We keep hearing that the aircraft manufacturers' order books are full and they can't keep up because the suppliers can't deliver.
Will this trend continue or is this just a short-term effect?
On the other hand, we are hearing about massive problems at the airlines.
Of course, the desire to travel is greater than ever after Corona.
But on the other hand, there is no more money in the wallet due to inflation.
Furthermore, there are more and more home offices and Internet conferences, which means that business travel is declining.
There is a big question mark over how the aviation sector will develop in the long term.
Will this trend continue or is this just a short-term effect?
On the other hand, we are hearing about massive problems at the airlines.
Of course, the desire to travel is greater than ever after Corona.
But on the other hand, there is no more money in the wallet due to inflation.
Furthermore, there are more and more home offices and Internet conferences, which means that business travel is declining.
There is a big question mark over how the aviation sector will develop in the long term.
••
In my opinion, the supplier with the best return on sales is
$TDG
$TDG
••
1Lun
Hello everyone,
It is important to mention at this point that $RR. produces much more than just aircraft engines and power units. SMRs (small modular nuclear power plants), for example, are another exciting field.
Their usefulness is perhaps debatable, but there could at least be an interesting future market developing here.
They are currently still active in the field of gas turbines and power generation systems, and Rolls Royce also produces marine engines.
I am and will remain invested because I believe the product portfolio is well diversified and the development of the company could be very exciting. However, this also means that as long as we have such a large number of wars and military conflicts, the order situation should remain stable.
Best regards
It is important to mention at this point that $RR. produces much more than just aircraft engines and power units. SMRs (small modular nuclear power plants), for example, are another exciting field.
Their usefulness is perhaps debatable, but there could at least be an interesting future market developing here.
They are currently still active in the field of gas turbines and power generation systems, and Rolls Royce also produces marine engines.
I am and will remain invested because I believe the product portfolio is well diversified and the development of the company could be very exciting. However, this also means that as long as we have such a large number of wars and military conflicts, the order situation should remain stable.
Best regards
•
11
•