Golar LNG (GLNG): FLNG Growth Opportunities- 1Q26
Updated equity research on Golar LNG after 1Q26 results, covering Argentina, FLNG growth opportunities, financing, valuation scenarios…
Latest Publications
A corner of our website not only for consulting our latest publications but also intended to be a repository of all our articles. For now, the filters are for the section of the website they belong to or if you are searching for a specific company
Note: In this latest publications section, we do not include The Week in the Markets and Portfolio Management, as both are weekly (every Sunday) and already have their respective sections on the website
Please be aware that we send an email every Sunday at 20:45 containing all the analyses from the week. You can find all the analyses updated as of today at Moram Substack (uploading them to this website may involve some delay).
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 –
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
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