本文发表在 rolia.net 枫下论坛June 20, BBD.B announcing this morning two orders -- first, a small order at BT which is worth ~U$35mm to BBD, signed between BBD's JV in China and the Shenzhen Airport Company for an APM at the airport – more importantly, the second order is with Delta Airlines (DAL) for 20 CRJ900 aircraft which is worth U$961mm at list prices (Delta likely got a nice discount) -- Delta will also be the launch customer for the new ATMOSPHERE cabin which BBD has developed for the CRJ900 to keep it competitive vs E-Jets – shares of BBD have had a nice run-up in the last few days on the back of some positive news flow and expectation of CSeries orders at the Farnborough Air Show (July 16th), and while the upside to our 1-year price target of $5.25 is somewhat limited right now, we provide a reminder that we have repeatedly noted upside all the way to $6.75 – as such, we continue to see decent upside to BBD despite the LTM performance –and then also this morning, FlightGlobal quoting Ethiopian Airlines CEO that they could potentially order up to 20 CSeries or E-Jets at the Air Show – the airline is close to finalizing its decision which could be announced at Farnborough – we note that Ethiopian is a BBD customer with 18 Q400s in its fleet amongst other Boeing and Airbus planes更多精彩文章及讨论，请光临枫下论坛 rolia.net