Ana iya tilasta masu jigilar kayayyaki na Amurka su rage karfin wurin zama da kashi 5%

Delta Air Lines Inc., American Airlines da sauran dilolin Amurka na iya buƙatar datsa kusan kashi 5 na ƙarin wurin zama bayan lokacin balaguron bazara don ƙara farashin farashi.

Kimanin kashi biyu bisa uku na kowane ragi mai yiwuwa zai zo ne a kan hanyoyin ketare inda jirage ba su da komai, in ji Kevin Crissey, wani manazarci a UBS Securities LLC. Masu jigilar kayayyaki na iya ba da sanarwar rage ƙarfin aiki da zaran gobe a wani taro a New York wanda sashin Merrill Lynch na Bank of America Corp. ya shirya, in ji manazarta.

Zamewar wata 12 a cikin zirga-zirga tsakanin manyan dilolin Amurka yana nufin har yanzu akwai kujeru da yawa don tallafawa farashi mai girma. Wani sabon zagaye na yanke zai gina kan kawar da kashi 10 cikin 2008 na karfin kamfanonin jiragen sama na Amurka tun farkon shekarar 500, gami da ajiye motocin jirage XNUMX.

"Wani abu a cikin kashi 3 zuwa 5 cikin dari mai yiwuwa shine abin da za mu gani, kuma mafi kyau," in ji Crissey, wanda ke New York kuma ya ba da shawarar siyan Delta, babban kamfanin jirgin sama a duniya.

Kudaden shiga jiragen sama na duniya na iya faduwa da kashi 15 cikin dari zuwa dala biliyan 448 a wannan shekara a cikin "mafi tsananin yanayi da masana'antu suka fuskanta," in ji kungiyar sufurin jiragen sama ta kasa da kasa da ke Geneva a ranar 8 ga watan Yuni. Masu jigilar kayayyaki na Arewacin Amurka za su yi hasarar kusan dala biliyan 1, cinikin. kungiyar ta ce.

Masu ɗaukar kaya za su datse aƙalla kashi 4 cikin ɗari yayin da tikitin tallace-tallace ke damun, in ji Helane Becker, wani manazarci a Jesup & Lamont Securities Corp. a New York. Ta ba da shawarar siyan Delta, iyayen Amurka AMR Corp., iyayen United Airlines UAL Corp. da Continental Airlines Inc.

'Komai Yana Taimakawa'

Becker ya ce "Ba zan yi tsammanin ganin wani kasa-kasa ko karba ba har zuwa farkon kwata na 2010 da farko," in ji Becker. "Yawancin kamfanoni sun yanke kasafin tafiye-tafiye kuma ba sa dawo da wani kuɗi har sai sun ga alamun ci gaba."

Adadin rashin aikin yi na Amurka ya kai kashi 9.4 bisa dari a watan Mayu, mafi girma tun daga 1983. Ta yiwu tattalin arzikin ya ragu da kashi 2 cikin dari a kwata na yanzu kuma zai fadada da kashi 0.5 cikin kwata na uku, bisa ga kididdigar tsakiyar masana tattalin arziki 63 da Bloomberg ta yi nazari akai.

Kididdigar kamfanonin jiragen sama na Bloomberg na masu jigilar kayayyaki 13 sun fadi da kashi 41 cikin dari a bana zuwa jiya.

A cikin uku daga cikin watanni huɗu da suka gabata, zirga-zirgar ababen hawa sun zame kashi 10 ko fiye yayin da raguwar tafiye-tafiye ke zurfafa.

"Ina so in ga aƙalla wani kashi 5 na iya aiki ya fito," in ji Hunter Keay, wani manazarci a Stifel Nicolaus & Co. a Baltimore. "Komai ya taimaka."

Delta na iya kasancewa a cikin "mafi kyawun matsayi don yanke ƙarin" saboda tana da wasu hanyoyin da ba su da yawa da kuma ƙarin jiragen sama daga sayan sa na Northwest Airlines a bara, in ji Keay. Ya ba da shawarar siyan Delta da riƙe Continental, UAL, AMR da Dallas na tushen Southwest Airlines Co.

Yin Kiliya Jet

Delta ta ce a watan Afrilu za ta rage karfin ikon kasa da kasa na cikakken shekara da kashi 7 cikin dari, yayin da zirga-zirgar jiragen sama a cikin gida zai ragu da kashi 8 zuwa 10. Mai jigilar kayayyaki na Atlanta bai ba da ingantaccen jagora ba tun watan Afrilu, in ji Betsy Talton, mai magana da yawun.

Kamfanin jiragen sama na Amurka na iya datse wasu ƙarin jiragen zuwa London Heathrow, kuma United da ke Chicago na iya yin kiliya wasu jiragen Boeing Co. 747 a matsayin wani ɓangare na shirinta na cire jirage 100 daga sabis, in ji Keay.

Jean Medina, mai magana da yawun UAL, ta ki cewa komai. Babban Jami’in Kamfanin Jiragen Sama na Amurka Gerard Arpey ya fada a ranar 7 ga watan Yuni a Kuala Lumpur cewa jirgin dakon kaya na Fort Worth da ke Texas na sa ido sosai kan bukatu kuma bai yanke shawarar kara yankewa ba.

Continental na iya jin matsin lamba don rage wasu jiragen sama na kasa da kasa saboda raguwar ta ya ragu a bayan manyan dillalai, in ji Michael Derchin, wani manazarci a FTN Equity Capital Markets Corp. a New York. Jimillar iya aiki ta dillalan Amurka na buƙatar raguwa da kusan kashi 7 a wannan shekara, in ji shi.

'Yanke Shawarwari'

Julie King, mai magana da yawun Continental ta ce "Koyaushe muna mai da martani ga buƙatu a kasuwa." "Muna sa ido sosai kan kasuwar kuma za mu ci gaba da daidaita iya aiki kamar yadda ake bukata."

Continental ya fada a cikin watan Afrilu cewa karfinta na cikakken shekara na kasa da kasa zai ragu da kusan kashi 3 cikin dari, yayin da karfin cikin gida kan manyan jiragen dakon kaya na Houston zai ragu da kusan kashi 7 cikin dari.

Mayu ya nuna raguwar kudaden shiga na biyar kai tsaye na kowane wata daga kowace kujera mai tafiyar mil a Continental da Tempe, Arizona-based US Airways Group Inc., dillalan da ke ba da rahoton adadin akai-akai a kowane wata. Faduwar ɓangarorin yana nuna raguwar yawan amfanin ƙasa, ko matsakaicin farashi a kowane mil, yayin da masu ɗaukar kaya ke gasa don ƙarancin matafiya.

Kamfanin jiragen sama na US Airways ba shi da "sarin shirin rage karfin a yau," in ji kakakin Morgan Durrant jiya.

Delta, Amurka, United da kuma Continental na iya sauke jirage zuwa wasu biranen ketare a hankali a cikin kwanaki na mako kamar Talata ko Laraba don samun ƙarin tanadi, in ji Robert Mann, wanda ke kula da kamfanin tuntuɓar jiragen sama RW Mann & Co. a Port Washington, New York. .

"Matsalar yin hakan ita ce ba wa matafiya 'yan kasuwa wani dalili kaɗan na zaɓe ku," in ji Mann. "Muna cikin lokacin da ya kamata a yanke shawara mai wahala irin waɗannan."