Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Equity Bottom-Up

<ul><li>Boeing is facing deep issues beyond the upcoming strike vote</li><li>Boeing's profitability hinges on ramping up production of the 737</li><li>Getting suppliers healthy and delivering again is crucial for Boeing's future success</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Boeing is facing deep issues beyond the upcoming strike voteBoeing's profitability hinges on ramping up production of the 737Getting suppliers healthy and delivering again is crucial for Boeing's future successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lots More on the Ongoing Mess That Is Boeing

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Boeing, a giant in the aerospace and defense industry, continues to find itself at the center of financial and operational turmoil.</li><li>Recent updates on its second-quarter 2024 earnings call revealed deep-rooted challenges exacerbated by a striking workforce and continued production slowdowns.</li><li>Yet, despite these hurdles, Boeing remains a critical player in the global aerospace market, buoyed by its extensive order backlog and future growth prospects.</li></ul>

Boeing, a giant in the aerospace and defense industry, continues to find itself at the center of financial and operational turmoil.Recent updates on its second-quarter 2024 earnings call revealed deep-rooted challenges exacerbated by a striking workforce and continued production slowdowns.Yet, despite these hurdles, Boeing remains a critical player in the global aerospace market, buoyed by its extensive order backlog and future growth prospects.

Boeing's Uncertain Future: Navigating Challenges Amid Strikes & Mounting Debt!

<ul><li>Boeing has long been a dominant player in the aerospace industry, but recent developments suggest that the company may be facing turbulent times ahead.</li><li>Despite its strong market position and a robust backlog of orders, Boeing is grappling with significant technical and safety challenges that are raising red flags for investors.</li><li>The company's ongoing issues with manufacturing defects, regulatory scrutiny, and delays in key programs are casting a shadow over its future prospects.</li></ul>

Boeing has long been a dominant player in the aerospace industry, but recent developments suggest that the company may be facing turbulent times ahead.Despite its strong market position and a robust backlog of orders, Boeing is grappling with significant technical and safety challenges that are raising red flags for investors.The company's ongoing issues with manufacturing defects, regulatory scrutiny, and delays in key programs are casting a shadow over its future prospects.

Boeing's Rocky Runway: Is It Worth the Risk?

<ul><li>The Boeing Company's Q1 2024 marked an important moment for investors, as management focused primarily on the actions taken post the Alaska Airlines accident in January.</li><li>Boeing CEO, Dave Calhoun, emphatically underscored the company's commitment to quality and safety measures.</li><li>The company has improved its production protocols and gone beyond compliance with the FAA directives, working towards an Embedded Quality Action Plan.</li></ul>

The Boeing Company's Q1 2024 marked an important moment for investors, as management focused primarily on the actions taken post the Alaska Airlines accident in January.Boeing CEO, Dave Calhoun, emphatically underscored the company's commitment to quality and safety measures.The company has improved its production protocols and gone beyond compliance with the FAA directives, working towards an Embedded Quality Action Plan.

The Boeing Company: Will The Strategic Acquisition of Spirit Pay Off? - Major Drivers

Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Thematic (Sector/Industry)

<ul>
<li>Alaska Air Flight 1282 had an in-flight blowout of its mid-aft door and interior sidewall; the aircraft returned and landed safely, and there were no injuries or fatalities  </li>
<li>The U.S. Federal Aviation Administration (FAA) has ordered a temporary grounding of the affected aircraft model, and we think other countries will follow suit soon   </li>
<li>These stocks will likely be under shorts attack on Monday: Boeing (BA US), Alaska Air (ALK US), Ryanair (RYA ID) and United Airlines (UAL US)</li>
</ul>


Alaska Air Flight 1282 had an in-flight blowout of its mid-aft door and interior sidewall; the aircraft returned and landed safely, and there were no injuries or fatalities  
The U.S. Federal Aviation Administration (FAA) has ordered a temporary grounding of the affected aircraft model, and we think other countries will follow suit soon   
These stocks will likely be under shorts attack on Monday: Boeing (BA US), Alaska Air (ALK US), Ryanair (RYA ID) and United Airlines (UAL US)


Boeing 737 MAX 9 and MAX-8200 Grounded: Implications And Opportunities

United States

The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide.  The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.

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Boeing Co (BA US)

Lots More on the Ongoing Mess That Is Boeing

The podcast episode discussed Boeing's ongoing challenges, including a strike vote, financial struggles, and the importance of getting suppliers...

Odd Lots

Boeing's Uncertain Future: Navigating Challenges Amid Strikes & Mounting Debt!

Boeing, a giant in the aerospace and defense industry, continues to find itself at the center of financial and operational turmoil. Recent updates...

Baptista Research

Boeing's Rocky Runway: Is It Worth the Risk?

Boeing has long been a dominant player in the aerospace industry, but recent developments suggest that the company may be facing turbulent times...

Baptista Research

The Boeing Company: Will The Strategic Acquisition of Spirit Pay Off? - Major Drivers

The Boeing Company's Q1 2024 marked an important moment for investors, as management focused primarily on the actions taken post the Alaska...

Baptista Research

Boeing 737 MAX 9 and MAX-8200 Grounded: Implications And Opportunities

Flight 1282 experienced a mid-air blowout but landed safely. The FAA has grounded the Boeing 737 MAX 9, potentially impacting stocks of Boeing,...

Mohshin Aziz

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Lots More on the Ongoing Mess That Is Boeing

The podcast episode discussed Boeing's ongoing challenges, including a strike vote, financial struggles, and the importance of getting suppliers...

Odd Lots

Boeing's Uncertain Future: Navigating Challenges Amid Strikes & Mounting Debt!

Boeing, a giant in the aerospace and defense industry, continues to find itself at the center of financial and operational turmoil. Recent updates...

Baptista Research

Boeing's Rocky Runway: Is It Worth the Risk?

Boeing has long been a dominant player in the aerospace industry, but recent developments suggest that the company may be facing turbulent times...

Baptista Research

The Boeing Company: Will The Strategic Acquisition of Spirit Pay Off? - Major Drivers

The Boeing Company's Q1 2024 marked an important moment for investors, as management focused primarily on the actions taken post the Alaska...

Baptista Research

Boeing 737 MAX 9 and MAX-8200 Grounded: Implications And Opportunities

​Flight 1282 experienced a mid-air blowout but landed safely. The FAA has grounded the Boeing 737 MAX 9, potentially impacting stocks of Boeing,...

Mohshin Aziz

Flight 1282 experienced a mid-air blowout but landed safely. The FAA has grounded the Boeing 737 MAX 9, potentially impacting stocks of Boeing,...