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3An important player for the entire industry is undoubtedly Honeywell ($HON (+1%) ). 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.
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:
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:
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:
Should the state invest in start-ups? 🔋
Some argue that government investment is necessary to promote growth and innovation in key sectors, while others have concerns about the efficiency and fairness of government intervention.
I believe that the state should invest in key technologies of the future such as eVTOL, AI, semiconductors and robotics.
Exciting alternatives to Volocopter:
Basically, I find $AIR (-1,24%) exciting.
In the end, Airbus will not miss out on this market if it becomes a business case at all.
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