Lonza: Structural Growth Intact, CHI Exit Strengthens Focus, Recent Weakness Reinforces Entry Opportunity

Lonza's FY2025 results exceeded expectations, with EBITDA growth significantly ahead of revenue. Click here to read my latest ...

Lufthansa: MRO-Driven Upside And Cash Flow Momentum Reiterate 'Buy'

A sum-of-the-parts valuation backed our supportive equity story on Lufthansa. This was combining the MRO segment, the Cargo ...