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Boeing (BA) Analysis - Adam Khoo | Group O 2018

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March 25, 2018
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Boeing (BA) Analysis - Adam Khoo | Group O 2018

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Michael Bui

March 25, 2018

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Transcript

  1. BOEING (BA) STOCK ANALYSIS - Group O Michael Bui -

    O147

  2. Overview ➔ Sector: Industrial Goods ➔ Industry: Aerospace/Defence Products &

    Services

  3. 1. Market and Sector

  4. 1. Market and Sector (Cont.)

  5. 1. Market and Sectors (Cont.)

  6. 2. Stock

  7. 2. Stock (Cont.)

  8. 2. Stock (Cont.)

  9. 3. Sales, Net Income & Cash Flow Ops

  10. 3. Sales, Net Income & Cash Flow Ops (Cont.)

  11. 3. Sales, Net Income & Cash Flow Ops (Cont.)

  12. 4. LT Growth Rate/EPS next 5Y

  13. 4. LT Growth Rate/EPS next 5Y (Cont.)

  14. 4. LT Growth Rate/EPS next 5Y (Cont.)

  15. 5. Sustainable Competitive Advantage ➔ Is it monopoly? => No

    ➔ Is it brand monopoly? => Yes => Entry barrier is too high

  16. 5 & 6. Return on Equity (Cont.)

  17. 5 & 6. Return on Equity (Cont.)

  18. 7. Intrinsic Value

  19. 8. Conservative Debt ➔ Debt Servicing Ratio = Interest Expense

    / Cash Flow Ops = 93 / 2904 (last Quarter) = 3.20%

  20. 9. Healthy Cash Flow

  21. 10. Insider Transactions

  22. THANK YOU Group O