Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Equity Bottom-Up

<ul><li>Boeing is facing deep issues beyond the upcoming strike vote</li><li>Boeing's profitability hinges on ramping up production of the 737</li><li>Getting suppliers healthy and delivering again is crucial for Boeing's future success</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Boeing is facing deep issues beyond the upcoming strike voteBoeing's profitability hinges on ramping up production of the 737Getting suppliers healthy and delivering again is crucial for Boeing's future successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lots More on the Ongoing Mess That Is Boeing

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Independent Stock Specific Research

BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

<ul>
<li>TRS has three operating segments where the smallest has already been going through a sales restructuring period and we are now expecting a slowdown in TRS’s aerospace business.  </li>
<li>Aerospace had been growing at double-digit rates in recent years, but in recent months the two largest aerospace customers have been going through their own ordeals</li>
<li>TRS’s current valuation gives little value for what each segment could be worth. There have been two aerospace IPOs with similar businesses to TRS’s aerospace business. </li>
</ul>


TRS has three operating segments where the smallest has already been going through a sales restructuring period and we are now expecting a slowdown in TRS’s aerospace business.  
Aerospace had been growing at double-digit rates in recent years, but in recent months the two largest aerospace customers have been going through their own ordeals
TRS’s current valuation gives little value for what each segment could be worth. There have been two aerospace IPOs with similar businesses to TRS’s aerospace business. 


Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Boeing, a giant in the aerospace and defense industry, continues to find itself at the center of financial and operational turmoil.</li><li>Recent updates on its second-quarter 2024 earnings call revealed deep-rooted challenges exacerbated by a striking workforce and continued production slowdowns.</li><li>Yet, despite these hurdles, Boeing remains a critical player in the global aerospace market, buoyed by its extensive order backlog and future growth prospects.</li></ul>

Boeing, a giant in the aerospace and defense industry, continues to find itself at the center of financial and operational turmoil.Recent updates on its second-quarter 2024 earnings call revealed deep-rooted challenges exacerbated by a striking workforce and continued production slowdowns.Yet, despite these hurdles, Boeing remains a critical player in the global aerospace market, buoyed by its extensive order backlog and future growth prospects.

Boeing's Uncertain Future: Navigating Challenges Amid Strikes & Mounting Debt!

<ul><li>Boeing has long been a dominant player in the aerospace industry, but recent developments suggest that the company may be facing turbulent times ahead.</li><li>Despite its strong market position and a robust backlog of orders, Boeing is grappling with significant technical and safety challenges that are raising red flags for investors.</li><li>The company's ongoing issues with manufacturing defects, regulatory scrutiny, and delays in key programs are casting a shadow over its future prospects.</li></ul>

Boeing has long been a dominant player in the aerospace industry, but recent developments suggest that the company may be facing turbulent times ahead.Despite its strong market position and a robust backlog of orders, Boeing is grappling with significant technical and safety challenges that are raising red flags for investors.The company's ongoing issues with manufacturing defects, regulatory scrutiny, and delays in key programs are casting a shadow over its future prospects.

Boeing's Rocky Runway: Is It Worth the Risk?

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Thematic (Sector/Industry)

<ul><li>China is expected to be the largest national market for commercial airplane deliveries through 2043, Boeing Co. said, as the U.S. company resumed deliveries of its cash-cow 737 Max jets to Chinese airlines after a two-month pause.</li><li>Boeing predicts 43,975 new commercial airplanes will be delivered globally over the next 20 years, according to its 2024 Commercial Market Outlook released Friday. That’s up from last year’s forecast of 42,595 aircraft.</li><li>The manufacturer raised its forecast because it believes that air travel will have fully recovered from its pandemic-era slump by then, with demand even surpassing pre-pandemic levels, according to a press release about the Outlook.</li></ul>

China is expected to be the largest national market for commercial airplane deliveries through 2043, Boeing Co. said, as the U.S. company resumed deliveries of its cash-cow 737 Max jets to Chinese airlines after a two-month pause.Boeing predicts 43,975 new commercial airplanes will be delivered globally over the next 20 years, according to its 2024 Commercial Market Outlook released Friday. That’s up from last year’s forecast of 42,595 aircraft.The manufacturer raised its forecast because it believes that air travel will have fully recovered from its pandemic-era slump by then, with demand even surpassing pre-pandemic levels, according to a press release about the Outlook.

China to Be Top National Market for Aircraft in the Coming Two Decades, Boeing Predicts

United States

The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide.  The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.

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Boeing Co (BA US)

Lots More on the Ongoing Mess That Is Boeing

The podcast episode discussed Boeing's ongoing challenges, including a strike vote, financial struggles, and the importance of getting suppliers...

Odd Lots

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...

BWS Financial Inc

Boeing's Uncertain Future: Navigating Challenges Amid Strikes & Mounting Debt!

Boeing, a giant in the aerospace and defense industry, continues to find itself at the center of financial and operational turmoil. Recent updates...

Baptista Research

Boeing's Rocky Runway: Is It Worth the Risk?

Boeing has long been a dominant player in the aerospace industry, but recent developments suggest that the company may be facing turbulent times...

Baptista Research

China to Be Top National Market for Aircraft in the Coming Two Decades, Boeing Predicts

China is expected to be the largest national market for commercial airplane deliveries through 2043, Boeing Co. said, as the U.S. company resumed...

Caixin Global

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