SPR(Spirit AeroSystems Holdings, Inc.)

Yvens

Spirit AeroSystems Holdings, Inc. designs, manufactures, and supplies commercial aero structures in the United States and internationally. The company operates in three segments: Fuselage Systems, Propulsion Systems, and Wing Systems. The Fuselage Systems segment develops, produces, and markets forward, mid, and rear fuselage sections and systems primarily to aircraft original equipment manufacturers (OEMs); and related spares, as well as maintenance, repairs, and overhaul (MRO) services. The Propulsion Systems segment offers struts/pylons; nacelles, including thrust reversers; and related engine structural components primarily to aircraft or engine OEMs, as well as related spares and MRO services. The Wing Systems provides wings and wing components, such as flight control surfaces; and other miscellaneous structural parts primarily to aircraft OEMs, as well as related spares and MRO services. Spirit AeroSystems Holdings, Inc. also offers low observables comprising radar absorbent and translucent materials; rotorcrafts that include forward cockpits and cabins; and other military services, such as fabrication, bonding, assembly, testing, tooling, processing, engineering analysis, and training. The company was formerly known as Mid-Western Aircraft Systems Holdings, Inc. Spirit AeroSystems Holdings, Inc. was founded in 1927 and is headquartered in Wichita, Kansas.

https://seekingalpha.com/news/34 ... y-next-year-reuters
Boeing eyes 737 production ramp to 52/month early next year - Reuters
Aug. 22, 2019 12:33 PM ET|About: The Boeing Company (BA)|By: Carl Surran, SA News Editor
Boeing (BA +4.1%) is building on early gains after Reuters reports the company has told suppliers it will resume production of its best-selling 737 jets at a rate of 52/month by February 2020 and step up to a record 57/month in June.
Boeing told suppliers during a July 30 Web meeting that the new schedule depends upon regulators approving the 737 MAX to fly again commercially in Q4, according to the report.
Rate changes by major manufacturers are usually incremental and communicated months or even years in advance, but the unprecedented challenge to the 737 program is said to have forced Boeing to scramble.
Shares of Boeing supplier Spirit AeroSystems (SPR +3.5%) also are pushing higher.

Curry

Curry

• Spirit AeroSystems, Inc. ("Spirit"), based in Wichita, Kansas,[2] is the world's largest first-tier aerostructures manufacturer. The company builds several important pieces of Boeing aircraft, including the fuselage of the 737, portions of the 787 fuselage, and the cockpit section of the fuselage (referred to as "Section 41" by Boeing) of nearly all of its airliners. Spirit also produces fuselage sections and front wing spars for the Airbus A350.[3] Spirit's main competition comes from Triumph Aerostructures - Vought Aircraft Division(美股：TGI),[4] UTC Aerospace Systems(美股：UTX子公司), Leonardo(美股：FINMY), and Kawasaki Heavy Industries(美股：KWHIY).https://en.wikipedia.org/wiki/Spirit_AeroSystems
  
• 
  
• first-tier代表第一層供應商

Curry

• https://money.moneydj.com/us/basic/basic0001/TGI
• https://zh.wikipedia.org/wiki/%E6%9D%8E%E5%A5%A7%E7%B4%8D%E5%A4%9A_(%E5%85%AC%E5%8F%B8)
• https://zh.wikipedia.org/wiki/%E5%B7%9D%E5%B4%8E%E9%87%8D%E5%B7%A5%E6%A5%AD

mikeon88

Curry

UTX是大家都知道的好公司
SPR不錯，感謝Yvens桑～
FINMY也不錯

Curry

• SPR與BA股價同步，近期即便737 MAX停飛利空，BA仍一直無法跌到便宜價，但SPR已經便宜惹！
• https://seekingalpha.com/article/4312927-spirit-aerosystems-b737-max-overhang-still-present

studentHank

SPR竟然不是S&P500裡面的
國防好股  今晚考慮一下

Curry

今天是聖誕節
休市一天
relax a while

studentHank

來買個10股

Curry

• Spirit Aerosystems (SPR) – Spirit is offering voluntary layoffs to employees, amid the Boeing supplier’s uncertainty over how long 737 Max production will remain idled. More than half of the company’s revenue comes from the production of 737 aircraft components.
• https://www.cnbc.com/2020/01/07/stocks-making-the-biggest-moves-premarket-boeing-pfizer-tesla-pier-1-jj-t-mobile-more.html

Curry

回復 4# Curry

• 補充FINMY產品組合(來源：2018年年報)

Curry

前幾天在新聞看到老巴近期買進BA（偏貴價）
小弟則買進SPR（便宜）

台北Johnson

根據新聞報導，波音737MAX墜機事件與SPR提供不符規格的機翼零件有關，因此近期SPR的股價才會一直往下掉。

https://finance.yahoo.com/m/5bb3 ... -faces-another.html

吹得

出手了？波克夏不證實也不否認這項傳言

Curry

前幾天在新聞看到老巴近期買進BA（偏貴價）
小弟則買進SPR（便宜）
Curry 發表於 2020-1-12 15:27

老巴說：Buying great stocks at fair prices rather than buying fair stocks at great prices!
剛剛在想小弟是否買了fair stock?

mikeon88

如何定義偉大的公司？

mikeon88

老巴說：Buying great stocks at fair prices rather than buying fair stocks at great prices!
剛剛在 ...
Curry 發表於 2020-1-15 15:04

這句話的盲點是如何事先分辨是偉大的公司？
如同技術分析者最常講的：多頭市場拉回就是買點。
怎知未來是多頭或空頭？

Curry

坦白說真的很難難定義何謂偉大的公司
當然BA產品組合比SPR好很多，但SPR也不差
但這幾天SPR跌幅都比BA大，漲的也比BA少，SPR有一半營收來自737，雖然心想737不太可能永遠停飛，
但這幾天抱起來的感覺相對比以前買的股票weak...

Lanny

我超喜歡航太產業，當初同學介紹SPR 時 很興奮，大概預期報酬率12%就買了
最近看到她跌了 ，也很興奮 很想加碼(我加碼的效果都還不錯)，我的想法也是一樣，737 事件的影響頂多 5年好不好，這寡占的行業 過一段時間 總ˋ是會起來的。
當然,BA 我也超喜歡，但貴森森 也不知用什麼理由去買。