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Airbus Group SE (AIR)

Paris
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162.72
+1.28(+0.79%)
Closed

AIR Comments

Omicron is infecting everyone right now. The good news is that it is mild, going from possible severe pneumonia towards a much more harmless bronchitis, which is likely the reason why it appears to spread so fast. The other good news is that the more dangerous Delta variant is going extinct. These two facts combined, and that Omicron is spreading so much faster than Delta, it looks like this variant is gonna be the endemic variant which we will have to live with. This means that we are gonna return to normal much sooner than later, at this rate in a very few weeks and spring the latest.Airbus is the only company that went out of the pandemic even better than before, with record margins thanks to large cost saving measures and demanding a premium price because their only competitor is releasing shoddy planes (737 max, 787 issues, 777x may never release, none of Boeings current program is gonna be profitable ever). They got the regional plane of the future (A220) basically for free, and this decade is gonna be the decade of the A220 program. Airbus is gonna increase the production of the highly profitable cash cow A320/A321 program to 75 in 2025. Airbus negotiated delays during the pandemic for airlines, which means higher prices for later deliveries, which means ever crazier large margins for each airplane delivered for Airbus. No A380 program that only pulled down margins, as well as other programs becoming profitable, and Boeing being completely incompetent and struggingly means that the signs only show straight upwards for Airbus.
"Airbus is the only company that went out of the pandemic even better than before"; any direct or indirect guesses to why the stock would then be lower than it's all-highest?
After all these huge orders during Dubai and mid december, Azorra orders 22x A220-300. This order starts the infamous 5th quarter of Airbus with more orders to come.
Airbus is on fire, the production is is sold out for next couple of years, they need to increase the production rates ✈️
After all the latest blockbuster orders during Dubai and mid december, Azorra orders 22x A220-300.
Airbus just beat its anual targets with 771 gross (507 net) orders and 611 deliveries. Great results.
December deliveries amounted to 93 aircraft. The 4th quarter results should be great, above market expectations...
Note, these numbers are STILL WITHOUT the huge KLM and some of the Qantas orders, which will be likely firmed in 2022. Airbus orders would then vastly exceed Boeings this year, despite Boeing that said that 2021 would be the year of pent-up demand due to net cancellations of Boeing planes in 2019-2020 of around -1000 (Boeing only managed around 500 of 'pent up net orders so far), and they will very likely not recover their orders lost for quite a time, as many customers have jumped ship towards Airbus as they lost confidence with Boeing (KLM, Qantas, Jet2). LOT or TUI may also jump ship soon.
Note, these numbers are STILL WITHOUT the huge KLM and some of the Qantas orders, which will be likely firmed in 2022. Airbus orders would then vastly exceed Boeings this year, despite Boeing that said that 2021 would be the year of pent-up demand due to net cancellations of Boeing planes in 2019-2020 of around -1000 (Boeing only managed around 500 of 'pent up net orders so far), and they will very likely not recover their orders lost for quite a time, as many customers have jumped ship towards Airbus as they lost confidence with Boeing (KLM, Qantas, Jet2). LOT or TUI may also jump ship soon.
An increase of over 20% in 30 days time, insane performance made by Airbus. Lots to come in 2022!
The image didn't go as I hoped it would... but from 99 to 120+ in 1 month!
Funny how a few months ago, because Airbus only delivered 35 planes in a month, people were extrapolating it that Airbus would fail to reach 600 planes delivered at the end of the year, totally disregarding the famous 5th quarter of orders and the flurry of deliveries that occurs every December since Airbus was founded. Turns out that Airbus delivered 610 this year according to insiders, and masses of orders at Dubai airshow (totally obliterating what orders Boeing got), as well as KLM and Qantas doing a red wedding moment for Boeing in december. Faury sends his regards.
Wonder, not if but, when we are gonna see it above 140!
2022 is gonna be a strong year for Airbus ✈
Wrong, 2021 was already a strong year given the pandemic. 2022 is gonna be a legendary year at this rate
agreed!!
target price 167€
Airbus Signs $11.3 Billion Order for Helicopters With French Military
169 H160M for about 60 million per piece.
Omicron Has 80% Lower Risk of Hospitalization, New Study Shows
#Long is king! ahah
Here in the Netherlands they are worried about the spread rate (we are in lockdown currently due to that). This can go 2 ways: spread very fast and overflow hospitals, or spread faster than others, but doesn't overload the hospitals. Let's hope for the best!
I just left Netherlands the past weekend here in Portugal the Omicron cases are also increasing fast, but the hospitalisation and dead number are still relatively low. Also looking to South Africa the data seems encouraging.
Fly ze Airbus
Air France-KLM also has purchase rights for another 60 aircraft for its KLM and Transvania carriers. The airline group signed a letter of intent for the purchase of four Airbus A350F freighter aircraft
It caps a successful week for Airbus after Singapore Airlines on Wednesday agreed to launch the A350 freighter and the planemaker looks likely to seize a narrowbody order from KLM as early as Thursday, in what would be the second defection to Airbus in 24 hours.https://www.reuters.com/business/aerospace-defense/airbus-wins-order-renew-qantas-fleet-sources-2021-12-15/ https://www.reuters.com/business/aerospace-defense/airbus-wins-order-renew-qantas-fleet-sources-2021-12-15/
Huge Qantas order, but there are still 2 large airlines rumored to place orders soon, one of which is either KLM or TUI who operate Boeing only and will soon switch to Airbus only
Airbus orders continue to pille in.Deliveries this month will be awsome...A321 xlr project is going well with the firts test aircraft almost complete.Once the flyings restrictions start to ease the stock should jump. Remenber Airbus shares were trading close to 140 euros before the Covid >> Go Long Airbus!
So we know the demand is high, but is the supply also achievable? Since they've come short of their annual target for 2021.
why they come short of their target? if they deliver 80 aircraft this month, they reach the target 🎯
How do they come short? The running joke is that Airbus always has a fifth quarter as they ramp up their deliveries hard in december, their fifth quarter. Last years, deliveries doubled and tripled in december.
Singapore Airlines has signed a Letter of Intent with Airbus for seven A350F freighter aircraft.
Reuters) -Qantas Airways Ltd said on Thursday it has chosen Airbus SE as the preferred supplier to replace its domestic fleet, switching away from Boeing Co.The airline said it had committed to buying 20 Airbus A321XLR planes and 20 A220 jets as well as 94 purchase options, subject to board approval expected by June 2022.
Short is king ! ahah
#Long is king! ahah
hi Joe how's going your short?
Are they having a hard time figuring out if they should drop 1% or rise 1% today? lol
Shorts ran out of shorts to sell?
Maybe, lol
If current vacines can still protect to some degree from Omicron and if people inefcted only has mild symptoms, I think airbus and aviation shorters will be roosted...
VL Carta, Airbus now has a valuation of 77B euros, this is nothing, for a company making profits, with almost 7000 airplanes in orders, great portfollio of planes and helicopters, building satellites and space projects. Whe are on another pick Covid wave and with lots of fear, but fear is the mind *** When things improve, Aibus will shine and can easilly double its market cap.
When China s economy goes down the drain, those 7000 orders will turn into toilet paper. Airbus will find itself competing against used aircraft from liquidations. Most at risk are the lessors, whose financing may be cut off overnight, forcing them to sell assets to meet obligations. The real downturn for the airline industry is yet to come. If you want to go long now, I suggest that you hedge your bets.
You have no idea. China has not order nothing in the past 5 years, when China start loosing the flying restriction, they will not have enought planes hehe
DJ is king !! Bull trap ahahah 99 minimum tomorrow
Are you good?
Tomorrow will be a hard day
Better than expected with this opening, Airbus holding strong compared to Boeing. Omicron just sends markets crazy!
People are freaking out with Omicron, so far all cases identified in Europe for which information is available on severity or were asymptomatic or had mild symptoms. Zero deaths so far.
Without the bail-out, it would have been chaos.
Airbus is too big to fail, will never happen. But that doesn't mean that shareholders wouldn't be wiped out somewhere along the way. Right now I'm not shorting but will short again as the opportunity presents. Omicron is small potatoes compared to what's unfolding in China. Evergrande's chairman is liquidaing his stock positions, shouldn't that tell you where that thing is headed?
If you go back to year 2000 also Boeing was a at 40 and it went to 400 before the max crisis. Airbus and aviation changed a lot since 2020, and will continue to change in the next 2 decades. You got lucky with the Omicron, and made some profit. As an airbus investor I can wait one two three years and morel cause I think things will improve for Airbus.
Crude oil dropped 13% on Friday, Airbus 10%. Crude oil is already at 5%+ again, Airbus can probably join this trend? I at least expect 3.5% today
2.5%
Oil is riding on OPEC tapering, Airbus has nothing to ride on. The real news is Fantasia~s imminent collapse and DMSA filing insolvency proceedings against Evergrande.
If Fantasia collapses, expect markets to go -5%, if Evergrande goes, who knows how low they could go.
Duc Ng, if you bought this stock back when it was 30,00 EUR and you are holding it mainly for the dividends, you are an investor, so it doesn't matter what the stock does. If you buy at this price hoping that it will shoot up to the moon, you are a gambler. Nothing wrong with gambling as long as you don't justify it as investing and incite others to do the same. At this price, this is not investment grade, it's just a gambling tool. Much of the market nowadays by the way.
You don't even look at the balance sheet and margins and justify your position with made up data, while I provide actual numbers
You don't even look at the balance sheet and margins and justify your position with made up data, while I provide actual numbers
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