Private-jet firms once treated India as an afterthought. Now they are trying to woo the country’s super-rich https://t.co/NjaMFF7Ako ...

Daily Spotlight 28 July 2025 Michael MENG (852) 3988 6433 michael.meng@bocigroup.com Index Performance | | Last close | % 1D | % YTD | | --- | --- | --- | --- | | HSI | 25,388 | (1.1) | 26.6 | | HSCEI | 9,150 | (1.2) | 25.5 | | HSCCI | 4,322 | (0.3) | 14.3 | | MSCI HK | 13,154 | (0.8) | 24.5 | | MSCI CHINA | 81 | (1.1) | 25.0 | | FTSE CHINA A50 | 13,965 | (0.6) | 3.3 | | CSI 300 | 4,127 | (0.5) | 4.9 | | TWSE | 23,364 | (0.0) | 1.4 | | SENSEX | 82,184 | (0.7) | 5.2 | | NIKKEI 225 | 41,456 | (0.9) | 3.9 | | ...

Core Viewpoint - Both Archer Aviation and Joby Aviation are emerging leaders in the electric vertical takeoff and landing (eVTOL) aircraft market, attracting investor interest as they prepare for commercial operations [1][2]. Archer Aviation - Archer Aviation is pursuing a dual strategy by selling its Midnight eVTOL aircraft to operators and offering a direct-to-consumer aerial ride-share service [4]. - The company has secured significant agreements, including a deal with United Airlines for up to $1.5 billion in eVTOL purchases, and partnerships with Abu Dhabi Aviation and Ethiopian Airlines [5]. - Archer is also exploring defense applications through a partnership with Anduril to develop hybrid eVTOL aircraft, aiming for contracts with the Department of Defense and NATO allies [6][7]. Joby Aviation - Joby Aviation adopts a vertically integrated approach, developing components in-house and planning to manufacture and operate its aircraft rather than selling them to other companies [9]. - The company has strong backing from major investors like Toyota, which is investing up to $894 million, and partnerships with Uber and Delta Air Lines to enhance its transportation services [10][11]. - Joby's strategy positions it for substantial upside potential, particularly in airport transfer services for Delta passengers [11]. Investment Considerations - Both companies represent significant opportunities in the evolving travel industry, with Archer appealing to those interested in defense applications and Joby attracting investors focused on transportation services [12][13].

The Federal Aviation Administration said it will investigate the incident at Denver International Airport after passengers were evacuated from an American Airlines flight. Photo: @highlymigratoryfishing/Instagram/Reuters #WSJ #AmericanAirlines #aviation ...

Group 1: Data Computing Industry - The Hohhot City has signed 15 key computing power projects with a total investment exceeding 50 billion, expected to provide over 120,000 PetaFLOPS of computing power by the end of 2025 [2] - The computing power scale in Hohhot has reached 101,000 PetaFLOPS, with intelligent computing accounting for 96,000 PetaFLOPS, ranking first in the country [2] - The region has established a complete industrial chain ecosystem from upstream equipment manufacturing to downstream application development, with 45 computing equipment manufacturing enterprises settled [2][3] Group 2: Green Agricultural and Animal Husbandry Products Industry - The green agricultural and animal husbandry products industry is accelerating high-quality development through project construction, with a focus on the lactic acid bacteria industrialization smart factory as a benchmark project [3] - The industry has built a comprehensive industrial chain covering dairy, meat, grass, and alternative food, with major enterprises like Mengniu and Charoen Pokphand leading the way [4] - By 2025, significant investments will continue in the green agricultural and animal husbandry products sector, ensuring the completion of various projects to enhance quality and efficiency [4] Group 3: Airport Economy Industry - The airport economy industry is rapidly emerging, leveraging the construction of the Shenglai International Airport to develop a comprehensive aviation industry chain [6] - Key projects related to the airport, including maintenance bases and food catering, are set to be completed this year, laying a solid foundation for the airport economy [6] - The ongoing development of the airport is expected to enhance economic exchanges and cooperation, attracting more enterprises and talent to the region [6]

Core Viewpoint - Odysight.AI Inc. has entered a commercial collaboration agreement with a multinational technology group to deploy proof-of-concepts for predictive maintenance technology in heavy vehicles across various sectors, marking a significant expansion beyond aviation [1][4]. Group 1: Collaboration Details - The initial deployment will focus on heavy vehicles in defense, mining, agriculture, and heavy autonomous vehicle sectors [1]. - The collaboration follows successful trials of Odysight.AI's system on a critical aviation component, validating its performance under extreme conditions [2]. - Both parties are exploring expanded deployments in aviation and other sectors, aiming for broader collaborative opportunities [3]. Group 2: Technology and Benefits - The integration of Odysight.AI's solution is expected to enhance platform safety, reduce maintenance demands, lower costs, and improve operational efficiency [3]. - Odysight.AI specializes in Predictive Maintenance (PdM) and Condition Based Monitoring (CBM) markets, utilizing video sensor-based solutions for critical systems in aviation, transportation, and energy [5]. - The company's technology allows visibility into hard-to-reach locations and harsh environments, providing real-time monitoring capabilities [5]. Group 3: Strategic Importance - The partnership reflects a shared commitment to driving smarter, safer, and more sustainable operations across various industries [4]. - The global partner is recognized for innovation and quality in engineered materials and smart solutions, aligning with Odysight.AI's focus on safety and operational efficiency [4].

Core Viewpoint - Archer Aviation's shares experienced a significant decline of 10.9% amid broader market gains, primarily due to a lawsuit proceeding against the company and poor financial forecasts from its major backer, Stellantis [1][5]. Group 1: Lawsuit Against Archer - A shareholder lawsuit has been filed against Archer, alleging that the company and its SPAC merger architects misrepresented the value of shares and the progress of aircraft development [2]. - The Delaware Chancery Court has allowed the lawsuit to move forward, requiring Archer to defend itself against these allegations [4]. Group 2: Stellantis' Financial Performance - Stellantis, a key investor in Archer, reported a projected loss of $2.68 billion for the first half of the year and has suspended issuing any guidance due to tariff uncertainties [5]. - The disappointing financial outlook from Stellantis has raised concerns among investors regarding its continued support for Archer as it seeks to reduce costs [5]. Group 3: Competitive Landscape - The electric vertical takeoff and landing (eVTOL) market is competitive, with Joby Aviation positioned more favorably to be the first to market, bolstered by its partnership with Toyota, known for quality and reliability [6].

Playing in the US is still one of the safest forms of transport. So we have seen a increase in media scrutiny as well as there have been increases in aviation safety incidents. They're not quite accidents yet.I mean we did have the crash in DC at the start of the year, but in terms of in terms of the overall the aviation industry, I mean, there is I mean, there is a massive push in at the moment to modernize the ATC in the US, the FAA, ATC air traffic control. So there is a massive push to sort of upgrade t ...

Certification Progress - Joby Aviation expects to have five aircraft in one of the final phases of certification next year [1] Commercial Flight Target - The company aims to start commercial flights in early 2026 [1]

All right, let's talk travel. Time travel. Well, not actual time travel because that's not possible yet.But the closest thing you can come to time travel these days, and that of course, we're told, is flying by private jet. It's how the other half of the other half lives. And now, the private jet business is getting some coin from private equity.An investor group backed by luxury giant LVMH buying 20% of big private jet company Flexjet. Let's flex a little more. Robert Frank has more on what's going down at ...