Iyo ramangwana ramangwana rinotaridzika 'kupenya kupfuura nakare kese' kune yeEuropean aerospace hofori Airbus, sekureva kweveyanzvi vanoongorora pa Barclays. Kufungidzira kwevaongorori kunoenderana neEuropean ndege inogadzira portfolio inopa kuvimbika kwemari kuyerera mukati memakore mashanu anotevera.
"Chinhu chakakosha mukutsvagisa kwedu mari paAirbus maonero edu kuti kuyerwa uye kufungidzira kwe FCF yayo (yemahara kuyerera kwemari) kuri pamusoro peBoing, asi iyo Airbus inotengesa nemutengo wakakura kudarika mutengo Boeing, "Vaongorori veBarclays aerospace vakati mune yekutsvagisa tsamba yakaonekwa neCNBC.
Vaongorori vakanyora mutengo wemutengo we € 155 ($ 171) pamugove ne "overweight" chiyero. Airbus stock yakatemwa pamutengo unodarika pamusoro pe € 119 pamugove paFrench CAC-40 Chipiri mangwanani.
Boeing yemutengo wemugove wazvino ndeye $ 372 uye yakwira ingangoita 16 muzana gore-kusvika-ikozvino Ndege yeAirbus renjeti inofungidzirwa kuti "inokura" Boeing na2024.
Vaongorori vakatsanangura izvozvo nekunongedzera kumugadziri wendege weUS pasi 737 MAX uye nematambudziko akatarisana mukuwana yayo nyowani 777X kuita basa rekutengesa.
Airbus "yakakura" zvigadzirwa zvigadzirwa zvinogona kuvimbisa kutapira mari, Barclays akadaro, achiwedzera kuti yemahara kuyerera kwemari kunogona katatu kubva pagore rapfuura € 3 bhiriyoni kusvika kutenderera 9 bhiriyoni muna 2024.
"Kuyerera kwemari kuAirbus kwave kuita fungidziro nekusimba kana zvichienzaniswa neyaBoing," rakadaro bhangi.
Yakaverenga kuti kana makambani maviri anokwikwidzana akadzoserwa kunzvimbo dzendege dzavanotengesa, mitengo yemugove yazvino inoreva kuti Airbus yakakosheswa pamutero "unokatyamadza" makumi mashanu neshanu muzana kune iwo Boeing.
Kuderedzwa kwacho hakuna kukodzera uye hakukoshese mugove weAirbus yemusika wejeti imwe chete, akadaro Barclays.
"Tinofungidzira kukosha kwezvino kwemaindasitiri madiki-madhora mazana maviri nemakumi masere nemasere emadhora, zvinoreva kuti kupatsanurwa 238/50 kunokosha maeuro zana nehafu kuAirbus - 50 muzana pamusoro pemutengo wazvino weAirbus."
Yakawedzera Airbus yakakurumbira A321 jets chete inofanira kupa € 3.4 bhiriyoni yemahara ekuyerera kwemari kukambani mumakore mashanu anotevera.
ZVOKUBVA MUNYAYA INO:
- "Chinonyanya kukosha pakutsvaga kwedu kwekudyara paAirbus maonero edu ekuti chiyero uye kufanofungidzira kweFCF (yemahara mari inobuda) yakakwirira kupfuura Boeing, asi Airbus inotengesa zvakakura kupfuura zvakajairika kuderedzwa kuBoeing," Barclays vanoongorora nezvemuchadenga vakadaro muongororo. chinyorwa chakaonekwa neCNBC.
- "Isu tinofungidzira kukosha kwazvino kweiyo indasitiri yakamanikana pamadhora mazana maviri nemakumi matatu nemasere emadhora, izvo zvinoreva kuti kupatsanurwa kwe238/50 kwakakosha 50 euros per share kuAirbus - makumi maviri muzana pamusoro pemutengo wezvino weAirbus.
- Yakaverengera kuti kana makambani maviri anokwikwidzana abviswa kudzokera kumapoka endege dzekutengesa, mitengo yazvino yekugovera inoreva kuti Airbus inokosheswa "inotyisa" 45 muzana kuderedzwa kune iyo yeBoeing.
