Kamfanonin jiragen sama sun yi asarar da yawa daga darajar kasuwarsu

Wannan da wuya ya fi zama gaskiya fiye da yanzu, saboda yawancin hannayen jarin jiragen sama na Amurka suna kan dogon faifai kuma mafi kyawun ana auna su ta yadda kaɗan suka yi hasarar ƙima.

A cikin shekarar da ta gabata, hada-hadar jarin kasuwa - farashin hannun jari ya ninka da adadin hannun jari - na manyan kamfanonin jiragen sama 10 ya ragu da kashi 57 cikin 23.5, inda suka yi asarar dala biliyan XNUMX.

Ban da Southwest Airlines Co., wanda ya yi fice ne kawai saboda ya ragu da kusan kashi 12 cikin dari, darajar kasuwan sauran tara ya ragu da kashi 73 cikin dari.

Mai saka hannun jari da ke da kuɗi da yawa kuma jahilcin masana'antar jiragen sama na iya siyan kuɗin gabaɗayan ƙasa da dala biliyan 18.

"Ba zan iya tunawa lokacin da muke da irin wannan lalatar kimar jiragen sama ba," in ji Julius Maldutis manazarci kan jirgin sama na Wall Street.

Mista Maldutis, shugaban kamfanin tuntuba nasa mai suna Aviation Dynamics, ya dora laifin duk tabarbarewar farashin man jiragen sama. Kamfanonin jiragen sama suna da daraja sosai lokacin da farashin mai ya ragu shekaru biyu da suka gabata; yayin da farashin man jet ya hauhawa, darajar jiragen sama ta yi kasa a gwiwa, in ji shi.

"Idan aka koma watan Agusta a shekarar 2006, lokacin da farashin mai ya ragu da kusan kashi 50, hannun jarin kamfanonin jiragen sama ya karu da kashi 45," in ji Mista Maldutis. "Tun daga watan Janairun shekarar da ta gabata, farashin man fetur ya yi tashin gwauron zabi duk shekara, kuma farashin hannayen jarin kamfanonin jiragen sama ya ragu."

Yanzu, kudin man fetur ya maye gurbin farashin ma'aikata a matsayin babban kudin da ake kashewa kan harkokin sufurin jiragen sama, lamarin da ya sa farashin hajojin jiragen sama ya dogara da farashin mai, in ji Mista Maldutis.

"Makomar kamfanonin jiragen sama na Amurka duk sun dogara ne akan mai," in ji shi.

Manyan digo

Mafi wahala a cikin manyan dillalai 10 shine US Airways Group Inc., wanda darajar kasuwancinsa ta ragu da kashi 92 cikin dari a cikin shekarar da ta gabata: daga dala biliyan 2.7 a ranar 27 ga Yuni, 2007, zuwa dala miliyan 226 ranar Juma'a.

Kamfanin jigilar kaya, wanda aka kirkira a watan Satumba na 2005 lokacin da America West Holdings Inc. ya hade da rukunin US Airways na baya kuma ya fitar da shi daga kariyar fatarar kudi, ya haura zuwa kusan dala biliyan 5.8 a cikin Nuwamba 2006 bayan ya ba da shawarar hadewa da Delta Air Lines Inc.

Wannan shawarar ta haifar da tsalle-tsalle na gabaɗaya a farashin hajoji na jiragen sama kamar yadda masu zuba jari ke hasashen cewa haɗin gwiwa mai kyau zai cancanci wani.

Duk da haka, Delta ta yi watsi da tayin US Airways, wanda ya janye tayin ranar 31 ga Janairu, 2007. Midwest Air Group Inc. ya ki amincewa da siyan daga AirTran Holdings Inc. kuma ya zaɓi siye na sirri. An yi ta yayata wasu yarjejeniyoyin amma ba ta cimma ruwa ba.

Hannun jarin AMR Corp., iyayen American Airlines Inc., sun kai dala 40.66 a ranar 19 ga Janairu, 2007, matakinsu mafi girma tun daga Janairun 2001. Amma kamar sauran dillalai, AMR ya ga hannun jarinsa yana zamewa a hankali tun lokacin.

Ya rufe ƙasa da $5.22 rabon a ranar 12 ga Yuni, yana ƙare Jumma'a akan $5.35.

Wannan ya mayar da hannun jari na AMR zuwa matakan kasuwancin su na bazara 2003 lokacin da kamfanin ya kauce wa yin rajistar fatarar Babi na 11.

Kamfanonin jiragen saman da suka shigar da karar kariya na Babi na 11 sun fito ne daga shari'ar kotu tare da sabbin kayayyaki masu tsada. Koyaya, ba a ga waɗannan matakan kan gaba jim kaɗan bayan hannun jarin ya fara ciniki.

Delta ta fara cinikin sabon hannun jari a ranar 3 ga Mayu, 2007. Ya rufe ranar a kan $20.72 rabo. A ranar Juma'a, ya rufe a $5.52, ya ragu da kashi 73 cikin dari daga ranar farko ta kusa.

Northwest Airlines Corporation ya yi alfahari da farashin hannun jari na $25.15 a ranar 31 ga Mayu, 2007, ranar farko ta ciniki bayan ya fita daga kotun fatarar kudi. Kamar Delta, Arewa maso yamma ya ga hannun jari ya karu a farashi a ranar ciniki mai zuwa, sannan ya fara zamewa. Hannun jarinsa sun rufe ranar Juma'a a $6.31, ƙasa da kashi 75 daga ranar farko.

Hatta hadewar yankin Delta da Arewa maso Yamma da aka sanar a ranar 14 ga Afrilu, bai sa farashin hannayen jari ya tashi ba. Hannun jarin Delta ya ragu da kashi 47 cikin dari tun daga wannan rana, inda Arewa maso Yamma ta ragu da kashi 44.

UAL Corp., iyayen United Airlines Inc., ya fice daga kotun fatara a farkon watan Fabrairun 2006, kuma ya ga hannun jarinsa ya rufe a $33.90 a ranar farko ta ciniki ranar 6 ga Fabrairu, 2006. A ranar Juma'a, ana siyar da hannun jarin sa akan $5.56 kowanne, ya ragu. 84 bisa dari.

A haƙiƙa, mai saka hannun jari zai iya siyan duk hannun jarin UAL akan dala miliyan 700 - ko kuma ƙasa da kuɗin shiga na kwanaki shida na Exxon Mobil Corp.

Amma aƙalla masu saka hannun jari a cikin waɗannan kamfanonin jiragen sama 10 har yanzu suna da wasu kuɗi. Mutanen da suka sanya kuɗi cikin dillalai irin su MAXjet Airways Inc., Aloha Air Inc., Skybus Airlines Inc., Eos Airlines Inc. da Silverjet PLC sun ga waɗancan dilolin sun yi fatara kuma sun daina a cikin watanni shida da suka gabata.

Frontier Airlines Holdings Inc. ya ci gaba da aiki amma sai ya nemi kariyar Babi na 11 daga masu bashi. Champion Air Inc. da Big Sky Airways Inc. ba su yi fatara ba, amma hauhawar farashin ya sa suka daina aiki, kuma masu hannun jarin mai Big Sky, MAIR Inc., sun kada kuri'a a ranar Juma'a don yin ruwa tare da fita kasuwanci. Sashin Air Midwest na Mesa Air Group Inc. zai daina aiki yau.

Ƙarin fatara?

Mista Maldutis ya ce sai dai idan farashin man fetur ya ragu, gazawar kamfanonin jiragen sama mafari ne kawai.

"Ya zuwa Ranar Ma'aikata, za mu ga an rufe gungun kananan diloli," in ji shi. "Sa'an nan kuma za mu ga babban mai ɗaukar kaya ya shiga Babi na 11." Idan mai ya kai dala 150 zuwa sama kamar yadda wasu ke hasashe, "Shin za mu ga kusan dukkanin masana'antar a cikin fatara?" Malam Maldutis ya tambaya.

Shahararren mai saka hannun jari Warren Buffett ya gwada hannunsa a cikin saka hannun jarin jirgin sama a 1989, yana sanya dala miliyan 358 a cikin samfuran da aka fi so a rukunin US Airways. Ya nisanta kansa daga sanin cewa ba zai sake saka hannun jari a kamfanonin jiragen sama ba, duk da cewa kamfaninsa ya samu riba mai yawa kan jarin.

Hakan ya sa ya yi tsokaci cewa yana da wanda zai iya kiransa ya yi magana da shi ba tare da tunani ba idan ya yanke shawarar sake saka hannun jari a kamfanonin jiragen sama. A cikin wasiƙarsa ta shekara-shekara zuwa ga masu hannun jari na Berkshire Hathaway a watan Fabrairu, Mista Buffett ya ce:

"Mafi munin kasuwancin shine wanda ke girma cikin sauri, yana buƙatar babban jari don haifar da ci gaban, sannan ya sami kuɗi kaɗan ko babu. Ka yi tunanin kamfanonin jiragen sama. Anan fa'idar fa'ida mai ɗorewa ta tabbata tun zamanin Wright Brothers, ”in ji Mista Buffett.

"Hakika, da dan jari-hujja mai hangen nesa ya kasance a Kitty Hawk, da ya yi wa magajinsa babban tagomashi ta hanyar harbi Orville.

“Buƙatun masana’antar jirgin sama na neman jari tun daga wannan jirgi na farko ya kasance mai ƙoshi. Masu zuba jari sun zuba kudi a cikin rami mara tushe, wanda girma ya jawo hankalin su lokacin da ya kamata a tunkude su, "in ji shi.

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