Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: More on EADS-BAE; surviving crashes
EADS-BAE: NOW that a few days have passed since the announcement BAE and EADS want to combine, here’s some more worldwide press: Reuters: Government demands could make or break deal. Interactive Investor: Merger will advance EADS military goals…. Read More
BAE Systems is growth opportunity for EADS
Update, Sept. 13: Here are some stories from today: Bloomberg: EADS move seen by Boeing as growth; Revives decade-old plan; and this update about the rankings: BAE is the ninth biggest vendor to the U.S. government, with $7.3… Read More
Odds and Ends: Airbus takes a look at the future; Air India gets 787 Saturday; John Leahy
Looking at the future: Airbus takes a look at the future in this company-issued document. Airbus discusses the environment, Air Traffic Management and more. This link has more information about how Airbus looks at the future. Air India:… Read More
Hypocrisy and Aerospace Industries Assoc.
On Twitter: ReutersAerospaceNews @ReutersAero Alabama move won’t open door to Airbus in US lobby group: We dont want foreign govts to use AIA to lobby ours, CEO Blakey tells #ReutersA&D This is hypocrisy. The UK’s BAE System is… Read More
Odds and Ends: China’s Wings; B-17; Airbus Market Forecast
We just finished a book about China National Aviation Corp. (CNAC). It’s a long book, 498 pages. it’s meticulously footnoted. The Bibliography is 100 of the 498 pages. We found the book a bit tedious for all the… Read More
Cash cows at Airbus and Boeing
Eyes are on Boeing over the prospect of a 777X. Chatter doesn’t cease about the prospect of an Airbus A330neo. Boeing is in no hurry to proceed with the “7X” and an A330neo is unlikely any time soon,… Read More
Boeing rolls out Ray Conner to analysts
Boeing rolled out Ray Conner, the new CEO of Boeing Commercial Airplanes, to analysts in New York yesterday. The first research note we’ve received, from Imperial Capital’s Ken Herbert, portrayed a positive meeting. Below is a synopsis. As… Read More