Panel: OEM Product Strategy and Market Developments

摘要

Aerospace & Defense Equity Analyst at Jefferies The Role of a Sell-Side Research Analyst Forecast trends that will have financial impact on the coverage universe. Assess risks that could alter investment thesis. Identify trends that positively contribute to the implied value of covered companies. Try to put a numerical value on uncertain and sometimes volatile financial projections. Coverage includes major OEMs (GD, TXT) in addition to engine and avionics supplier base (i.e. HON, UTX, TGI).