UAL, Delta pale pale lilo paha e hoʻolaha i nā loaʻa mokulele

ʻO United Airlines o UAL Corp., Delta Air Lines Inc. a me Southwest Airlines Co. ua hoʻopuka lākou i nā poho i kēlā me kēia hapaha ma kahi hapa ma muli o nā uku i hoʻopaʻa ʻia i nā ʻaelike jet-fuel a lākou i kūʻai mua ai. 'Ōlelo nā mea kālā he nūhou maikaʻi kēlā.

Ua piʻi ka Bloomberg US Airlines Index i 2.5 pakeneka mai ka hoʻomaka ʻana o nā mea lawe i ka hōʻike ʻana i ka loaʻa kālā ma ʻOkakopa 15, aʻo ka Standard & Poor's 500 Index ua hāʻule i ka 6.5 pakeneka. Ma hope o ka hāʻule ʻana o nā kumukūʻai wahie i nā hemahema ma muli o nā pā o nā mokulele, ke koho nei ʻo Wall Street e haʻahaʻa ke kumukūʻai o ka ikehu e hōʻike i ka loaʻa kālā i ka makahiki aʻe.

"ʻO nā mea hoʻopukapuka waiwai lōʻihi i haʻalele i nā mokulele no nā makahiki he mau makahiki ke nānā nei i ka lawe ʻana i nā stake," wahi a Michael Derchin, he mea loiloi ma FTN Midwest Research Securities ma New York. "ʻO ka naʻauao maʻamau e hele ana i kahi recession ʻo ka hui hope e hana maikaʻi ʻo ia nā mokulele. Akā ke hoʻohālike nei au i nā waiwai no lākou a pau” i ka makahiki 2009.

ʻO ka 10 mau mea lawe nui loa o ʻAmelika i nalowale he $2.52 biliona i hui pū ʻia i ke kolu o ka hapaha, ma muli o ka kākau ʻana i ka waiwai o nā pā. Ua piʻi ka wahie jet i kahi moʻolelo $4.36 i ke galani i Iulai, a laila hāʻule ʻo ia ma mua o ka hapalua i $2.07 i kēia lā.

"He mea kupaianaha i ka nui o ka loli i loko o ia manawa pōkole," i ʻōlelo ai ʻo Doug Parker, ka luna hoʻokele nui o US Airways Group Inc., ma kahi kūkā kūkā ma ʻOkakopa 23, i ka wā i hoʻopuka ai ka mokulele i kahi poho ʻupena he $865 miliona e komo pū ana nā palapala kākau no ka. pā wahie.

Ua lele ʻo US Airways i 19 pakeneka ma New York kālepa i kēia hapaha a hiki i kēia lā, ʻo ke kolu o ka holomua nui loa ma waena o 14 mau mokulele ma ka papa kuhikuhi Bloomberg ma hope o UAL 30 pakeneka a me AirTran Holdings Inc. Ua hāʻule ka S&P 34 i ka 500 pakeneka i ka manawa like.

ʻAʻohe kanaka i ʻike'

Ua hoʻolaha nā mea lawe nui loa o ʻAmelika i 26,000 oki hana a me ka hoʻokumu ʻana o 460 jet i ka piʻi ʻana o ka wahie, e ʻoki ana i nā kumukūʻai e kōkua iā lākou e pale i ka lohi o ka huakaʻi mai ka hōʻaiʻē crunch. ʻO ka hāʻule ʻana o nā kumukūʻai wahie e hoʻoikaika hou i ko lākou hiki ke hoʻopau i nā poho.

"Hiki i ka hapa nui o nā mokulele ke loaʻa ke kālā ma nā kumukūʻai jet-fuel ma kēia mau pae," wahi a John Armbrust, he loea wahie mokulele ma Palm Beach Gardens, Florida. "ʻO ka nīnau, ke kū nei nā kumukūʻai ma kahi o lākou? ʻAʻohe mea ʻike.

Me ka loaʻa ʻole o ka uku wahie-pa o ka hapaha i hala, ua ʻōlelo ʻo Southwest, Northwest Airlines Corp. a me Alaska Air Group Inc. e loaʻa kālā lākou. ʻO ka hoʻohaʻahaʻa ʻana i ke kumukūʻai o nā pā wahie i hoʻopau i ka loaʻa kālā he 17 makahiki o Southwest.

He $10 miliona ka pohō o nā mea lawe 870, ʻoi aku ka liʻiliʻi ma mua o kā Derchin i manaʻo ʻia he $1 biliona. Hoʻolālā ʻo ia ma kahi o $5 biliona kālā no ka hui i ka makahiki aʻe.

E "break-even paha, ʻoi aku paha ka maikaʻi" i kēia hapaha, wahi āna. I loko o ʻeiwa mahina, ʻo $2.86 biliona ka pohō o ka hana hui, e pili ana i nā hōʻike a nā mokulele.

`Haule Kuokoa'

Ua ʻōlelo nā mea lawe moku me Southwest, US Airways a me AirTran Holdings Inc. e hoʻopaneʻe paha lākou i nā ʻaelike hoʻopaʻa wahie hou a hiki i ka paʻa ʻana o ke kumukūʻai aila.

"I loko o nā pule ʻekolu i hala iho nei, ua emi iho ka aila i $40" no ka pahu, ua ʻōlelo ʻo CEO AirTran ʻo Bob Fornaro i kahi nīnauele ʻo ʻOkakopa 23. "Aia maoli ka mākeke i kahi hāʻule manuahi."

ʻO Fidelity Management & Research kekahi o nā mea hoʻopukapuka e hoʻohui ana i nā paʻa mokulele i ka hapaha i hala, e hoʻonui ana i kāna kuleana ma Continental Airlines Inc. i 15 miliona mau ʻāpana, a i ʻole 14 pakeneka. ʻO ka hui hui kālā nui loa o ka honua i paʻa i ka 4.8 pakeneka.

ʻO nā pilikia no nā kumukūʻai mokulele e pili ana i ka nāwaliwali o ka hoʻokele waiwai honua e hoʻoholo i ka noi, a me ka manaʻolana o kahi lele hou i nā kumukūʻai wahie, wahi a Kevin Crissey, ka mea loiloi ma UBS Securities ma New York.

ʻO ka loaʻa kālā 2009

Eia nō naʻe, hoʻolālā ʻo Crissey i nā waiwai no ka ʻoihana US i kēia makahiki aʻe. Ua haʻi ʻo ia i ka ʻoki ʻana o nā mea lawe i ka nui o ka home o 10 pakeneka i 15 pakeneka a ʻōlelo ʻo ia ʻaʻole paha e hoʻi hou ka aila i kāna kiʻekiʻe $147-a-barela.

ʻO ka hāʻawi ʻana i nā mokulele liʻiliʻi e hāʻawi i nā mokulele i ka mana kumu kūʻai. ʻO ka loaʻa kālā o ka poʻe holo kaʻa, kahi ana o nā kumukūʻai a me nā uku, ua lele ʻia e 8 pakeneka a ʻoi aku paha no ka hapa nui o nā mea lawe i ka hapaha i hala, a ʻo Delta kekahi o nā mokulele e ʻōlelo ana ua manaʻo lākou i nā loaʻa like i kēia manawa.

"ʻO ka manaʻo ʻoi aku ka pilikia o nā mokulele ma mua o ko lākou maoli," wahi a Crissey i kahi ninaninau. "Makemake nā mea hoʻopukapuka i ka manaʻo hoʻopaʻapaʻa. Inā he hāʻule wale nō ke kumu kūʻai wahie, ʻoi aku ka haʻalulu. Akā ʻo ka hui pū ʻana, he hoʻopaʻapaʻa ʻoi aku ka ikaika. "

Ua hōʻole ʻo AMR i 20 keneta, a i ʻole 2.3 pākēneka, i $8.60 ma 4:15 pm ma New York Stock Exchange composite kālepa ʻoiai ua hāʻule ʻo Delta i 65 keneta, a i ʻole 7.8 pakeneka, i $7.66. Ua hāʻule ʻo UAL i 55 keneta, a i ʻole 4.6 pākēneka, i $11.40 ma ka Nasdaq Stock Market composite kālepa. Ua hāʻule ka Standard & Poor's 500 Stock Index i ka 3.2 pakeneka.