Сигналы
1
Kate Duffy
Аэрокосмический репортер, Bloomberg
Винрейт
0.0%
доходность
-9.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Шорт
19 фев
$54.95
-9.0%
Airbus deliveries missed expectations (19 vs Boeing's 46 in Jan) due to ongoing engine shortages (Pratt & Whitney). Management indicated these issues could last until 2027. Aircraft manufacturers get paid upon delivery. If they cannot secure engines to finish the planes (leaving "gliders" in hangars), they cannot recognize revenue or collect cash, despite high demand. SHORT/AVOID until supply chain bottlenecks resolve. A faster-than-expected resolution to the engine supply chain issues.
Airbus deliveries missed expectations (19 vs Boeing's 46 in Jan) due to ongoing engine shortages (Pratt & Whitney). Management indicated these issues could last until 2027. Aircraft manufacturers get paid upon delivery. If they cannot secure engines to finish the planes (leaving "gliders" in hangars), they cannot recognize revenue or collect cash, despite high demand. SHORT/AVOID until supply chain bottlenecks resolve. A faster-than-expected resolution to the engine supply chain issues.
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У Kate Duffy на Buzzberg отслеживается 1 торговых идей по 1 тикерам с февраля 2026. Чаще всего покрывает: EADSY.
