Boeing Supply Chain Vietjet Order Boost 2025
Vietnamese airline Vietjet has received its first aircraft from a $32 billion order for 200 Boeing 737 jets, signaling a major expansion. This deal creates a ripple effect, boosting the aerospace supply chain and presenting an investment opportunity in companies that manufacture critical aircraft components for Boeing.
Your Basket's Financial Footprint
Market capitalisation breakdown for the basket, showing total market cap and constituent market caps ranked largest to smallest.
- Large-cap concentration suggests lower volatility and more stable returns, likely tracking broad market movements rather than speculative swings.
- Serve as a core portfolio holding for steady exposure, not a short-term speculative trade.
- Expect gradual, long-term capital appreciation; explosive short-term gains are unlikely and should not be assumed.
BA: $164.28B
GE: $323.44B
RTX: $232.01B
- Other
About This Group of Stocks
Our Expert Thinking
Vietjet's massive $32 billion order for 200 Boeing jets represents one of the largest aircraft deals in recent history. This landmark contract signals a major production ramp-up that creates sustained demand across Boeing's extensive supply chain, from engine manufacturers to avionics suppliers.
What You Need to Know
This group focuses on the cyclical aerospace industry, specifically targeting companies that manufacture critical aircraft components. These suppliers form the backbone of aircraft production and could see increased revenue as Boeing fulfills this long-term contract over several years.
Why These Stocks
Each company in this group plays an integral role in aircraft manufacturing, supplying everything from engines and fuselage components to advanced avionics systems. They were handpicked by professional analysts based on their direct involvement in Boeing's supply chain and potential to benefit from this major order.
Why You'll Want to Watch These Stocks
Historic Deal Momentum
Vietjet's $32 billion order represents one of the largest aircraft deals in recent history. This massive contract creates sustained demand that could drive revenue growth across the entire aerospace supply chain for years to come.
Production Ramp-Up Signal
The first aircraft delivery marks Boeing's production recovery for the 737 MAX, potentially boosting investor confidence. This signals increased manufacturing activity that could benefit component suppliers throughout the industry.
Supply Chain Ripple Effect
From engines to avionics, every Boeing aircraft requires hundreds of specialised components. This landmark deal creates a ripple effect of opportunity across manufacturers who supply critical parts for aircraft production.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Private Markets: What's Next After Schwab's Move?
Charles Schwab's acquisition of Forge Global signals a major push to open up private equity markets to retail investors. This theme focuses on the platforms and financial technology companies building the infrastructure to support this growing demand for alternative assets.
Saudi Oil Price Cut | Transport Stock Opportunities
Saudi Arabia has significantly cut its crude oil prices for Asian customers in an effort to maintain its market share amid rising global production. This move is expected to lower fuel costs, potentially boosting the profitability of transportation and logistics companies that depend on oil.
Digital Infrastructure: What's Next After Amazon Outage
A recent service outage at Amazon.com highlighted the critical dependence of online retail on stable digital infrastructure. This event creates an investment opportunity in companies providing the foundational technologies that ensure e-commerce platforms remain reliable and secure.