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Morgan Stanley Bets On Boeing's Prospects Despite Market Pull-Back

Morgan Stanley Bets On Boeing's Prospects Despite Market Pull-Back

摩根士丹利不顾市场回落押注波音前景
Benzinga Real-time News ·  2022/09/28 14:31
  • Morgan Stanley analyst Kristine T Liwag has reiterated an Overweight rating on the shares of Boeing Co (NYSE:BA) with a price target of $233.
  • The analyst said Boeing's stock had declined about 12% over the last week compared to the S&P 500's decline of about 6.5%.
  • Liwag views the pullback as largely beta and market-driven and not necessarily associated with any idiosyncratic factors new to the market.
  • On the demand front, the analyst sees the 737 MAX order book ex-China and MAX 10 as well supportive of increased production rates from the current rate of about 31 per month.
  • Also Read: Boeing To Pay $200M To Settle SEC Charges On Misleading About 737 MAX Safety
  • The analyst also mentioned that Boeing and the Civil Aviation Administration of China (CAAC) reportedly met to discuss the return of the 737 MAX aircraft to China.
  • The analyst sees BA's plan to remarket some of the aircraft earmarked for Chinese customers as incrementally positive.
  • The analyst lists the failure to get Boeing 737 MAX 10 certified by the end of the year could become an issue of concern for the company.
  • Price Action: BA shares are trading higher by 4.21% at $132.84 on the last check Wednesday.
  • Photo Via Company
  • 摩根士丹利分析师Kristine T Liwag重申了对以下股票的增持评级波音(纽约证券交易所代码：BA)，目标价为233美元。
  • 这位分析师说，波音的股价在过去一周下跌了约12%，而标准普尔500指数的跌幅约为6.5%。
  • Liwag认为，这种回调在很大程度上是贝塔系数和市场驱动的，不一定与市场上新出现的任何特殊因素有关。
  • 在需求方面，分析师认为737 MAX订单(中国除外)和MAX 10也支持生产率从目前每月约31人的速度提高。
  • 也请阅读: 波音将支付2亿美元了结美国证券交易委员会关于在波音737最大安全问题上误导的指控
  • 这位分析师还提到，据报道，波音和中国民用航空局(CAAC)会面讨论了将737 Max飞机归还中国的问题。
  • 这位分析师认为，英航为中国客户重新销售部分飞机的计划是逐步积极的。
  • 这位分析师列出了未能在今年年底前获得波音737 Max 10认证的问题，这可能会成为该公司担心的一个问题。
  • 价格行动：在周三的最后一次检查中，英国航空的股价上涨了4.21%，至132.84美元。
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