Here is our updated model.

  • No surprise, trading has dropped off the cliff – see Slide 2
  • Amazingly, Egyptair is the #1 delivery customer YTD
  • Slide 8 shows the MoM remains alive, but only just. For Airbus, this remains a monopoly for now and maybe a source of strength with market recovery
  • 2020 should be the end of A320ceo deliveries (Slide 9)
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