以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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MTX
7 atoms · 跨 2 天 · 首见 2026-04-27 · 最近 2026-06-24
三色: 🟦 fact 1 · 🟥 take 6 · stance ▲4/▼2/◆1
来源: X 7
时态: aging:4 · fresh:2 · stale:1
标签: 好观点:7 · 好思考:1
叙事 (narrative) (3)
- 2026-04-27
[老化中] · spare engine profit per unit
The recent note assumes €12.5m profit per engine
tags: 好观点 · → daily
value: qty=€12.5m
- 2026-04-27
[老化中] · aftermarket engine mix forecast
and mix falling to 8% in a few years
tags: 好观点 · → daily
value: qty=8% · date=in a few years
- 2026-04-27
[老化中] · imbalance payments nature
imbalance payments are not 'over-earning.' They are receivables from work already performed
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-04-27 · EBIT headwind from bear assumptions
a supposed €200m+ EBIT headwind falls to ~€100m
tags: 好观点 · → daily
value: qty=~€100m
立场 (position) (2)
- 2026-06-24
[老化中] · 买入机会
At the end of April, I wrote on Substack about $MTX: “Never waste a good aviation crisis.” Opportunities to buy such a high-quality business at an attractive price do not come around often. The stock was featured at 293 euros.
tags: 好观点·好思考 · → daily
value: qty=293 · date=2026-04
展开 1 条老旧 / 已过期
- 2026-04-27
[老旧] · fair value
We remain long $MTX and our €545 fair value is unchanged
tags: 好观点 · → daily
value: qty=€545 · date=unchanged
事实 (fact) (1)
- 2026-04-27 · real spare engine profit per unit
Real profit is closer to €6m
tags: 好观点 · → daily
value: qty=€6m
时间轴 (近 20)
- 2026-06-24 ·
position · 买入机会 · → daily
- 2026-04-27 ·
position · fair value · → daily
- 2026-04-27 ·
narrative · spare engine profit per unit · → daily
- 2026-04-27 ·
narrative · aftermarket engine mix forecast · → daily
- 2026-04-27 ·
fact · real spare engine profit per unit · → daily
- 2026-04-27 ·
forecast · EBIT headwind from bear assumptions · → daily
- 2026-04-27 ·
narrative · imbalance payments nature · → daily
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