Latest Research

Charter Comm.: Squeezed between Fiber Overbuilds and FWA?

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 Analysis

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

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 ...
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