I-Delta, i-AMR Ingase Ihole Izinkampani Zezindiza Zase-US Ekulahlekeni Ko-$2 Bilion

I-Delta Air Lines Inc., i-American Airlines kanye nezinye izinkampani zenethiwekhi zase-US kungenzeka zihlanganise ikota yesihlanu elandelanayo yokulahlekelwa kwezigidigidi zamarandi, zafinyelela “ekudleni” njengoba ukwehla komnotho kunqande ukusetshenziswa kwemali nezindleko zokugibela.

Izinkampani zezindiza ezinkulu eziyisishiyagalolunye zase-US eziqala kusasa zingabika u-$2.3 wezigidigidi ekulahlekeni kwekota yokuqala, kusho uMichael Derchin, umhlaziyi we-FTN Equity Capital Markets Corp.. U-Helane Becker we-Jesup & Lamont Securities uhlela ukushoda ngo-$1.9 billion, kuyilapho u-Hunter Keay we-Stifel Nicolaus & Co. elinganisela u-$2.1 wezigidigidi kubathwali abahlanu abahamba phambili.

Ukuncishiswa kwamandla ezinkampani zezindiza bekungenele ukubhekana nokwehla kwethrafikhi ngamaphesenti angu-8 noma ngaphezulu inyanga ngayinye yekota. Abathwali behlise amanani ngethemba lokuheha abahambi, okuqede imali engenayo yeyunithi, isilinganiso semali yokugibela kanye nesidingo, okungenani amaphesenti ayi-17 ngenyanga edlule kuzo zombili i-Continental Airlines Inc. kanye ne-US Airways Group Inc.

“Ngingashaqeka uma ikota yokuqala ingembi kakhulu,” kusho uDerchin, ozinze eNew York futhi uncoma ukuthenga amasheya ezindiza. "Njengoba bekuwumsebenzi omuhle njengoba izindiza zenze kusenesikhathi ekwehliseni umthamo, bekunganele ukubamba imali yokugibela ubhekane nomnotho owesabekayo."

Ikota kungenzeka ukuthi “yayiwumthombo” wemboni, nokuhamba kwezimoto nemali yokugibela kungenzeka kunyuke ngesizini yasehlobo ebesimatasatasa, kusho uDerchin.

"Sesiqala ukubona uphawu lokwehla kwezinye izimakethe, njengemakethe yasekhaya yase-US," kusho isikhulu esiphezulu uGlenn Tilton we-United Airlines umzali u-UAL Corp. eTokyo ngesonto eledlule.

I-Easter Shift

Ukulahlekelwa kulindeleke ukuthi kukhule kusukela esikhathini esingangonyaka odlule, ngenxa yokuthi iholidi lePhasika laliyingxenye yesibili ka-2009 ngemuva kwekota yokuqala ka-2008. Imali eshodayo ehlanganisiwe yezinkampani ezithwala impahla eziyisishiyagalolunye ezinkulu kwikota yokuqala yonyaka odlule ibe ngamaRandi ayizigidi eziyizinkulungwane ezingu-1.4 ngaphandle kwezindleko zesikhathi esisodwa.

I-American Airlines umzali i-AMR Corp. ibika kusasa, ilandelwe u-April 15 yi-Southwest Airlines Co. Ngeviki elizayo, i-Delta, i-UAL, i-Continental Airlines Inc., i-US Airways Group Inc. kanye ne-JetBlue Airways Corp. imiphumela yokukhishwa.

Ukulahlekelwa njalo ngekota kuza ngemva kokushoda konyaka okuhlangene kwemali engaphezu kwezigidigidi ezingu-15 zamaRandi ngonyaka odlule njengoba izinkampani zezindiza zinciphisa imisebenzi, izindiza ezipakayo, zikhokha kakhulu uphethiloli futhi zibhala phansi amanani ezimpahla. Ngaphandle kwezinto zesikhathi esisodwa, ukulahlekelwa kwabo ngo-2008 kwakuyi-$ 3.8 billion.

I-Stifel's Keay ilinganisela ukulahlekelwa konyaka ogcwele ka-2009 cishe kwezigidi ezingu-375 zamaRandi ezinkampanini ezinkulu ezinhlanu zenethiwekhi, isibuyekezo esivela kuhlelo lwakhe lukaJanuwari lwenzuzo elinganiselwa ku-$3.5 billion.

U-Becker kaJesup & Lamont ulinganisela ukuthi izinkampani zezindiza ezinkulu ezingu-10 zizoba nenzuzo ehlangene cishe eyizigidi eziyizinkulungwane ezingu-1 zamaRandi ngonyaka, ngaphansi kwesigamu sokuqagela kwakhe kwangaphambilini.

'Less Worse'

U-Becker, ozinze eNew York, ulinganisela ukuthi imali engenayo yesihlalo ngasinye esindize ngemayela yehle cishe ngamaphesenti ayi-12 kwikota yokuqala. Uthe ulindele ukuthi yehle cishe ngamaphesenti ayi-7 iye ku-9 kule kota, yehle ngamaphesenti ama-4 iye ku-7 ngekota yesithathu futhi ishintshwe kancane kwikota yokugcina.

"Kunezinto ezimbi kakhulu ezizayo" kuze kuphele unyaka ka-2009, kusho u-Becker.

Izindleko zabathengi kanye nezinombolo zokukhiqiza ezikhombisa ukwanda komnotho okubanzi zingase ziqale ukuvuselela ukuhamba kwebhizinisi, kusho uRobert Mann wakwa-RW Mann & Co., inkampani yokubonisana ePort Washington, eNew York.

"Ngaphandle kwalokho, sizobe sihamba sibheke eceleni, futhi eceleni akusizi," esho.

Ukulahleka kwekota yokuqala kugcizelela isidingo sokwehliswa okwengeziwe kwamandla ngemuva kokuphela kwesizini yohambo lwasehlobo, kusho uDerchin. Izinkampani ezinkulu ezithwala izindiza, esehlise ngaphezu kwamaphesenti ayishumi okundiza, zidinga ukuphungula ngamaphesenti ama-10 kuye kwayi-5 ngaphezulu, esho.

Okunye kwalokho kwehliswa kungenzeka kube semisebenzini yamazwe ngamazwe “ngoba izinto ziyanuka kakhulu, okungenani kweminye yaleyo mizila,” kusho uMann.

I-Index Rebounds

Noma kunjalo, amasheya ezindiza aphinde akhuphuka kusukela ngoMashi 5, lapho i-Bloomberg US Airlines Index yabathwali abayi-13 ifinyelela irekhodi eliphansi. Inkomba ikhuphuke ngamaphesenti angu-61 kusukela ngalolo suku kuze kube namuhla. Kulo nyaka, lehle ngamaphesenti angama-37.

"Ukuphindeka kwemizwa kungenzeka kunyuse amasheya esikhathini esizayo," kusho uWilliam Greene, umhlaziyi kaMorgan Stanley eNew York, embikweni wango-Ephreli 7.

I-Delta yehle ngo-51 cents, noma amaphesenti angu-6.8, yaya ku-$7 ngo-4:15 pm ekuhwebeni okuyinhlanganisela ye-New York Stock Exchange, kuyilapho i-AMR yehle ngo-47 cents, noma amaphesenti angu-10, yaya ku-$4.22 futhi i-Continental yehle ngo-$1.31, noma amaphesenti angu-9.9, yaya ku-$11.88. I-UAL yehle ngo-71 cents, noma amaphesenti angu-11, yaya ku-$6.05 ekuhwebeni kweNasdaq Stock Market. Izinkampani zezindiza beziphansi kanye nezinkomba zamasheya ezibanzi ngemuva kokwehla okungalindelekile ekuthengisweni kwezitolo nezintengo zomkhiqizi.

Imali Ephansi

Nakuba imali yokugibela ephansi ingakakukhuthazi ukuhamba kwebhizinisi, izaphulelo ezitholakala kuleli hlobo zingase zivuselele isidingo seholide, kusho uMann. Amanye amathikithi okuya e-Europe ashibhile kunaseminyakeni emihlanu, esho.

“Abantu abakwazi ukuthatha amaholide ngenxa yokuthi imali yokugibela ishibhile futhi namadili mahle kakhulu,” kusho u-Becker kaJesup & Lamont.

Kungenzeka ukuthi isaphulelo siyasebenza, okungenani kuzinkampani zenethiwekhi ezindiza kakhulu e-US Phakathi kwezinkampani zenethiwekhi ezinkulu zase-US, i-Southwest, Alaska Air Group Inc. kanye ne-AirTran Holdings Inc. bagcwalise iphesenti elikhulu lezihlalo ngoMashi kunonyaka ngaphambili.

Izindiza ezigcwele zizosiza abathwali ukuthi bathumele inzuzo encane engxenyeni yesibili neyesithathu, kusho uDavid Swierenga, umongameli we-AeroEcon, inkampani ebonisana ngezindiza e-Round Rock, eTexas.

“Kuwo wonke unyaka, angilindele okungcono kakhulu kunokwephula,” kusho yena. “Abathwali bazo sebebonke bazokwenza inzuzo kulo nyaka, kodwa ngeke kube yinto engingayibhalela ekhaya.”