Delta, AMR Hiki ke alakaʻi i nā mokulele US i $ 2 Billion Loss

Ua hui pū paha ʻo Delta Air Lines Inc., ʻAmelika Hui Pū ʻIa a me nā mea lawe ʻē aʻe o ʻAmelika no ka hapalima o ka hapaha o nā poho multibillion-dollar, e hōʻea ana i kahi "pahu" i ka wā i hoʻemi ʻia ai nā hoʻolimalima huakaʻi a me nā uku.

ʻO nā mokulele mokulele ʻeiwa nui loa o ʻAmelika e hoʻomaka ana i ka lā ʻapōpō e hōʻike paha i $2.3 biliona i nā poho o ka hapaha mua, wahi a Michael Derchin, kahi mea loiloi FTN Equity Capital Markets Corp. Hoʻolālā ʻo Helane Becker o Jesup & Lamont Securities i kahi $ 1.9 biliona deficit, ʻoiai ʻo Hunter Keay o Stifel Nicolaus & Co. i manaʻo i $ 2.1 biliona no nā mea lawe lima kiʻekiʻe.

ʻAʻole i lawa ka ʻoki ʻana o nā mokulele no ka hoʻokō ʻana i ka emi ʻana o nā kaʻa kaʻa he 8 pakeneka a ʻoi aku paha i kēlā me kēia mahina o ka hapaha. Ua hōʻemi nā mea lawe i nā kumukūʻai me ka manaʻolana e hoʻohuli i ka poʻe huakaʻi, ka mea i hōʻemi i ka loaʻa kālā, kahi ana o ka uku a me ke koi, ma ka liʻiliʻi he 17 pakeneka i ka mahina i hala ma Continental Airlines Inc. a me US Airways Group Inc.

"Pīhoihoi au inā ʻaʻole ʻoi aku ka maikaʻi o ka hapaha mua," wahi a Derchin, ka mea i hoʻokumu ʻia ma New York a manaʻo e kūʻai i nā kumukūʻai mokulele. "Ma kahi hana maikaʻi e like me ka hana ʻana o nā mokulele ma mua o ka hōʻemi ʻana i ka hiki, ʻaʻole lawa ia e hoʻopaʻa i nā kumukūʻai me ka hoʻokele waiwai."

ʻO ka hapaha paha ka "pahu" no ka ʻoihana, me ka piʻi ʻana o ke kaʻa a me nā kumukūʻai i ke kau kauwela maʻamau, wahi a Derchin.

"Ke hoʻomaka nei mākou e ʻike i kahi hōʻailona o ka haʻahaʻa i kekahi mau mākeke, e like me ka mākeke kūloko o US," i ʻōlelo ai ka Luna Nui ʻo Glenn Tilton o United Airlines makua UAL Corp. ma Tokyo i ka pule i hala.

Hoʻololi Easter

Manaʻo ʻia e hoʻonui ʻia nā poho mai kahi makahiki ma mua, ma ka hapa no ka mea ʻo ka hoʻomaha Easter ma ka hapaha lua o 2009 ma hope o ka hana ʻana i ka hapaha mua o 2008. ʻO ka hemahema i hui ʻia no nā mea lawe nui ʻeiwa i ka hapaha mua o ka makahiki i hala he $1.4 biliona koe wale nō nā koina hoʻokahi manawa.

Hōʻike ka makua American Airlines AMR Corp. i ka lā ʻapōpō, ma hope o ʻApelila 15 e Southwest Airlines Co. ʻO ka pule aʻe, Delta, UAL, Continental Airlines Inc., US Airways Group Inc. a me JetBlue Airways Corp.

Loaʻa nā poho o ka hapaha ma hope o ka hui ʻana o ka deficit makahiki ʻoi aku ma mua o $ 15 biliona i ka makahiki i hala i ka wā i ʻoki ai nā mokulele i nā hana, nā jet paka, uku hou aku no ka wahie a kākau i nā waiwai waiwai. Ma waho o nā mea hoʻokahi manawa, ʻo kā lākou 2008 poho he $3.8 biliona.

Manaʻo ʻo Stifel's Keay i nā poho piha o ka makahiki 2009 ma kahi o $375 miliona no nā mea lawe ʻelima nui loa, he hoʻoponopono hou mai kāna kuhi ʻana o Ianuali i ka loaʻa kālā ma kahi o $3.5 biliona.

Manaʻo ʻo Jesup & Lamont's Becker e loaʻa i ka 10 mau mokulele nui loa ka loaʻa ʻana o ka loaʻa kālā ma kahi o $1 biliona no ka makahiki, ma lalo o ka hapalua o kāna kuhi mua.

'Oi aku ka ino'

Ua manaʻo ʻo Becker, i hoʻokumu ʻia ma New York, ua hāʻule ka loaʻa kālā no kēlā me kēia noho i hoʻokahi mile ma kahi o 12 pakeneka i ka hapaha mua. Ua ʻōlelo ʻo ia ke manaʻo nei ʻo ia e emi iho ma kahi o 7 pakeneka i ka 9 pakeneka i kēia hapaha, hāʻule i ka 4 pakeneka i ka 7 pakeneka i ke kolu o ka hapaha a e hoʻololi iki ʻia no ka hapaha hope.

"He mau mea ʻoi aku ka ʻino e hiki mai ana" no ke koena o 2009, wahi a Becker.

ʻO ka hoʻolilo ʻana i nā mea kūʻai aku a me nā helu hana e hōʻailona ana i ka hoʻonui ʻia ʻana o ka hoʻokele waiwai e hoʻomaka e hoʻāla hou i ka huakaʻi ʻoihana, wahi a Robert Mann o RW Mann & Co., kahi hui kūkākūkā ma Port Washington, New York.

"Ma waho o kēlā, e neʻe wale ana mākou i ka ʻaoʻao, a ʻaʻole kōkua ka ʻaoʻao," wahi āna.

ʻO nā poho hapahā mua e hōʻike ana i ka pono no ka hoʻemi ʻana i ka hiki ke hoʻemi ʻia ma hope o ka pau ʻana o ke kau huakaʻi kauwela, wahi a Derchin. ʻO nā mea lawe nui loa, i ʻoki ʻoi aku ma mua o 10 pakeneka o ka lele ʻana, pono e ʻoki i ka 5 pakeneka i ka 10 pakeneka hou aku, wahi āna.

ʻO kekahi o kēlā mau hōʻemi paha e pili ana i ka lawelawe honua "no ka mea he pilau loa nā mea, ma ka liʻiliʻi ma kekahi o ia mau ala," wahi a Mann.

Hoʻi hou ka Index

Eia nō naʻe, ua hoʻihoʻi hou nā ʻāpana mokulele mai ka lā Malaki 5, i ka wā i hōʻea ai ka Bloomberg US Airlines Index o nā mea lawe 13 i kahi haʻahaʻa haʻahaʻa. Ua piʻi ka index i ka 61 pakeneka mai kēlā lā a hiki i kēia lā. I kēia makahiki, ua emi ka 37 pakeneka.

"ʻO ka hoʻihoʻi hou ʻana o ka manaʻo e alakaʻi i nā ʻāpana kiʻekiʻe i ka wā kokoke," i ʻōlelo ʻia ʻo William Greene, kahi loiloi Morgan Stanley ma New York, i loko o kahi hōʻike o ʻApelila 7.

Ua hāʻule ʻo Delta i 51 keneta, a i ʻole 6.8 pākēneka, i $7 ma 4:15 pm ma New York Stock Exchange composite kālepa, aʻo AMR i hāʻule i 47 keneta, a i ʻole 10 pakeneka, i $4.22 a ua hōʻole ʻo Continental i $1.31, a i ʻole 9.9 pakeneka, i $11.88. Ua hāʻule ʻo UAL i 71 keneta, a i ʻole 11 pākēneka, i $6.05 ma ke kālepa ʻana o Nasdaq Stock Market. Ua hāʻule nā ​​mokulele me nā papa kuhikuhi kikoʻī ma hope o ka emi ʻana o ke kūʻai aku a me nā kumukūʻai mea kūʻai.

Uku Haahaa

ʻOiai ʻaʻole i hoʻolalelale nā ​​kumukūʻai haʻahaʻa i ka huakaʻi ʻoihana, hiki i nā uku i loaʻa i kēia kauwela ke hoʻāla hou i ka noi hoʻomaha, wahi a Mann. ʻOi aku ka maikaʻi o kekahi mau tiketi i ʻEulopa ma mua o nā makahiki ʻelima, wahi āna.

"ʻAʻole hiki i ka poʻe ke lawe i nā hoʻomaha no ka mea ʻoi aku ka liʻiliʻi o nā kumukūʻai a maikaʻi loa nā kuʻikahi," wahi a Jesup & Lamont's Becker.

Ke hana nei paha ka ho'ēmi ʻana, ma ka liʻiliʻi loa no nā mea lawe lele ma ka US Ma waena o nā mea lawe nui US, Southwest, Alaska Air Group Inc. a me AirTran Holdings Inc. ua hoʻopiha i ka hapa nui o nā noho ma Malaki ma mua o hoʻokahi makahiki ma mua.

E kōkua nā mokulele ʻo Fuller i nā mea lawe i ka loaʻa kālā liʻiliʻi ma ka lua a me ke kolu o ka hapaha, wahi a David Swierenga, ka pelekikena o AeroEcon, kahi hui kūkākūkā mokulele ma Round Rock, Texas.

"No ka makahiki, ʻaʻole wau i manaʻo ʻoi aku ka maikaʻi ma mua o ka wā hoʻomaha," wahi āna. "E waiwai nā mea lawe holoʻokoʻa i kēia makahiki, akā ʻaʻole ia he mea e kākau ai i ka home."