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.
美銀證券分析師羅納德·愛潑斯坦重申了對波音公司（紐約證券交易所代碼：BA）的中性評級，預測價格爲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.
這位分析師認爲波音特別脆弱，並指出該公司已將737的產量從原定於2024年9月的每月42次推遲到2025年3月。
A prolonged strike could further worsen the company's current difficulties, Epstein added.
愛潑斯坦補充說，長期罷工可能會進一步加劇該公司目前的困難。
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，愛潑斯坦補充說，如果Spirit AeroSystems的罷工和隨後的合同談判開創先例，那麼罷工有可能在短短一週內得到解決。
The analyst forecasts that Boeing may need to offer additional concessions, possibly approaching the IAM's original demand for a 40% wage increase.
分析師預測，波音可能需要提供額外的讓步，可能接近IAM最初要求的40％工資增長的要求。
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.
這位分析師強調，首席執行官凱利·奧特伯格和首席運營官斯蒂芬妮·波普都向波音員工發出了內部備忘錄，試圖平息罷工情緒。
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.
分析師強調，教皇吹捧擬議的合同是波音有史以來最好的合同，強調儘管該公司負有600億美元的巨額債務，但工資仍增長了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.
同時，凱利的備忘錄承認，波音正在努力應對艱難的時期，部分原因是過去的失誤，並警告說，罷工可能會使他們艱苦的復甦脫軌。
According to the analyst, Boeing now has the onus to act, resolve the issues, and prevent additional "disruptions."
根據分析師的說法，波音現在有責任採取行動，解決問題並防止更多的 「中斷」。
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.
同時，由於工人拒絕了擬議的勞動合同，導致罷工，波音股價走低。出於擔憂，穆迪對該公司的評級進行了降級審查。
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).
根據Benzinga Pro的數據，英國航空的股票在過去一年中下跌了25％。投資者可以通過iShares美國航空航天與國防ETF（BATS: ITA）和加貝利商業航空航天與國防ETF（紐約證券交易所代碼：GCAD）獲得股票敞口。