Airbus April 2020 YTD O&D
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…
Category Aerospace
Morning Call: Thursday 7 May 2020
Commercial How a pandemic grounded the aviation industry – SMH Mitsubishi and Bombardier will complete its acquisition of the CRJ program on June 1 – NewsWire The lessors exposed to Hainan Airlines’ financial woes – FlightGlobal Green shoots in some…
Insight: Wednesday 6 May 2020: The path to recovery differs between commercial and business aviation
In examining earlier industry recessions, the path to recovery is an interesting topic. Which classes of aircraft lead the way back for the industry, and which recover more slowly? If the past is prologue, we should expect similar behavior as…
Morning Call: Wednesday 6 May 2020
Commercial Boeing and Embraer – jilted at the altar? – AeroSociety GE Aviation expands job cuts to 25% of global workforce – FlightGlobal COVID detection trials landing at Heathrow – Heathrow Lufthansa Technik working on A380 passenger to cargo conversion…
Aircraft Valuations: The Great Reset of 2020
Gueric Dechavanne, VP – Commercial Aviation Services at Collateral Verifications talks about aircraft values are collapsing in the wake of Covid-19. Subscriber content – Sign in [maxbutton id=”1″ ] [maxbutton id=”2″ ]
Buy Boeing or Bye Boeing?
The past weeks have been a one-way roller coaster for everyone in Commercial Aviation, and we’ve been on the craziest ride down ever. But the Boeing story is of special interest. For some background please see this story from Bloomberg. …