AMR Corp., yomwe American Airlines ndiye chonyamulira chachikulu padziko lonse lapansi, mwina itumiza kutayika kotala lachiwiri mawa, ndikulengeza kutayika kwamakampani pafupifupi $910 miliyoni pakukwera kwamitengo yamafuta andege.
"Kota yachiwiri idzakhala yonyansa, ndi likulu `ugh," anatero Henry Harteveldt, katswiri wa Forrester Research Inc. ku San Francisco.
Kuwonjezeka kwa 80 peresenti yamafuta a jet mchaka chatha kunachepetsa kukwera kwa ndege kuyambira kumayambiriro kwa nyengo yachilimwe. Onyamula ndege aku US akhazikitsa ma jets 433 ndikudula ntchito pafupifupi 22,000 kuti athetse kutayika kwa 2008 komwe bungwe la Air Transport Association likuyerekeza kuti likhoza kufika $13 biliyoni.
Delta Air Lines Inc. ndi Southwest Airlines Co. zikhoza kukhala zonyamulira zopindulitsa zokha, kutengera kuyerekezera kwa akatswiri. Kutayika kwa ndege zazikulu zisanu ndi zitatu zaku US kudzakhala $910 miliyoni zisanachitike zinthu zapadera, katswiri wa Merrill Lynch & Co. Michael Linenberg ku New York akuwonetsa pa Julayi 8.
AMR ikhoza kunena kuti idataya $ 319 miliyoni, kupereŵera kwake kwachitatu kotsatira kotala komanso chonyamulira chilichonse chaku US panthawiyi, kutengera pafupifupi ziwerengero zisanu ndi chimodzi za akatswiri opangidwa ndi Bloomberg.
Kutayika kwa kotala yoyamba ya $ 328 miliyoni kunali kwakukulu kwambiri kwa Fort Worth, Texas-based AMR kuyambira miyezi itatu yomaliza ya 2005. Delta inanenanso mawa.
Zolinga Zambiri
William Greene, katswiri wofufuza za Morgan Stanley ku New York, adati akuyembekeza kuti ndege zisanu ndi zitatuzi zidzajambulitsa zotayika pafupifupi $ 785 miliyoni, pomwe kuyerekezera kwapakati pa akatswiri omwe adafunsidwa ndi Bloomberg ndi $787 miliyoni. Chiwerengero cha ziwonetsero zimasiyanasiyana pa ndege iliyonse.
Onyamulirawo adapeza phindu la $ 1.9 biliyoni chaka chapitacho, kotala yabwino kwambiri kuyambira 2000. Kuwonongeka kwa gululi kunali $ 1.62 biliyoni m'miyezi itatu yoyamba.
Airlines "angodabwa," adatero Michael Derchin, katswiri wa FTN Midwest Research Securities Corp. ku New York. "Iwo sanalotapo m'maloto awo osaneneka kapena zochitika zawo kuti mafuta azikhala motere kwa nthawi yayitali. Mapulani onse adzidzidzi omwe sanaganizepo kuti angafunikire kuti achitepo kanthu. ”
Ofufuza akhala akuyang'ana zowunikira za kusungitsa malo kupitilira nyengo yachilimwe. Kufuna kumagwa m'miyezi inayi yapitayi, kutsika komwe kungakhale kokulirapo chaka chino pomwe chidaliro cha ogula aku US chikuyandikira kwambiri kutsika kwambiri kuyambira 1980.
"Chidziwitso chofunikira kwambiri chidzakhala mitengo ndi malingaliro a ndalama," adatero Philip Baggaley, katswiri wa ngongole wa Standard & Poor ku New York.
Ndemanga pa Cash?
Otsatsa ayeneranso kumvera ndemanga zilizonse kuchokera kwa oyang'anira okhudza njira zopezera ndalama, malinga ndi William Warlick, mkulu wamkulu wa Fitch Ratings ku Chicago. Onyamula akuluakulu onse aku US atha kusokonekera mwachangu pamene maulendo atsika pambuyo pa Tsiku la Ntchito, Warlick adatero.
"Mapangidwe amakono a makampani a ku United States ndi osasunthika m'malo omwe alipo panopa," adatero lero mu lipoti.
Mitengo yamtsogolo ndi kufunikira kwamtsogolo zithandiza kuwonetsa ngati mapulani a onyamula kuti achepetse 9 peresenti ya malo okhala angachepetse kudumpha kwamafuta, komwe kwaposa ntchito monga ndalama zomwe zimawononga kwambiri makampani. Oyendetsa ndege ayamba ntchito yawo ndikuchepetsa mphamvu pambuyo paulendo wachilimwe.
'Ndikuyembekezera Kuwona'
"Akuyembekezera kuwona zomwe zidzachitike kugwa, ndipo ali okonzeka kusuntha mwachangu," adatero Derchin. "Akudziwa kale kuti akufunika kudula zambiri, kutengera komwe kuli mafuta."
Zopeza kumwera chakumadzulo, zomwe zimanyamula zotsika mtengo kwambiri, zithanso kutetezedwa ndi njira yake yotsekera mitengo yotsika pasadakhale, pomwe Delta mwina idzapindula ndi kusamuka kwawo mu 2005-07 kuti achepetse ndalama zogwirira ntchito, malinga ndi kuyerekezera kwa akatswiri. .
Malipoti a AMR ndi Delta adzatsatiridwa ndi Continental Airlines Inc. pa July 17. Makolo a United Airlines UAL Corp., US Airways Group Inc. ndi JetBlue Airways Corp. adzalengeza zotsatira July 22. Northwest Airlines Corp. idzatulutsa ziwerengero pa July 23 ndi Kumwera chakumadzulo pa July 24.
AMR idati pa Julayi 2 kuti kotalayi iphatikiza ndalama zokwana $ 1.27 biliyoni pazolemba zamtengo wochotsedwa ntchito komanso mtengo wotsika wa jeti womwe wapuma pantchito. UAL idati sabata yatha idzalemba zolipiritsa zopanda ndalama zokwana $2.7 biliyoni.
AMR ndi UAL ndi ena mwa ochita zoyipa kwambiri pachaka pakati pa zonyamula 14 mu Bloomberg U.S. Airlines Index, kutsika 68 peresenti ndi 90 peresenti. Kutsika kwa UAL ndikokulirapo. Kupyolera dzulo, mtengo wamsika wamakampani asanu ndi atatu akuluakulu adatsika ndi 45% chaka chino mpaka kuchepera $16 biliyoni.
Gome lotsatirali likuwonetsa kuyerekezera kwa ndalama zonse (zotayika zonse) ndi zotsatira za magawo asanu ndi atatu a ndege zazikulu zaku U.S. potengera kuchuluka kwa magalimoto, kutengera openda omwe adafunsidwa ndi Bloomberg.
Airline Net Income/Net Loss Per-Share
Mu Miliyoni Zotsatira
AMR ($319) ($1.39)
UAL ($276) ($1.97)
Delta $45 $0.11
Continental ($46) ($0.47)
Kumwera chakumadzulo $73 $0.11
Kumpoto chakumadzulo ($148) ($0.53)
US Airways ($95) ($1.11)
JetBlue ($21) ($0.08)
bloomberg.com
ZOMWE MUNGACHITE PA NKHANIYI:
- William Greene, a Morgan Stanley analyst in New York, said he expects the eight airlines to record combined losses of about $785 million, while the average estimate of analysts surveyed by Bloomberg is $787 million.
- Earnings at Southwest, the largest low-fare carrier, again may be protected by its strategy of locking in lower fuel prices in advance, while Delta probably will benefit from moves during its 2005-07 bankruptcy to reduce operating costs, according to analysts’.
- Demand typically falls in the year’s last four months, a drop that may be steeper this year as U.
