Boeing's Cancellation Battle With Fast Grower

|
About: The Boeing Company (BA), Includes: EADSF
by: Dhierin Bechai
This article is exclusive for subscribers.
Dhierin Bechai
Aerospace, airlines, Commercial Aircraft
Summary

Lion Air over-ordered even with replacement and growth requirement kept in mind.

Lion Air is an important customer with relatively big weight in Boeing 737 program, but the number of units that Lion Air might seek deferral for is relatively small.

Deferral or partial cancellation should not hurt Boeing and is in the benefit of Lion Air.

Following the crash of Lion Air's Boeing (BA) 737 MAX 8, the Indonesian airline has threatened to cancel its orders with Boeing. In this report, we want to have a look at what