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2021-09-29

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Boeing Stock and Commercial Aerospace Look Set to Gain From ‘Global Inflection’<blockquote>波音股票和商业航空航天似乎将从“全球拐点”中受益</blockquote>

An inflection is coming in demand for commercial aerospace. That’s great news, and a relief, for aer

Boeing Stock and Commercial Aerospace Look Set to Gain From ‘Global Inflection’<blockquote>波音股票和商业航空航天似乎将从“全球拐点”中受益</blockquote>

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That’s great news, and a relief, for aer","content":"An inflection is coming in demand for commercial aerospace. That’s great news, and a relief, for aerospace investors. And it led Bernstein analyst Doug Harned to upgrade Boeing and some of its peers Wednesday.<blockquote>商业航空航天的需求即将出现拐点。对于航空航天投资者来说，这是个好消息，也是一种解脱。周三，伯恩斯坦分析师道格·哈内德(Doug Harned)上调了波音公司及其一些同行的评级。</blockquote> Harned upgraded Boeing&nbsp;stock, and shares of Boeing supplier Spirit AeroSystems&nbsp;and Boeing peer Airbus&nbsp;to Buy from Hold Wednesday.<blockquote>周三，哈内德将波音股票以及波音供应商势必锐航空系统公司和波音同行空客的股票评级从持有上调至买入。</blockquote> His price target for Boeing stock goes to $279 from $252. Harned lifted Spirit Aero’s price target to $66 from $53, and raised the price target for Airbus shares to 142 euros, or about $165, from 121 euros, or $140 a share.<blockquote>他对波音股票的目标价从252美元上调至279美元。Harned将Spirit Aero的目标价从53美元上调至66美元，并将空客股票的目标价从121欧元（即每股140美元）上调至142欧元（约合165美元）。</blockquote> Boeing stock is up 5% in Wednesday morning trading. The&nbsp;S&amp;P 500 index&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;futures are up 0.3% and 0.2%, respectively. Airbus stock is up 2.7% in overseas trading. And Spirit Aero shares are rallying the most with a 7.6% gain.<blockquote>波音股价周三早盘上涨5%。标准普尔500指数和道琼斯工业平均指数期货分别上涨0.3%和0.2%。空客股价在海外交易中上涨2.7%。Spirit Aero股价涨幅最大，上涨7.6%。</blockquote> Harned made some bold calls with the upgrades. “Finally, global inflection,” he wrote, referring to demand for air travel in a Wednesday research report. “Is it time to party? We are not there quite yet, but the path now looks secure.”<blockquote>哈内德在升级中做了一些大胆的评级。“最后，全球拐点，”他在周三的一份研究报告中提到航空旅行需求时写道。“是时候开派对了吗？我们还没到那一步，但这条路现在看起来很安全。”</blockquote> Vaccines are giving him confidence. Harned showed how vaccine-penetration rates led to more domestic travel in the U.S. and Europe. U.S. air travel sits about 25% below pre-pandemic levels. Vaccine-penetration rates are now improving in other travel markets such as India and Japan, giving the analyst confidence that international travel demand will improve as domestic air-travel demand grinds higher.<blockquote>疫苗给了他信心。哈内德展示了疫苗普及率如何导致美国和欧洲更多的国内旅行。美国航空旅行比大流行前的水平低约25%。印度和日本等其他旅游市场的疫苗普及率正在提高，这让分析师相信，随着国内航空旅行需求的增加，国际旅行需求将会改善。</blockquote> Higher demand will translate into higher deliveries down the road. Harned, for instance is now modeling 57 deliveries of the 757 MAX jet per month by 2025, up from his prior estimate of 54 jets. That’s an example of how improving demand for travel works its way into Boeing’s—or any aerospace company’s—profit and loss statement.<blockquote>更高的需求将转化为未来更高的交付量。例如，Harned目前正在模拟到2025年每月交付57架757 MAX喷气式飞机，高于他之前估计的54架喷气式飞机。这是旅行需求的改善如何影响波音（或任何航空航天公司）损益表的一个例子。</blockquote> MAX demand isn’t all about the commercial-aerospace recovery, though. The plane just reentered service in late 2020 after design changes following two deadly crashes. Chinese regulators are flying the plane again. That is an important step to recertify the aircraft for commercial service in China.<blockquote>不过，最大需求并不全与商业航空航天的复苏有关。这架飞机在经历了两次致命坠机事故后进行了设计变更，于2020年底刚刚重新投入使用。中国监管机构再次驾驶飞机。这是重新认证该飞机在中国商业服务的重要一步。</blockquote> The MAX issues are hopefully fading investors. Covid, however, is still a big issue, but “with only a few exceptions—particularly in Africa—most countries should be open by April [2022], barring something unexpected, such as a very different new variant, which we do not expect,” added the analyst.<blockquote>MAX问题有望让投资者褪色。然而，Covid仍然是一个大问题，但“除了少数例外——特别是在非洲——大多数国家应该在2022年4月之前开放，除非出现意想不到的情况，例如我们没有预料到的非常不同的新变种，”这位分析师补充道。</blockquote> With the upgrades, about 58% of analysts covering Boeing rate the stock at Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 55%. Spirit shares are more popular with bulls than that; about 65% of analysts rate the stock at Buy. Analysts are most bullish on Airbus, which has a Buy-rating ratio of 78%.<blockquote>随着评级上调，约58%的波音分析师将该股评级为买入。标普500股票的平均买入评级比率约为55%。精神股比这更受多头欢迎；约65%的分析师将该股评级为买入。分析师最看好空客，买入评级为78%。</blockquote> Airbus shares have been the best performer of the bunch with a 30% gain so far in 2021. SpiritAero stock is up about 10%, while Boeing shares have managed to gain 2%.<blockquote>空客股价是其中表现最好的，2021年迄今已上涨30%。SpiritAero股价上涨约10%，而波音股价则上涨2%。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Stock and Commercial Aerospace Look Set to Gain From ‘Global Inflection’<blockquote>波音股票和商业航空航天似乎将从“全球拐点”中受益</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing Stock and Commercial Aerospace Look Set to Gain From ‘Global Inflection’<blockquote>波音股票和商业航空航天似乎将从“全球拐点”中受益</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-29 23:14\n\n</h4>\n</header>\n<article>\nAn inflection is coming in demand for commercial aerospace. That’s great news, and a relief, for aerospace investors. And it led Bernstein analyst Doug Harned to upgrade Boeing and some of its peers Wednesday.<blockquote>商业航空航天的需求即将出现拐点。对于航空航天投资者来说，这是个好消息，也是一种解脱。周三，伯恩斯坦分析师道格·哈内德(Doug Harned)上调了波音公司及其一些同行的评级。</blockquote> Harned upgraded Boeing&nbsp;stock, and shares of Boeing supplier Spirit AeroSystems&nbsp;and Boeing peer Airbus&nbsp;to Buy from Hold Wednesday.<blockquote>周三，哈内德将波音股票以及波音供应商势必锐航空系统公司和波音同行空客的股票评级从持有上调至买入。</blockquote> His price target for Boeing stock goes to $279 from $252. Harned lifted Spirit Aero’s price target to $66 from $53, and raised the price target for Airbus shares to 142 euros, or about $165, from 121 euros, or $140 a share.<blockquote>他对波音股票的目标价从252美元上调至279美元。Harned将Spirit Aero的目标价从53美元上调至66美元，并将空客股票的目标价从121欧元（即每股140美元）上调至142欧元（约合165美元）。</blockquote> Boeing stock is up 5% in Wednesday morning trading. The&nbsp;S&amp;P 500 index&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;futures are up 0.3% and 0.2%, respectively. Airbus stock is up 2.7% in overseas trading. And Spirit Aero shares are rallying the most with a 7.6% gain.<blockquote>波音股价周三早盘上涨5%。标准普尔500指数和道琼斯工业平均指数期货分别上涨0.3%和0.2%。空客股价在海外交易中上涨2.7%。Spirit Aero股价涨幅最大，上涨7.6%。</blockquote> Harned made some bold calls with the upgrades. “Finally, global inflection,” he wrote, referring to demand for air travel in a Wednesday research report. “Is it time to party? We are not there quite yet, but the path now looks secure.”<blockquote>哈内德在升级中做了一些大胆的评级。“最后，全球拐点，”他在周三的一份研究报告中提到航空旅行需求时写道。“是时候开派对了吗？我们还没到那一步，但这条路现在看起来很安全。”</blockquote> Vaccines are giving him confidence. Harned showed how vaccine-penetration rates led to more domestic travel in the U.S. and Europe. U.S. air travel sits about 25% below pre-pandemic levels. Vaccine-penetration rates are now improving in other travel markets such as India and Japan, giving the analyst confidence that international travel demand will improve as domestic air-travel demand grinds higher.<blockquote>疫苗给了他信心。哈内德展示了疫苗普及率如何导致美国和欧洲更多的国内旅行。美国航空旅行比大流行前的水平低约25%。印度和日本等其他旅游市场的疫苗普及率正在提高，这让分析师相信，随着国内航空旅行需求的增加，国际旅行需求将会改善。</blockquote> Higher demand will translate into higher deliveries down the road. Harned, for instance is now modeling 57 deliveries of the 757 MAX jet per month by 2025, up from his prior estimate of 54 jets. That’s an example of how improving demand for travel works its way into Boeing’s—or any aerospace company’s—profit and loss statement.<blockquote>更高的需求将转化为未来更高的交付量。例如，Harned目前正在模拟到2025年每月交付57架757 MAX喷气式飞机，高于他之前估计的54架喷气式飞机。这是旅行需求的改善如何影响波音（或任何航空航天公司）损益表的一个例子。</blockquote> MAX demand isn’t all about the commercial-aerospace recovery, though. The plane just reentered service in late 2020 after design changes following two deadly crashes. Chinese regulators are flying the plane again. That is an important step to recertify the aircraft for commercial service in China.<blockquote>不过，最大需求并不全与商业航空航天的复苏有关。这架飞机在经历了两次致命坠机事故后进行了设计变更，于2020年底刚刚重新投入使用。中国监管机构再次驾驶飞机。这是重新认证该飞机在中国商业服务的重要一步。</blockquote> The MAX issues are hopefully fading investors. Covid, however, is still a big issue, but “with only a few exceptions—particularly in Africa—most countries should be open by April [2022], barring something unexpected, such as a very different new variant, which we do not expect,” added the analyst.<blockquote>MAX问题有望让投资者褪色。然而，Covid仍然是一个大问题，但“除了少数例外——特别是在非洲——大多数国家应该在2022年4月之前开放，除非出现意想不到的情况，例如我们没有预料到的非常不同的新变种，”这位分析师补充道。</blockquote> With the upgrades, about 58% of analysts covering Boeing rate the stock at Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 55%. Spirit shares are more popular with bulls than that; about 65% of analysts rate the stock at Buy. Analysts are most bullish on Airbus, which has a Buy-rating ratio of 78%.<blockquote>随着评级上调，约58%的波音分析师将该股评级为买入。标普500股票的平均买入评级比率约为55%。精神股比这更受多头欢迎；约65%的分析师将该股评级为买入。分析师最看好空客，买入评级为78%。</blockquote> Airbus shares have been the best performer of the bunch with a 30% gain so far in 2021. SpiritAero stock is up about 10%, while Boeing shares have managed to gain 2%.<blockquote>空客股价是其中表现最好的，2021年迄今已上涨30%。SpiritAero股价上涨约10%，而波音股价则上涨2%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/boeing-stock-covid-51632924763?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JBLU":"捷蓝航空","AAL":"美国航空","UAL":"联合大陆航空","ALK":"阿拉斯加航空集团有限公司","BA":"波音","LUV":"西南航空","DAL":"达美航空"},"source_url":"https://www.barrons.com/articles/boeing-stock-covid-51632924763?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124335226","content_text":"An inflection is coming in demand for commercial aerospace. That’s great news, and a relief, for aerospace investors. And it led Bernstein analyst Doug Harned to upgrade Boeing and some of its peers Wednesday.\nHarned upgraded Boeing stock, and shares of Boeing supplier Spirit AeroSystems and Boeing peer Airbus to Buy from Hold Wednesday.\nHis price target for Boeing stock goes to $279 from $252. Harned lifted Spirit Aero’s price target to $66 from $53, and raised the price target for Airbus shares to 142 euros, or about $165, from 121 euros, or $140 a share.\nBoeing stock is up 5% in Wednesday morning trading. The S&P 500 index and Dow Jones Industrial Average futures are up 0.3% and 0.2%, respectively. Airbus stock is up 2.7% in overseas trading. And Spirit Aero shares are rallying the most with a 7.6% gain.\nHarned made some bold calls with the upgrades. “Finally, global inflection,” he wrote, referring to demand for air travel in a Wednesday research report. “Is it time to party? We are not there quite yet, but the path now looks secure.”\nVaccines are giving him confidence. Harned showed how vaccine-penetration rates led to more domestic travel in the U.S. and Europe. U.S. air travel sits about 25% below pre-pandemic levels. Vaccine-penetration rates are now improving in other travel markets such as India and Japan, giving the analyst confidence that international travel demand will improve as domestic air-travel demand grinds higher.\nHigher demand will translate into higher deliveries down the road. Harned, for instance is now modeling 57 deliveries of the 757 MAX jet per month by 2025, up from his prior estimate of 54 jets. That’s an example of how improving demand for travel works its way into Boeing’s—or any aerospace company’s—profit and loss statement.\nMAX demand isn’t all about the commercial-aerospace recovery, though. The plane just reentered service in late 2020 after design changes following two deadly crashes. Chinese regulators are flying the plane again. That is an important step to recertify the aircraft for commercial service in China.\nThe MAX issues are hopefully fading investors. Covid, however, is still a big issue, but “with only a few exceptions—particularly in Africa—most countries should be open by April [2022], barring something unexpected, such as a very different new variant, which we do not expect,” added the analyst.\nWith the upgrades, about 58% of analysts covering Boeing rate the stock at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. Spirit shares are more popular with bulls than that; about 65% of analysts rate the stock at Buy. Analysts are most bullish on Airbus, which has a Buy-rating ratio of 78%.\nAirbus shares have been the best performer of the bunch with a 30% gain so far in 2021. SpiritAero stock is up about 10%, while Boeing shares have managed to gain 2%.","news_type":1,"symbols_score_info":{"DAL":0.9,"LUV":0.9,"ALK":0.9,"BA":0.9,"AAL":0.9,"UAL":0.9,"JBLU":0.9}},"isVote":1,"tweetType":1,"viewCount":3596,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Boeing Stock and Commercial Aerospace Look Set to Gain From ‘Global Inflection’<blockquote>波音股票和商业航空航天似乎将从“全球拐点”中受益</blockquote>

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