Wednesday, April 15, 2015

Copa, Hainan is sloughed into Boeing's Order Book Hand (Corrected)!!!

Recent confirmed orders have not shown on Boeing's order book on its website.

Here is  the Boeing Book on April 15, 2015. I have taken the liberty of showing what Boeing hasn't updated in its order books. Edited numbers on Boeing chart below show in bold blue colors.

Boeing will wait until all participants are in alignment with a sales transaction and may even go unidentified on its listing already. However for posterity sake I have added them in just the same. Hainan has a split lease buy deal. It will lease 6 787-9 from a lessor and buy 24 787-9 directly from Boeing. A future line item will show up from a lessor for 6, 787-9. So you see there is more pen, ink and paper to go before the 787-9 orders is recognized on the books. Thirty-two unidentified 787 are suspicious. If Hainan and its lessor are the unidentified 787's then the book will go back by 30 units and become a total order book of 172 instead of the 202 I projected.

Secondly, Copa has announced the Max deal with a combination of Max single aisle aircraft. No details have been disclosed at this time by the press. So I will assume the details are not finalized and its a no show on Boeing books until its all settled by its customer for its 61 Max reported sold. Below is temporary look at the order book during my spring madness. More orders are in Boeing slough-off mode and remain hidden from reporting. A rumor exist of 6 more 787 not reported yet, because the Deal is not final. It might also be through a leasing company as well. It gets complicated until Boeing announces. I am patient, but its good to know the year has started strong after last year's amazing ordering year. The year won't be amazing, but it will become very interesting within the world of airplane market place with more significant orders to come.  



2015 Net Orders663-734110

Customers737747767777787Total
Alaska Airlines6----6
All Nippon Airways
Copa
5
61
---38
61
GECAS2----2
Hainan
Korean Airlines
---
5
30

30
5
Ryanair3----3
Silk Way Airlines-3---3
Unidentified Customer(s)55--23289
2015 Gross Orders1323-765207
Changes-5----1-6
2015 Net Orders1273-764202
Boy oh Boy oh boy, I blew it! The 51 of 55 unidentified 737 were Copa's and Hainan's must be in the 32 unidentified 787's. Boeing has updated its table below. Thinking so hard to do most days!
April 16th 2015 Boeing Update:




2015 Net Orders6631734111

Customers737747767777787Total
Alaska Airlines6----6
All Nippon Airways5---38
COPA Airlines51----51
FedEx--1--1
GECAS2----2
Korean Airlines---5-5
Ryanair3----3
Silk Way Airlines-3---3
Unidentified Customer(s)4--23238
2015 Gross Orders7131735117
Changes-5----1-6
2015 Net Orders6631734111




737747767777787Total