
#12 Jia Xu, Honeywell
The Vertical Space
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The Sea of Honeywell Aerospace Is a Smart Investment
The mega trend is in our favor. We see those megatrans as accelerating the need for new forms of vertical mobility, right? Whether it's passenger or cargoof small drum. And they present also multiple paths to victory. So we see a robust positioning there. In the near term, i would say we're seeing continued significant investment into the space. Some argue that a significant part of functionality will be off board and will leverage technology imbedded grounding for structure.
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