UI Boustead REIT (UIBREIT SP) : On Track To Meet Forecast; Expect Higher Reversions In 2HFY27

报告摘要

• The regulatory pause reflects an administrative delay, with the approval currently pending in the regulatory que, not a rewrite of the rules that govern EHang. Overseas expansion is the company's response to the delay in China. Management disclosed the unit economics model during the conference. EHang has already achieved optimum manufacturing capacity and zero accidents at its operating base before it is approved to sell tickets. EHang competes on aircraft price and on the size of the vertiport its aircraft needs.