1Sem.
You have highlighted the positive aspects very nicely.
However, the downside could definitely be seen in the fact that they always lag behind their own ambitious targets. However, deliveries are not always directly linked to Airbus itself, but often also to the engine suppliers, who also lag behind their figures. However, the share is always valued on the basis of the ambitious targets, which also harbors the risk of a discount in the share price in the event of failure.
However, the downside could definitely be seen in the fact that they always lag behind their own ambitious targets. However, deliveries are not always directly linked to Airbus itself, but often also to the engine suppliers, who also lag behind their figures. However, the share is always valued on the basis of the ambitious targets, which also harbors the risk of a discount in the share price in the event of failure.
•
11
•
1Sem.
@JJJanson You are absolutely right that ambitious targets also entail risks, especially if suppliers are lagging behind. Nevertheless, I see the opportunities as significantly greater than the risks, especially if Airbus continues to increase its delivery targets in the long term and the demand side remains stable.
•
11
•1Sem.
@WinStreak77 I'm also right there with you. Rising demand and a good product range with hardly any competition are definitely very nice growth drivers. I would be surprised if Airbus is in a worse position in a few years than it is today. The opportunities definitely outweigh the risks.
I just wanted to say that, in my opinion, it's also a good idea to take a critical look at an asset and also recognize the risks hinzuweisen✌️
I just wanted to say that, in my opinion, it's also a good idea to take a critical look at an asset and also recognize the risks hinzuweisen✌️
••