๐จโ๏ธ๐ฅ Boeing clears EU hurdle for $4.7B Spirit AeroSystems acquisition ๐ฅโ๏ธ๐จ
$Boeing(BA)$ $Delta Air Lines(DAL)$ $JetBlue Airways(JBLU)$ Iโm watching $BA make a decisive regulatory breakthrough after securing EU antitrust approval for its $4.7B acquisition of Spirit AeroSystems ($SPR). The deal comes with strict conditions: Boeing must divest all Spirit units supplying Airbus and sell Spiritโs Malaysia site. Airbus will absorb Spiritโs European operations, effectively splitting the legacy supplierโs global footprint between the two aerospace giants. This marks a structural reshaping of the aviation supply chain, giving Boeing more vertical integration over its fuselage production, while Airbus gains direct control of its European supply lines.
โ๏ธ Airline stocks are trading higher as the sector rides the tailwind of falling oil prices, bolstering margins across the board.
Iโm closely tracking $BAโs delivery challenges, which remain unprecedented in scale. Long-haul jets are now running 7โ8 years behind schedule. The 777X is delayed until 2027, six years later than planned. U.S. government shutdown impacts have exacerbated the backlog by stalling FAA inspections, delaying Lufthansaโs 787 seat approvals. Short-haul deliveries are improving with 737 Max ramp-up but remain materially behind schedule. These structural production issues continue to anchor sentiment around $BAโs turnaround timeline.
๐ From a technical perspective, $BA is attempting to stabilise after a sharp drop. On the 30-minute chart, the price is reclaiming short-term EMAs but remains compressed between Keltner mid and upper bands. On the 4-hour chart, itโs still in a broader downtrend channel thatโs been in place since August, testing the lower Bollinger and Keltner bands. Key resistance levels cluster between 222 and 228, with support anchored around 208โ210. A decisive break above the 55-EMA could signal the first real attempt to reverse this multi-month decline.
UNFUNFact
BlackRock reportedly made billions shorting airline stocks just one day before 9/11. In a resurfaced segment, Tucker Carlson expressed outrage that the identities behind the suspicious airline put options placed just before the attacks remain undisclosed 24 years later. According to Carlson, the 9/11 Commission admitted they know who made the trades but have refused to reveal the names. โThose people need to answer questions TODAY,โ he argued. โAnyone hiding that information is part of the cover-up by definition.โ Itโs a stark reminder of how opaque capital flows can intersect with seismic historical events.
๐ข Donโt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ๐๐ Iโm obsessed with hunting down the next big movers and sharing strategies that crush it. Letโs outsmart the market and stack those gains together! ๐
Trade like a boss! Happy trading ahead, Cheers, BC ๐๐๐๐๐
@Tiger_comments @TigerStars @Daily_Discussion @TigerObserver @TigerPM
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Kiwi Tigressยท2025-10-15TOPThe Airbus divestment bit really grabbed me. That carve-out shifts the balance of power in the supply chain. $BAโs now pulling fuselage ops closer while Airbus locks in their own assets. Thatโs going to ripple through margins and production cycles.3Report
- Cool Cat Winstonยท2025-10-15TOPโ๏ธThat Spirit divestment clause is huge. Iโm looking at how this reshapes Airbusโs cost base and $BAโs supply leverage. If Boeing integrates well, it could tighten their margins short term but give them more control long term.4Report
- PetSยท2025-10-15TOPThat BlackRock detail is chilling. Itโs fascinating how capital markets intersect with geopolitical events. The $BAโ$SPR deal makes sense strategically, but history like that reminds me how much remains unseen in flows.1Report
- Tui Judeยท2025-10-15TOP๐The 777X delay to 2027 is wild. Iโm thinking about how this kind of timeline slippage impacts $BA cash flow models. A 6-year delay shifts delivery assumptions significantly, especially for airlines banking on fleet upgrades.5Report
- Hen Soloยท2025-10-15TOP๐ซThe 30-minute and 4-hour Keltner/Bollinger setup on $BA is really clean. Price hugging lower bands like that usually precedes a volatility burst. If it reclaims the 55-EMA convincingly, that could be the first real trend reversal.5Report
- Merle Tedยท2025-10-1518th delivery this month, 458th this yearLikeReport
- Mortimer Arthurยท2025-10-15BA maybe in a few years back to 225.LikeReport
