Latest Research
Charter Comm.: Squeezed between Fiber Overbuilds and FWA?
Executive Summary Charter Communications is one of the largest US cable operators, generating about USD 3.6 billion in levered after-tax ...
Volkswagen AG: The market’s doomsday view on European mobility
EV ramp-up, competition from China, US tariffs: What will the countermeasures bring? ...
German real estate “flipper” Noratis: Suffering from leverage and variable interest rate loans
Executive Summary Starting point: Fundamentally favorable valuation of the real estate portfolio Noratis AG specializes in the “flipping” of residential ...
Air Lease: Stable Business Model with Attractive Growth Opportunities
The business model of leasing aircraft to large airlines has been discussed in several places recently. Among others, Woodlock House ...