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Boeing | Fundamental Analysis | Short scenario info update.Boeing has started to regain order momentum in 2021 after two crises - the 737 MAX flight ban and the COVID-19 pandemic. In the first eight months of this year, the aerospace giant received 315 net orders for commercial aircraft. That is a welcome change after two years of negative net orders. However, Boeing continues to fight hard to produce aircraft reliably and pass them on to customers. That will cause the company to continue to squander cash and could jeopardize its future recovery. Boeing received 53 gross orders in August. Leading the way was the 737 MAX, with 35 orders from several customers, including Alaska Air and United Airlines. Boeing also recorded 11 orders for the 777 freighter - mostly from unspecified customers - and seven orders for the 787-9 Dreamliner (also from unspecified customers). Net of cancellations and other adjustments, Boeing recorded 45 net orders in August. This increased orders to 4,164 commercial jets. By comparison, Airbus attracted 99 net orders last month. While Boeing still leads in orders for 2021, Airbus has many more orders in its portfolio, nearly 7,000 as of Aug. 31. Airbus' significant order lead - especially in the narrow-body market - is a concern for Boeing. But Boeing's inability to deliver aircraft in large volumes is a much more pressing problem. Last month, the company delivered just 22 commercial jets, compared to Airbus' 40. Similarly, in the first eight months of 2021, Boeing delivered 206 aircraft, while Airbus delivered 384. The 787 Dreamliner series has been a notable upset in this regard. Boeing delivered just 14 787s in 2021, all from March through June. Just two years ago, the company was building and delivering 14 787s each month. Over the past year, Boeing has identified several types of manufacturing defects affecting some Dreamliner aircraft. So far, the company has been unable to agree with the Federal Aviation Administration (FAA) on a method of inspecting previously built 787s to make sure they are free of defects, which led to the latest supply halt. More than 100 787s are currently stuck in the company's warehouses. According to The Wall Street Journal, Boeing won't be able to resume deliveries until at least the end of October. The longer the delivery pause lasts, the greater the risk of triggering contract provisions that would allow customers to cancel orders without penalty. Given how slowly the demand for long-haul aircraft is recovering, many will not hesitate to take this chance. Boeing's progress in eliminating the 737 MAX inventory is also disappointing. The company had about 425 737 MAXs in inventory at the beginning of the year, and in the first half of 2021, that number was down by only 35. With 22 additional 737 MAX deliveries in July and just 14 in August, Boeing made little progress in reducing 737 MAX inventory this quarter. In the near term, Boeing's slow pace of aircraft deliveries will hurt cash flow. (Airlines typically pay most of the purchase price of an airplane after it is delivered.) Last quarter, Boeing delivered 79 commercial airplanes and drained $705 million in cash. Given that aircraft deliveries will reach the same level in the third quarter -- and with a weaker product mix -- Boeing will again be rapidly burning through cash. In addition, the excruciatingly slow pace of shipments of the 737 MAX calls into question underlying demand for the model. Airbus has had no problem turning over significantly more A320neo family aircraft to customers this year, despite the pandemic. Looking ahead, the 787 production problems will make Boeing's recovery more difficult. Boeing has already begun cutting production of the 787 family from 14 to 10 planes a month in 2020. With only 428 direct Dreamliner orders left, of which more than 100 have already been built, even a production rate of 10 months will be difficult to maintain in the near term (unless there is a surge in orders). If customers start to exercise the right to cancel orders, Boeing could be forced to keep production well below ten aircraft per month for the foreseeable future. It will undoubtedly limit future profits and cash flow.
NYSE:BAShort
by FOREXN1
10
Fun Prediction for $BA - Must See!I decided to make my own prediction and draw in my own RSI, MACD, & 50 MA lines from today (9/14/21) through (2/25/22). The pink bells indicate past explosive bullish movement (ER run ups?) I have also created a fib extension from the last impulse wave Let me know what you guys think of my prediction! My Plan for 9/14/21 - 9/24/21 Entries: $214, 213.50 Exits: $218, 218.50, $220 Once any of my entries are triggered, I will hop in a $BA $217.5c 9/24/21 (3.30) -Gordy
NYSE:BALong
by ERGod
BOEING: FUNDAMENTAL ANALYSIS + PRICE ACTION |SHORT VIEW 🔔After a significant portion of commercial airplane orders faded in 2019 and 2020, Boeing began to rebuild its production backlog in 2021. The aircraft producer has reported positive net orders for six straight months. The company will likely prolong that sequence to seven months when it announces its August order activity next week. However, compared to Airbus, Boeing's order book still looks pale due to the A320neo family's advantage over the 737 MAX. This week, Airbus received an important order from Jet2.com, an old-time BA client, a British travel airline. This setback underscores the fact that the U.S. aerospace giant is still struggling. In recent years, Airbus has persistently kept an advantage over Boeing in terms of orders, especially in the narrow-body segment. But the gap widened when Airbus bought a majority stake in the CSeries aircraft program - now known as the A220 - in 2018, and widened productively after the Boeing 737 MAX was banned from flying two years ago. As of the end of 2015, Boeing had 4,392 firm orders for the 737 family, while Airbus had 5,535 direct orders for the rival A320 family. This gave Airbus a 56% share of orders for narrow-body aircraft between the two leading aircraft manufacturers, a substantial benefit but merely an authoritative position. Two years later, Airbus' share has risen to 57%. But by the end of July this year, orders for Boeing's narrow-body aircraft had dropped to 3,314, largely because a string of orders for the 737 MAX had faded over the past couple of years. Meantime, Airbus ended the month with 6,100 firm orders for narrow-body aircraft, with the A320neo family accounting for more than 90% of that portfolio. That brings Airbus' share of orders for the two competitors' narrow-body aircraft to 65%. For most of its history, Jet2.com has operated exclusively Boeing aircraft. Today it has about 90 aircraft in its fleet, almost all of them Boeing 737s. Last year, however, Jet2 tried leasing an A321. Apparently, the leisure-oriented airline liked what it saw. On Tuesday, Jet2 and Airbus announced that the airline had placed a direct order for 36 A321neos with options for 24 more. That proved initial Reuters reports that Jet2 was on the verge of switching to Airbus. Jet2 said the planes would be delivered within five years, through 2028. Airbus probably offered big discounts to poach Jet2 from Boeing. However, the A321neo's superior capabilities over the 737 MAX 9 and 737 MAX 10 gave it the opportunity to win this business. Jet2 will equip its A321neo with 232 seats, slightly more than the 737 MAX 10's maximum capacity of 230. In addition, the A321neo can operate from shorter runways than the 737 MAX 9 or 737 MAX 10, giving Jet2 more operational flexibility. Jet2's decision to replace dozens of Boeing aircraft with the A321neo shows that Airbus continues to hold the advantage in this rivalry. Of course, Boeing still has a solid backlog for the 737 MAX and continues to receive new orders from several key customers. On the other hand, Boeing will need to significantly increase order volume to support a sustained return to peak production rates. Furthermore, heavy reliance on a few customers has its drawbacks. First of all, large customers tend to accept the biggest discounts, which affects margins. There is no doubt that Airbus is not going to make life easy for Boeing. The European aircraft manufacturer plans to increase production of the A320neo family to a record high by mid-2023, with a subsequent increase in production through 2025. It will open up additional slots for deliveries, preventing Boeing from getting default orders as a result of Airbus' larger backlog. The 737 family of aircraft has been a real financial trough for Boeing in the past. The huge global oversupply in the widebody market will make the 737 MAX even more important in the near term. Unfortunately, over the next decade, Boeing will likely have to build the 737 MAX at a slower pace and at lower margins than investors anticipated just several years ago. As a result, Boeing stock will be grounded for some time.
NYSE:BAShort
by FOREXN1
4
BA needs to Bounce and Soon!Unpopular Opinion BA - Looks weak. - Needs more good news and less bad news. :rolling_eyes: - Needs to stay above the moving averages. - Could drop to $202 - Worse: Could drop to $192.65 - Worst: Could drop to close the gap near $158.10 (Market would literally have to crash. Seems less likely.) I'm not posting this to discourage...just keep your eyes open. BA is the government's baby, they won't let it die...plus there are bulls waiting at multiple levels below. Keep this in the back of your mind just in case. It's September and if it's like the last couple of years, the market will slow down and eventually turn into "Red October." Meanwhile, trade the trend lol
NYSE:BAShort
by PerCent_Investments
BA $240 moving to in short term BA Current Price $221 Price Target $240 Option - $220c 9/10 ($568,1.7% till breakeven) After reporting their first profitable quarter in 6 quarters I believe now is the time to add some BA to your portfolio. FDA approval for COVID vaccines coming in just last week shouldact as a tailwind for the travel sector and especially Boeing. In June, Boeing booked defense contracts valued at $1.1 billion. The contract flow was carried by orders for the CH-47 Chinook and the AH-64 Apache. Seemingly, July was even better in terms of contract value. There was a fear out there that BA may see a decline in defense spending due to changes in administrations as we went from the trump administration to the Biden Administration but that is simply not taking place, defense contracts have been very strong for the company. Looking at the chart I believe we will trade up to the top line of resistance around $240 over the coming weeks.
NYSE:BALong
by Value-Invest
BA Support!Money Makers! BA is currently trading in a channel on the Daily TF. It's found support on the trendline shown and can begin to move higher like it did in the past. If this trendline fails expect a move to the bottom of the channel shown in yellow. If you're going long remember to use a tight stop-loss. Love it or hate it, hit that thumbs up and share your thoughts! Don't trade with what you're not willing to lose. Safe Trading Calculate Your Risk/Reward & Collect! This is not financial advice. Simplicity Wins
NYSE:BA
by rnaofs
BA Should Move Higher Here Boeing just reported its first profitable quarter in 6 quarters, we should continue to see Boeing report profitable quarters given the emergence of air travel that has taken place over the past couple months. Also, if your an investor that is worried about a slow bounce back in travel due to the delta variant, you should take comfort in the fact that 40% of boeing's revenue its defense business which has held strong during the entire pandemic.On Friday after the market was closed Boeing was awarded a $487m contract from the US Army for Apache AH-64 engineering services and technical support.
NYSE:BALong
by Value-Invest
Trading Plan on Boeing, 101 explanation.Hello guys! today we will analyze BA. We are planning on developing a setup here, and we want to explain the full idea. The first thing we should see is the big picture: We have a broken descending trendline with a massive corrective pattern on the edge of it. If you check the logarithmic chart on the weekly timeframe, you can see that this situation has happened a lot of times in the past Based on the research we made, one of the ways of trade this situation is waiting for the breakout of the big correction on the edge of the descending trendline and look for a smaller correction to trade. This provides us with a big risk-reward ratio that also allows us to fail many times until we hit the correct setup. Based on historical data, this setup has a success rate of around 55% and an average risk-reward ratio above 3, which is something PHENOMENAL! The target we will be using is the higher part of the expanding channel. What happens if the setup nothing happens? Beautiful answer for that: You don't trade What happens if the price executes the setup and then it goes straight to the stop loss area? Another beautiful answer for that: you lose 1%, no one has died because of that. Thanks for reading, guys! If you have any doubt about this or any vision you want to share, just write it in the comment box. Have a good one.
NYSE:BA
by ThinkingAntsOk
4