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
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).
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,
Kosmos Energy – Updated Equity Research
Kosmos Energy – Updated Equity Research Kosmos is a company we have been following since 2020 due to its relationship
HBX Group (HotelBeds) – Initial Equity Research
Initial Equity Research – HBX Group (HotelBeds) covering its business model, peers, competitive positioning, growth outlook , valuation, …
Pluxee – Initial Equity Research
MORAM Capital initiates coverage on Pluxee: business model deep dive, regulatory impact (Brazil, Italy, France) independent valuation…
Jack-in-the-box
MORAM Capital revisits Jack in the Box following recent developments since our Initial Equity Research, openly addressing bankruptcy option
Venture Global
Initial Equity Research on Venture Global, a global LNG exporter. We analyze its asset base, contract structure and capital allocation
