Golar LNG (GLNG): FLNG Growth Opportunities- 1Q26
Updated equity research on Golar LNG after 1Q26 results, covering Argentina, FLNG growth opportunities, financing, valuation scenarios...
Jet2 – Initial Equity Research
Jet2 Initial Equity Research: business model, package holiday growth, A321neo capex cycle, balance sheet strength, valuation and key risks
Excelerate Energy – 1Q26 Results – Iraq Delay, Acadia Redeployment & Growth Ahead
Excelerate Energy 1Q26 results analysis, covering Acadia FRSU Delay in Iraq, PetroBangla force majeure, Jamaica , updated DCF Valuation
Sanlorenzo 1Q26 Results – Controlled Growth, Net Cash and a Conservative Business Plan
Sanlorenzo 1Q26 analysis: solid results, net cash balance sheet, resilient backlog & updated DCF valuation after the 2026-2028 strategic plan
HBX Group – 1H26 Results Iran
HBX Group operates as a large-scale B2B travel distribution platform, sitting between hotels and a global network of distributors - tour operators, online agencies, airlines and retail travel agencies. The…
Tullow Oil – Initial Equity Research
In-depth equity research on Tullow Oil $TLW.L 2026 refinancing, PIK debt structure, Jubilee production outlook, GNPC, Hedges DCF valuation..
Fortress Infrastructure $FIP – Long Ridge Sale
Analysis of Fortress Infrastructure’s $1.52Bn Long Ridge Energy sale to MARA Holdings. Review of transaction terms, RailCo preferred structure and updated sum-of-the-parts valuation for the remaining business.
Kistos Holdings – Oman Acquisition, Valuation and Investment Case
Updated equity research on Kistos Holdings $KIST., covering the Oman acquisition, Balder/Norway, legacy assets, bond structure, DCF valuation
Ecoener operates across three technologies - wind, hydro and solar - with the centre of gravity now firmly in Latin America. Source: Ecoener.
Ecoener ENER: BME – Valuation, Debt, Pipeline and 2026-2027 Growth Outlook
Independent Ecoener stock analysis covering valuation, debt, renewable asset pipeline, Latin America growth, potential...
Meal vouchers reduce employer cost by ~25% versus equivalent salary while delivering ~30% higher purchasing power to employees, thanks to favourable tax treatment. That structural value creation underpins the model's resilience. Source: Pluxee.
Pluxee (PLX.PA) Analysis – Is the Market Overpricing Brazil Regulatory Risk, or Not?
In-depth Pluxee analysis covering the business model, float income, Brazil regulation, valuation, balance sheet, key risks and our independent view.
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