Sunday, July 10, 2016

Farnborough 2016 Preview

Expectations are for a subduded order activity at Farnborough from both Boeing and Airbus this year.

With Boeing celebrating its 100th birthday/anniversary this month, I do expect that Boeing will announce customers whose orders have already been booked and are listed as unidentified.

In terms of 787 I believe that Boeing will reveal unidentified Chinese customers for the 787-9 at Farnborough. These customers include Hainan Airlines (30), China Eastern Airlines (15), and Xiamen Airlines (4).

Other potential 787 orders that maybe revealed at Farnborough include Qatar's exercise of 30 787 options. Bloomberg also is reporting that TUI will be ordering more 787 which I suspect will be 10 787-9s. I am hoping for surprise orders from new customers but I suspect that a lot of attention will be on the 737 orders, potential 747-8F order with Volga-Dnepr for 20 aircraft and talks about a 777-10X and middle of the market (MoM) aircraft

We will know more starting tomorrow morning.

787 Spreadsheets

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