Vertical Aero

#2

An important player for the entire industry is undoubtedly Honeywell ($HON (+0,4%) ). Honeywell is a heavyweight in this sector and achieved total sales of 37 billion dollars in 2023. The company is active in areas such as Electrical Solutions, Services & Connectivity, Motors & Propulsion Systems and Mechanical Systems & Components and has contracts with numerous aircraft manufacturers.

My analysis shows that #volocopter , $ACHR, $EVTL , #Supernal and EVE Air Mobility are working with Honeywell.

#1

I have been involved in the EVTOL sector for some time now and find it very promising for the future.

There are a large number of companies that want to develop EVTOL aircraft (electrically powered vertical take-off and landing aircraft) in the future, some of which are already in promising test phases. In addition, some of the most promising companies are already listed on the stock exchange. The following EVTOL manufacturers are listed on the stock exchange:

• Archer ($ACHR )
• Joby Aviation ($JOBY )
• Lilium ($LILM (-11,11%) )
• Vertical Aerospace ($EVTL )
• Ehang ($EH )
• Horizon Aircraft ($HOR )
• Airbus ($AIR (+1,33%)
  

However, there are other promising developers that are not currently listed on the stock exchange, so direct investments in these companies are not possible. Here is an overview of the unlisted companies:

• Volocopter
• Xpeng Aeroht
• Wisk
• Supernal
• Eve Air Mobility
• AIR VEV

I asked myself how the industry is structured and whether it is possible to invest in the industry through indirect investments. And I will say this much: yes, you can.

Here is an overview of the value chain: