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Dhierin Bechai

 
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  • Study On The Very Large Aircraft Market: The Battle That Might Have No Winner (Part 2)
    Tue, Nov. 18 BA 7 Comments

    Summary

    • Boeing 747-8I seems to be the more efficient airplane.
    • Airbus A380 offers better comfort.
    • Boeing 777X eats away orders from the 747 program, so Boeing is not losing those orders to Airbus.
  • Study On The Very Large Aircraft Market: The Battle That Might Have No Winner (Part 1)
    Tue, Nov. 11 BA 12 Comments

    Summary

    • Airbus A380 is the bigger more fuel efficient answer to the Boeing 747-400.
    • Calculations indicate 14% advantage per seat for the Airbus A380.
    • Boeing claims the 747-400 is only 6% less efficient per seat.
  • Why Boeing's Shares Did Not Take Off After Its Earnings Report
    Thu, Oct. 23 BA 8 Comments

    Summary

    • Boeing crushes analyst estimates, but is down 3%.
    • Free cash flow disappoints investors.
    • EPS Guidance disappoints investors.
    • Boeing is facing difficulties reducing costs on the 787 program.
  • Will Boeing Take Off In 2015?
    Tue, Oct. 21 BA 14 Comments

    Summary

    • Boeing shaped up nicely for upcoming demand.
    • Recent EPS guidance topped analyst consensus.
    • Boeing still has a strong order back log.
  • Is This The Bubble Bursting Or A Healthy Correction?
    Fri, Oct. 17 DIA, SPY, QQQ 10 Comments

    Summary

    • The coming weeks are important for the remainder of 2014.
    • From their highs, most stock markets have already corrected.
    • The ECB must take measures to avoid economic chaos in the eurozone.
  • How The Boeing 737MAX 200 Will Change Ryanair's Image And Business Concept
    Thu, Sep. 25 BA, RYAAY 1 Comment

    Summary

    • Focus on primary airports will increase passenger numbers.
    • Focus on corporate travelers will increase revenues.
    • Boeing 737MAX 200 brings high cost reductions.
    • With the 737MAX, Ryanair will fill in the gap that European flag carriers are leaving.
  • Boeing: The Airbus A330neo, A Real Competitor For The Boeing 787? (Part 5)
    Thu, Sep. 18 BA 6 Comments

    Summary

    • Difference between 787-8 and A330-800neo is bigger.
    • Fuel costs per seat are $0.20 lower than on the Airbus A330-800neo.
    • 787-9 and A330-900neo go head-to-head.
  • Boeing: The Airbus A330neo A Real Competitor For The Boeing 787? (Part 4)
    Wed, Sep. 17 BA 8 Comments

    Summary

    • New calculations show minor advantage for the Dreamliner.
    • The 7% advantage claimed by Airbus seems to be high.
    • The 13% advantage claimed by Boeing seems to be high.
  • Boeing: The Airbus A330neo, A Real Competitor For The Boeing 787? (Part 3)
    Mon, Sep. 15 BA 7 Comments

    Summary

    • The Boeing 787 is a winning concept from an engineering point of view.
    • The future looks bright for the Boeing 787, once production costs have been lowered.
    • Demand for air transport to set order numbers for Boeing 787 even higher.
    • Order numbers have the potential to at least double in the coming decades.
  • Boeing: The Airbus A330neo A Real Competitor For The Boeing 787? (Part 2)
    Wed, Sep. 10 BA 14 Comments

    Summary

    • Fuel burn calculations (Detailed calculations to be found in Parts 4-5) show favorable position for the Boeing 787.
    • Boeing 787 has had its problems but will generate cash in the longer term.
    • Commonality to set Airbus A330neo orders higher.
  • Boeing: The Airbus A330neo A Real Competitor For The Boeing 787? (Part 1)
    Thu, Sep. 4 BA 14 Comments

    Summary

    • Commonality to set Airbus A330neo orders higher.
    • Fuel burn calculations (detailed calculations to be found in Part 4-5) show favorable position for the Boeing 787.
    • Boeing 787 has had its problems but will generate cash on the longer term.
  • Why The Airbus A380 Is On A Dead Track And Will Be Beaten By The Boeing 777X
    Mon, Aug. 18 BA, EADSF 63 Comments

    Summary

    • Boeing about to take advantage of the slow market for VLAs.
    • New engine technology obsoletes the Airbus A380.
    • Boeing already has the fuel efficiency the Airbus A380 misses.
  • EADSF: What Is New On The Airbus A330neo?
    Tue, Aug. 5 EADSF 2 Comments

    Summary

    • A330neo to replace A350-800.
    • A330neo might appeal to low cost carriers.
    • A330neo to compete with the Boeing 787.
    • Increased demand for air transport will result in growing order numbers for the A330neo.
    • Commonality with the A330ceo will attract customers for the neo.
  • Boeing Was Crushed During FIA 2014
    Mon, Aug. 4 BA 45 Comments

    Summary

    • Airbus clear winner on the FIA 2014.
    • Boeing still ahead in the order battle.
    • Launch of the A330neo is a success.
  • Boeing: Emirates Cancels Order For A350, 777X Already A Winner?
    Tue, Jun. 17 BA 12 Comments

    Summary

    • A350 suffers biggest order cancellation.
    • Emirates clearly favors 777X over the A350.
    • Boeing continues its domination in the wide body segment.
  • Boeing: Last Chance For The 747-8I Or Just Leverage To Force Airbus To Develop A More Efficient A380?
    Mon, Jun. 9 BA 27 Comments

    Summary

    • Last chance for the Boeing 747-8I.
    • Boeing 747-8I and Airbus A380 seem to have similar fuel efficiencies.
    • Airbus being forced to come up with an A380 PIP.
  • Boeing And Airbus: The Battle Of The Jumbos, With An Unexpected Winner?
    Thu, May. 29 BA 17 Comments

    Summary

    • The 777 concept seems to be favorable over the 747 concept.
    • 777X concept also eats away potential orders for the Boeing 747-8I.
    • Boeing seems to come up with a successful model every 15 years.
  • Boeing: What Is New On The Boeing 777X?
    Wed, May. 7 BA 21 Comments

    Summary

    • Boeing 777X to replace 747-400 and 777-200LR.
    • Record-breaking launch, but there is more to come.
    • New engines and wing design result in lower fuel consumption and better aerodynamic performance.
  • Boeing: Is The 777X The Right Plane At The Right Time?
    Fri, Mar. 7 BA 5 Comments

    Summary

    • The Boeing 777X is already a commercial success.
    • Slowdown on development of the 777X leaves Boeing with a two-year gap.
    • Due to increased demand until 2030, orders are expected to grow even faster.
  • Is The Airbus A350F The Cargo Airplane Of The Future? (Part 4)
    Thu, Feb. 20 EADSF 10 Comments
  • Airbus Vs. Boeing: Who Has The Airplane Of The Future? (Part 3, Final Part)
    Thu, Feb. 6 EADSF 6 Comments
  • Airbus Vs. Boeing: Who Has The Airplane Of The Future? (Part 2)
    Editors' Pick • Thu, Jan. 30 BA, EADSF 22 Comments
  • Airbus Vs. Boeing: Who Has The Airplane Of The Future?
    Mon, Jan. 13 BA, EADSF 33 Comments
  • Boeing: What's New On The 737 MAX?
    Sep. 10, 2013 BA 10 Comments
  • Fischer Tropsch Fuels: How Today's Innovations Can Help Tomorrow's Markets
    Sep. 5, 2013 BA, DAL, EADSF Comment!
  • Where 5 Giants Battle, Only 2 Can Win...
    Jul. 1, 2013 DPSGY, EADSF, FDX Comment!
  • Boeing, EADS And The Future Market
    Jun. 4, 2013 BA, EADSF 24 Comments