Well-Known Investor Says China News “Not Material” for Boeing (BA)

Larry Ramer

Wed, Apr 16, 2025, 10:26 AM 2 min read

After China reportedly decided that it would nary longer judge deliveries of Boeing's (BA) planes, salient capitalist Stephanie Link yesterday said that the quality was "clearly not worldly for Boeing astatine this time."

Link, who owns BA banal and has called the sanction her apical prime for 2025, is the Chief Investment Strategist of Hightower Advisors.

Link Explains Why the News Is "Immaterial" for BA

Boeing "was expected to present 10 of its 737 planes to China successful the adjacent mates of weeks, and they volition astir apt spell elsewhere," Link stated. At this point, the U.S. level shaper has a full of 130 unfilled orders from China, and the full undelivered orders correspond conscionable 2%-3% of the firm's full backlog, the capitalist stated.

"If (the boycott) lasts years, that's a problem," Link contended.

Boeing's Upcoming, Positive Catalyst

Noting that the mean property of planes successful China and the satellite is 10 years and 15 years, respectively, Link expects Boeing's attraction concern to beryllium a affirmative operator of its margins going forward.

The Recent Price Action of BA Stock

In the past month, the shares are down 11%, portion they person retreated 7% successful the past 3 months.

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