boeing
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Key PointsFollowing COVID-19-induced lockdowns and travel restrictions, aircraft manufacturers saw their net delivery volumes contract, thus directly affecting valuations and financials.Returning to normalized industry dynamics, Boeing has seen a first-quarter 2023 delivery volume higher than its overseas competitor Airbus.Despite orders returning to 2018 highs compared to Airbus orders, there is still quite a stock performance gap between the two companies. This can be closed once investors account for the increasing order book accruing from overseas and domestic air travel companies experien...
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Airbus SE (EPA:AIR) has finally managed to overtake its fiercest rival and the industry’s most valuable company, Boeing Co (NYSE:BA). Despite Airbus’ stock dropping 1.91%, Boeing has dived 6%, causing its market capitalization to fall to $82 billion, compared to the European manufacturer’s $89 billion. Airbus Overtakes BoeingIt has been a very hard year for the sector due to the macroeconomic perspectives and the war in Ukraine. Volatility has been maxed up and despite the fact that the European manufacturer manages to contain the bleeding by losing only 8.59% so far this year, Boeing’s situat...
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Boeing Co (NYSE:BA) posted a loss of almost $1.5 billion for the quarter, due to costly delays amid the Russia-Ukraine conflict. The revenue and sales of the American aerospace manufacturer were also below analysts’ expectations. Earnings ReportQ1 2022 hedge fund letters, conferences and more Revenue of the company hit $13.99 billion, way short of analysts’ expectations of $16.02 billion. The company also said it had a $212 million charge due to Russia’s invasion of Ukraine, while delays in the Air Force One and the T-7A Red Hawk programs have cost the company $660 million and $367 million, re...
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Whitney Tilson’s email to investors discussing Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) is below Buffett’s buy price; Boeing Co (NYSE:BA)’s fatal flaw; the airline safety revolution. Q2 2021 hedge fund letters, conferences and more Berkshire Hathaway Is Below Buffett's Buy Price1) A hat tip to my friend and former colleague Glenn Tongue, who's the ax on Berkshire Hathaway (BRK-B), for flagging this for me. He writes: Berkshire Hathaway Chairman and CEO Warren Buffett is without doubt a first-ballot hall of famer when it comes to investing. He is known for intelligent and rational capi...
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The Federal Aviation Administration of the U.S. warned airlines on Thursday over a pair of cabin air pressure switches on Boeing (NYSE:BA)’s 737 planes. The safety agency states that the devices need inspection as their malfunctioning could pose a safety threat. Q2 2021 hedge fund letters, conferences and more Airlines to Take Immediate ActionAs informed by The New York Times, should the switches fail, “oxygen levels could fall dangerously low inside a plane without warning,” hence incapacitating flight crews from controlling the aircraft. The agency asserted that “Addressing these failures re...
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United Airlines Holdings Inc (NASDAQ:UAL) has announced the addition of 200 Boeing 737 MAX and 70 Airbus A321neo to its fleet, as well as plans to modernize all of its narrow-body aircraft. “This is the largest order in the history of the airline and the largest made by a single airline in a decade,” said a company spokesperson. After the announcement, Boeing (NYSE:BA) shares jolted up 0.9% in premarket trading, while United’s dipped about 0.2%. United’s 270-plane order is the largest in its historyBy placing the record-setting order, United plans to replace 200 regional single-class aircraft ...
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Cristiano Ronaldo caused a fizz on Monday with a gesture involving two bottles of Coca-Cola which soon went viral on social media. Q1 2021 hedge fund letters, conferences and more At a Euros 2020 press conference, the soccer star removed two bottles of the drink from their place, knocking $4bn off Coca-Cola’s share price as a result. But which other celebrities have previously influenced the stock market with their actions? Celebrities vs The Stock MarketThe team at business formation providers ZenBusiness have done the research to reveal the high profile celebrities that have lost (and made) ...
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