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2.2 KiB
2.2 KiB
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2021-08-17 | Investment | NonRoot | 2021-08-17 |
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Parent:: Equity Investments
name Edit Investment parameters
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action MetaEdit: Run MetaEdit
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^button-AirbusInvEdit
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Airbus
title: Summary
collapse: open
Airplane and broader flying stock manufacturer, based in France. Operates in a bi-polar industry with high barriers to entry.
style: number
Investment thesis
Invested during COVID as airline traffic and associated activity was at its lowest to benefit from gradual normalisation of incompressible air traffic. Underlying long-term transformation story with the requirement to produce less polluting propulsors and more energy-efficient planes, where Airbus is a leader. Relative versus Boeing having troubles with their latest mid-range offering.
Risk profile
Low risk Established portfolio of products; highly subsidised; industry with high barriers to entry.
News & corporate activity
Current pipeline
Currently, Airbus' pipeline in a nutshell:
- Commercial fleet: roll out of their new mid-range plane
- Commercial fleet: developpment of their long-range offering
Innovation
Innovation has two main pillars:
- ESG: Reduction of propulsor's gas emissions
- ESG: Fuel efficiency through propulsor & plane design
Further steps
Further steps are captured in the Equity Tasks