Melius Research Analyst Robert Spingarn taw qhia hauv tsab ntawv ceeb toom tias lub dav hlau tsis yog 737 MAX dav hlau. Lub Boeing (ticker: BA) 737 MAX tau ua haujlwm thoob ntiaj teb yuav luag ob xyoos tom qab ob qhov kev sib tsoo tuag uas tau tshwm sim los ntawm ib feem los ntawm software tswj kev ya davhlau tshiab. Tuam Tshoj Eastern (CEA) dav hlau yog li hu ua 737 NG qauv. NG tsev neeg ntawm 737 lub dav hlau ua ntej MAX nrog thawj lub dav hlau xa hauv 1997. Boeing tau xa ntau tshaj 7,000 NG dav hlau mus rau 225 cov neeg siv khoom dhau sijhawm.
"Yog tias qhov xwm txheej niaj hnub no yog qhov tshwm sim ntawm kev tsav tsheb yuam kev, kev ua haujlwm hauv dav hlau yuam kev (kev tu), lossis kev tshwm sim exogenous ( huab cua), peb xav kom cov tub ua lag luam rov qab los rau lawv qhov kev xav ua ntej thiab kev tshawb fawb rau Boeing, txawm tias ncua sij hawm rau kev cuam tshuam rau MAX rov qab los," sau Spingarn nyob rau hauv ib tsab ntawv hnub Monday. MAX tseem tsis tau lees paub los ya lag luam hauv Suav teb tseem. Nws ntseeg tias qhov kev huam yuaj tuaj yeem ncua qhov txheej txheem ntawd.
"Txawm li cas los xij, yog tias lub hauv paus ntawm kev sib tsoo yog qhov tsis ua haujlwm lossis tsim teeb meem, kev nqis peev thesis rau [Boeing] yuav cuam tshuam tsis zoo nrog kev pom zoo kev pom zoo poob qis thiab hloov mus rau sab xis," tus kws tshuaj ntsuam ntxiv. Hloov mus rau txoj cai txhais tau hais tias cov nyiaj tau los thiab cov nyiaj ntsuab rov qab mus ntxiv rau yav tom ntej.
Spingarn muaj qhov yuav khoom ntawm Boeing Tshuag. Nws tus nqi phiaj yog $262 ib feem. Tus kws tshuaj ntsuam xyuas Peter Arment tus nqi sib koom Yuav, zoo li Spingarn. Nws lub hom phiaj tus nqi rau kev sib koom yog siab dua $ 306.
Zoo li Spingarn, Arment tau sau tseg tias lub dav hlau tsis yog MAX hauv nws daim ntawv tshaj tawm. "Raws li lub dav hlau taug qab cov duab radar, lub davhlau tau nyob ntawm qhov siab tshaj plaws thaum nws ntog mus rau hauv kev dhia dej ntsug," tus kws tshuaj ntsuam ntxiv. Arment hu ua qhov xwm txheej no "tsis txawv txav," ceeb toom radar pom tias tsis muaj teeb meem ua ntej dhia dej.
Nyuj sib nraus Cai von Rumohr sau hnub Monday tias Tuam Tshoj Sab Hnub Tuaj muaj cov ntaub ntawv kev nyab xeeb zoo raws li lub dav hlau thiab tias lub dav hlau koom nrog tau xa hauv 2015. Nws kuj tau sau tseg tias Tuam Tshoj Sab Hnub Tuaj tau tso tag nrho nws lub dav hlau 737 NG tseem tos qhov kev tshawb nrhiav.
"Raws li qhov xwm txheej ib txwm muaj, cov tub ceev xwm yuav tsis tso tag nrho 737s tom qab kev sib tsoo tshwj tsis yog tias muaj laj thawj xav tias yuav muaj teeb meem tshwm sim," tus kws tshuaj ntsuam tau sau. "Muab [Boeing's] teeb meem nrog 737 MAX, muaj qee lub caij nyoog uas cov neeg siv khoom yuav tsis xav ya ntawm 737 kom txog rau thaum qhov ua rau [tshuaj] txiav txim siab tsis yog tsim lossis tsim teeb meem."
Von Rumohr tus nqi Boeing shares Buy. Nws tus nqi hom phiaj rau cov Tshuag yog $230.
Lu Xi tsis npog Boeing Tshuag. Nws npog Tuam Tshoj Sab Hnub Tuaj rau Citigroup. Nws tau sau tseg rau hnub Monday tias qhov kev sib tsoo xaus rau 4,227-hnub lub sijhawm uas tsis muaj kev sib tsoo loj rau tag nrho Suav lag luam aviation kev lag luam.
Boeing shares tau kaw 3.6% rau hnub Monday ntawm $ 185.90. Shares pauv mus rau qhov qis ntawm $ 180.61, rov qab los ntawm hnub kom kaw txog 3% ntawm qhov qis ntawd. Shares tau nce 0.4% hauv kev ua lag luam ua ntej hnub Tuesday.
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yav tom ntej tau nce 0.4% thiab 0.5%, feem.
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