ijiji
2022-03-22

$Boeing(BA)$Defense, Space & Security (BDS) creates up to 1/3 revenue. Whatever happens to commercial side will always look bad on the company. But you better believe with the current climate, it the end of the peace dividend. This means countries especially NATO countries will be increasing military budget. Unfortunately, Boeing still have loads of patents in areospace, no matter how bad their commercial side fail. :/ The barrier to entry in this industry is so high, that it's effectively a oligopolistic market. Take it or leave it. US will definitely milk whatever they can. Buy the dip and hold.

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Comments

  • ijiji
    2022-03-23
    ijiji
    The thing with Boeing and why it's commercial side will never kill it is that it's crucial to US defence. No matter how badly they do, the is a two player industry, you only can have Boeing or Airbus.
  • RandyHall
    2022-03-22
    RandyHall
    Boeing makes money in peacetime, but it makes more money in wartime.
  • Hilliton324
    2022-03-22
    Hilliton324
    There are too many accidents on Boeing's plane. I don't believe it.
  • PandoraHaggai
    2022-03-22
    PandoraHaggai
    Boeing's commercial aircraft have not performed well in recent years.
  • HilaryWilde
    2022-03-22
    HilaryWilde
    It is true that not all companies can easily enter the aviation industry.
  • EvanHolt
    2022-03-22
    EvanHolt
    Yes, Boeing's technical reserves are still very good.
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