China's Boeing 737 MAX Jets Return to the Skies, Deliveries Yet to Resume
Portfolio Pulse from Anusuya Lahiri
Around 90% of Boeing's China 737 MAX jets have resumed commercial operation as of the end of June. However, Boeing has not yet resumed deliveries to China, where it has lost ground to Airbus. Boeing recently announced a $100 million investment in infrastructure and programs to train pilots in India.

June 28, 2023 | 2:05 pm
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POSITIVE IMPACT
Boeing's China 737 MAX jets have resumed operation, but deliveries to China are still on hold. The company is also investing in India's pilot training programs.
The resumption of Boeing's 737 MAX jets in China is a positive sign for the company, but the halt in deliveries to China could negatively impact its market share and revenues. The investment in India indicates a strategic move to capture the growing aviation market there.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
China Southern Airlines was the first carrier in China to resume flying the 737 MAX in January.
As the first carrier to resume 737 MAX flights in China, China Southern Airlines may gain a competitive advantage. However, the overall impact will depend on the performance and safety of these flights.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Airbus has gained ground in China where Boeing has yet to resume deliveries.
Boeing's halt in deliveries to China provides an opportunity for Airbus to increase its market share in the region, which could positively impact its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 70
POSITIVE IMPACT
Airbus has gained ground in China where Boeing has yet to resume deliveries.
Boeing's halt in deliveries to China provides an opportunity for Airbus to increase its market share in the region, which could positively impact its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 70