I-Delta, i-AMR ingakhokelela kwi-US Airlines ukuya kwi-2 yezigidigidi yokulahleka

I-Delta Air Lines Inc., i-American Airlines kunye nabanye abathwali base-US banokuthi badityaniswe kwikota yesihlanu ethe ngqo yelahleko yezigidi ngezigidi zeerandi, bafikelele “kwindawo yokuhombisa” njengoko ukudodobala koqoqosho kuthintele inkcitho yokuhamba kunye neemali zokuhamba.

Iinqwelomoya ezilithoba ezinkulu zase-US eziqala ngomso zinokuxela i-2.3 yeebhiliyoni zeedola kwilahleko yekota yokuqala, utshilo uMichael Derchin, umhlalutyi weFTN Equity Capital Markets Corp. U-Helane Becker we-Jesup kunye ne-Lamont Securities iprojekthi ye-1.9 yeebhiliyoni zeedola, ngelixa u-Hunter Keay we-Stifel Nicolaus & Co. eqikelela i-2.1 yeebhiliyoni zeedola kubathwali abahlanu abaphezulu.

Ukucuthwa komthamo weenqwelo moya bekunganelanga ukumelana nokuhla kwezithuthi zabakhweli ngeepesenti ezisi-8 okanye ngaphezulu kwinyanga nganye yekota. Abathwali behlise amaxabiso ngethemba lokurhwebesha abakhenkethi, nto leyo etshabalalise ingeniso yeyunithi, umlinganiselo wexabiso lokukhwela kunye nemfuno, ubuncinci ipesenti ezili-17 kwinyanga ephelileyo kuzo zombini i-Continental Airlines Inc. kunye ne-US Airways Group Inc.

“Ndingothuka ukuba ikota yokuqala ayisiyiyo eyona imbi,” utshilo uDerchin, ozinze eNew York kwaye ucebisa ukuba kuthengwe isitokhwe senqwelomoya. "Njengomsebenzi olungileyo njengoko iinqwelomoya zenze kwangaphambili ekunciphiseni umthamo, bekunganelanga ukubamba amaxabiso okuhlawula ukujongana noqoqosho oloyikekayo."

Ikota isenokuba “yindawo” yolu shishino, kunye netrafikhi kunye namaxabiso okukhwela anokunyuka ngexesha lonyaka lasehlotyeni ngokwesiko, utshilo uDerchin.

"Siqala ukubona uphawu olusezantsi kwezinye iimarike, ezifana nemarike yasekhaya yase-US," iGosa eliyiNtloko lesiGqeba uGlenn Tilton we-United Airlines umzali u-UAL Corp. uthe eTokyo kwiveki ephelileyo.

I-Easter Shift

Ilahleko kulindeleke ukuba yande ukusuka kunyaka ongaphambili, ngokuyinxenye ngenxa yokuba iholide yePasika yayikwikota yesibini ngo-2009 emva kokuba yenzeka kwikota yokuqala ka-2008. Intsilelo edityanisiweyo yabathwali abakhulu abalithoba kwikota yokuqala yonyaka ophelileyo ibiyi-1.4 yeebhiliyoni zeedola ngaphandle kweendleko zexesha elinye.

American Airlines umzali AMR Corp. ingxelo ngomso, ilandele April 15 yi Southwest Airlines Co. Kwiveki ezayo, Delta, UAL, Continental Airlines Inc., US Airways Group Inc. kunye JetBlue Airways Corp. ukukhululwa iziphumo.

Ilahleko yekota iza emva kwentsilelo edityanisiweyo yonyaka engaphezulu kwe-15 yeebhiliyoni zeerandi kunyaka ophelileyo njengoko iinkampani zeenqwelomoya zinciphisa imisebenzi, iijethi ezipakishiweyo, zihlawule ngaphezulu kwamafutha kunye nokubhala amaxabiso e-asethi. Ngaphandle kwezinto zexesha elinye, ilahleko zabo ze-2008 zaziyi-3.8 yeebhiliyoni zeedola.

UStifel's Keay uqikelela ilahleko yonyaka opheleleyo ka-2009 emalunga nezigidi ezingama-375 zeedola kubathwali abakhulu abahlanu, uhlaziyo olusuka kuqikelelo lwakhe lukaJanuwari lwenzuzo emalunga ne-3.5 yeebhiliyoni zeedola.

U-Jesup & Lamont's Becker uqikelela ukuba iinqwelo-moya ezili-10 ezinkulu ziya kuba nenzuzo edibeneyo emalunga nebhiliyoni enye yeedola ngonyaka, ngaphantsi kwesiqingatha soqikelelo lwakhe lwangaphambili.

'Kancinci kakhulu'

U-Becker, oseNew York, uqikelela ukuba ingeniso yesihlalo ngasinye esihamba ngemayile yehla malunga neepesenti ezili-12 kwikota yokuqala. Uthe ulindele ukuba yehle malunga ne-7 yeepesenti ukuya kwi-9 yeepesenti kule kota, yehle ngeepesenti ezi-4 ukuya kwi-7 yeepesenti kwikota yesithathu kwaye itshintshe kancinci kwikota yokugqibela.

"Kukho izinto ezimbi kakhulu ezizayo" kuzo zonke i-2009, utshilo u-Becker.

Inkcitho yabathengi kunye namanani okuvelisa abonisa ukwanda koqoqosho olubanzi kunokuqalisa ukuvuselela uhambo lweshishini, utshilo uRobert Mann weRW Mann & Co., inkampani yokucebisa ePort Washington, eNew York.

“Ngaphandle koko, siza kushukuma ecaleni, kwaye emacaleni akuloncedo,” utshilo.

Ilahleko yekota yokuqala igxininisa isidingo sokunciphisa umthamo owongezelelweyo emva kokuphela kwexesha lokuhamba kwehlobo, utshilo uDerchin. Abona bathwali abakhulu, abanciphise ngaphezu kwe-10 lepesenti yokubhabha, kufuneka banciphise ipesenti ezi-5 ukuya kwi-10 ekhulwini ngaphezulu, watsho.

Olunye kolo nciphiso mhlawumbi luza kuba kwinkonzo yamazwe ngamazwe “kuba izinto ziyanuka kakhulu, ubuncinci kwezinye zezo ndlela,” utshilo uMann.

I-Index Rebounds

Okwangoku, izabelo zenqwelomoya ziye zaphinda zavela ukusukela nge-5 kaMatshi, xa iBloomberg US Airlines Index yabathwali be-13 ifikelele kwirekhodi ephantsi. Isalathiso siye sanda ngama-61 ekhulwini ukususela ngaloo mini ukuza kuthi ga namhlanje. Kulo nyaka, lehlile ngeepesenti ezingama-37.

"Ukuphinda kubonakale ngathi kuqhubela phambili izabelo kwixesha elizayo," uWilliam Greene, umhlalutyi weMorgan Stanley eNew York, utshilo nge-7 ka-Epreli ingxelo.

I-Delta yawa ngama-51 eesenti, okanye i-6.8 ekhulwini, ukuya kwi-$ 7 ngo-4: 15 ntambama kwi-New York Stock Exchange yokuthengisa i-composite, ngelixa i-AMR yehla i-47 cents, okanye i-10 ekhulwini, ukuya kwi-$ 4.22 kunye ne-Continental iyancipha i-$ 1.31, okanye i-9.9 ekhulwini, ukuya kwi-$ 11.88. I-UAL yehla i-71 yeesenti, okanye i-11 ekhulwini, ukuya kwi-6.05 yeedola kwi-Nasdaq Stock Market yorhwebo. Iinqwelomoya zaziphantsi kunye nezalathisi zesitokhwe esibanzi emva kokuhla okungalindelekanga kwintengiso yokuthengisa kunye namaxabiso omvelisi.

Amaxabiso aphantsi

Ngelixa amaxabiso aphantsi angekakukhuthazi ukuhamba kweshishini, izaphulelo ezikhoyo kweli hlotyeni zinokuvuselela imfuno yeholide, utshilo uMann. Amanye amatikiti okuya eYurophu anexabiso eliphantsi kunokuba ebenjalo kwiminyaka emihlanu, utshilo.

“Abantu abanakuthatha ikhefu ngenxa yokuba imali yokukhwela iphantsi kakhulu kwaye izivumelwano zinkulu kakhulu,” utshilo u-Jesup & Lamont's Becker.

Isaphulelo sisenokuba siyasebenza, ubuncinci kubathwali ababhabha ikakhulu e-US Phakathi kwabathwali abakhulu base-US, uMzantsi-ntshona, iAlaska Air Group Inc. kunye ne-AirTran Holdings Inc. bazalise ipesenti enkulu yezihlalo ngoMatshi kunonyaka ongaphambili.

Iinqwelomoya ezigcweleyo ziya kunceda abathwali bathumele inzuzo encinci kwikota yesibini neyesithathu, utshilo uDavid Swierenga, umongameli we-AeroEcon, inkampani yokucebisa ngenqwelomoya eRound Rock, eTexas.

“Kunyaka wonke, andilindelanga nto ingcono kunokuphumla,” utshilo. "Abathwali bebonke baya kuba nengeniso kulo nyaka, kodwa ayizukuba yinto yokubhalela ekhaya."