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Airbus Group SE (AIR)

Paris
Currency in EUR
Disclaimer
160.04
-0.62(-0.39%)
Closed

AIR Comments

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
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