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Tag Boeing

An Air Transat Opportunity

A321LR Air Transat

Air Canada and Transat announced they have mutually agreed to terminate the Arrangement Agreement for the proposed acquisition of Transat by Air Canada. Air Canada and Transat had originally agreed in June 2019 on the acquisition, the terms of which…

March transactions

Here’s our model update.  Subscribers have access to the seven-page version. Business picked up nicely – look at the second page This reflects a growing industry confidence in a bounce in travel demand Note the MAX spike started to show…

Boeing’s Strategic Dilemma

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Boeing has fallen behind Airbus in narrow-body market share, which was already dropping before the MAX grounding.  Airbus now holds a 65%-35% lead in narrow-body backlog, a position that is worrisome to Boeing management and its shareholders. Subscriber content –…