AirAsia's landmark deal to acquire up to 150 Airbus A220 jets signals a major expansion into regional travel and a broader post-pandemic recovery. This theme focuses on the key aerospace manufacturers and suppliers poised to benefit from the airline industry's global push for fleet modernization and expansion.
Published on January 24
The AirAsia-Airbus deal signals a powerful post-pandemic recovery in aviation, creating sustained demand for aerospace manufacturers and suppliers across the entire value chain.
Airlines are investing heavily in newer, more efficient aircraft to reduce costs and emissions. This multi-year trend creates consistent revenue streams for aerospace companies.
Professional analysts selected these companies based on their strategic positioning in the aerospace value chain, from traditional manufacturers to cutting-edge electric aircraft innovators.
The landmark AirAsia-Airbus deal for up to 150 A220 jets signals a powerful inflection point in aerospace. This agreement reflects the post-pandemic recovery in travel demand and airlines' strategic push for fleet modernisation. We've identified companies across the aerospace value chain positioned to benefit from this multi-year upswing in commercial aircraft production.
This group spans the entire aerospace ecosystem - from major manufacturers like Boeing to specialised suppliers of engine components, aerostructures, and composite materials. It also includes forward-looking companies developing electric aircraft and urban air mobility solutions. These stocks represent both cyclical recovery and long-term aviation innovation trends.
Each company was handpicked by professional analysts based on their role in supporting airline expansion and fleet modernisation. From original equipment manufacturers to critical parts suppliers and maintenance providers, these firms are positioned to benefit from sustained order books and revenue growth in the recovering aviation sector.
The basket's total market capitalisation is $426.05B and is anchored by a small number of very large-cap holdings. That large-cap concentration generally produces a more stable, less volatile profile than small‑cap‑heavy baskets.
BA: $197.45B
HWM: $86.40B
TDG: $79.93B
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Part of Exinity Group 2015, serving over a million customers globally.
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Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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Boeing
BA
Current Price
$210.62
A primary aerospace company that designs, manufactures, and sells commercial jetliners, reflecting the overall health and expansion of the airline ind...
A primary aerospace company that designs, manufactures, and sells commercial jetliners, reflecting the overall health and expansion of the airline industry.
HOWMET AEROSPACE INC
HWM
Current Price
$264.03
A global provider of advanced engineered solutions, focusing on jet engine components, aerospace fastening systems, and airframe structural components...
A global provider of advanced engineered solutions, focusing on jet engine components, aerospace fastening systems, and airframe structural components.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+35.10%
On average, analysts expect assets in this group to grow 35.1% over the next year.
12 of 14 assets in this group are rated Buy by professional analysts.
