JAMCO: An Aerospace Cabin Interior Specialist With Risks

(6min)

Summary

  • JAMCO sees strong demand for its aircraft interior manufacturing business.
  • The seats business remains loss making and currency fluctuations provide a risk.
  • The stock lacks significant multi-year upside.
  • Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More »

Empty Airplane Seats

urbazon/E+ via Getty Images

Currently, original equipment manufacturers cannot keep up with the demand for airplanes. The strike at Boeing does nothing good to ease the shortage of airplanes. For airlines, that means that for additional capacity or just to main capacity, they

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This article was written by

Dhierin Bechai profile picture
17.05K Followers

Dhierin-Perkash Bechai is an aerospace, defense and airline analyst.

Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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