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
Digital Trust Stocks | Cybersecurity Investment Opportunity
Fifteen global tech giants, led by Microsoft and Ericsson, have formed an alliance to establish a common framework for digital trust and security. This move signals a growing demand for specialized cybersecurity and verification technologies, creating an investment opportunity in companies that provide the essential tools for a trusted digital ecosystem.
Food Safety Stocks: What's Next After Costco Lawsuit
A recent lawsuit against Costco regarding salmonella in its rotisserie chicken has intensified focus on food safety across the grocery industry. This creates a potential investment opportunity in companies that provide testing, diagnostics, and supply chain verification services.
Founder-Controlled Stocks May Gain Focus in 2025
SpaceX is reportedly considering a dual-class share structure for its IPO to ensure founder Elon Musk retains control. This move could spark investor interest in other public companies where founders or insiders hold significant voting power through similar stock structures.