737 MAX & A320neo Production Targets Will Probably Not Be Achieved Due to LEAP Engine Shortage
Boeing 737 Max Vs Airbus A320neo The increase in the oil price and price competition between airline operators (especially in the case of short-...
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Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index.  In today’s report...
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Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
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Airbus - Increasing rewards from civil aircraft
Airbus reported Q218 adjusted EBIT well ahead of consensus, on sales modestly better than market forecasts. The beat was mainly driven by...
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Airbus - Resolving engine delays key for take-off
Q118 trading continued to be adversely affected by engine delays on the A320neo programmes, which constrained deliveries as the manufacturing...
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