2025-06-09-Jefferies-杰富瑞邀请_2025年巴黎航展最终议程_10页_945kb

Jefferies Aerospace & Defense Equity Research Summary

Upcoming Paris Air Show Trip (June 15-19, 2025)

• Hosts: Jefferies, Sheila Kahyaoglu & Chloe Lemarie.
• RSVP: Provided via listed link.
• Contact: Vincent Braddick.

Day 1 (June 16) - Track 1 & Track 2 Meetings Registered in Blue

• Track 1 Contacts:
  • Sheila Kahyaoglu, Equity Analyst
  • Greg Konrad, CFA, Equity Analyst
  • Ellen Page, Equity Associate
  • Kyle Wenclawiak, Equity Associate
• Track 2 Contact:
  • Chloe Lemarie, CFA, Equity Analyst

Key Companies & Ratings

• Airbus Group NV (AIR, BUY)
• BAE Systems PLC (BA, HOLD)
• Bodycote plc (BOY, BUY)
• Rolls-Royce Holdings Plc (RR, BUY)
• StandardAero (SARO, BUY)
• List of other companies with Buy/Hold/Underperform ratings provided within the report.

Investment Rating Summary (Approximate)

Analyst Certification

All analysts (Kahyaoglu, Konrad, Page, Wenclawiak, Lemarie) certify that their views align with personal opinions about the subject securities and compensation is not related to specific recommendations.

Key Disclosures

• Jefferies has potential conflicts leading to investment banking services received or sought.
• Important information regarding corporate brokering, making markets, and past client services.
• Full Important Disclosure information available on pages 4-10 of the report.

Valuation & Risk

• Discussed valuation methodologies highlighting company specifics and market factors.
• Risks: Regulatory barriers to up-to-date reports, lack of suitability assessment, fluctuating security values, and past performance not guaranteeing future results.

Distribution Oversight

• Compliance and jurisdictional notes regarding the dissemination of the report by Jefferies global entities.

Please consult the full report for more detailed information, ratings breakdown, and comprehensive disclosures. Note that this summary is for informational purposes only.