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24.04.25 - 15:54
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Massive Buying Of Boeing Aircraft Sends US Durable Goods Orders Soaring In March (ZeroHedge)
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Massive Buying Of Boeing Aircraft Sends US Durable Goods Orders Soaring In March
US Durable Goods Orders printed a massive 9.2% MoM surge in preliminary March data, massively beating the +2.0% MoM expectation) and pulling orders up 10.9% YoY - the highest since Jan 2022. This is the third straight month of strong orders...
Source: Bloomberg
That is a four sigma beat of expectations...
Source: Bloomberg
But... and its a big but!
Ex-Transportation, durable goods orders were unchanged MoM (rising 2.2% YoY)...
Source: Bloomberg
And so - all of the gains in the headline orders print were due to a 139% surge in orders for commercial aircraft and parts...
Source: Bloomberg
Boeing Co. said it received 192 orders in March, the most since the end of 2023 and up from 13 in the previous month. At the same time, China recently ordered its airlines not to take further deliveries of Boeing jets as the trade war escalates.
However, non-defense capital goods shipments including aircraft, which feed directly in...
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24.04.25 - 12:42
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Boeing Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat das Kursziel für Boeing nach Zahlen zum ersten Quartal von 190 auf 207 US-Dollar angehoben und die Einstufung auf "Buy" belassen. Die Zahlen wertete Analyst Gavin Parsons als einen Hinweis auf ......
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24.04.25 - 11:30
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Boeing Buy (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die US-Investmentbank Goldman Sachs hat das Kursziel für Boeing von 213 auf 212 US-Dollar gesenkt, aber die Einstufung auf "Buy" belassen. Die operative Entwicklung bessere sich, schrieb Analyst Noah Poponak am Mittwochabend ......
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24.04.25 - 08:18
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Boeing Outperform (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die kanadische Bank RBC hat die Einstufung für Boeing nach Zahlen zum ersten Quartal auf "Outperform" mit einem Kursziel von 200 US-Dollar belassen. Unter dem Strich sei das Auftaktquartal 2025 besser gewesen als erwartet, ......
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24.04.25 - 05:00
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Boeing CEO Confirms China Halted Orders; Goldman Notes "Improved Earnings Results" For Planemaker (ZeroHedge)
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Boeing CEO Confirms China Halted Orders; Goldman Notes "Improved Earnings Results" For Planemaker
Boeing reported first-quarter results that Goldman analysts described as "improved," but the real headline this morning isn't the earnings—it's CEO Kelly Ortberg's CNBC interview, in which he revealed that China has halted aircraft deliveries.
In a televised interview with CNBC's Squawk on the Street, CEO Ortberg stated that Chinese airlines had "in fact stopped taking delivery of aircraft due to the tariff environment." He noted that the aviation giant would begin marketing the commercial jets to other carriers if deliveries were prolonged.
"We're working with our customers right now, we're not going to wait too long," Ortberg said in the interview, adding, "We'll give the customers an opportunity if they want to take the airplanes. That's what we'd prefer to do. But if not, we're going to remarket those airplanes to people who want...
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