As investors weigh the implications of Airbus’s decision to develop a re-engined A320 narrowbody family, they are beginning to map out how competitors will respond. The next moves in this game of chess will have huge implications for the industry’s competitive landscape, from Boeing Co., Embraer, Comac and Bombardier Inc. to engine and systems suppliers. Airbus’s “A320NEO”—designed to offer a 15% improvement in fuel burn—is the starting gun in a single-aisle revolution, observes Morgan ...
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