Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

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

All Pitches

View Letter Analysis

$AIR.PANASDAQAirbus SE

BULL

Stenham Asset Management—AIR.PA

Fund Letter

Q2 2024

Published June 30, 2024

View Fund Profile

$212.45USD

+6.8% vs last month

$136.28Pitched

+55.9% since pitch

Market Cap$168.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Airbus experienced a material stock decline following a reduction in 2024 guidance and postponed A320 delivery targets due to supply chain constraints. Stenham views this...

— Kevin Arenson, Akshay Krishnan & Tim Beck

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $AIR.PA, and what else Stenham Asset Management is buying.

Other pitches on $AIR.PA

Other investors who've written on Airbus SE

No other institutional pitches found for this ticker yet.

View all $AIR.PA pitches →