저자: JimCramer · 외국인
요약 보기
결론: 시장은 보잉에 의심의 이익(benefit of the doubt)을 주고 있으며, 보잉 주가 상승 여지를 살핀다. 보잉 CEO 데니스 뮐렌버그는 CBS 인터뷰에서 MAX 추락 사고 희생자 가족에게 사과하고 737 MAX 안전성을 옹호했다. 그는 자신의 가족도 737 MAX에 태우겠다고 말했고 사임 질문에는 계속 회사를 이끌어야 한다고 답했다. 진행자는 보잉이 대응이 늦었다고 평가했다. 언론 보도와 달리 조종사 안심 조치는 이뤄졌지만 일반 대중을 충분히 안심시키지 못했다는 취지다. FAA가 보잉을 압박했을 가능성도 언급했다. 보잉 주가는 MAX 이슈와 중국 관련 악재에도 3월 고점 대비 약 100달러 하락에 그쳐 시장이 어느 정도 신뢰를 주고 있다고 봤다. 진행자는 장기 안전 기록을 근거로 보잉에 유예를 줄 만하다고 보았다. 항공사 측면에서는 유나이티드 항공(Oscar Munoz 인터뷰 예정)과 모건스탠리의 상향 조정이 언급됐다. 사우스웨스트는 보잉 관련 노출이 크다고 짚었고, 콘티넨탈도 유가 하락으로 매력적이라고 평가했다. 거시 측면에서는 소비자 상황과 10년물 국채금리가 중요한 신호라고 언급했다. 애플 관련 노트도 함께 다뤘다. 출연자 전망: Cramer는 보잉이 장기 안전 기록을 고려할 때 시장의 유예를 받을 만하다고 봤다.
다듬은 글
speaking of which we're looking for signs that Boeing may get a move higher in the pre-market in the CBS interview last night dennis Muhlenberg apologized to families of those who lost their lives in those max crashes he also defended the safety of the aircraft saying he'd put his family on a 737 max without any hesitation he was asked about his future with Boeing to take a listen did you ever consider resigning no it's it's important that I continue to to lead the company and the fact that lives depend on the work we do whether it's people flying on our commercial airplanes or military men and women around the world who use our defense products that that is a a worthy mission so he's got the families of those who were killed he's got consumers who were also spooked about flying and then of course the relationship with carriers he's got to mend those yeah I think they're trying to change the overused word narrative it should have happened months ago but I the work that I've done on it you know there was no AV plan you read through the media the wall you can think the a safety package would be better now that was not true they have guys going 24/7 to find out what went wrong they have done a lot of simulator work on this and it's like it didn't crash you know when they simulate I mean what I'm saying is basically they're being more responsible than they sounded were they less responsible than they should have been when they actually allowed us responsive or responsible or both I think the responsible is harder than the responsive I know that they were not responsive enough no I think you did that this interview I would contend on the national news okay should have happened at the same time that they went around and reassured reassured the pilots made pilots and in Wall Street it reassured a lot of people but they did not reassure the public and this is I mean I think that you could argue maybe they weren't allowed to maybe that the if the FAA is a little more powerful than you think and there say listen you can't say anything maybe they were hamstrung but this was an important interview in terms of I think making it so that okay look Mia culpa but we were fits in this plane I personally would I'd fly in it well the FS Southwest when it's not gonna allow themselves to get fooled again in any way by well come on I mean it didn't look good when all you had all these foreign governments banning the airplane the FAA was standing by oh it means a being slow yeah no that was but that's not on Boeing unless you really think the bong controls the FAA which I do not think there are many people who are at the FAA who have had experience with Boeing but I don't think the FAA is as much of a pushover as people think now I know that that's very contrary to what people say but I and I'm you can all look I'm parcel Boeing because of their long-term safety record I think they should be given some benefit out and you know is giving the benefit lead out the market the stock is barely down even though it's got China and Max and you got never would Gary Kelly sooner say I'm gonna take it up with them my understanding is that the carriers while they're not all thrilled are not budget they're not changing well it is a hundred bucks off of the high from March does everything else though I mean Apple we're gonna talk about Apple and Katy Huberty today what a note I know by the way he rigorous regarding Boeing stay tuned this morning for an interview with Oscar muñoz of United Airlines one of the carriers that's gotten some upgrades lately Morgan Stanley took it to overweight late that's one point it's just man it's it's windows this man has led a turn not unlike what we saw with precision railroad with with CSX on our Harrison original printer Harrison yeah and Oscar has done a remarkable job on on time this stock is the best rail it's by far the best airline by the way it used to be Gary Kelly he used to they have the worst exposure Boeing and they're go to Texas Orion and when they take Dallas Federal Reserve yesterday I came out with some really bad service numbers really bad I think Continental is attractive because oils down you know you continental but the market has got this incredible gloom and if it's a transport well there's an ETF for everything that you can sure that's for sure I'm just still stuck on the whole consumer thing I mean listen if you look at the tenure bond yield that's telling you something I sure is telling you something but it's not iliyan I think it was talking about I don't know you know just business Manny came on last quarter and he said things are good and they were you
Comments 0