TDG 全部观点

TDG 这一页 2 条观点条目,其中 0 条方向发生变化。

在本页筛选
Schwab Network发布 2026-09-12
《From NVDA & MSFT to ETN: Names to Benefit Long-Term from AI》
$TDG看涨
TDG 是颇具吸引力的买入标的;尽管基本面强劲(有机增长达两位数、利润率上升),股价表现却落后,由此形成具吸引力的估值,并得到近期股份回购的支撑。

波音生产率的提升。这两点对于像TransDigm、GE、Heico等航空航天售后市场企业来说都是风险因素。我们认为这些股票正变得越来越有吸引力。随着今年时间的推移,它们的估值变得更具吸引力,而这些股票的表现一直落后于大盘。

the increase in Boeing's production rate. Both of those are risk factors for aerospace aftermarket businesses like TransDigm, GE, Heico and others. We think those stocks are increasingly attractive.

Their valuations have become more appealing as this year's gone on and those stocks have underperformed.

他说在等
回购启动后未来一两年内的股价表现
股价表现非常出色
未来1-2年所引用的历史规律
若回购后跑赢的历史规律重演,则支持看涨论点
《Ranking the Best Serial Acquirers in Markets: Tier List》
$TDG看跌
看跌TDG,给予B评级,因其“敲诈性”定价策略与低成本供应商相比被视为负面。

是的,所以 Trans 我已经提到过,非常相似。但 TransDigm 过去所做的,Munger 评论过的是,他们大幅提高了价格。理由是,这些零件中的一些,我看到一个数字,在一架 1 亿美元的飞机上可能花费 1000 美元,谁在乎我们把它提高到 2000 美元?这就是他们一直以来的推理。

Yeah, so Trans I already mentioned, I mean, it it's very similar. Um but what Transdime has done in the past, and Munger commented on it was that uh they've increased their prices quite substantially.

And you know, the reasoning being that some of these parts, you know, I think I saw a number, you know, it might cost $1,000 on a, you know, $100 million airplane. Who cares if we raise it to $2,000?

That's kind of what what what their their reasoning has been over time.

已经是最早的记录
其他股票的全部观点条目
把 $TDG 加入我的股票30 天完整试用
开始试用