Geopolitics Alpha

Sanctions Ease: Belavia Set to Buy Boeing Jets and Software Directly Following Landmark US License

Published . Updated .

Sanctions Ease: Belavia Set to Buy Boeing Jets and Software Directly Following Landmark US License

The US Department of Commerce has issued an official license to the Boeing Corporation, fully restoring its partnership with Belarus's national carrier, Belavia

Directly affected

  • BA Boeing-14.7% 30d

    Named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d

    iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story.

  • IGV iShares Expanded Tech-Software ETF+5.6% 9d

    iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story.

  • GE GE Aerospace-5.4% 30d

    GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • HWM Howmet Aerospace-13.3% 30d

    Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • TDG TransDigm Group+3.4% 30d

    TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • MSFT Microsoft+4.0% 30d

    Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.

  • ORCL Oracle-12.4% 30d

    Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.

  • CRM Salesforce-3.2% 30d

    Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BA+9.66%-2.68%baseafter closeafter closeafter closeafter close
ITANo price data for this ticker———————
IGVNo price data for this ticker———————
GE-4.44%-0.15%baseafter closeafter closeafter closeafter close
HWM-2.50%-2.02%baseafter closeafter closeafter closeafter close
TDGNo price data for this ticker———————
MSFTNo price data for this ticker———————
ORCLNo price data for this ticker———————
CRMNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Sanctions Ease: Belavia Set to Buy Boeing Jets and Software Directly Following Landmark US License News.by

Source: News.by

This story

CompanyWhenMoveStatus
BAthree days earlier-2.68%final price
BAfive days earlier+9.66%final price
GEthree days earlier-0.15%final price
GEfive days earlier-4.44%final price
HWMthree days earlier-2.02%final price
HWMfive days earlier-2.50%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

12 out of 100

“Sanctions Ease: Belavia Set to Buy Boeing Jets and Software Directly Following Landmark US License” scores 12 out of 100. The score uses 1 sources.