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MTU Aero Engines: I Retain My Neutral View Following Q2
Seeking Alpha· 2025-08-11 11:41
Analyst's Disclosure:I/we have a beneficial long position in the shares of FINMY, RYCEF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financia ...
StandardAero: An Aero Engine Buy To Capitalize On GE Engines
Seeking Alpha· 2025-03-19 16:37
Industry Overview - The US aerospace and defense industry is experiencing a challenging year primarily due to potential deflation in the US defense budget and trade dynamics [1] - Commercial aerospace and defense sectors exhibit distinctly different growth trends, indicating varied performance within the industry [1] Investment Insights - The Aerospace Forum aims to identify investment opportunities within the aerospace, defense, and airline sectors, leveraging data-informed analysis to guide investment theses [1] - The analysis is supported by an in-house developed data analytics platform, evoX Data Analytics, which provides direct access to data monitoring [1] Analyst Background - The analysis is conducted by an individual with a background in aerospace engineering, enhancing the understanding of the complex industry and its growth prospects [1]