LH puhul probleem veel selles, et enamus cashist on ettemaksed. Firma soovib Brüsselist erandit, et ettemaksete eest tohiksid anda klientidele ärajäänud lendude eest vautšereid tulevikus toimuvale lennule, mitte raha tagasi. EU ametnikud pole veel otsust teinud.
Ryanair ja teised odavlendajad on kettas, et tehakse eeliseid "suurtele". Viimased lendavad tähtsamates jaamades ja riikidele on see prioriteet, avamaks eelisjärjekorras liiklust just neis jaamades. Samuti subsideerimise teema- suured tegijad saavad lennata riigi toel esialgu pooltühja lennukiga, kuid kahjumit ei saa. Veel üks põhjus eelistada hetkel hiidusid.
Wizz Air plaanib maist lendamist alustada.
Kas lennufirmade riigiabi tähendab tagastamatut toetust või osaluse soetust? Esimesel juhul siis aktsia hind pigem tõuseb (likviidsusriski vähenemine) ja teisel juhul langeb (lahjenemine)?
https://www.reuters.com/article/us-health-coronavirus-lufthansa-aid/lufthansa-aims-to-finalise-10-billion-euro-rescue-package-next-week-sources-idUSKCN2252Y6
Aktsia viimaste aasta(kümne)te põhjades. Käed sügelevad, kuid kukkuv nuga. Kas kellegil kogemust. kuidas sellised viimase hetke riigiabi paketid ajalooliselt aktsiahinda mõjutavad, ons mõtet põrkele mängida?
Aktsia viimaste aasta(kümne)te põhjades. Käed sügelevad, kuid kukkuv nuga. Kas kellegil kogemust. kuidas sellised viimase hetke riigiabi paketid ajalooliselt aktsiahinda mõjutavad, ons mõtet põrkele mängida?
siim susi
https://www.reuters.com/article/us-health-coronavirus-lufthansa-aid/lufthansa-aims-to-finalise-10-billion-euro-rescue-package-next-week-sources-idUSKCN2252Y6
Aktsia viimaste aasta(kümne)te põhjades. Käed sügelevad, kuid kukkuv nuga. Kas kellegil kogemust. kuidas sellised viimase hetke riigiabi paketid ajalooliselt aktsiahinda mõjutavad, ons mõtet põrkele mängida?
Ahh- no guts, no glory, VÄGA väike tükk 7.10€ juures. Kui langeb, võtan veel. Naisele ei julge öeldagi, arvab et peast põrunud. Vähendavad lennukiparki, koondamised, tume tulevik, majad soovitavad müüa... ühesõnaga täiskomplekt.
Äkki siis juba 'iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)' üksikaktsia asemel?
Isegi kui travel varsti teosammul käima lükkab, siis leisure`ga on mõneks ajaks aamen. Mängin sellele, et kotti ei lasta, see oleks ikka korralik pidur sakslaste endi taastumisele. Kõigepealt lastakse regionalid lendama. Suuri jet`e ongi juba lennukipargist maha võetud- mitu A380 ja 747-t.
siim susisiim susi
https://www.reuters.com/article/us-health-coronavirus-lufthansa-aid/lufthansa-aims-to-finalise-10-billion-euro-rescue-package-next-week-sources-idUSKCN2252Y6
Aktsia viimaste aasta(kümne)te põhjades. Käed sügelevad, kuid kukkuv nuga. Kas kellegil kogemust. kuidas sellised viimase hetke riigiabi paketid ajalooliselt aktsiahinda mõjutavad, ons mõtet põrkele mängida?
Ahh- no guts, no glory, VÄGA väike tükk 7.10€ juures. Kui langeb, võtan veel. Naisele ei julge öeldagi, arvab et peast põrunud. Vähendavad lennukiparki, koondamised, tume tulevik, majad soovitavad müüa... ühesõnaga täiskomplekt.
Müüdud @7.73 . Kartma hakkasin, parem varblane peos.
Hundreds of airlines are expected to be wiped out completely and many that remain will default on payments for the jets they rent from aircraft leasing companies, which own about half the global fleet. A wave of repossessions would be quickly followed by a swarm of cheap rentable aircraft on offer to carriers looking to save money where they can.
Airlines and leasing companies are saying it’s likely to be the worst ever crisis.
Estimates from several sources, incl. Boeing and Airbus, suggest that there were 24000 commercial passenger jets in service worldwide when the pandemic took hold. The half that are owned by airlines generally are subject to financing arrangements with lenders. IBA, consultancy that arranges aircraft repossessions, estimated that 1000 jets would be reclaimed by leasing co.'s over the next 12 months. Indeed, a source at a top aircraft leasing company suggested that the number could be higher still. They expect 10% of the global fleet, about 2400 aircraft, to be repossessed or put into storage.
Half the world’s 800 airlines will go bust by the end of next month without gov. support, Centre for Asia-Pacific Aviation, a consultancy, has predicted. Airlines are expected to lose $314 billion in revenue this year IATA said.
Big leasing co's, incl. AerCap, Avolon and GE Capital Aviation Services, typically rent popular Airbus and Boeing models that are 3-7 y.o. for terms of 10-15 years. “You’re expected to make all the payments” president of IBA said. “It’s not very flexible at all. There will be an excess of aircraft. It is going to take a long time to get back to where we were.”
Avolon said this month that 80% of its airline customers had asked for relief, which may include deferrals of lease payments. A banking source said that banks were agreeing to extend airlines’ loan payments on owned jets by up to 90 days. However, in both cases, the deferred payments would be due before the end of the year.
Many airlines are considering sale-and-leaseback deals to raise cash, the banking source said. Last week, United, one of the largest US airlines, said that it would sell and lease back 22 jets.
None of which is good news for Boeing and Airbus. Already struggling with cancelled orders and with the number of potential buyers shrinking, their market values have slumped by more than half in recent months. The Times
Airlines and leasing companies are saying it’s likely to be the worst ever crisis.
Estimates from several sources, incl. Boeing and Airbus, suggest that there were 24000 commercial passenger jets in service worldwide when the pandemic took hold. The half that are owned by airlines generally are subject to financing arrangements with lenders. IBA, consultancy that arranges aircraft repossessions, estimated that 1000 jets would be reclaimed by leasing co.'s over the next 12 months. Indeed, a source at a top aircraft leasing company suggested that the number could be higher still. They expect 10% of the global fleet, about 2400 aircraft, to be repossessed or put into storage.
Half the world’s 800 airlines will go bust by the end of next month without gov. support, Centre for Asia-Pacific Aviation, a consultancy, has predicted. Airlines are expected to lose $314 billion in revenue this year IATA said.
Big leasing co's, incl. AerCap, Avolon and GE Capital Aviation Services, typically rent popular Airbus and Boeing models that are 3-7 y.o. for terms of 10-15 years. “You’re expected to make all the payments” president of IBA said. “It’s not very flexible at all. There will be an excess of aircraft. It is going to take a long time to get back to where we were.”
Avolon said this month that 80% of its airline customers had asked for relief, which may include deferrals of lease payments. A banking source said that banks were agreeing to extend airlines’ loan payments on owned jets by up to 90 days. However, in both cases, the deferred payments would be due before the end of the year.
Many airlines are considering sale-and-leaseback deals to raise cash, the banking source said. Last week, United, one of the largest US airlines, said that it would sell and lease back 22 jets.
None of which is good news for Boeing and Airbus. Already struggling with cancelled orders and with the number of potential buyers shrinking, their market values have slumped by more than half in recent months. The Times
Norwegiani näide: "airline, which at its height was flying 37 mln passengers p.a. is trying to persuade aircraft lessors and bond investors owed more than £3 bln to swap their debt for equity. Deal needs to be executed at a meeting of the co. next month that will enable it to access £230 million of Norwegian state aid to keep the biz going.
All existing equity investors’ holdings will be diluted to only a 5% stake, incl. Bjorn Kjos, founder and former CEO, who once held a 25%+ stake and who led the airline on a helter-skelter expansion. Present shareholders will be further diluted by a planned subsequent rights issue. In a bleak prospectus for all involved, the grounded airline warned: “Even if the group is able to restructure its debt, it is expected that the group will still have a significant amount of debt, including substantial fixed obligations under aircraft leases and financings. The group’s ability to service such debt is subject to a number of risk factors, including future effects to the group’s ops caused by the Covid-19 outbreak. The group has significant liabilities relating to aircraft acquisitions and may not obtain financing of such acquisitions. A failure to secure financing or to meet payment obligations under aircraft acquisition contracts may lead to a breach of contract. Such default may result in severe financial penalties, and make the group unable to take delivery of the acquired aircraft.”
In further signs of the trouble facing the industry, Dave Calhoun, chief executive of Boeing, said yesterday that the struggling planemaker would need to borrow more money within the next 6 months. He also cautioned that it would be “a while” before the company started paying a dividend again.
Meanwhile Delta has increased the amount it is looking to raise to $5 bln in a bid to shore up its balance sheet.
All existing equity investors’ holdings will be diluted to only a 5% stake, incl. Bjorn Kjos, founder and former CEO, who once held a 25%+ stake and who led the airline on a helter-skelter expansion. Present shareholders will be further diluted by a planned subsequent rights issue. In a bleak prospectus for all involved, the grounded airline warned: “Even if the group is able to restructure its debt, it is expected that the group will still have a significant amount of debt, including substantial fixed obligations under aircraft leases and financings. The group’s ability to service such debt is subject to a number of risk factors, including future effects to the group’s ops caused by the Covid-19 outbreak. The group has significant liabilities relating to aircraft acquisitions and may not obtain financing of such acquisitions. A failure to secure financing or to meet payment obligations under aircraft acquisition contracts may lead to a breach of contract. Such default may result in severe financial penalties, and make the group unable to take delivery of the acquired aircraft.”
In further signs of the trouble facing the industry, Dave Calhoun, chief executive of Boeing, said yesterday that the struggling planemaker would need to borrow more money within the next 6 months. He also cautioned that it would be “a while” before the company started paying a dividend again.
Meanwhile Delta has increased the amount it is looking to raise to $5 bln in a bid to shore up its balance sheet.
Norvegian oli probleemne ka enne kriisi.
Tundub, et Lufthansa päästmine ei tule nii sujuvalt välja. EU tahab, et Lufthansa loobuks osadest slottidest Frankfurtist ja Münchenis, koos valitsuse tingimustega mitte koondada jne juhatus arvab, et ilmselt pankrot oleks parem lahendus (ei usu et nad seda tõsiselt pakkuvad).
Kui riik võtab Lufthansas nt. 20%-se osaluse, siis aktsia hind langeb (lahjendus) sama määra võrra (ceteris paribus)?
tauts
Kui riik võtab Lufthansas nt. 20%-se osaluse, siis aktsia hind langeb (lahjendus) sama määra võrra (ceteris paribus)?
Kindlasti, kuid turul kõik on juba hinnas või liigub sinna suunas. Huvitavam, kuidas väljumine korraldatakse.
Praegu arvestab turg, kui riigiabi ei tule, siis pankrot on vältimatu.
SAS saatis kirja:
/bla-bla/ I wanted to reach out directly to you as a EuroBonus member, to let you know about the actions we are taking to make SAS a stronger competitor in the global aviation industry as passengers continue returning to the sky:
SAS and certain of its subsidiaries have voluntarily filed for Chapter 11, a legal process for financial restructuring in the U.S. that will enable us to implement key elements of our SAS FORWARD transformation plan. Many large airlines based outside of the U.S. have successfully used this process over the years to reduce their costs.
This process is expected to have no impact on our customers and hence no impact on your membership status.
There are no changes to our flight schedule because of this process. Your current bookings remain in effect, and you will be notified as usual of any changes to our scheduled departures although the ongoing SAS Scandinavia pilots’ unions strikes will continue to impact the flight schedule. You can continue to book flights online at flysas.com or through our mobile app. Additionally, you can continue using tickets, vouchers, and gift cards already purchased.
We are proud of our legacy as Scandinavia’s leading airline. We value our relationship and look forward to continuing to serve you for years to come.
/bla-bla/ I wanted to reach out directly to you as a EuroBonus member, to let you know about the actions we are taking to make SAS a stronger competitor in the global aviation industry as passengers continue returning to the sky:
SAS and certain of its subsidiaries have voluntarily filed for Chapter 11, a legal process for financial restructuring in the U.S. that will enable us to implement key elements of our SAS FORWARD transformation plan. Many large airlines based outside of the U.S. have successfully used this process over the years to reduce their costs.
This process is expected to have no impact on our customers and hence no impact on your membership status.
There are no changes to our flight schedule because of this process. Your current bookings remain in effect, and you will be notified as usual of any changes to our scheduled departures although the ongoing SAS Scandinavia pilots’ unions strikes will continue to impact the flight schedule. You can continue to book flights online at flysas.com or through our mobile app. Additionally, you can continue using tickets, vouchers, and gift cards already purchased.
We are proud of our legacy as Scandinavia’s leading airline. We value our relationship and look forward to continuing to serve you for years to come.
See kiri on umbes nagu panga avaldus "likviidsusprobleemi ei ole". Ilmselt tähendab see lennufirmade keeles, ära booki igaks juhuks lendu.
Keegi oskab öelda, mis on SAS-iga juhtunud (positiivses mõttes)? Krahhist olen kuulnud, kuid nüüd on kolme päevaga ca 140% tõusu. Ühtegi uudist nagu ei paista.