2025-06-11-Jefferies-印度航空AI171航班起飞后不久坠毁_10页_139kb

Flash Crash Report: Air India Flight AI171 787 Crash

• Event: Air India Flight AI171 crashed shortly after takeoff near Ahmedabad, carrying 242 passengers and crew. The aircraft, a 787-8 produced in 2010 and delivered in 2013, accumulated 41,700 flight hours.
• Data: ADS-B showed climb to 625 feet then descent at -475 ft/min. This is the first fatal 787 incident since service began in 2011.
• Deficiency Analysis: Review of type certificate issues, suggesting design flaws potentially affected safety.
• Timeline: Flight took off on June 12th, crashed during an 1:09 flight leg from Delhi to Ahmedabad, following an 8:47 flight from Paris to Delhi.

Boeing Fleet Analysis

• Hits
• Accidents
  Price Target: $250.00 (Buy)
  Current Price: $214.00 (+17% upside)
  Rating: BUY
  Cycle Count (email)
  Cycles (phone)
  Days (email)

787 Safety Performance

• Global Fleet: 948 787s in backlog, delivered up to date count cumulative.
• Record: Strong accident history record despite this incident.
• Operators: Analytics list top 25 operators, with some owning older models.
• YTD Pricing Variations

Market Position Assessment

• Financials: Aerostat.com
• uses high-low pricing strategy.
• Defect tracking reports available infrastructure.
• Systems include PFE phone contact feedback sessions.
• Corp System: PIE Peer Review, scheduling.

Company Assessment

• Covers Service Component
• Operations performed.
• Rates change with pricing cycles.
• Recent update cycle on integrated systems.
• Marketing strategy based on cumulative growth.

Valuation & Investment

• Overhaul plan recommended for certain models.
• Forward-looking comments on safety standards.
• Weakness reports available during Q3.
• Recommended models: 787-8, -9.
• Critical points address rare failures through updated figures.

Key (email)
Airborne (direct line)

markdown
The Boeing 787 "Dreamliner" aircraft crashed shortly after takeoff on June 12, 2025, with 242 passengers and crew aboard Air India Flight AI171. ADS-B data indicates the aircraft reached 625 ft before losing signal, with descent at -475 ft/min. This marks the first fatal crash in the 787's 15-year history since service began. The wreckage is under review for potential type certificate deficiencies. Company order details and delivery stats are provided in Exhibits D, with valuation models updating predictably toward a 2026 target price increase.