2025-05-29-Jefferies-杰富瑞邀请_2025年巴黎航展最终议程_8页_933kb

报告摘要

Summary of Jefferies Aerospace & Defense Electronics Equity Research Report

Event Invitation

Jefferies is hosting an Aerospace & Defense (A&D) trip to the Paris Air Show 2025 from Sunday, June 15 to Thursday, June 19, 2025. Registration is requested at provided contact info, and some meetings are highlighted in blue where capacity allows. The trip includes pre-air show activities and four day sessions.

Analysts and Certifications

The report features equity analysts including Sheila Kahyaoglu, Greg Konrad, Ellen Page, Kyle Wenclawiak, and Chloe Lemarie. All analysts certify that their views accurately reflect personal opinions and that compensation is not linked to ratings.

Investment Recommendations

Jefferies provides ratings as follows:

Buy: Expected total return of 15% or more in 12 months.
Hold: Total return between -10% and +15% in 12 months.
Underperform: Total return of -10% or less in 12 months.
The report includes rating distribution data and examples.

Valuation Methodology

Ratings are based on factors such as market capitalization, growth/value analysis, volatility, and expected total returns. Jefferies Franchise Picks include top stock selections from equity analysts, based on fundamental analysis, conviction, and risk/reward ratios, focusing on Buy-rated stocks and adjusted for volatility.

Risks and Disclosures

The report emphasizes that investments carry risks, including market fluctuations, currency changes, and regulatory factors. Conflicts of interest are disclosed, as Jefferies seeks investment banking services from covered companies. Regional distribution rules apply, ensuring client suitability and compliance with local regulations. Unauthorized distribution is prohibited, and this report is for Jefferies clients only.