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Stenham Asset Management's investment thesis on Airbus SE ($AIR.PA) — Q2 2024 | Buyside Digest

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$AIR.PAAirbus SE

BULL

Stenham Asset Management

Fund Letter

Q2 2024

Published June 30, 2024

View Fund Profile

$206.65USD

Current Market Price

Market Cap$168.2B

Pitch Price$136.28

Technical Chart

From the Fund Letter

Thirdly, Airbus (AIR FP) traded materially lower after reducing their FY 2024 guidance and pushing out their A320 medium-term delivery target due to persistent supply chain challenges. The stock has...

— Kevin Arenson, Akshay Krishnan & Tim Beck

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