Delta, AMR Ikhoza Kutsogolera US Airlines Kutaya $2 Biliyoni

Delta Air Lines Inc., American Airlines ndi onyamula ena aku US atha kukhala ataphatikizira gawo limodzi mwa magawo asanu mowolowa manja a madola mabiliyoni ambiri, zomwe zidafika pachimake chifukwa kuchepa kwachuma kunachepetsa ndalama zoyendera komanso mitengo.

Ndege zisanu ndi zinayi zazikulu zaku US kuyambira mawa zitha kuwonetsa $ 2.3 biliyoni pakutayika kotala koyamba, adatero Michael Derchin, wofufuza wa FTN Equity Capital Markets Corp. Helane Becker wa Jesup & Lamont Securities akupanga chiwongola dzanja cha $ 1.9 biliyoni, pomwe Hunter Keay wa Stifel Nicolaus & Co. akuyerekeza $ 2.1 biliyoni kwa onyamula asanu apamwamba.

Kuchepetsa mphamvu za ndege sikunali kokwanira kuthana ndi kuchepa kwa kuchuluka kwa okwera ndi 8 peresenti kapena kupitilira apo mwezi uliwonse wa kotala. Onyamulirawo adatsitsa mitengo poyembekezera kukopa apaulendo, zomwe zidasokoneza ndalama zamagulu, kuchuluka kwamitengo ndi kufunikira, osachepera 17 peresenti mwezi watha ku Continental Airlines Inc. ndi US Airways Group Inc.

"Ndingadabwe ngati gawo loyamba silili loyipa kwambiri," adatero Derchin, yemwe amakhala ku New York ndipo amalimbikitsa kugula masheya andege. "Ngakhale ntchito yabwino monga momwe ma ndege adachitira kale pochepetsa kuchuluka kwa ndege, sizinali zokwanira kubweza ndalama pothana ndi mavuto azachuma."

Kotala mwina inali "chodyera" chamakampani, ndi kuchuluka kwa magalimoto ndi mitengo yokwera m'nyengo yachilimwe yotanganidwa, adatero Derchin.

"Tikuyamba kuwona chizindikiro chapansi m'misika ina, monga msika wapakhomo waku US," Chief Executive Officer Glenn Tilton wa United Airlines kholo UAL Corp. adatero ku Tokyo sabata yatha.

Pasaka Shift

Zowonongekazi zikuyembekezeka kukulirakulira kuyambira chaka chapitacho, mwa zina chifukwa tchuthi cha Isitala chinali mgawo lachiwiri mu 2009 chinachitika mu kotala yoyamba ya 2008. Kuperewera kophatikizana kwa onyamula akuluakulu asanu ndi anayi mchaka choyamba cha chaka chatha kunali $ 1.4 biliyoni kupatula ndalama zanthawi imodzi.

American Airlines kholo AMR Corp. lipoti mawa, kutsatira April 15 ndi Southwest Airlines Co. Sabata yamawa, Delta, UAL, Continental Airlines Inc., US Airways Group Inc. ndi JetBlue Airways Corp. kutulutsa zotsatira.

Kuwonongeka kwapachaka kumabwera pambuyo pa kuperewera kwapachaka kwa ndalama zoposa $ 15 biliyoni chaka chatha pamene ndege zimadula ntchito, ndege zoyimitsa, kulipira mafuta ochulukirapo komanso kulemba mtengo wamtengo wapatali. Kupatula zinthu zanthawi imodzi, zotayika zawo za 2008 zinali $ 3.8 biliyoni.

Stifel's Keay akuyerekeza kutayika kwa chaka chonse cha 2009 pafupifupi $ 375 miliyoni kwa onyamulira akuluakulu asanu, kukonzanso kuchokera pamalingaliro ake a Januware a phindu la $3.5 biliyoni.

Becker wa Jesup & Lamont akuyerekeza kuti ndege zazikulu 10 zidzakhala ndi phindu lophatikiza pafupifupi $ 1 biliyoni pachaka, zosakwana theka la zomwe adawonetsa m'mbuyomu.

'Zoyipa Kwambiri'

Becker, wokhala ku New York, akuyerekeza kuti ndalama zapampando uliwonse womwe wayenda mtunda wa kilomita zidatsika pafupifupi 12 peresenti mgawo loyamba. Anati akuyembekeza kutsika pafupifupi 7 peresenti mpaka 9 peresenti kotala ino, kutsika 4 peresenti mpaka 7 peresenti mgawo lachitatu ndikusintha pang'ono kotala yomaliza.

"Pali zinthu zoipitsitsa pang'ono zomwe zikubwera" kwa 2009 yonse, adatero Becker.

Kuwononga kwa ogula ndi manambala opanga zomwe zikuwonetsa kukula kwachuma kungayambikenso kuyambiranso kuyenda kwamabizinesi, atero a Robert Mann a RW Mann & Co., kampani yofunsira ku Port Washington, New York.

"Kupanda kutero, tikungoyenda cham'mbali, ndipo m'mbali sizothandiza," adatero.

Kutayika kwa kotala loyamba kumatsimikizira kufunikira kochepetsera mphamvu zowonjezera nyengo yachilimwe ikatha, Derchin adatero. Zonyamulira zazikulu kwambiri, zomwe zachepetsa kupitilira 10 peresenti yakuuluka, ziyenera kuchepetsa 5 peresenti mpaka 10 peresenti yowonjezera, adatero.

Zina mwazochepetsako zitha kukhala zapadziko lonse lapansi "chifukwa zinthu ndizonunkha kwambiri, makamaka panjira zina," adatero Mann.

Index Rebounds

Komabe, magawo a ndege awonjezeka kuyambira pa Marichi 5, pomwe Bloomberg US Airlines Index ya onyamula 13 idatsika kwambiri. Mlozerawu wakwera ndi 61 peresenti kuyambira tsiku limenelo mpaka lero. Chaka chino, zatsika ndi 37 peresenti.

"Kubweranso kwamalingaliro kungapangitse kuti magawo akhale okwera posachedwa," a William Greene, katswiri wofufuza za Morgan Stanley ku New York, adatero mu lipoti la Epulo 7.

Delta idatsika masenti 51, kapena 6.8 peresenti, mpaka $ 7 pa 4:15 p.m. mu New York Stock Exchange malonda ophatikizana, pomwe AMR idatsika masenti 47, kapena 10 peresenti, kufika pa $4.22 ndipo Continental idatsika $1.31, kapena 9.9 peresenti, mpaka $11.88. UAL idatsika masenti 71, kapena 11 peresenti, mpaka $ 6.05 pamalonda a Nasdaq Stock Market. Ndege zidatsika limodzi ndi ma index ochulukirapo pambuyo pakutsika kosayembekezereka kwa malonda ogulitsa ndi mitengo ya opanga.

Mitengo Yotsika

Ngakhale mitengo yotsika sinalimbikitse kuyenda kwamabizinesi, kuchotsera komwe kulipo chilimwechi kumatha kutsitsimutsa kufunikira kwatchuthi, adatero Mann. Matikiti ena opita ku Europe ndi otsika mtengo kuposa momwe adakhalira zaka zisanu, adatero.

"Anthu sangapite kutchuthi chifukwa mitengo yake ndi yotsika mtengo ndipo mabizinesi ndi abwino kwambiri," adatero Becker wa Jesusp & Lamont.

Kuchotsera kungakhale kukugwira ntchito, makamaka kwa zonyamulira zomwe zimawuluka makamaka ku U.S. Pakati pa zonyamulira zazikulu zaku US, Kumwera chakumadzulo, Alaska Air Group Inc. ndi AirTran Holdings Inc. adadzaza mipando yochulukirapo mu Marichi kuposa chaka chapitacho.

Ndege zodzaza zidzathandiza onyamula ndalama kuti atumize phindu laling'ono m'gawo lachiwiri ndi lachitatu, adatero David Swierenga, pulezidenti wa AeroEcon, kampani yowunikira ndege ku Round Rock, Texas.

"Kwa chaka, sindimayembekezera zabwinoko kuposa kutha," adatero. "Zonyamulira zonse zidzakhala zopindulitsa chaka chino, koma sizikhala chilichonse cholembera kunyumba."