MORAM Capital analyses the structural impact of the Iran-Qatar shock on global LNG markets: Venture Global, NextDecade and Golar LNG.
The Offshore Drilling industry is a cyclical industry relying on oil prices & E&P companies investing in production
European Superyachts industry has just published its FY24. We analyse the situation of The Italian Sea Group, Sanlorenzo and Ferretti
Guide to the beverage industry. Explaining beverage producers, glass manufacturers, barrels & cork companies...
Opportunities and value traps in the US restaurant franchisors industry analyse 6 companies (JACK , PZZA, DIN, WEN, DENN and LOCO)
Analysis of the European yacht industry with individual analyses of The Italian Sea Group, Sanlorenzo, Ferretti, Catana, Fountaine Pajot, Beneteau
Analysis of the results of companies in the US Boat & Dealers industry this quarter (qualitative and quantitative).
Analysis of the restaurant industry in the US, with special emphasis on companies that have a franchisor model like McDonalds
Analysis of the superyacht industry after FY23 earnings. Including model updates of The Italian Sea Group and Sanlorenzo
In our second publication of the valuation series we analyse in detail the US Restaurant industry. Process step-step from 34 companies to 4