Que nous réserve l'année 2008 ?
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Beochien
Inscrit le 13/02/2007 |
# 24 mai 2008 18:19 | |
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Bonjour Fuel/Airlines US C'est chaud !! But American's estimated fuel bill for 2008 has gone up $3 billion just since the beginning of the year. American announced Wednesday it would cut 11 to 12 percent of its U.S. flights later this year and lay off workers - probably thousands of them, although officials declined to give a figure. United announced last month it would cut 1,100 jobs and reduce flights, and Delta wants to cut 2,000 jobs. Both United and Delta already have announced plans to cut capacity about as much as American, which would reduce their fuel burn and leave travelers fighting for seats on fewer planes. "Less capacity will inevitably mean higher fares," said Southwest Airlines Co. Chief Executive Gary Kelly. Southwest also has raised fares but, unlike other U.S. carriers, still is growing, though at a much slower pace than a year ago. Analysts said American's announcement was only a first step toward further cutbacks. Neidl estimated that the major carriers have made only about half the capacity reductions they need to push fares high enough so the airlines can break even. Others worry that fares could rise so sharply they will change the very nature of air travel. Herb Kelleher, the iconic co-founder of Southwest Airlines who stepped down as chairman Wednesday, said flying could become something that only business travelers or the affluent can afford, much as it was in the 1950s and '60s. "You may see a lot less air service across the United States, and that's really a shame," Kelleher said. "We are heading back in that direction." http://www.redorbit.com/news/business/1 ... index.html JPRS Paris _________________ JPRS |
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pascal83
Inscrit le 18/07/2007 |
# 24 mai 2008 18:24 | |
| Emirates avait deja prevu de doubler sa commande A380 à environ 100 mais pour cela il fallait que leur aeroport puisent les recevoir. | ||
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Beochien
Inscrit le 13/02/2007 |
# 24 mai 2008 18:28 | |
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Bonjour Carnage ... des paroles fortes !! t's turning into carnage. To grasp the magnitude of the impact high oil prices are having on the airline industry, consider two numbers: $3.8 billion and $18 billion. The first figure is the collective profit turned by U.S. carriers in 2007. The second is the increased fuel bill those airlines will face this year. Crunch those numbers and you'll see that the industry would have to nearly quintuple its profit this year just to cover higher fuel expenses. The latest spike in jet fuel prices from $2.50 a gallon in February to nearly $4 has airlines hunkered down in survival mode and resorting to desperate measures; American Airlines announced this week it will begin charging $15 to check a bag. US Airways is eliminating free snacks from its domestic flights. But those moves are symbolic drops in the bucket compared with the billions of dollars needed to cover higher fuel costs. nvestors know what he's talking about: United Airlines' share price is down more than 75% since the start of the year. UBS Investment Research analyst Kevin Crissey forecast this morning that United's parent company will lose a staggering $15.22 a share this year, up nearly 50% from his last estimate. --------------------------- The crisis also is becoming a threat to Airbus, Boeing, Embraer and Bombardier. Conventional wisdom has held that aircraft builders and their suppliers are unlikely to feel any immediate pain because they have huge order backlogs that will take years to work off. But that assumes airlines won't become so desperate they start walking away from existing orders and abandon their deposits. That could very well happen as carriers are forced to focus more on survival and less on fleet modernization. One airline industry official predicts it's a near certainty that deferrals and even outright cancellations of aircraft orders will be seen as the year goes on. Meanwhile, some economists are starting to warn that oil prices could reach $200 a barrel. Dark times aren't ahead. We're already in them. http://www.aviationweek.com/aw/generic/ ... Y05238.xml JPRS Paris _________________ JPRS |
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Beochien
Inscrit le 13/02/2007 |
# 24 mai 2008 18:37 | |
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Boeing au tapis (En bourse) faut acheter M Dupont !! de Investors Place Embattled Boeing (BA): A Perfect Buy May 23, 2008 By Jamie Dlugosch, Editor, InvestorPlace Print this page Aerospace and defense stocks are definitely under fire these days. Even after the U.S. House of Representatives passed a $601.4 billion defense spending bill Thursday, defense stocks like everyone else, find themselves battling the effects of high oil prices. Yesterday, I wrote about the plagues of the airline industry in "Bargain Hunters Descend on Airline Stocks". Today, I'm still looking skyward to another airline, this time at the world's second-largest U.S. defense company, Boeing (BA). The company has been taking some major hits as of late, but I'm not ready to give up on this defense industry underdog. Black and Blue But Still in the Ring The facts are indisputable: It's been a tough stretch of late for Boeing Co. Its 787 Dreamliner has been plagued by supply-chain issues and is running 14 to 16 months behind schedule. BA lost what has been called the "Mother" of all defense contracts: a $35 billion re-fueling tanker contract to Northrop Grumman (NOC) and is in another dispute to defend its win of a $15 billion contract for rescue helicopters (new bids are due in August). After all that, Lockheed Martin Corp. (LMT), the world's largest defense company, beat out BA for a $1.46 billion U.S. Air Force award to build a new network of navigation satellites for military and civilian use. Nevertheless, I believe in Boeing and its shares have compelling appreciation possibilities. Knocked Down But Not Defeated Boeing believes that the continued rise in energy prices will only fuel demand for its new energy-efficient planes. I agree. Its 787 Dreamliner may still be grounded, but fast-growing airlines in Asia and the Middle East are already lining up as buyers for the 787 Dreamliner, which uses 20% less fuel than current aircraft. Not to mention that several fleets of U.S. carriers are simply old and will need to be replaced at some point in the near future. This should take place over the next 5 to 10 years. http://www.investorplace.com/experts/ja ... 52308.html JPRS Paris _________________ JPRS |
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Beochien
Inscrit le 13/02/2007 |
# 24 mai 2008 18:43 | |
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Bonjour AA pour une poignée de $ Bientôt ... les prédateurs affutent leurs couteaux !! Bargain Hunters Descend on Airline Stocks May 22, 2008 By Jamie Dlugosch, Editor, InvestorPlace Print this page Every so often, stocks of companies in a certain industry all get hammered on the same day. And I'm not talking about some paltry 3% or 4% decline either. I'm talking about a throw the baby out with the bathwater, gut wrenching sell-off. For example, we all know that financials had their day earlier this year when firms like Citigroup (C) and Bank of America (BAC) wrote down record losses and brokerage giant Bear Stearns (BSC) simply imploded. But what many don't know is that if you were to check the share price of many financials today, you'd see that the rebound came fast and furious. The Not-So-Friendly Skies Yesterday it was the airlines' day to suffer. United (UAL) was down 29%, U.S. Airways (LCC) lost 22%, Delta (DAL) lost 16%, and Continental (CAL) was lower by 13% and AMR Corp. suffered a 24% decline. In fact, one could safely say that the entire airline space has been decimated in 2008. Yet, Wall Street bargain hunters lined up at the ticket counter after yesterday's record sell off due to (what else?) record oil prices. According to data from J.P. Morgan which is forecasting a significant sell-off for crude oil in the fourth quarter (down to $92 a barrel), I'm ready to bet that even a modest decline in oil prices will spark a relief rally in the airline industry, sending stock prices soaring. One that is first in line on the runway is American Airlines (AMR). AMR: A First-Class Bargain Yesterday, AMR's shares plunged 24% to close at $6.22. That's well below its previous bottom of $6.81 back in April. Yet, the stock isn't grounded by any means. At the company's shareholder meeting yesterday, AMR's Chairman and Chief Executive Gerard Arpey outlined how AMR is taking necessary steps to combat high fuel prices by retiring old aircraft (including at including many of its MD-80s and some Airbus A300 planes) charging for checked baggage, and cutting jobs (unfortunate but necessary). From my Rational point of view, this sets the company up for a lucrative acquisition or, better yet, a buyout on the horizon. AMR is a buy. Jamie Dlugosch Editor, InvestorPlace http://www.investorplace.com/experts/ja ... 52208.html JPRS Paris _________________ JPRS |
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Beochien
Inscrit le 13/02/2007 |
# 24 mai 2008 19:10 | |
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Bonsoir Les écos de fuel c'est bien ... mais les clients cash strapped c'est moin bien ... Les clients Boeing peut être plus à risque que ceux d'Airbus ... un sujet de débat !! Ca viens indirectement de Business Week Brief Summary: This article notes that Dow component Boeing (BA: sentiment, chart, options) "is counting on the energy crisis to boost demand for its new generation of fuel-efficient jets." Amid skyrocketing crude-oil prices, many major air carriers have grounded old, gas-guzzling planes to help control costs. However, the pressing concern posed by the author is whether or not the major U.S. airlines will be able to afford Boeing's new gas-sippers, such as the Dreamliner (which uses 20% less fuel than the models in use today). Thanks to near-crippling crude costs, many airlines are now considering merger-and-acquisition deals as they attempt to stave off another round of bankruptcy claims. As George Hamlin, of aerospace consultancy firm ACA Associates, notes, "The [Dreamliner] 787 is part of the solution, but a carrier has to survive to take delivery." http://www.schaeffersresearch.com/comme ... 4896#84896 JPRS Paris _________________ JPRS |
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vrausch
Inscrit le 15/02/2007 |
# 25 mai 2008 17:08 | |
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Gallois souhaite un soutien des États pour EADS face à Boeing FRANCFORT (Reuters) - Le président exécutif d'EADS, Louis Gallois, souhaite une aide gouvernementale pour permettre au consortium européen d'aéronautique et de défense de mieux concurrencer son grand rival américain Boeing. "Le soutien des gouvernements est un vrai sujet", dit-il dans une interview au Berliner Zeitung publiée samedi. "Boeing a reçu 800 millions de dollars de subventions du gouvernement américain en 2006 pour ses activités de recherche et technologie, selon des informations de l'Union européenne. Nous, nous avons dû faire avec 60 millions d'euros (94,34 millions de dollars) reçus des gouvernements européens." Gallois s'est par ailleurs refusé à toute précision sur les mesures supplémentaires de réduction des coûts chez Airbus, qu'il doit annoncer avant août. "Il n'y aura pas de grosses coupes", assure-t-il. Selon l'hebdomadaire Euro am Sonntag, qui cite un "cadre de haut rang", Gallois a l'intention de revenir à la semaine des 40 heures, contre 35 heures appliquées actuellement. Dominique Rodriguez http://www.boursorama.com/infos/actuali ... ws=5532903 No comment !! |
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dupont
Inscrit le 17/09/2006 |
# 25 mai 2008 17:25 | |
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A vous de juger. http://finance.yahoo.com/echarts?s=BA#c ... =undefined |
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pascal83
Inscrit le 18/07/2007 |
# 25 mai 2008 17:39 | |
| le cours de l'action boeing est passé de 98 dollars en debut d'année à 81.50 dollar on juge et cela n'est pas fini. | ||
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dupont
Inscrit le 17/09/2006 |
# 25 mai 2008 17:53 | |
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Est-ce que vous savez lire les graphes ? L'action d'EADS est tombé de 32% depuis le début de l'année, de 22 euros à 14,5 euros C'est tout le secteur aéronautique qui est affecté par la baisse et EADS en particulier. J'ai rarement vu une personne avec aussi peu d'ouverture d'esprit. (Message édité par dupont le 25/05/2008 17h54) |
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pascal83
Inscrit le 18/07/2007 |
# 25 mai 2008 17:59 | |
Non pas du tout  |
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gerfaut
Inscrit le 27/03/2008 |
# 25 mai 2008 18:09 | |
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Hé oui, la construction d' avions est une activité subventionnée (d' une façon ou d' une autre), on a envie de dire comme n' importe quel chef d' entreprise que A & B devraient déjà se débrouiller avec leurs propres fonds, mais il est vrai qu' un avion nouveau comme l' A350 c' est 8-10 milliards d' euros. Il y a eu beaucoup d' argent passé par la fenêtre ces dernières années. _________________ "Je prends tout doucement les hommes comme ils sont, j' accoutume mon âme à souffrir ce qu' ils font" (Le Misanthrope, Molière) |
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Thomas80
Inscrit le 11/03/2007 |
# 25 mai 2008 18:29 | |
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Ce Louis Gallois commence à bien me faire marré ! Non seulement il veut partir de la zone Euro pour allé en zone Dollar , mais en plus de ça , faudrait que l'UE lui vers plus de subventions ! |
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sevrien
Inscrit le 08/08/2006 |
# 25 mai 2008 18:47 | |
| Il a tout compris, Louis GALLOIS ! Il veut créer le "level playing field" entre les USA et l'UE, selon l'évangile de St. Boeing ! Ni plus, ni moins ! | ||
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dupont
Inscrit le 17/09/2006 |
# 25 mai 2008 18:49 | |
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Avec 800 millions de dollars de subvention, Boeing n'aurait pas besoin de demander aux japonais de faire 35% de la structure du 787. Je crois que l'aide contestée est le "Launch Aid". Avec le taux d'intérêt que pratiquent les banques aujourd'hui, Mr Gallois pourrait demander quelques milliards d'emprunt au taux normal, éventuellement avec la garantie des gouvernements. Mais c'est quoi le problème ? |
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