Hola
No estoy dentro del valor ni lo sigo, pero para los que sean accionistas: "Irán ha alcanzado un acuerdo con Boeing para adquirir 80 aviones de pasajeros por un total de 16.600 millones de dólares"
http://dirigentesdigital.com/articulo/economia-y-empresas/40704/iran-compra-80-aviones-boeing.html
Por lo que he leído estos días, tanto Boing como Airbus no están por su mejor momento y las expectativas para 2017 no son muy buenas.
Ayer leí esta noticia: http://eleconomista.com.mx/mercados-estadisticas/2017/01/08/sera-ano-turbulento-airbus-boeing
El numero de pedidos se reduce o se aplaza, lo que supondrá una caída de las ventas.
"Aunque se espera que las entregas aumenten este año, la industria se prepara para un descenso de los pedidos, ya que las aerolíneas se ajustan a los crecientes precios del petróleo y a la disminución del tráfico de pasajeros."
CHICAGO, May 1, 2018 / PRNewswire/ -- Boeing [NYSE: BA] announced today it has entered a definitive agreement to acquire KLX Inc. [NASDAQ: KLXI] to enhance its growing services business. The agreement comprises an all-cash transaction for $63 per share and the assumption of approximately $1.0 billion of net debt, totaling $4.25 billion.
Boeing's acquisition of KLX Inc. will include KLX Inc.'s Aerospace Solutions Group, and is conditional upon the successful divestment and separation of KLX Inc.'s Energy Services Group.
KLX Inc. is a major independent provider of aviation parts and services in the aerospace industry. Its capabilities include global parts distribution and supply chain services for aerospace and defense industries worldwide. KLX Inc. will be part of Boeing Global Services and fully integrated with Aviall.
KLX Inc. is also a leading supplier of chemical composites, with this combination broadening the scope of what Aviall can offer to customers in this space.
"This acquisition is the next step in our services growth strategy, with a clear opportunity to profitably grow our business and better serve our customers in a $2.6 trillion, 10-year services market," said Stan Deal, president and CEO of Boeing Global Services. "By combining the talent and product offerings of Aviall and KLX Inc., we will provide a one-stop-shop that will benefit our supply chain and our various customers in a meaningful way."
KLX Inc.'s Aerospace Solutions Group employees and operations will be integrated with Aviall, providing a clear path for the business to accelerate growth. The Miami facilities are expected to continue to remain the principal operating location.
"Our customers have long desired a supplier who could offer essentially 100 percent of their requirements for fasteners, consumables and expendables. The combination of Aviall and KLX Aerospace facilitates the broadest scope of parts and products to support all customer fleet types for the commercial, military and defense and business and general aviation markets," said Amin Khoury, KLX Chairman and CEO. "This business combination will enable us to deliver industry-leading value-added service solutions for our customers, and outstanding growth opportunities for our suppliers."
KLX Inc.'s Aerospace Solutions Group FY2017 revenue was $1.4 billion. Boeing expects the acquisition to have a neutral earnings impact through 2019 and accretion thereafter, with annual cost savings growing to approximately $70 million by 2021 and further improvements realized over time. The transaction will be financed primarily with cash on hand, supplemented with debt.
The completion of the transaction is subject to customary conditions, including regulatory clearance and the approval by a majority of KLX Inc. shareholders. The sale is expected to close by 3Q 2018. The transaction is also subject to the successful divestment and separation of KLX Inc.'s Energy Services Group.
With approximately 2,000 employees, KLX Inc.'s Aerospace Solutions Group is headquartered in Miami with customer service centers located in more than 15 countries. As a major independent provider of new aviation parts and related aftermarket services, KLX Inc. markets and distributes products for approximately 2,400 manufacturers and offers approximately 1 million catalog items.
Boeing is the world's largest aerospace company and leading manufacturer of commercial airplanes and defense, space and security systems. Boeing is also the world leader in combined commercial airlines and government services with customers in more than 150 countries. The company's products and tailored services include commercial and military aircraft, satellites, weapons, electronic and defense systems, launch systems, advanced information and communication systems, and performance-based logistics and training. Boeing employs approximately 140,000 people across the United States and in more than 65 countries.
Gracias Luis Angel, algun dia te invitaré unas cervezas
Adjunto el comunicado de la FAA
Boeing has informed the FAA that certain 737NG and 737MAX leading edge slat tracks may have been improperly manufactured and may not meet all applicable regulatory requirements for strength and durability.
Following an investigation conducted by Boeing and the FAA Certificate Management Office (CMO), we have determined that up to 148 parts manufactured by a Boeing sub-tier supplier are affected. Boeing has identified groups of both 737NG and 737MAX airplane serial numbers on which these suspect parts may have been installed. 32 NG and 33 MAX are affected in the U.S. Affected worldwide fleet are 133 NG and 179 MAX aircraft.
The affected parts may be susceptible to premature failure or cracks resulting from the improper manufacturing process. Although a complete failure of a leading edge slat track would not result in the loss of the aircraft, a risk remains that a failed part could lead to aircraft damage in fight.
The FAA will issue an Airworthiness Directive to mandate Boeing's service actions to identify and remove the discrepant parts from service. Operators of affected aircraft are required to perform this action within 10 days. The FAA today also alerted international civil aviation authorities of this condition and required actions.
En la noticia aparecida en varios medios pone lo siguiente:
Leyendo esto:
una curiosidad de tantas que me lleva a decir que jamás sabré nada de Bolsa porque la lógica no cotiza...
Con todo los palos que se ha llevado a raíz del accidente del 737, con los otros accidentes, investigaciones, aparición de más fallos de software, cancelaciones de pedidos, abandono de proyectos, en tierra mínimo hasta 2020, fin de ciclo anticipado según rumores del sector de la fabricación de su modelo estrella, precisamente el 737 por no tener demanda y mala imagen...
Y logicamente su competidor directo, Airbus, aumentando cartera de pedidos y subiendo estos meses en bolsa como la espuma, hoy cotizando a 130€ en el Continuo, ahí es nada un 55% en lo que llevamos de año.
Con todo eso... ¿Cómo es posible que el impacto en la cotización sea de ¿un 10, un 12 %?
¿Por qué sus proveedores, como por ejemplo Spirit AeroSystems Holdings, han caído progresivamente con las malas noticias, como es lógico, y Boeing siga lateral?
¿Sostienen la cotización de forma artificial o qué motivo hay, si además el petróleo ha subido y los vuelos han descendido?
