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Valuentum Commentary
Jun 18, 2011
A Serious Blow to Boeing is Looming
Boeing's troubles in the narrowbody market are mounting, and the firm appears to be losing favor with core customers. We discuss why Southwest and Ryanair are likely to defect in the years ahead. "As competition in the narrowbody market heats up before the Paris Air Show next week, Boeing appears to be losing favor with two of its best customers, Southwest and Ryanair. For those unfamiliar with Southwest's and Ryanair's fleets, they are all-Boeing 737 airplanes, and recent actions by these two carriers give us pause, especially as Boeing drags its feet on deciding what to do next with its workhorse 737..." Jun 8, 2011
Boeing Faces Challenges in the Narrowbody Market
We outline why we think aircraft customers are getting fed up with delays from the manufacturers. Jun 6, 2011
Troubles Loom for Aviation Stocks
The IATA slashed its profit forecast for the airline industry. What else could be on the horizon?
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