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  5. CAE: Who would you consider to be CAE's major competitors - does CAE still have a fairly wide moat or is this no longer the case ? [CAE Inc.]

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Q: Who would you consider to be CAE's major competitors - does CAE still have a fairly wide moat or is this no longer the case ? What mistakes do you feel were made to bring the company to this point and do you consider management to be competent and capable of turning the company around ?
Going from a B+ rating to out of the portfolio was a bit of a surprise . (there is a yield showing on portfolio info chart - old news or did I miss some new news?)
Asked by Alexandra on June 03, 2024
5i Research Answer:
 We would say CAE's major competitors are other large aerospace/defense players who all...
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