Kamfanonin jiragen sama na Amurka na iya yanke wasu kujeru don kare riba

Kamfanonin jiragen sama na Amurka waɗanda ke da ikon zama kusan kashi 10 cikin ɗari a wannan shekara na iya zurfafa raguwa a cikin 2009 don tabbatar da cewa masana'antar ta sami riba ta farko a cikin koma bayan tattalin arziki.

Ja da baya a manyan kamfanonin jiragen sama da suka hada da Delta Air Lines Inc. da American Airlines na iya kaiwa kashi 8 cikin dari kuma sun hada da kasuwannin da ba na Amurka ba inda suke fadadawa idan babu abokan hamayyar rangwame, a cewar manazarta shida da Bloomberg ta yi bincike.

"Yana zuwa," in ji Kevin Crissey, wani manazarci na UBS Securities LLC a New York. "Tabbas kuna son ganin su a gaba daga matsalolin. Kuskure a gefen yanke kuma idan kun rasa ɗan kuɗi kaɗan, don haka ya kasance. Ba kwa son samun rauni ta buƙatu.”

Sabbin raguwar za su ginu ne kan koma bayan da aka samu a wannan shekarar, masana'antar Amurka mafi girma tun bayan harin ta'addanci na 11 ga Satumba. Manyan dillalai sun riga sun ce za su kawar da ayyukan yi 26,000 tare da saukar jiragen sama 460 a karshen shekarar 2009.

Masu saka hannun jari na iya samun alamun tsare-tsaren kamfanonin jiragen sama gobe a wani taron Credit Suisse Group AG a New York, taro na farko da aka yi tun lokacin da Delta ta ce ranar 21 ga Nuwamba mai yiwuwa ta sake tashi. Tallafin gaba na ƙasashen waje ya ragu da kashi biyar cikin ɗari a wannan kwata a Delta, mafi girma a duniya.

Ko da an samu raguwar zirga-zirgar jiragen sama wanda zai iya zama mafi muni tun bayan harin na 11 ga Satumba, masu jigilar kayayyaki na Amurka ya kamata su sami riba a cikin 2009, bisa ga manazarta da Bloomberg ya bincika. Wasu manazarta uku sun yi na'am da wannan hasashen a cikin rahotanni ga masu zuba jari.

'Nice Year'

Jim Corridore, wani manazarci Standard & Poor's Equity na New York ya ce "Ragin ƙarfin da aka ɗauka a cikin 2008, tare da raguwar farashin mai, ya kamata a yi shekara mai kyau." "Mai yiwuwa ƙarin rage ƙarfin aiki idan, kamar yadda ake tsammani, kashe kuɗi don tafiyar jirgin sama ya ragu."

Kamfanonin jiragen sama sun fadi a yau tare da yawancin hannayen jarin Amurka kan damuwar cewa tabarbarewar tattalin arzikin duniya na kara zurfafa.

Delta ta ragu da cents 85, ko kashi 9.7, zuwa dala 7.96 da karfe 4 na yamma a kasuwar hada-hadar hannayen jari ta New York, yayin da iyayen Amurka AMR Corp. ya zame da cents 75, ko kashi 8.5, zuwa $8.03. United iyaye UAL Corp. ya fadi dala $2.31, ko kashi 21, zuwa $8.94 a kasuwancin hannun jari na Nasdaq.

Kamfanonin jiragen sama suna datsa ƙarfin wurin zama ta hanyar sauke hanyoyi ko yawo da su ƙasa akai-akai, ko maye gurbin manyan jiragen sama da ƙanana. Kamfanonin jigilar kayayyaki na Amurka sun fara raguwa mafi girma na 2008 a cikin Satumba, suna taimakawa mafi yawan ribar da aka samu na aƙalla kashi 8 cikin kudaden shiga na kashi uku na kowace kujera mai tafiyar mil guda.

'Pretty Simple'

"Math ɗin yana da sauƙi," in ji Crissey. "Duk inda kujeru suka fito, kudaden shiga naúrar yana ƙaruwa."

Kamfanonin jiragen sama suma yakamata su amfana da faduwar kashi 60 cikin 4.36 na man jet tun lokacin da ya haura dala 3.18 galan a watan Yuli. Har yanzu dai man fetur ya kai dalar Amurka 2008 a shekarar 28 zuwa ranar 50 ga watan Nuwamba, kashi XNUMX cikin dari fiye da daidai wannan lokacin a shekarar da ta gabata, wanda zai tura manyan dillalai masu cikakken farashi da suka hada da Delta, AMR da UAL zuwa asara a bana.

Masu jigilar kayayyaki da suka hada da American, Continental Airlines Inc. da US Airways Group Inc. sun ce ya yi wuri da za a iya tantance ko za a gyara kujeru a kasuwannin duniya a shekarar 2009.

"Muna shirye don rage karin karfin cikin gida da na kasa da kasa idan akwai bukata," in ji Babban Jami'in Gudanarwa Gerard Arpey a wata hira da aka yi da shi a ranar 3 ga Nuwamba a hedkwatar AMR's Fort Worth, Texas. "Wannan ba wani abu bane da muke fatan yi ko kuma muke son yi."

Har yanzu, kamfanonin jiragen sama suna fuskantar alamun raguwar buƙatun ƙasa da ƙasa don tafiya tare da raguwar cikin gida kamar kashi 5.9 na Amurkawa zuwa Oktoba.

Scaling Back

United, mai lamba 3 a Amurka bayan Delta da Amurka, ta ce zirga-zirgar fasinja ta ragu da kashi 17 cikin dari a watan da ya gabata akan hanyoyin Pacific da Latin Amurka. Harkokin zirga-zirgar Atlantic ya tashi da kashi 4.9 cikin dari. United mai hedkwata a Chicago ta riga ta yi shirin tsinke karfin kasa da kasa da kusan kashi 8 a cikin 2009.

Delta ta riga ta maido da ci gaban da aka tsara na wannan kwata zuwa kashi 15 cikin dari, wanda ya ragu da kashi biyu cikin dari. Kujerun cikin gida a Delta na Atlanta, wanda ya sayi kamfanin Northwest Airlines Corp. a watan da ya gabata, zai fadi da kusan kashi 14 cikin dari.

AMR ya ce a watan Oktoba yana shirin rage karfin 2009 da kashi 5.5 daga wannan shekarar a cikin ayyukansa na farko. Hakan ya hada da raguwar kashi 8.5 a kasuwannin cikin gida da raguwar kusan kashi daya cikin dari na hidimar kasa da kasa.

"Idan bukatar kasa da kasa ta yi kama da rauni, wurin da za a yanke shi ne rabin rabin ayyukan kasa da kasa," in ji Michael Derchin, wani manazarci tare da FTN Midwest Research Securities a New York. "Tabbas za su rage hakan da kashi 5 zuwa kashi 7 ko sama da haka idan sun bukaci tabarbarewar sammacin."

Tafiyar jiragen sama ta kasa da kasa ta fadi wata na biyu a jere a watan Oktoba, lokaci na baya-bayan nan da ake samun alkaluma, a cewar wata kungiyar cinikayya ta masana'antu. Faduwar kashi 1.3 ya biyo bayan zamewar kashi 2.9 a watan Satumba.

'Gloom ya ci gaba'

Giovanni Bisignani, Shugaban Hukumar Kula da Sufurin Jiragen Sama ta Duniya a Geneva ya ce, "Bakin yana ci gaba."

Duk da yake yana da wahala a rage karfin kasa da kasa saboda zirga-zirgar jiragen sama ba su da yawa kuma ƙananan jiragen sama yawanci ba zaɓi ba ne a kan dogayen hanyoyi, saurin martanin da kamfanonin jiragen sama suka yi game da matsalar mai na nuna cewa za su ba da amsa cikin sauri don ƙara raunana tafiye-tafiye, a cewar manazarta ciki har da S&P's Corridore .

Corridore ya ce "Idan suna sa ido kan yin rajista kowane mako, yanzu suna yin ta kowace rana," in ji Corridore. “Idan sun sanya ido a kowace rana, yanzu suna duba shi sau uku a rana. Suna yin himma sosai a wannan karon don tabbatar da cewa sun ci gaba da bin tsarin buƙatu.”