海外研报

Boeing announces deal to acquire Spirit AeroSystems

Boeing announced a definitive agreement to acquire Spirit AeroSystems (SPR) in anall-stock transaction. BA expects the transaction to provide long-term value through

Ocean Rates Rise But What’s Driving? Impacts Possible for transports and Broader Supply Chain

Bottom line: Ocean rates have increased 3.5x and 4.5x per container on theeast coast and west coast, respectively, since the Red Sea disruption began in