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.
Published on September 22
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.
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.
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.
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.
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.
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.
Market capitalisation breakdown for the basket, showing total market cap and constituent market caps ranked largest to smallest.
BA: $164.28B
GE: $323.44B
RTX: $232.01B
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13 of 16 assets in this group are rated Buy by professional analysts.
