Credit Suisse analistlerinin, Boeing\u2019i (NYSE:BA) \u201cd\u00fc\u015f\u00fck performans\u201d notu ve hisse ba\u015f\u0131na 98 dolar fiyat hedefiyle kapsam\u0131na almas\u0131n\u0131n ard\u0131ndan \u015firket hisseleri \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131l\u0131\u015f \u00f6ncesinde yakla\u015f\u0131k %1 d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131.<\/p>\n
Analist, Boeing’in “s\u0131f\u0131r toplaml\u0131” bir tezin yanl\u0131\u015f taraf\u0131nda oldu\u011funu savunuyor. Boeing’in \u00c7in’e u\u00e7ak satma giri\u015fimlerinde “a\u011f\u0131r zorluk ya\u015famaya” devam edece\u011fini \u00f6ne s\u00fcr\u00fcyor.<\/p>\n
“Bu durum, hisse senedinin tarihsel olarak sipari\u015flere g\u00f6re i\u015flem g\u00f6rd\u00fc\u011f\u00fc g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda BA i\u00e7in zor bir durum yarat\u0131yor. Baz\u0131lar\u0131 bu durumda pazar ihtiya\u00e7lar\u0131n\u0131n \u00f6ncelik kazanabilece\u011fini \u2013 sonu\u00e7ta sipari\u015f ak\u0131\u015f\u0131nda bir toparlanma ile sonu\u00e7lanabilece\u011fini \u2013 iddia edebilirken BA \u00fczerindeki pazar eri\u015fimi k\u0131s\u0131tlamalar\u0131n\u0131n, Airbus’a olan g\u00fcvenin artmas\u0131yla k\u0131smen hafifletilebilece\u011fini ve kalan kapasite a\u00e7\u0131\u011f\u0131n\u0131n C919 i\u00e7in i\u00e7 talebi desteklemeye yard\u0131mc\u0131 olabilece\u011fini not d\u00fc\u015f\u00fcyoruz.”<\/p>\n
Credit Suisse’nin tahminleri Wall Street’in \u00f6nemli \u00f6l\u00e7\u00fcde alt\u0131nda \u00e7\u00fcnk\u00fc analistler piyasan\u0131n “BDS k\u00e2rl\u0131l\u0131\u011f\u0131 konusunda \u00e7ok fazla iyimser” oldu\u011funu savunuyor.<\/p>\n
Analistler, “\u00c7in sipari\u015f ak\u0131\u015f\u0131na ili\u015fkin tezimizin yanl\u0131\u015f oldu\u011fu kan\u0131tlan\u0131rsa tahminlerimizde potansiyel bir art\u0131\u015f olsa da bu kazan\u00e7lar\u0131n uzun vadeli s\u00fcrd\u00fcr\u00fclebilirli\u011fi ve nihai de\u011fer katk\u0131s\u0131 g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda kal\u0131c\u0131 olarak daha d\u00fc\u015f\u00fck bir katsay\u0131y\u0131 garantiledi\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.” dedi.<\/p>\n
Boeing, Eyl\u00fcl ay\u0131 i\u00e7in 96 br\u00fct yeni u\u00e7ak sipari\u015fi ve 6 iptal ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. \u015eirket ayr\u0131ca ge\u00e7en ay 36’s\u0131 737 MAX olmak \u00fczere 51 u\u00e7ak teslim etti.<\/p>\n
Goldman Sachs analistleri, sipari\u015flerin “g\u00fc\u00e7l\u00fc” oldu\u011funu s\u00f6yledi. Analist, 400 teslimatl\u0131k tam y\u0131l hedefinin “ula\u015f\u0131labilir” oldu\u011funa inan\u0131yor.<\/p>\n
“Hava trafi\u011findeki toparlanman\u0131n devam etmesini ve yak\u0131t verimlili\u011fi daha y\u00fcksek u\u00e7aklara olan talebin, sipari\u015f faaliyetlerini s\u00fcrd\u00fcrmesini bekliyoruz… Tedarik zinciri bir sorun olmaya devam ederken MAX teslimatlar\u0131n\u0131n h\u0131zlanmas\u0131n\u0131 ve 787 teslimatlar\u0131n\u0131n \u00fcretim oran\u0131n\u0131n \u00fczerinde devam etmesini bekliyoruz.”<\/p>\n","protected":false},"excerpt":{"rendered":"
Yazar \u2013 Senad Karaahmetovic Credit Suisse analistlerinin, Boeing\u2019i (NYSE:BA) \u201cd\u00fc\u015f\u00fck performans\u201d notu ve hisse ba\u015f\u0131na 98 dolar fiyat hedefiyle …<\/p>\n","protected":false},"author":6,"featured_media":63438,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[2788],"class_list":["post-63437","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsalar","tag-siparis"],"yoast_head":"\n