Jet2 – Initial Equity Research
Jet2 Initial Equity Research: business model, package holiday growth, A321neo capex cycle, balance sheet strength, valuation and key risks
Initial Equity Research: Sky Harbour Group SKYH
Moram Capital initiates coverage on Sky Harbour Group (NYSE: SKYH), the company building the first nationwide network of private hangar campuses for business aviation in the US. Full analysis: business model, unit economics, campus pipeline, debt structure, valuation and risks.
Deep dive into the new Transocean (after Valaris M&A)
Deep dive into the new Transocean after the M&A with Valaris creating the leading offshore driller. We analyse its economics, EBITDA, FCF, ..
Pluxee, spun off from Sodexo in 2024, is the world's second-largest employee benefits platform operating in 31 countries. Source: MORAM Capital.
Pluxee – Initial Equity Research
MORAM Capital initiates coverage on Pluxee: business model deep dive, regulatory impact (Brazil, Italy, France) independent valuation...
Venture Global
Initial Equity Research on Venture Global, a global LNG exporter. We analyze its asset base, contract structure and capital allocation to derive a normalized earnings profile and valuation.
Puig Brands
MORAM Capital publish its Initial Equity Research on Puig Brands covering all its business model, growth strategies, valuation...
Valaris
Moram Capital publishes its initial equity research on Valaris covering all its assets, EBITDA projections by segment, valuation...
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