I-UAL Corp.'s United Airlines, Delta Air Lines Inc. kanye ne-Southwest Airlines Co. zonke zithumele ukulahlekelwa kwekota ngayinye ngenxa yezindleko ezihambisana nezinkontileka zikaphethiloli wendiza ezithenge kusengaphambili. Abatshalizimali bathi izindaba ezinhle lezo.
I-Bloomberg US Airlines Index ikhuphuke ngamaphesenti angu-2.5 kusukela abathwali baqala ukubika izinzuzo zomhla ka-Oct. 15, kuyilapho i-Standard & Poor's 500 Index yehle ngamaphesenti angu-6.5. Ngemuva kokwehla kwentengo kaphethiloli okudale ukushoda ngenxa yothango lwezinkampani zezindiza, i-Wall Street ibhejela ukuthi izindleko zamandla eziphansi ziletha inzuzo ngonyaka ozayo.
"Abatshalizimali besikhathi eside abaye bagwema izindiza zezindiza amashumi eminyaka babheka ukuthatha izinyathelo," kusho uMichael Derchin, umhlaziyi we-FTN Midwest Research Securities eNew York. “Ubuhlakani obujwayelekile bokuwohloka komnotho wukuthi iqembu lokugcina elenze kahle kube yizinkampani zezindiza. Kodwa ngimodela inzuzo yazo zonke” ngo-2009.
Izinkampani ezithwala impahla ezinkulu eziyi-10 zase-US zilahlekelwe imali ehlanganisiwe engu-$2.52 billion engxenyeni yesithathu, ngokwengxenye ngenxa yokubhalwa phansi kwenani lothango. Uphethiloli weJet ukhuphuke wafinyelela kurekhodi lika-$4.36 ilitha ngoJulayi, wase wehla ngaphezu kwengxenye kuya ku-$2.07 namuhla.
"Kuyamangaza ukuthi kungakanani okushintshile esikhathini esifushane kangaka," kusho uDoug Parker, isikhulu esiphezulu se-US Airways Group Inc., ocingweni lwengqungquthela ngo-Okthoba 23, lapho inkampani yezindiza ithumela ukulahlekelwa kwezigidi ezingu-865 zamaRandi okuhlanganisa nokubhala phansi. amaheji amafutha.
I-US Airways yeqe ngamaphesenti angu-19 eNew York ihweba kule kota kuze kube namuhla, intuthuko yesithathu ngobukhulu phakathi kwezindiza eziyi-14 kunkomba ye-Bloomberg ngemuva kwamaphesenti angama-30 e-UAL kanye namaphesenti angama-34 e-AirTran Holdings Inc. I-S&P 500 yehle ngamaphesenti angama-27 ngesikhathi esifanayo.
'Akekho Ongazi'
Izinkampani ezinkulu zezinkampani zase-US zimemezele ukuncishiswa kwemisebenzi okungu-26,000 kanye nokumiswa kwamajethi angama-460 njengoba kukhuphuka uphethiloli, kunciphisa izindleko ukuze zibasize babhekane nanoma yikuphi ukwehla kohambo ngenxa yokuwohloka kwezikweletu. Ukwehla kwamanani kaphethiloli kuqinisa amandla abo okumisa ukulahlekelwa.
“Izinkampani eziningi zezindiza zingenza inzuzo ngamanani kaphethiloli wendiza kulawa mazinga,” kusho uJohn Armbrust, ongumeluleki kaphethiloli wezindiza ePalm Beach Gardens, eFlorida. “Umbuzo uthi, ingabe amanani ahlala lapho ekhona? Akekho owaziyo.”
Ngaphandle kwamashaji ekota yokugcina kaphethiloli, iSouthwest, Northwest Airlines Corp. kanye ne-Alaska Air Group Inc. bonke bathi bebezokwenza imali. Ukwehlisela phansi inani lama-fuel hedges kuthathe i-Southwest yeminyaka eyi-17 yenzuzo yekota.
Izinkampani zenethiwekhi eziyi-10 zibe nokulahlekelwa kokusebenza okungaba izigidi ezingama-R870, okuwumncane kunomhlaziyi uDerchin olinganiselwa ku-$1 bhiliyoni. Uhlela inzuzo elinganiselwa ku-$5 billion eqenjini ngonyaka ozayo.
Cishe bazoba “nokwehlukana, mhlawumbe bangcono” kule kota, esho. Ezinyangeni eziyisishiyagalolunye, ukulahleka kokusebenza okuhlangene kube ngu-$2.86 billion, ngokusekelwe emibikweni yezinkampani zezindiza.
'Ikwindla Yamahhala'
Izinkampani zenethiwekhi ezihlanganisa iSouthwest, US Airways kanye ne-AirTran Holdings Inc. zithe zingahlehlisa izinkontileka ezengeziwe zokubiyela uphethiloli kuze kube yilapho amanani kawoyela azinza.
"Emasontweni amathathu edlule kuphela, uwoyela wehle ngo-$40" umphongolo ngamunye, kusho isikhulu se-AirTran u-Bob Fornaro engxoxweni yango-Okthoba 23. "Imakethe isekwindla yamahhala ngempela."
IFidelity Management & Research iphakathi kwabatshalizimali abengeza ezinkampanini zezindiza ngekota edlule, okukhuphula izabelo zabo ku-Continental Airlines Inc. kuya kumasheya ayizigidi ezingu-15, noma cishe amaphesenti angu-14. Inkampani enkulukazi emhlabeni jikelele ye-mutual fund phambilini ibibambe amaphesenti angama-4.8.
Izingozi zezimpahla zezindiza zihlanganisa ukuthi kungenzeka ukuthi umnotho wezwe ontengantengayo uzonciphisa isidingo, kanye nethemba lokunye ukweqa kwentengo kaphethiloli, kusho uKevin Crissey, umhlaziyi we-UBS Securities eNew York.
2009 Inzuzo
Noma kunjalo, uCrissey uphinde enze inzuzo embonini yaseMelika ngonyaka ozayo. Ubalule ukuncishiswa kwabathwali bempahla yasekhaya ngamaphesenti ayi-10 kuye kwayi-15 futhi wathi kungenzeka ukuthi uwoyela ubuyele esiqongweni sawo esingu-$147-a-barrel.
Ukunikeza izindiza ezimbalwa kunikeza izinkampani zezindiza amandla entengo engeziwe. Imali engenayo yeyunithi yabagibeli, isilinganiso semali yokugibela nezinkokhelo, yeqe ngamaphesenti angu-8 noma ngaphezulu ezinkampanini zenethiwekhi eziningi ngekota edlule, futhi i-Delta iphakathi kwezinkampani zezindiza ezithi zilindele izinzuzo ezifanayo esikhathini samanje.
"Umbono ukuthi izindiza zisenkingeni kakhulu kunalokho eziyikho," kusho uCrissey engxoxweni. “Abatshalizimali bayawuthanda umbango wamandla. Ukube bekungukwehla kwentengo kaphethiloli, bekuzoba nzima kakhulu. Kodwa uma sihlangene, kuyimpikiswano ephoqelela kakhulu.”
I-AMR yehle ngo-20 cents, noma amaphesenti angu-2.3, yaya ku-$8.60 ngo-4:15 pm eNew York Stock Exchange ukuhweba okuyinhlanganisela ngenkathi i-Delta yehle ngo-65 cents, noma amaphesenti angu-7.8, yaya ku-$7.66. I-UAL yehle ngo-55 cents, noma amaphesenti angu-4.6, yaya ku-$11.40 ekuhwebeni okuyinhlanganisela ye-Nasdaq Stock Market. I-Standard & Poor's 500 Stock Index yehle ngamaphesenti angu-3.2.
