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12 handpicked stocks

Fallout from Boeing 787 Crisis

This carefully selected group of stocks represents companies positioned to benefit from the market shift following the Boeing 787 incident. Our professional analysts have identified Airbus and key suppliers likely to gain as airlines reconsider their fleet plans and seek alternatives to Boeing aircraft.

Author avatar

Han Tan | Market Analyst

Published on July 14

Your Basket's Financial Footprint

Summary of the basket's total market capitalisation and the concentration in large-cap constituents.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility, broad-market tracking, and more stable performance over market cycles.
  • Best used as a core holding for diversified portfolios, not as a speculative or concentrated growth bet.
  • Expect steady long-term appreciation; limited likelihood of explosive short-term gains from this composition.
Total Market Cap
  • SPR: $4.56B

  • HWM: $79.49B

  • TDG: $74.90B

  • Other

About This Group of Stocks

1

Our Expert Thinking

This investment opportunity emerges from a significant market disruption following a Boeing 787 crash linked to cockpit design flaws. As airlines reconsider or potentially cancel 787 orders, capital is expected to flow toward Boeing's main competitor Airbus and its supplier ecosystem, creating a tactical opportunity in the aerospace sector.

2

What You Need to Know

This stock group represents a direct response to an industry-changing event. It focuses on companies positioned to capture market share and increased orders as airlines shift away from Boeing 787s. The selection includes aircraft manufacturers, engine suppliers, and producers of critical aerospace components.

3

Why These Stocks

These companies were specifically chosen for their potential to benefit from increased Airbus production schedules. The selection includes Airbus itself, main engine suppliers like Rolls-Royce and Safran, and critical component manufacturers that would see heightened demand if airlines pivot away from Boeing's troubled 787.

Why You'll Want to Watch These Stocks

🛫

Market Share in Motion

The aerospace industry is witnessing a potential major shift in orders and market share. These companies are positioned to capitalize on airlines' urgent need to reconsider their fleet plans.

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Supply Chain Winners

As Airbus potentially increases production to meet new demand, its entire supplier ecosystem stands to benefit from larger orders and extended production schedules for years to come.

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Industry Insiders Are Watching

Aviation analysts are closely monitoring how airlines redistribute billions in aircraft orders. This represents a rare opportunity to invest ahead of potential large-scale industry realignment.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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