’s ownership structure at the end of the quarter. The filing does not contain any statements about a new share‑buy‑back, changes in financing structure, or an amendment to its dividend policy. In other words, there is no disclosed change to how the company is allocating capital nor any revision to its dividend payout for the current fiscal year.

Trading implications:

Because the announcement does not signal any modification to capital‑return plans, the market will likely treat the news as a pure earnings update. The strong earnings growth and stable ownership suggest that the existing capital‑allocation framework (e.g., any ongoing share repurchases or dividend commitments) remains intact. For traders, the key drivers will be the earnings momentum (SSS/SSR/FFOPS beats) and how the market prices those fundamentals rather than any shift in dividend yield. In the short term, the stock may react positively to the earnings beat, but the lack of a dividend‑policy change means that dividend‑oriented investors will not see any new upside or risk from policy adjustments. If you are a dividend‑focused long‑term holder, you can maintain your position; if you are a short‑term trader, focus on the technical breakout potential rather than expecting a dividend‑driven catalyst.