You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
2.2 KiB
2.2 KiB
| Alias | Tag | Date | DocType | Hierarchy | TimeStamp | location | Investment | Trading | banner | banner_icon | CollapseMetaTable | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
2021-08-17 | Investment | NonRoot | 2021-08-17 |
|
|
|
! |
🛩 | true |
Parent:: Equity Investments
name Edit Investment parameters
type command
action MetaEdit: Run MetaEdit
id EditMetaData
^button-AirbusInvEdit
name Save
type command
action Save current file
id Save
^button-AirbusInvSave
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