Lifofane tsa US tse entseng litulo tse ka bang liperesente tse 10 selemong sena li ka eketsa phokotso ka 2009 ho netefatsa hore indasteri e etsa phaello ea eona ea pele ho putlama.
The pullback ho bajari ba kholo ho akarelletsa le Delta Air Lines Inc. le American Airlines e ka 'na ea fihla ho liphesente tse 8' me e kenyelletsa limmaraka tseo e seng tsa US moo li 'nileng tsa atoloha ho ba sieo ha bahanyetsi ba theolelo, ho latela bahlahlobisisi ba tšeletseng ba hlahlobiloeng ke Bloomberg.
"E ea tla," ho boletse Kevin Crissey, mohlahlobi oa UBS Securities LLC New York. “Ka sebele u batla ho ba bona esale pele ka mathata. Phoso ka lehlakoreng la ho itšeha 'me haeba u fetoa ke chelete e nyane, ho be joalo. Ha u batle ho haptjoa ke tlhoko e fokolang. ”
Phokotso e ncha e ne e tla haha ho fokotsa mosebetsi oa selemo sena, indasteri ea US e atileng ka ho fetisisa ho tloha tlhaselo ea bokhukhuni ea la 11 Sept. Bajari ba kholo ka ho fetisisa ba se ba re ba tla felisa mesebetsi e 26,000 le ho theola lijete tse 460 mafelong a 2009.
Batseteli ba ka fumana leseli mabapi le merero ea lifofane hosane kopanong ea Credit Suisse Group AG e New York, kopano ea pele e joalo ho tloha ha Delta e boletse hore Nov. 21 e kanna ea fofa hape. Lipehelo tsa pele tsa mose ho maoatle li theohile ka liperesente tse hlano kotareng ena ho Delta, e leng eona e tsamaisang thepa e kholo ka ho fetisisa lefatšeng.
Esita le ka ho theoha ha maeto a sefofane ho ka 'nang ha e-ba mpe ka ho fetisisa ho tloha tlhaselong ea Sept. 11, bajari ba US ba lokela ho ba le phaello ho 2009, ho latela bahlahlobisisi ba hlahlobiloeng ke Bloomberg. Bahlahlobisisi ba bang ba bararo ba ile ba lumellana le polelo eo esale pele litlalehong ho bo-ramatsete.
'Selemo se monate'
"Ho fokotseha ha matla ho nkuoeng ka 2008, ho kopantsoe le ho theoha ha litheko tsa oli, ho lokela ho etsa selemo se monate," ho boletse Jim Corridore, mohlahlobi oa tekano oa Standard & Poor's New York. "Ho fokotseha ho eketsehileng ho ka etsahala haeba, joalo ka ha ho lebelletsoe, tšebeliso ea maeto a sefofane e lieha."
Lifofane tsa lifofane li theohile kajeno hammoho le li-stock tse ngata tsa US ka ho tšoenyeha ka hore ho putlama ha moruo oa lefatše ho ntse ho teba.
Delta e theohile lisente tse 85, kapa liperesente tse 9.7, ho ea ho $7.96 ka hora ea bone mantsiboea khoebong e kopaneng ea New York Stock Exchange, ha motsoali oa Amerika AMR Corp. a theohile ka lisente tse 4, kapa liperesente tse 75, ho ea ho $8.5. Motsoali ea kopaneng UAL Corp. e theohile ka $8.03, kapa liperesente tse 2.31, ho $21 khoebong ea Nasdaq Stock Market.
Likhamphani tsa lifofane li fokotsa maemo a litulo ka ho theola litsela kapa ho li fofa khafetsa, kapa ho nkela jete tse kholo sebaka ka tse nyane. Barekisi ba US ba qalile ho fokotsa chelete e ngata ka 2008 ka Loetse, ba thusa boholo ba phaello ea poso ea bonyane liperesente tse 8 ho lekeno la kotara ea boraro bakeng sa setulo se seng le se seng se tsamaile maele.
'Hantle Bonolo'
"Lipalo li bonolo haholo," ho boletse Crissey. "Kae kapa kae moo litulo li tsoang teng, chelete ea yuniti e ea nyoloha."
Lifofane le tsona li lokela ho una molemo ho theoha ha mafura a jet ka liperesente tse 60 ho tloha ha li ne li nyoloha ka $4.36 galone ka Phupu. Mafura a ntse a le ka karolelano ea $ 3.18 ho 2008 ho fihlela ka Nov. 28, karolo ea 50 lekholong ho feta nako e tšoanang le selemo pele ho moo, e tla romela bajari ba lichelete tse kholo ho kenyeletsa Delta, AMR le UAL ho lahleheloa ke selemo sena.
Bakhanni ba kenyeletsang American, Continental Airlines Inc. le US Airways Group Inc. ba boletse hore nako e sa le teng ho tseba hore na litulo tsa 'maraka oa lefats'e li lokela ho fokotsoa ka 2009.
"Re itokiselitse ho fokotsa bokhoni bo eketsehileng ba malapeng le ba machaba haeba ho hlokahala," Mookameli e Moholo Gerard Arpey o boletse puisanong ea Nov. 3 ho AMR's Fort Worth, Texas, ntlo-khōlō. "Seo ha se ntho eo re ts'epileng ho e etsa kapa eo re batlang ho e etsa."
Leha ho le joalo, lifofane li ntse li tobane le matšoao a ho fokotseha ha tlhoko ea machabeng ea ho tsamaisana le ho theoha ha naha joalo ka liperesente tse 5.9 tsa Amerika ho fihlela Mphalane.
Scaling Back
United, No. 3 ho US ka mor'a Delta le Amerika, e re sephethephethe sa bapalami se theohile karolo ea 17 lekholong khoeling e fetileng litseleng tsa Pacific le Latin America. Sephethephethe sa Atlantic se nyolohile ka liperesente tse 4.9. United e thehiloeng Chicago e se e rerile ho fokotsa matla a machaba ka liperesente tse 8 ka 2009.
Delta e se e ntse e fokotsa kholo e reriloeng ea machaba ea kotara ena ho liperesente tse 15, e theohetse liperesente tse peli. Litulo tsa malapa a Atlanta-based Delta, tse rekileng Northwest Airlines Corp. khoeling e fetileng, li tla theoha hoo e ka bang karolo ea 14 lekholong.
AMR e boletse hore ka Mphalane e rerile ho fokotsa matla a 2009 liperesente tse 5.5 ho tloha selemong sena ts'ebetsong ea eona ea mantlha ea lifofane. Seo se kenyelletsa phokotso ea liperesente tse 8.5 mebarakeng ea lehae le phokotseho ea hoo e ka bang liperesente tse 1 bakeng sa lits'ebeletso tsa machabeng.
"Haeba tlhokahalo ea machaba e shebahala e fokola, sebaka se utloahalang sa ho fokotsa e ka ba ts'ebetso ea machaba ea halofo ea bobeli," ho boletse Michael Derchin, mohlahlobi oa FTN Midwest Research Securities New York. "Ka sebele ba ne ba tla fokotsa seo ka liperesente tse 5 ho isa ho liperesente tse 7 kapa ho feta haeba maemo a hlokahala."
Maeto a machaba a sefofane a ile a oa khoeli ea bobeli e latellanang ka October, nako ea morao-rao eo lipalo li leng teng, ho ea ka sehlopha sa khoebo sa indasteri. Ho theoha ha karolo ea 1.3 lekholong ho latetse slide ea liperesente tse 2.9 ka Loetse.
'Lefifi le Tsoela Pele'
"Lefifi le ntse le tsoela pele," ho boletse Giovanni Bisignani, CEO oa International Air Transport Association Geneva.
Leha ho le thata le ho feta ho fokotsa matla a machabeng hobane lifofane ha li tloaelehe 'me lifofane tse nyane hangata ha se khetho litseleng tse telele, karabelo e potlakileng ea lifofane bothateng ba mafura e fana ka maikutlo a hore ba tla arabela kapele ho fokotseng ho hoholo ha maeto, ho latela bahlahlobisisi ba kenyelletsang S&P's Corridore. .
"Haeba ba ne ba beha leihlo beke le beke, joale ba se ba ntse ba e etsa letsatsi le leng le le leng," ho boletse Corridore. Haeba ba ne ba e beha leihlo letsatsi le leng le le leng, hona joale ba e hlahloba hararo ka letsatsi. Lekhetlong lena ba sebetsa ka thata ho etsa bonnete ba hore ba lula pele ho nako ea tlhoko. ”
SEO U LOKELANG HO SE NKA HO SEHLOOHO ENA:
- airlines that pared seating capacity about 10 percent this year may deepen the cuts in 2009 to ensure the industry makes its first profit in a recession.
- “The capacity cuts taken in 2008, combined with the drop in oil prices, should make for a nice year,” said Jim Corridore, a New York-based Standard &.
- carriers started their biggest 2008 cuts in September, helping most post gains of at least 8 percent in third-quarter revenue for each seat flown a mile.
