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2021-06-05
Lile n comment pls. Tq!
Buy Boeing Stock Because ‘a Change Is Gonna Come’<blockquote>购买波音股票，因为“变化即将到来”</blockquote>
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Tq!","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/112657301","repostId":1180386317,"repostType":2,"repost":{"id":"1180386317","kind":"news","pubTimestamp":1622616520,"share":"https://www.laohu8.com/m/news/1180386317?lang=zh_CN&edition=full","pubTime":"2021-06-02 14:48","market":"us","language":"en","title":"Buy Boeing Stock Because ‘a Change Is Gonna Come’<blockquote>购买波音股票，因为“变化即将到来”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180386317","media":"Barrons","summary":"Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.Cowen analyst Cai von Rumohr upgraded the shares to Buy from Hold and raised his target for the price to $290 from $240 a share. His belief that “a change is gonna come” underpins his more bullish view.The first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people boarded","content":"<p>Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.</p><p><blockquote>周二，波音公司股价上调，一位华尔街分析师指出，这家商业航空航天巨头和整个行业的情况正在好转。</blockquote></p><p> Boeing stock (ticker: BA) was up 3% on Tuesday. </p><p><blockquote>波音股票（股票代码：BA）周二上涨3%。</blockquote></p><p> Cowen analyst Cai von Rumohr upgraded the shares to Buy from Hold and raised his target for the price to $290 from $240 a share. His belief that “a change is gonna come” underpins his more bullish view.</p><p><blockquote>Cowen分析师Cai von Rumohr将该股评级从持有上调至买入，并将目标价从每股240美元上调至290美元。他对“变革即将到来”的信念支撑了他更乐观的观点。</blockquote></p><p> The first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people boarded planes in the U.S. on Monday, the highest level since March 2020. Over the holiday weekend, U.S. commercial air traffic was down less than 30% compared with 2019, a smaller drop than on recent weekends.</p><p><blockquote>第一个变化是空中交通。在经历了受疫情影响的奄奄一息的2020年之后，航空旅行正在回升。周一，美国有超过190万人登机，为2020年3月以来的最高水平。假日周末，美国商业航空运输量与2019年相比下降了不到30%，降幅小于最近几个周末。</blockquote></p><p> More people on planes is good news for all aerospace-related stocks.</p><p><blockquote>飞机上的人数增加对所有航空航天相关股票来说都是个好消息。</blockquote></p><p> Von Rumohr also sees a change coming in demand for commercial aircraft. Governments and airlines are increasingly focused on reducing emissions of carbon dioxide, and new planes emit less of the greenhouse gas, so replacement demand could rise faster than investors expect. Lower operating costs, of course, are an additional reason to replace planes.</p><p><blockquote>冯·鲁莫尔还看到了商用飞机需求的变化。政府和航空公司越来越关注减少二氧化碳排放，新飞机排放的温室气体较少，因此更换需求的增长速度可能会快于投资者的预期。当然，较低的运营成本是更换飞机的另一个原因。</blockquote></p><p> He also pointed out that the global fleet of wide-body, or twin-aisle aircraft, is older than the narrow-body aircraft in use. That makes them more likely to be replaced. A snapback in wide-body order rates has the potential to help Boeing a little more than Airbus (AIR.France) because Boeing has a bigger market share in wide-bodies. Still, any order pickup will benefit both.</p><p><blockquote>他还指出，全球宽体或双通道飞机机队比正在使用的窄体飞机更老。这使得他们更有可能被取代。宽体订单率的快速回升对波音的帮助可能比空客（AIR.France）更大，因为波音在宽体领域拥有更大的市场份额。尽管如此，任何订单提货都将使双方受益。</blockquote></p><p> As air traffic returns to normal, potentially emboldening airlines to buy, von Rumohr projects Boeing will generate $21 of free cash flow per share by 2024. That cash flow supports his $290 target price.</p><p><blockquote>随着空中交通恢复正常，这可能会鼓励航空公司购买，冯·鲁莫尔预计，到2024年，波音公司每股将产生21美元的自由现金流。该现金流支撑了他290美元的目标价。</blockquote></p><p> Right now, Boeing is burning through cash because deliveries dropped dramatically amid Covid-19 lockdowns. In 2017 and 2018, before the pandemic, and before the 737 MAX jet was grounded in 2019, Boeing generated more than $20 in free cash flow per share.</p><p><blockquote>目前，波音公司正在烧钱，因为在Covid-19封锁期间交付量急剧下降。2017年和2018年，在大流行之前，以及2019年737 MAX喷气式飞机停飞之前，波音每股产生的自由现金流超过20美元。</blockquote></p><p> While the S&P 500 trades for a free cash yield—essentially free cash flow divided by the stock price—of about 3%, Boeing has historically traded for a yield closer to 6%. With $21 in free cash flow and a yield of 6%, a share price of $350 is possible by 2024, offering attractive returns in coming years with shares trading at about $250.</p><p><blockquote>虽然标普500的自由现金收益率（本质上是自由现金流除以股价）约为3%，但波音的历史收益率接近6%。凭借21美元的自由现金流和6%的收益率，到2024年股价有可能达到350美元，在未来几年提供有吸引力的回报，股价约为250美元。</blockquote></p><p> With the upgrade, 53% of analysts covering the stock rate shares at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.</p><p><blockquote>随着评级上调，53%的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%。</blockquote></p><p> Boeing was a much more popular stock before the pandemic and the grounding of the 737 MAX jet between March 2019 and December 2020. In February 2019, more than 76% of analysts covering the company rated shares Buy. The share price was almost $400.</p><p><blockquote>在大流行和2019年3月至2020年12月737 MAX喷气式飞机停飞之前，波音公司是一只更受欢迎的股票。2019年2月，超过76%的研究该公司的分析师将股票评级为买入。股价接近400美元。</blockquote></p><p> Boeing stock rose 1% in 2019 and dropped 34% in 2020. Shares are up about 19% year to date, better than comparable gains of the overall market.</p><p><blockquote>波音股价2019年上涨1%，2020年下跌34%。今年迄今为止，该股已上涨约19%，好于整体市场的可比涨幅。</blockquote></p><p></p>","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>Buy Boeing Stock Because ‘a Change Is Gonna Come’<blockquote>购买波音股票，因为“变化即将到来”</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\">\nBuy Boeing Stock Because ‘a Change Is Gonna Come’<blockquote>购买波音股票，因为“变化即将到来”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-02 14:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.</p><p><blockquote>周二，波音公司股价上调，一位华尔街分析师指出，这家商业航空航天巨头和整个行业的情况正在好转。</blockquote></p><p> Boeing stock (ticker: BA) was up 3% on Tuesday. </p><p><blockquote>波音股票（股票代码：BA）周二上涨3%。</blockquote></p><p> Cowen analyst Cai von Rumohr upgraded the shares to Buy from Hold and raised his target for the price to $290 from $240 a share. His belief that “a change is gonna come” underpins his more bullish view.</p><p><blockquote>Cowen分析师Cai von Rumohr将该股评级从持有上调至买入，并将目标价从每股240美元上调至290美元。他对“变革即将到来”的信念支撑了他更乐观的观点。</blockquote></p><p> The first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people boarded planes in the U.S. on Monday, the highest level since March 2020. Over the holiday weekend, U.S. commercial air traffic was down less than 30% compared with 2019, a smaller drop than on recent weekends.</p><p><blockquote>第一个变化是空中交通。在经历了受疫情影响的奄奄一息的2020年之后，航空旅行正在回升。周一，美国有超过190万人登机，为2020年3月以来的最高水平。假日周末，美国商业航空运输量与2019年相比下降了不到30%，降幅小于最近几个周末。</blockquote></p><p> More people on planes is good news for all aerospace-related stocks.</p><p><blockquote>飞机上的人数增加对所有航空航天相关股票来说都是个好消息。</blockquote></p><p> Von Rumohr also sees a change coming in demand for commercial aircraft. Governments and airlines are increasingly focused on reducing emissions of carbon dioxide, and new planes emit less of the greenhouse gas, so replacement demand could rise faster than investors expect. Lower operating costs, of course, are an additional reason to replace planes.</p><p><blockquote>冯·鲁莫尔还看到了商用飞机需求的变化。政府和航空公司越来越关注减少二氧化碳排放，新飞机排放的温室气体较少，因此更换需求的增长速度可能会快于投资者的预期。当然，较低的运营成本是更换飞机的另一个原因。</blockquote></p><p> He also pointed out that the global fleet of wide-body, or twin-aisle aircraft, is older than the narrow-body aircraft in use. That makes them more likely to be replaced. A snapback in wide-body order rates has the potential to help Boeing a little more than Airbus (AIR.France) because Boeing has a bigger market share in wide-bodies. Still, any order pickup will benefit both.</p><p><blockquote>他还指出，全球宽体或双通道飞机机队比正在使用的窄体飞机更老。这使得他们更有可能被取代。宽体订单率的快速回升对波音的帮助可能比空客（AIR.France）更大，因为波音在宽体领域拥有更大的市场份额。尽管如此，任何订单提货都将使双方受益。</blockquote></p><p> As air traffic returns to normal, potentially emboldening airlines to buy, von Rumohr projects Boeing will generate $21 of free cash flow per share by 2024. That cash flow supports his $290 target price.</p><p><blockquote>随着空中交通恢复正常，这可能会鼓励航空公司购买，冯·鲁莫尔预计，到2024年，波音公司每股将产生21美元的自由现金流。该现金流支撑了他290美元的目标价。</blockquote></p><p> Right now, Boeing is burning through cash because deliveries dropped dramatically amid Covid-19 lockdowns. In 2017 and 2018, before the pandemic, and before the 737 MAX jet was grounded in 2019, Boeing generated more than $20 in free cash flow per share.</p><p><blockquote>目前，波音公司正在烧钱，因为在Covid-19封锁期间交付量急剧下降。2017年和2018年，在大流行之前，以及2019年737 MAX喷气式飞机停飞之前，波音每股产生的自由现金流超过20美元。</blockquote></p><p> While the S&P 500 trades for a free cash yield—essentially free cash flow divided by the stock price—of about 3%, Boeing has historically traded for a yield closer to 6%. With $21 in free cash flow and a yield of 6%, a share price of $350 is possible by 2024, offering attractive returns in coming years with shares trading at about $250.</p><p><blockquote>虽然标普500的自由现金收益率（本质上是自由现金流除以股价）约为3%，但波音的历史收益率接近6%。凭借21美元的自由现金流和6%的收益率，到2024年股价有可能达到350美元，在未来几年提供有吸引力的回报，股价约为250美元。</blockquote></p><p> With the upgrade, 53% of analysts covering the stock rate shares at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.</p><p><blockquote>随着评级上调，53%的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%。</blockquote></p><p> Boeing was a much more popular stock before the pandemic and the grounding of the 737 MAX jet between March 2019 and December 2020. In February 2019, more than 76% of analysts covering the company rated shares Buy. The share price was almost $400.</p><p><blockquote>在大流行和2019年3月至2020年12月737 MAX喷气式飞机停飞之前，波音公司是一只更受欢迎的股票。2019年2月，超过76%的研究该公司的分析师将股票评级为买入。股价接近400美元。</blockquote></p><p> Boeing stock rose 1% in 2019 and dropped 34% in 2020. Shares are up about 19% year to date, better than comparable gains of the overall market.</p><p><blockquote>波音股价2019年上涨1%，2020年下跌34%。今年迄今为止，该股已上涨约19%，好于整体市场的可比涨幅。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-boeing-stock-cowen-rating-upgrade-51622566557?mod=hp_LEADSUPP_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.barrons.com/articles/buy-boeing-stock-cowen-rating-upgrade-51622566557?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180386317","content_text":"Stock in Boeing caught an upgrade Tuesday as a Wall Street analyst noted that things are looking up for the commercial aerospace giant and the industry as a whole.\nBoeing stock (ticker: BA) was up 3% on Tuesday. \nCowen analyst Cai von Rumohr upgraded the shares to Buy from Hold and raised his target for the price to $290 from $240 a share. His belief that “a change is gonna come” underpins his more bullish view.\nThe first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people boarded planes in the U.S. on Monday, the highest level since March 2020. Over the holiday weekend, U.S. commercial air traffic was down less than 30% compared with 2019, a smaller drop than on recent weekends.\nMore people on planes is good news for all aerospace-related stocks.\nVon Rumohr also sees a change coming in demand for commercial aircraft. Governments and airlines are increasingly focused on reducing emissions of carbon dioxide, and new planes emit less of the greenhouse gas, so replacement demand could rise faster than investors expect. Lower operating costs, of course, are an additional reason to replace planes.\nHe also pointed out that the global fleet of wide-body, or twin-aisle aircraft, is older than the narrow-body aircraft in use. That makes them more likely to be replaced. A snapback in wide-body order rates has the potential to help Boeing a little more than Airbus (AIR.France) because Boeing has a bigger market share in wide-bodies. Still, any order pickup will benefit both.\nAs air traffic returns to normal, potentially emboldening airlines to buy, von Rumohr projects Boeing will generate $21 of free cash flow per share by 2024. That cash flow supports his $290 target price.\nRight now, Boeing is burning through cash because deliveries dropped dramatically amid Covid-19 lockdowns. In 2017 and 2018, before the pandemic, and before the 737 MAX jet was grounded in 2019, Boeing generated more than $20 in free cash flow per share.\nWhile the S&P 500 trades for a free cash yield—essentially free cash flow divided by the stock price—of about 3%, Boeing has historically traded for a yield closer to 6%. With $21 in free cash flow and a yield of 6%, a share price of $350 is possible by 2024, offering attractive returns in coming years with shares trading at about $250.\nWith the upgrade, 53% of analysts covering the stock rate shares at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.\nBoeing was a much more popular stock before the pandemic and the grounding of the 737 MAX jet between March 2019 and December 2020. In February 2019, more than 76% of analysts covering the company rated shares Buy. The share price was almost $400.\nBoeing stock rose 1% in 2019 and dropped 34% in 2020. Shares are up about 19% year to date, better than comparable gains of the overall market.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":2054,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/112657301"}
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