Reddit Investors Eye Airbus Amid Boeing Turmoil: Opportunities In Aviation Stocks Explored

Zinger Key Points
  • Redditors dissect the implications of Airbus securing orders from key Asian customers of Boeing.
  • The discussion underscores ongoing concerns surrounding Boeing's manufacturing crisis and the potential shift in the competitive landscape.

Airbus SE EADSF EADSY made significant strides in the aviation market by clinching orders for 65 jets from two of Boeing Co‘s BA key Asian customers, dealing a blow to its struggling American rival amidst a sprawling manufacturing crisis.

A recent post on r/stocks by Redditor Zhukov-74 invited fellow Redditors to comment on the news.

The orders, particularly from Japan Airlines and Korean Air, underscored Airbus’s growing foothold in Asia, traditionally dominated by Boeing.

  • Japan Airlines (JAL) announced plans to purchase 21 wide-body A350-900 and 11 A321neo narrow-body jets from Airbus, marking its first foray into smaller single-aisle jets from the European rival.
  • Korean Air, South Korea’s largest carrier, disclosed a $13.7 billion deal to acquire 33 A350s, signaling a strategic shift away from Boeing as it prepares for a merger with Asiana Airlines.

Also Read: Japan Airlines Embarks On Fleet Overhaul with New Boeing And Airbus Purchases

Responses from Reddit users also shed light on broader sentiments surrounding the aviation industry. Some expressed frustrations with Boeing’s management practices, suggesting a need for significant reforms to restore the company’s former glory. Others highlighted the significant backlog of orders for both Boeing and Airbus, indicating ongoing demand despite the challenges faced by Boeing.

Redditors also discussed the potential repercussions for Boeing’s market position and Airbus’s expansion strategies.

Conversations on Reddit delved into potential investment opportunities associated with Airbus amid its recent victories in the Asian market. Users contemplated options such as investing in engine manufacturers linked to Airbus aircraft, recognizing the interconnected nature of the aviation industry.

Names such as Safran SA SAFRF, Rolls-Royce Holdings PLC RYCEF, General Electric Co GE, RTX Corp RTX:

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