Key arguments in favor of the MTU share from an investor's perspective
- Well established position as global supplier of engine components and subsystems
- Excellent technological position with clear focus on eco-efficient engines
- Despite intermediate COVID 19 impact , aviation has excellent long term growth opportunities
- Strong barriers to enter into an oligopolistic market structure
- Largest independent provider of aircraft engine MRO services worldwide
- Overweight to narrowbody and regional aircraft offers attractive potential in a COVID 19 normalization scenario
- Prudent balance sheet secures headroom under its current rating category
- Strong ability to mitigate current industry headwinds with proactive measures and variable cost structure
- Unlike other sector peers, minor exposure to current trade disputes or BREXIT