- Airbus announced it is raising production for its A320 aircraft. This should lead to increased orders for GE Aviation.
- Airbus is betting on a rebound in global passenger demand. Other airplane makers could follow suit.
- Vaccinations in lesser-developed countries have lagged. Travel bans to or from certain countries could stymie global passenger demand.
- Increased COVID-19 vaccine doses from NVAX or others could help vaccinate the world, alleviating the need for travel bans.
- Tailwinds for Aviation could soon materialize. Buy GE.
For further details see:
General Electric Gets A Boost From Airbus