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…
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).
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.
Catana Group Stock Analysis: Is Its Expansion Plan Coming at the Wrong Point in the Catamaran Cycle?
Catana Group is a French family-owned catamaran manufacturer listed on Euronext Growth since 2014. The Poncin family holds approximately 30%
Kosmos Energy – Goldman Downgrade
Kosmos Energy analysis by MORAM Capital: Goldman Sachs downgrade, debt profile, DCF valuation, refinancing risk, independent equity research.
NewPrinces Stock: What Happened After FY25 Results? Can Carrefour Italia Turn Around the Story?
NewPrinces Updated Equity Research – Why Did the Stock Crash After FY25 Results? We Analyse Princes and Carrefour (FCF, Capex,
Fortress Infrastructure $FIP : Record EBITDA, but Debt Still Controls the Equity Story as Long Ridge Becomes Critical
Fortress Infrastructure 4Q25 results analysis: record EBITDA, rising interest, cash flow pressure, Long Ridge remains central to equity story
Corporación America $CAAP: Record FY25 Results, but the Stock Sells Off on Iran Risk
Corporación America reported record FY25 results, but the stock sold off on Iran-related risk. Updated Equity Reseach, FCF, $CAAP valuation..
LNG Industry: The Biggest Winners of the Iran War
MORAM Capital analyses the structural impact of the Iran-Qatar shock on global LNG markets: Venture Global, NextDecade and Golar LNG.