Delta Air Lines Inc., American Airlines le bajari ba bang ba US e kanna ea ba ba kopane bakeng sa kotara ea bohlano e latellanang ea tahlehelo ea lidolara tse libilione, ho fihlela "boemo" kaha ho putlama ha moruo ho ile ha fokotsa litšenyehelo tsa maeto le litefiso.
Lifofane tse robong tse kholo ka ho fetisisa tsa US tse qalang hosane li ka tlaleha liranta tse libilione tse 2.3 ka tahlehelo ea kotara ea pele, ho boletse Michael Derchin, mohlahlobi oa FTN Equity Capital Markets Corp. Helane Becker oa Jesup & Lamont Securities o etsa moralo oa khaello ea $ 1.9 bilione, ha Hunter Keay oa Stifel Nicolaus & Co. a hakanya $2.1 bilione bakeng sa bajari ba bahlano ba holimo.
Ho fokotsa matla a lifofane ho ne ho sa lekana ho sebetsana le ho theoha ha sephethephethe sa bapalami ka liperesente tse 8 kapa ho feta khoeling e 'ngoe le e 'ngoe ea kotara. Bajari ba theotse litheko ka tšepo ea ho hohela baeti, e leng se senyelitseng lekhetho la litefiso, tekanyo ea litefiso le tlhoko, bonyane liperesente tse 17 khoeling e fetileng ho Continental Airlines Inc. le US Airways Group Inc.
"Nka makala ha kotara ea pele e se mpe ka ho fetesisa," ho boletse Derchin, ea lulang New York mme a khothaletsa ho reka setoko sa lifofane. "Le ha e le mosebetsi o motle joalo ka ha lifofane li ile tsa etsa pele ho nako ho fokotsa matla, ho ne ho ntse ho sa lekana ho thibela litefo molemong oa moruo o mobe."
Mohlomong kotara e ne e le "sejana" sa indasteri, 'me sephethephethe le litefiso li ka nyoloha nakong ea lehlabula e phetheselang, ho boletse Derchin.
"Re se re qala ho bona lets'oao la ho fokola limmarakeng tse ling, joalo ka 'maraka oa lehae oa US," Ofisiri e Moholo Glenn Tilton oa United Airlines motsoali UAL Corp. o boletse Tokyo bekeng e fetileng.
Paseka Shift
Litahlehelo li lebelletsoe ho hola ho tloha selemong se fetileng, karolo e 'ngoe hobane matsatsi a phomolo a Paseka a ne a le kotareng ea bobeli ka 2009 kamora ho hlaha kotareng ea pele ea 2008. Khaello e kopaneng bakeng sa bajari ba kholo ka ho fetisisa kotareng ea pele ea ngoahola e bile $1.4 bilione ho sa kenyeletsoe litšenyehelo tsa nako e le 'ngoe.
American Airlines motsoali AMR Corp. e tlaleha hosane, e lateloa April 15 ke Southwest Airlines Co. Bekeng e tlang, Delta, UAL, Continental Airlines Inc., US Airways Group Inc. le JetBlue Airways Corp. liphetho tsa tokollo.
Litahlehelo tsa kotara li tla ka mor'a khaello e kopaneng ea selemo le selemo ea chelete e fetang $ 15 bilione selemong se fetileng ha lifofane li fokotsa mesebetsi, li-jet tse emisitsoeng, li lefella mafura a mangata le ho ngola boleng ba thepa. Ntle le lintho tsa nako e le 'ngoe, tahlehelo ea bona ea 2008 e ne e le $ 3.8 limilione tse likete.
Stifel's Keay o hakanya tahlehelo ea selemo e felletseng ea 2009 ea chelete e ka bang $375 milione bakeng sa bajari ba kholo ka ho fetisisa ba bahlano, e leng tokiso ho tsoa ho khakanyo ea hae ea Pherekhong ea phaello e ka bang $3.5 bilione.
Jesup & Lamont's Becker o hakanya hore lik'hamphani tse 10 tse kholo ka ho fetisisa tsa lifofane li tla ba le phaello e kopantsoeng ea hoo e ka bang $1 bilione bakeng sa selemo, e leng ka tlaase ho halofo ea khakanyo ea hae ea pele.
'Less Worse'
Becker, ea lulang New York, o hakanya hore chelete e kenang bakeng sa setulo se seng le se seng se tsamaisoang ke mile e theohile ka liperesente tse 12 kotareng ea pele. A re o lebelletse hore e tla fokotseha ka liperesente tse 7 ho isa ho liperesente tse 9 kotareng ena, e theohe liperesente tse 4 ho isa ho liperesente tse 7 kotareng ea boraro mme e fetohe hanyane kotareng ea ho qetela.
"Ho na le lintho tse mpe haholo tse tlang ho tla" bakeng sa 2009 kaofela, Becker o itse.
Linomoro tsa tšebeliso ea bareki le tsa tlhahiso tse bonts'ang kholo e pharalletseng ea moruo li ka qala ho nchafatsa maeto a khoebo, ho boletse Robert Mann oa RW Mann & Co., feme ea boeletsi e Port Washington, New York.
O ile a re: "Ha re le sieo, re tla be re falla ka lehlakore, 'me ka thōko ha ho na thuso.
Litahlehelo tsa kotara ea pele li totobatsa tlhoko ea phokotso e eketsehileng ea bokhoni kamora hore nako ea maeto a lehlabula e fele, ho boletse Derchin. O boletse hore likoloi tse kholo ka ho fetisisa, tse fokolitseng liperesente tse fetang 10 tsa ho fofa, li hloka ho fokotsa liperesente tse 5 ho isa ho tse 10 ho feta.
Tse ling tsa phokotso eo mohlomong e tla ba litšebeletsong tsa machabeng "hobane lintho li nkha hampe haholo, bonyane ho tse ling tsa litsela tseo," Mann o boletse.
Index Rebounds
Leha ho le joalo, likabelo tsa lifofane li eketsehile ho tloha ka la 5 Hlakubele, ha Bloomberg US Airlines Index ea bajari ba 13 e fihla tlase haholo. Lenane lena le eketsehile ka karolo ea 61 lekholong ho tloha letsatsing leo ho fihlela kajeno. Selemong sena, e theohile ka karolo ea 37 lekholong.
"Ho phahama ha maikutlo ho kanna ha phahamisa likabelo haufinyane," William Greene, mohlahlobi oa Morgan Stanley oa New York, o boletse tlalehong ea la 7 Mmesa.
Delta e theohile ka lisente tse 51, kapa liperesente tse 6.8, ho isa ho $7 ka 4:15 mantsiboea khoebong e kopaneng ea New York Stock Exchange, athe AMR e theohile lisente tse 47, kapa liperesente tse 10, ho ea ho $4.22 mme Continental e theohile ka $1.31, kapa liperesente tse 9.9, ho isa ho $11.88. UAL e theohile lisente tse 71, kapa liperesente tse 11, ho isa ho $6.05 khoebong ea Nasdaq Stock Market. Lifofane li ne li theohile hammoho le li-index tse pharaletseng ka mor'a ho theoha ho neng ho sa lebelloa ha thekiso ea mabenkele le litheko tsa bahlahisi.
Litefiso tse Tlase
Leha litefiso tse tlase li so hlohlelletse maeto a khoebo, litheolelo tse fumanehang lehlabuleng lena li ka tsosa tlhoko ea matsatsi a phomolo, ho boletse Mann. O boletse hore litekete tse ling tsa ho ea Europe li theko e tlase ho feta kamoo li bileng teng ka lilemo tse hlano.
"Batho ba ke ke ba nka matsatsi a phomolo hobane litefiso li theko e tlase haholo 'me litheko li ntle haholo," ho boletse Becker oa Jesup & Lamont.
Theko e ka 'na ea sebetsa, bonyane bakeng sa bajari ba lifofane haholo-holo US Har'a bajari ba ka sehloohong ba US, Boroa-Bophirima, Alaska Air Group Inc. le AirTran Holdings Inc. ba ile ba tlatsa karolo e kholo ea litulo ka March ho feta selemo pele ho moo.
Lifofane tse felletseng li tla thusa bajari ho kenya liphaello tse nyane karolong ea bobeli le ea boraro, ho boletse David Swierenga, mopresidente oa AeroEcon, feme ea boeletsi ba lifofane Round Rock, Texas.
O ile a re: "Ka selemo, ha kea lebella hore ho be molemo ho feta ho phomola. "Bajari ka kakaretso ba tla ba le phaello selemong sena, empa e ke ke ea ba letho leo re ka le ngollang hae."
SEO U LOKELANG HO SE NKA HO SEHLOOHO ENA:
- The losses are expected to widen from a year earlier, in part because the Easter holiday was in the second quarter in 2009 after occurring in 2008's first quarter.
- “As good a job as the airlines did ahead of time in reducing capacity, it still was not enough to hold fares in check with the horrendous economy.
- She said she expects it to decline about 7 percent to 9 percent this quarter, drop 4 percent to 7 percent in the third quarter and be little changed for the final quarter.
