2025-06-04-Jefferies-电话邀请_工业家每周网络直播-来自华盛顿的最新消息_6页_930kb

Webcast invite for The Industrialist Weekly, June 5 at 3:00 PM EST, featuring Steve Volkmann, Chirag Patel, Sid Sandilya, and Charles Boakye, covering topics like OBBB implications, tariff policy, data releases, and Q&A.
Discusses industrial trends with focus on regulations, European feedback, and key data.
Includes company ratings: Buy for Flowserve and others, Hold for FAST, Underperform for some.
Valuation methods involve DCF, P/E, and other metrics.
Notable disclosures on conflicts of interest, analyst certifications, and distribution restrictions.
Summarizes ongoing analysis for industrials portfolio preparation.