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Key Points We’re updating our forecast for TDG for the first time post 1Q earnings. We’ve raised our target price by USD95 to USD1,463 as we raise our terminal multiple a...
Key Points We’re updating our forecast for BA after management commentary last week that indicated BA’s commercial supply chain is performing well, putting the firm in position to deliver more aircraft...
Key Points History suggests that demand- and profitability-plagued periods, like 2022-2024, were followed by rapid margin and volume gains Several countries imposing anti-dumping duties on Chinese TiO2 could be the source of...
Key Points We’re updating our forecast for HEI post the firm’s 1QFY25 earnings release for the first time. We’re also reiterating our Overweight rating on the shares. We’ve raised our target price...
Key Points Share price decline overdone, valuation cheap, and debt levels manageable See company organically being able to pay down debt. If need be, asset sales could also accelerate debt paydown We are...