“Boeing's stock price aims for a sudden rebound”

As you know, Boeing is a major American aircraft manufacturer. The Commercial Aircraft Division manufactures commercial jets, including 737, 767, 777, and 787 aircraft. The military aircraft division manufactures and maintains various military aircraft. It also develops, manufactures, and services communication network systems, missile defense systems, and even manned space flight and landing systems. (The above is summarized and quoted by Moomoo Securities)

　A shocking accident occurred on 1/5 where the panels of the new passenger aircraft owned by Alaska Airlines, the Boeing 737MAX-9 were blown off during flight. In Japan, it was also reported on TV news, but from that press image, it looked like the door behind the aircraft had disappeared. There were no casualties due to this accident, but it was serious news.

　The stock prices of Boeing and Spirit Aero (link setting), which supplies materials to the company, fell drastically immediately after reports of the accident. When such an incident, accident, or disaster occurs that seems to have a big impact on stock prices, I would like to calmly investigate the effects.

In response to this accident, the US Federal Aviation Administration (FAA) ordered a Boeing 737MAX-9 flight injunction. Up to now, 40 tests have been completed, and it is said that the FAA will thoroughly verify the results. It seems that the aircraft of the same type with the door plug that caused this problem will be on ground standby until the FAA examines and finally approves the inspection/maintenance process that satisfies all safety requirements. Then, if the FAA approves the inspection/maintenance process, the inspection/maintenance process is required for all aircraft of the same type waiting before operations begin in the future. In other words, shipments of the 737MAX-9 from Boeing have been delayed, and in addition, there have been effects such as not being able to fly for a while on the same type that has already been delivered. Meanwhile, stock prices began to rise slightly when it was reported on 1/18 that it had received an order for 150 737MAX aircraft from Akasa Airlines, an emerging airline in India. (The above is quoted from “Stock Search” Mincab the Infonoid Co., Ltd.)

Now, let's take a look at Boeing's operating income.

Revenue from civilian aircraft is approximately 39% in the red part of this pie chart, and you can also see that military, space, etc. income is large.

(Quote Moomoo Securities)

Since the cause of this accident is still unknown, the full impact on Boeing cannot be predicted. Even so, there is little fear that the accident will affect the entire business of major aviation company Boeing.