Equity Research archivos - Page 4 of 17

NextDecade

NextDecade - Initial Equity Research

MORAM Capital publish its Initial Equity Research on Puig Brands covering all its business model, growth strategies, valuation...

Sanlorenzo 1H25 Results analysis - Fantastic 1H25 results (best in the industry) from a great & undervalued company

Initial Equity Research Corporacion America

Moram Capital publishes its initial equity research on Valaris covering all its assets, EBITDA projections by segment, valuation...

Initial Equity Research - Seadrill

Golar LNG has just signed a deal to provide 5.95 MTPA liquefaction (via 2 FLNGs) in Argentina. A transformative agreement for the company

Cheniere Energy is the main LNG exporter in the US thanks to its 2 liquefaction plants, Sabine Pass and Corpus Christi (Texas and Louisiana)

Brown Forman

Analysis of Fortress Infrastructure. A highly leverage bet with massive short term catalysts & 4 energy related assets

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