Boeing Tshuag (BA) tau zoo li tus noog raug mob xyoo no nyob nruab nrab kev poob siab ntshai, tab sis tus kws tshuaj ntsuam xyuas ntawm CFRA sib cav tias nws tuaj yeem npaj rau kev tshem tawm.
Shares ntawm lub dav hlau chaw tsim tshuaj paus tau tanked 34% xyoo rau hnub tim, phem lagging lub Dow Jones Industrial Average tus (^ DJI) 17% poob.
Txoj Kev tau hais txog kev txhawj xeeb txog yuav ua li cas kev lag luam thoob ntiaj teb poob qis tuaj yeem hnyav rau qhov kev thov rau Boeing cov dav hlau. Boeing txoj haujlwm nuj nqis siab tsis tau pab cov neeg ua lag luam kev xav ib yam nkaus, tshwj xeeb yog lub sijhawm nce cov paj laum thiab muab lub sijhawm tsis meej rau FAA kev pom zoo ntawm 737 Max 10.
"Peb xav tias qhov kev ntshai no yog qhov tsis raug," CFRA kws tshuaj ntsuam Colin Scarola tau sau rau hauv tsab ntawv tshiab txog kev txhawj xeeb txog Boeing txoj haujlwm nuj nqis.
Nov yog cov ntsiab lus ntxiv los ntawm Scarola qhov kev txhoj puab heev ntawm Boeing:
Nqe Hom Phiaj: $252 (rov hais dua)
Rating: Muaj zog Yuav (rov hais dua)
Tshuag nqi txav tau xav tias: + 92%
Vim li cas Scarola xav tias kev txhawj xeeb txog Boeing txoj haujlwm nuj nqis yog overblown
"Boeing tsis muaj nuj nqis npaum li cas, txhais tau tias cov paj laum nce yuav tsis cuam tshuam nws cov nyiaj tau los, txhua yam sib npaug," Scarola piav qhia. "Ntxiv mus, peb cia siab tias lub tuam txhab tuaj yeem them rov qab tag nrho cov nuj nqis yav tom ntej tawm ntawm cov nyiaj ntsuab dawb yam tsis tas yuav rov qab them cov nqi siab dua."
Tus kws tshuaj ntsuam ntxiv hais tias "txawm tias peb qhov kev kwv yees nyiaj pub dawb tsis txaus, lub tuam txhab tuaj yeem yooj yim them nws $ 5.4 nphom ntawm cov nuj nqis kom tiav nyob rau hauv 2022 thiab 2023 los ntawm tapping rau hauv nws cov nyiaj ntsuab loj ntawm $ 11.4 billion, dua zam qhov yuav tsum tau refinance ntawm tus nqi siab dua. ”
Scarola: Boeing cov khoom xa tuaj 'yuav tsum nce tsis hais txog kev poob nyiaj txiag'
Txawm hais tias kev lag luam poob qis yuav cuam tshuam qhov kev thov rau Boeing, Scarola tau hais tias kev ua lag luam yuav tau nqa mus rau hauv tus nqi ntawm kev lag luam tag nrho.
Scarola tau sau tias "Lwm qhov laj thawj uas peb xav tias kev sib koom tau raug ntaus xyoo no yog kev ntshai tias kev lag luam thoob ntiaj teb yuav ua rau cov neeg tsim khoom xa khoom tsis zoo rov qab los," Scarola tau sau. "Peb xav tias qhov no tsis yog lawm vim tias tus nqi xa khoom tau raug kev nyuaj siab ... hauv qab qhov kev poob qis loj los ntawm kev txwv cov saw hlau. Qhov no txhais tau hais tias ntev npaum li kev ua haujlwm thiab cov khoom siv tsis txaus txuas ntxiv mus ntxiv, uas peb cia siab tias lawv yuav, Boeing cov khoom xa tuaj yuav tsum nce ntxiv txawm tias muaj kev lag luam poob qis. Piv txwv li, hauv Q2, Boeing tau xa 40 lub dav hlau hauv ib hlis. Tab sis yog tias cov saw hlau tuaj yeem tswj cov khoom xa tuaj-rau-rov qab piv nws tau tswj xyuas thaum xyoo 2017-2018, peb kwv yees cov khoom xa tuaj yuav yog 60 ib hlis. "
Scarola kuj tau muab nws qhov kev xav ntawm cov khoom lag luam yuav tsum muaj kev lag luam loj heev.
"Peb xav tias kev lag luam loj hauv kev lag luam tsis zoo li yuav ua rau muaj kev noj qab haus huv ntawm kev xav tau mus ncig, tab sis yog tias qhov no tshwm sim peb kwv yees Boeing xav tau dav hlau yuav poob li ntawm 15%, "nws hais. "Qhov no yuav ua rau muaj kev thov rau kwv yees li 51 lub dav hlau hauv ib hlis, 28% siab dua Q2 tus nqi ntawm 40. Ntxiv rau qhov muaj feem ntau ntawm Boeing cov khoom xa tuaj tau nce siab tsis hais txog kev lag luam poob qis, peb xav tias kev lag luam tau saib dhau lub peev xwm ze-lub sij hawm catalyst ntawm tshuaj tiv thaiv mRNA hauv tsev tau pom zoo hauv Suav teb. Peb xav tias qhov no yuav tso cai rau kev kaw cia kom xaus thiab yuav tsum rov pib dua 737 MAX xa mus rau Suav cov dav hlau. "
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