Posts
97Detailed Airbus share analysis
- Company portrait
- Business model and competition
- Strategy and Management
- Performance
- Position compared to competitors
- Order backlog and annual production
- New developments
- Product range
- Defense business
- Project risks
- Government influence
- Loss of confidence due to allegations of corruption
- Quarterly figures and annual financial statements
- Outlook 2025
Link:
I’m waiting for all the tariff movement to settle down before I reinvest in the new account, but these are the stocks I’m planning to put in the new account
I’m putting between $300 and $500 into each stock and I’m trying to get stocks from every sector
Would love to hear any feedback you have
1 Share of $MCD (-4.77%)
2 Shares of $AMZN (-3.47%)
1 Share of $MSFT (-2.36%)
2 Shares of $AAPL (-6.8%)
1 Share of $UNH (-2%)
3 Shares of $SPG (-3.9%)
4 Shares of $XOM (-6.83%)
11 Shares of $BAC (-7.71%)
1 Share of $LIN (-5.56%)
5 Shares of $SO (-3.12%)
5 Shares of $WMT (-3.92%)
2 Shares of $BA (-8.12%)
2 Shares of $GOOG (-2.49%)
Lululemon warns cautious consumers
Lululemon $LULU (+4.59%) experienced a painful 15% drop in its shares this afternoon. The reason? CEO Calvin McDonald announced at an investor conference that consumers in the US are increasingly hesitant when it comes to spending. This development is not surprising, as the current economic climate is causing uncertainty. The University of Michigan's consumer index has reached its lowest level since November 2022, clearly showing that people are rethinking their spending. Retailers are also reporting a reluctance to spend, which is directly attributable to concerns about economic changes and rising tariffs. Despite these challenges, Lululemon is optimistic about the future: net sales of between EUR 11.1 and 11.3 billion and adjusted earnings per share of EUR 14.95 to 15.15 are targeted for the 2025 financial year. The diversification of products and low dependence on China could benefit the company in these turbulent times.
Boeing plans to sell Jeppesen navigation unit for over 8 billion dollars
In the USA, Boeing is planning $BA (-8.12%) is planning a significant sale of its Jeppesen navigation unit, and interest is high. Several private equity firms and an aerospace supplier have already signaled their offers. The estimated price for this valuable unit is over 8 billion euros and Boeing will be reviewing the bids received in the coming weeks. Potential buyers include prominent names such as Vista Equity, Warburg Pincus and TransDigm. This sale is part of CEO Kelly Ortberg's strategy to streamline Boeing and reduce debt. If the sale is successful, it could go down in history as one of the largest carve-out transactions in recent years. Jeppesen, known for its navigation products and software, is seen as a valuable asset that could potentially generate stable cash flows for the buyers.
Sources:
https://finance.yahoo.com/news/exclusive-buyout-aerospace-firms-close-174043591.html
Technological advances and global challenges are opening up new opportunities in various sectors. In addition to well-known areas such as artificial intelligence and renewable energies, there are less recognized sectors with significant growth potential. Here are some areas where I see a lot of potential.
For each area, I have listed a few stocks that are considered pioneers or already established...
1. 💧 Water management - the blue gold of the future
Why is it exciting?
- Water scarcity is becoming a pressing problem worldwide.
- Investments in water treatment, desalination and efficient use are increasing.
Example company:
- Xylem Inc. $X1YL34 - Specialized in water technologies and solutions.
- Veolia Environnement $VIE (-7.27%) - Leader in water and waste management.
2. 💻 Data processing & data centers - backbone of the digital era
Why is it exciting?
- Increasing data volumes require powerful infrastructures.
- Cloud computing, edge computing and quantum computing are revolutionizing the industry.
Example companies:
- Equinix $EQIX (-3.33%) - The world's leading provider of data center services.
- Digital Realty $DLR (+0.82%) - Specializes in data center solutions for companies.
3. 🚀 Space industry - The new economic space
Why is it exciting?
- Private companies are driving innovation and reducing costs.
- Applications range from satellite communication to space tourism.
Example companies:
- Virgin Galactic Holdings Inc. $SPCE (-0.77%) (SPCE) - pioneer in the field of space tourism.
- Rocket Lab USA Inc. $RKLB (-8.63%) (RKLB) - provider of low-cost rocket launches for small satellites.
- Airbus $AIR (-8.31%) (AIR) - Leader in aerospace technologies.
- Boeing Co. $BA (-8.12%) (BA) - Involved in manned space programs and satellite technology.
- Northrop Grumman Corp. $NOC (-5.33%) (NOC) - Specializes in defense and space systems.
4. 🌍 Rare earths & raw materials - foundation of modern technologies
Why are they exciting?
- Electromobility, renewable energies and electronics rely on rare metals.
- Recycling and sustainable mining are becoming increasingly important.
Example company:
- MP Materials $MP (-6.7%) - Largest producer of rare earths in the USA.
- Lynas Rare Earths $LYSDY (-0.5%) - Leading supplier outside China.
5. 🌱 Vertical farming - the future of urban food production
Why is it exciting?
- Population growth and urbanization require new farming methods.
- Indoor farming enables year-round production with reduced water consumption.
Example company:
- AeroFarms (not found on getquin) - pioneer in vertical farming with innovative cultivation techniques.
- AppHarvest $APPHQ - Operates high-tech greenhouses for sustainable cultivation.
💡 Conclusion: These emerging sectors offer significant opportunities for investors and innovators. Early involvement could be advantageous in the long term.
🔥 Which of these future industries do you think are particularly promising? Share your opinion in the comments!
✅ I'll list the companies mentioned in the comments here:
$LRV (-10.57%) (rare earths)
$TTEK (-2.57%) (water management)
$BMI (-5.8%) (water management)
$TSLA (-9.97%) (Robotics)
🔍 Disclaimer: No investment advice - only my personal assessment. Everyone should do their own research!
Trump - the best sales guy the European defense industry has ever had.
Speaking of fighter aircraft: did I already mention that Saab ($SAAB B (-11.16%)) not only has its own platforms such as the Gripen fighter jet, but is also involved in the modernization of the European Eurofighter ($AIR (-8.31%) - $LDO (-14.89%) - $BA. (-9.05%)) fleets and the construction of the upcoming latest "Eurofighter EK" models?
It's time for Kötbullar again.
What do you think is going on with the company right now? Well, there are now problems with the jets at $LMT (-3.69%) because the order with the jets went to $BA (-8.12%) gone. But I still believe in the company in the long term and especially when it comes to the space business, thank God it's not all military. In the long term, it could also recover or what do you think? For me it was always a good companion in the depot😄
The US aircraft manufacturer Boeing has been awarded the contract for the production of the F-47 fighter jet. The fleet is to be built in the coming years, according to Trump.
Today, 18:09
Acting US President Donald Trump launches the construction of a new type of fighter jet. "Nothing in the world even comes close," said the Republican in the White House. The US aircraft manufacturer Boeing has been awarded the contract for this sixth-generation fighter jet. A fleet is to be built in the coming years, Trump said.
The F-22 and F-35 are currently the most modern operational fighter jets in the USA and belong to the fifth generation. The F-22 is no longer in production, but is still in service with the Air Force.
The new fighter jet is to be called the F-47. Trump is the 45th and 47th President of the USA. The F-47 fighter jet will be "the most advanced, most capable and most lethal aircraft ever", said Trump. A prototype of the aircraft has been "secretly in the air" for almost five years.
The development of the jet had been a big secret - for reasons of secrecy, not too much would be revealed about the F-47 even now, Trump said. US Secretary of Defense Pete Hegseth said: "This is a historic investment in the American military."
The award decision is a victory for the economically ailing Boeing Group. The F-35 jets are produced by rival defense contractor Lockheed Martin. (dpa)
Boeing and the US Air Force are in new trouble with the KC-46A Pegasus tanker aircraft. The program, which has already been plagued by breakdowns, has come to a standstill once again after cracks were discovered in two newly built aircraft.
Boeing is no longer delivering any new Pegasus tankers until further notice. This is not the first time this has happened, but the reason is new: as the US portal "The Warzone" has exclusively learned, cracks were discovered "in primary and secondary structures" on two of four newly manufactured KC-46As for the US Air Force shortly before the planned handover. The problem was noticed by Boeing itself during an inspection and addressed accordingly, according to "The Warzone" from Air Force circles. As a result, the manufacturer has taken measures "to temporarily suspend deliveries until we fully understand the root cause and implement an effective corrective action plan."
It is unclear which "primary and secondary structures" of the two aircraft are specifically affected by the crack problem. In any case, the cracks did not occur on surfaces or hinges, it said. Boeing also announced that it was working "closely with the customer" to quickly find a solution "and mitigate any potential impact on the fleet and aircraft in production." At the same time, the US Air Force announced a corresponding assessment of all 89 KC-46A tankers already in service.
Problem aircraft KC-46A
This adds another chapter to the history of breakdowns of the USA's newest tanker aircraft, whose career began in early 2019 with a delay of several years and a host of unresolved defects. In any case, delivery stops and refused acceptances are nothing new for Boeing with the Pegasus program. Back in April 2019, the US Air Force objected to the delivery of new KC-46As because foreign objects such as forgotten tools and screws had been discovered in the aircraft awaiting acceptance.
Last year, the US Air Force refused to take delivery of new KC-46As for months because Boeing could not get to grips with problems with the fuel boom. During a routine inspection of one aircraft, technicians had previously discovered that a nut fuse wire in the boom's gimbal bearing, which allows it to move in all three directions, had broken. The Air Force then had all of its KC-46As inspected accordingly.
In 2023, Boeing had to suspend deliveries of new Pegasus tankers for several months due to difficulties with a supplier.
It's time for an article in English!
As many investors questioned the sharp drops in U.S. defense stocks after Trump took office, I decided to dive into what’s happening behind the scenes.
Introduction
The U.S. defense sector is facing a realignment in 2025 due to proposed budget cuts of about 8% per year over the next five years. This initiative, driven by the new administration, aims to reallocate roughly $50 billion in defense spending toward emerging priorities like border security, Asia-Pacific presence, and advanced technologies. Such cuts would cumulatively reduce annual defense outlays from roughly $900 billion to around $600 billion by the end of the period – about the level of 2017. These changes directly affect the nation’s largest defense contractors, which span aerospace, cybersecurity, shipbuilding, and weapons manufacturing.
The top five contractors –
Lockheed Martin $LMT (-3.69%)
RTX Corporation $RTX (-8.7%)
Northrop Grumman $NOC (-5.33%)
General Dynamics $GD (-7.4%)
and Boeing $BA (-8.12%)
– alone account for a huge share of Pentagon procurement, with defense revenues ranging from $32–65 billion each. This report examines the top 15 U.S. defense contractors and analyzes how the 2025 budget cuts impact their programs, finances, and strategies.
Top 15 U.S. Defense Contractors (by Defense Revenue)
These contractors collectively cover all major sectors of defense. The following sections detail the specific program impacts, financial performance, and strategic outlook for these companies in light of the 2025 budget cuts.
Programs and Contracts Most Impacted by Budget Cuts
💥 Major Defense Programs Facing Cuts or Changes
🚀 Strategic Adaptations and Company Outlooks
📊 Financial Impact and Stock Performance Post-Cuts
🔮 Multi-Year Outlook and Conclusions
In conclusion, the 2025 budget cuts introduce challenges, but the U.S. defense-industrial base remains strong. Contractors that adapt to changing priorities – focusing on innovation, efficiency, and global markets – will be best positioned for long-term success.
What do you think—are these budget cuts a short-term setback or a long-term shift for the defense industry?
Share your thoughts and let’s discuss where the best opportunities might be.
Airbus $AIR (-8.31%) and Boeing $BA (-8.12%) are under pressure due to a fire at a supplier. Both Boeing and the French aircraft supplier Safran have already contacted their suppliers to clarify the possible effects of a major fire at SPS. This incident occurred on February 17 and could significantly disrupt the aircraft manufacturers' supply chains. In a letter sent to suppliers after the fire, Boeing asked whether parts from the SPS factory in Jenkintown are regularly used and what the consequences would be if these parts were missing. Airbus has also commented on the incident. A spokesperson confirmed: "It is too early to confirm the extent of our exposure, but we expect the impact on our operations to be limited." Engine manufacturer GE Aerospace has already sent teams to SPS to find alternative production sites and replacement suppliers.
In the USA, Donald Trump is causing a stir after announcing a doubling of the tariffs already in force on Chinese goods. This measure, which will apply from next Tuesday, will raise tariffs to 20 percent. Trump justifies the increase with the fight against fentanyl, which enters the United States from China via Mexico and Canada. China has already threatened to take countermeasures, although these are still unclear. The world's second-largest economy had previously imposed tariffs on imports from the USA and imposed export controls on important raw materials for the high-tech industry.
Sources:
