觀點
只看 · 則
KOL willing to pay only 30x earnings → target ~$178; current price ~$270 — too expensive now #價位 Sells FAA-approved aircraft replacement parts 30-40% cheaper than OEMs; 30-year zero in-flight part failure record — moat is near-impossible to replicate #風險 Defense segment is embedded in targeting systems, satellites, and missile guidance — very high switching cost 14% revenue growth and 15% operating profit growth last quarter; ageing fleets and OEM price hikes make Heico's discount more attractive over time
每天早上,收件匣見
53 位中英文財經 KOL 的觀點,每天自動整理成一份日報。免費,隨時可退訂。