Boeing May Need To Offer Additional Concessions To End Strike Despite Multi-Billion Dollar Debt: BofA Analyst
Boeing May Need To Offer Additional Concessions To End Strike Despite Multi-Billion Dollar Debt: BofA Analyst
BofA Securities analyst Ronald J. Epstein reiterated a Neutral rating on Boeing Company (NYSE:BA), with a price forecast of $200.
美银证券分析师罗纳德·爱泼斯坦重申了对波音公司（纽约证券交易所代码：BA）的中性评级，预测价格为200美元。
The analyst views Boeing as particularly vulnerable, noting that the company has delayed its 737 production rate increase from 42 per month, originally set for September 2024, to March 2025.
这位分析师认为波音特别脆弱，并指出该公司已将737的产量从原定于2024年9月的每月42次推迟到2025年3月。
A prolonged strike could further worsen the company's current difficulties, Epstein added.
爱泼斯坦补充说，长期罢工可能会进一步加剧该公司目前的困难。
However, if the Spirit AeroSystems strike and subsequent contract negotiations set a precedent, the strike could potentially be resolved in as little as a week, Epstein adds.
但是，爱泼斯坦补充说，如果Spirit AeroSystems的罢工和随后的合同谈判开创先例，那么罢工有可能在短短一周内得到解决。
The analyst forecasts that Boeing may need to offer additional concessions, possibly approaching the IAM's original demand for a 40% wage increase.
分析师预测，波音可能需要提供额外的让步，可能接近IAM最初要求的40％工资增长的要求。
The analyst highlights that both CEO Kelly Ortberg and COO Stephanie Pope have fired off internal memos to Boeing staff, trying to cool down strike sentiments.
这位分析师强调，首席执行官凯利·奥特伯格和首席运营官斯蒂芬妮·波普都向波音员工发出了内部备忘录，试图平息罢工情绪。
Pope touted the proposed contract as Boeing's best ever, emphasizing the 25% wage increase despite the company's hefty $60 billion debt, the analyst highlights.
分析师强调，教皇吹捧拟议的合同是波音有史以来最好的合同，强调尽管该公司负有600亿美元的巨额债务，但工资仍增长了25％。
Meanwhile, Kelly's memo admitted that Boeing is grappling with a rough patch, partly due to past blunders, and warned that a strike could derail their hard-fought recovery.
同时，凯利的备忘录承认，波音正在努力应对艰难的时期，部分原因是过去的失误，并警告说，罢工可能会使他们艰苦的复苏脱轨。
According to the analyst, Boeing now has the onus to act, resolve the issues, and prevent additional "disruptions."
根据分析师的说法，波音现在有责任采取行动，解决问题并防止更多的 “中断”。
Meanwhile, Boeing shares are trading lower after workers rejected the proposed labor contract, leading to a strike. Moody's placed the company's ratings on review for downgrade amid concerns.
同时，由于工人拒绝了拟议的劳动合同，导致罢工，波音股价走低。出于担忧，穆迪对该公司的评级进行了降级审查。
According to Benzinga Pro, BA stock has lost 25% in the past year. Investors can gain exposure to the stock via iShares U.S. Aerospace & Defense ETF (BATS:ITA) and Gabelli Commercial Aerospace and Defense ETF (NYSE:GCAD).
根据Benzinga Pro的数据，英国航空的股票在过去一年中下跌了25％。投资者可以通过iShares美国航空航天与国防ETF（BATS: ITA）和加贝利商业航空航天与国防ETF（纽约证券交易所代码：GCAD）获得股票敞口。