Los rau hnub Tuesday kev lag luam, Boeing (ticker: BA) Tshuag tau nqis txog 38% txog rau xyoo no. Cov shares tau poob txog 26% txij li kev tswj hwm tso tawm thawj peb lub hlis twg uas plam Wall Street qhov kev cia siab, ib nrab vim yog cov nqi them hauv tuam txhab kev tiv thaiv kev lag luam.
Thaum muaj kev kub ntxhov, Seifman hais tias, txoj haujlwm loj rau Boeing kev tswj hwm tsis hloov pauv. Lawv yuav tsum tau muab ntau lub dav hlau 737 MAX rau cov neeg siv khoom thiab yeej kev tso cai rov qab xa khoom ntawm 787 twin-aisle dav hlau. "Qhov no yuav pab tsim cov nyiaj ntsuab, txo cov peev nyiaj ua haujlwm, thiab pib cov txheej txheem de-levering," Seifman tau sau. Nws ntseeg tias muaj lwm yam teeb meem uas lub tuam txhab ntsib yuav zoo me dua thaum cov khoom xa tuaj.
MAX rov qab mus rau kev lag luam kev pabcuam thaum lub Kaum Ib Hlis 2020 tom qab hais txog 20 lub hlis nyob rau hauv av tom qab ob tug tuag sib tsoo nyob rau hauv tsib lub hlis. Boeing xa 83 qauv 737 dav hlau nyob rau hauv thawj peb lub hlis twg, feem ntau ntawm lawv 737 MAX dav hlau. Boeing tau xa 173 qauv 737 dav hlau nyob rau hauv lub quarter thib plaub ntawm 2019, ua ntej MAX teeb meem thiab kev sib kis.
Rau MAX cov khoom xa tuaj kom nce, Tuam Tshoj xav tau rov pom zoo lub dav hlau rau kev lag luam kev pabcuam. Cov tub ceev xwm hauv Beijing yog ib qho ntawm qhov kawg, yog tias tsis yog zaum kawg, kom rov lees paub MAX. Thiab Tsoom Fwv Teb Chaws Aviation Administration yuav tsum tau ntawv pov thawj loj dua version ntawm MAX-737 MAX 10- rau kev lag luam kev pabcuam. Qhov ntawd tuaj yeem tshwm sim lig hauv 2022.
Boeing xa tsis muaj 787 dav hlau nyob rau hauv thawj peb lub hlis twg vim hais tias teeb meem zoo tau pom thaum lub rooj sib txoos. FAA tab tom tshuaj xyuas Boeing cov phiaj xwm los kho cov teeb meem; qhov kev pom zoo ntawm tus tswj hwm yog qhov tsuas yog qhov tseem ceeb ntawm txoj kev rov pib dua 787 khoom xa tuaj.
Cov no yog cov ntsiab lus tseem ceeb uas Seifman tab tom saib. Nws ntsuas Boeing shares ntawm Kev Yuav, nrog lub hom phiaj ntawm $ 190 rau tus nqi.
Zuag qhia tag nrho, 81% ntawm cov kws tshuaj ntsuam suav nrog cov nqi khoom lag luam ntawm Kev Yuav. Cov nruab nrab Buy-rating ratio rau stocks
S&P 500
yog hais txog 58%. Ib xyoo dhau los, tsuas yog 53% ntawm cov kws tshuaj ntsuam xyuas cov khoom lag luam ntsuas ntawm Kev Yuav.
Tab sis txawm hais tias cov kws tshuaj ntsuam tau txais txiaj ntsig zoo dua, cov tub ua lag luam zoo li tseem muaj kev tsis ntseeg. Cov khoom lag luam poob qis txog 48% xyoo dhau los, poob ntawm kwv yees li $ 237 txog $ 124 ib feem.
Hnub no, tus kws tshuaj ntsuam nruab nrab nqi phiaj rau Boeing Tshuag yog kwv yees li $ 224 ib feem. Ib xyoos dhau los, tus nqi nruab nrab lub hom phiaj yog $ 264 ib feem.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]