ʻO ka wā e hiki mai ana ke nānā aku 'hoʻomālamalama ma mua o ka manawa' no ka pilikua aerospace ʻEulopa Airbus, e like me ka poʻe kaulike kaulike at Barclays. Hoʻokumu ʻia ka manaʻo o nā loiloi ma ka paukū makua o ka mea hana mokulele ʻEulopa e hāʻawi nei i ke kahe kālā kūpaʻa i nā makahiki ʻelima e hiki mai ana.
"ʻO ke kikowaena o kā mākou palapala noi hoʻopukapuka ma Airbus ko mākou manaʻo he ʻoi aku ka pālākiō a me ka wānana o kāna FCF (kahe kālā manuahi) ma mua o Boeing, akā ʻo Airbus ke kālepa ʻana ma kahi ʻoi aku ka nui ma mua o ka uku hoʻēmi maʻamau i Boeing, "I ʻōlelo ʻia e Barclays aerospace analyst i kahi palapala noiʻi i ʻike ʻia e CNBC.
Ua helu ʻia nā mea kālailai i kahi pahuhopu kumu kūʻai o € 155 ($ 171) no kēlā me kēia mahele me ka helu "overweight". Ua kumukūʻai ʻia nā kumukūʻai ʻo Airbus ma kahi o € 119 wale nō ma ka mahele ma ka French CAC-40 Pōʻalua kakahiaka.
ʻO ke kumu kūʻai o Boeing i kēia manawa he $ 372 a ua piʻi aʻe ma kahi o 16 pakeneka i kēlā me kēia lā. Hoʻolālā ʻia nā ʻano mokulele o Airbus e "hoʻonui" iā Boeing e 2024.
Ua wehewehe nā loiloi ma ke kuhikuhi ʻana i ka lepo o ka mea hana mokulele US 737 MAX a me nā pilikia i kū i ka loaʻa ʻana o kāna 777X hou i lawelawe lawelawe.
ʻO ka huahana huahana "ʻoi aku ka mākua" ʻo Airbus i hiki ke hōʻoia i ka loaʻa kālā maʻalahi, i ʻōlelo ʻo Barclays, me ka hoʻohui ʻana i hiki i ke kahe kālā manuahi ke loaʻa he pākolu mai ka € 3 biliona o ka makahiki i hala a hiki i ka € 9 biliona ma 2024.
"ʻO ka ʻike kahe kālā ma Airbus i kēia manawa e lilo i mea wānana a ikaika i ka hoʻohālikelike ʻia me Boeing," wahi a ka panakō.
Ua helu ʻia i ka wā e hoʻihoʻi ʻia nā ʻoihana hoʻokūkū ʻelua i kā lākou mahele mokulele kalepa, nā kumukūʻai o kēia manawa e hōʻike ana he waiwai ʻo Airbus ma kahi "hahau" ʻana he 45 pākēneka uku no kā Boeing.
ʻAʻole kūpono ka uku hoʻemi a ʻaʻole pili pono i ka ʻāpana o Airbus o ka mākeke jet hoʻokahi-aisle, wahi a Barclays.
"Manaʻo mākou i ka waiwai o kēia manawa o ka ʻoihana kino ololi i $ 238 biliona, e hōʻike ana he 50/50 ka hoʻokaʻawale ʻia he 140 euro no kēlā me kēia mahele i Airbus - 20 pākēneka ma mua o ke kumukūʻai o Airbus i kēia manawa."
Ua hoʻohui ʻia nā mokulele A321 kaulana o Airbus e hāʻawi wale i $ 3.4 biliona o ke kahe kālā manuahi i ka ʻoihana i loko o ʻelima mau makahiki e hiki mai ana.
