Primer: Airbus (EADSY US) - Oct 2025
Market Leadership in a Duopoly: Airbus maintains a strong position in the global commercial aircraft market, a duopoly with Boeing. It has...
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Thai Airways International Plc. (THAI): Increasing Risks Due To Delays In Fleet Expansion
We cut 2025–27E core profit forecasts due to lower ASKs from delayed wide-body aircraft leases, along with softer load factors and passenger yields.
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TRS: Bent Aero
TRS's aerospace segment could experience a slowdown due to operating issues at Boeing (BA) and Airbus (EADSY). We are adjusting our fourth quarter...
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Cirrus Aircraft IPO - Fundamentally Sound but Parent Still Under Sanction
Cirrus Aircraft (0153126D US) seeks to raise up to US$197m in its Hong Kong IPO. In this note, we undertake a quick peer comparison and share our...
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Novelis Pre-IPO - Leader in Most Categories, Although End Markets’ Aren’t Really Growing Much
Novelis Corporation (0620365D US)Â Novelis is looking to raise US$1.2bn in its upcoming US IPO. The firm is owned by Indian-listed Hindalco. The...
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