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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

摩根士丹利不顧市場回落押注波音前景
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
  • 摩根士丹利分析師Kristine T Liwag重申了對以下股票的增持評級波音(紐約證券交易所代碼：BA)，目標價為233美元。
  • 這位分析師説，波音的股價在過去一週下跌了約12%，而標準普爾500指數的跌幅約為6.5%。
  • Liwag認為，這種回調在很大程度上是貝塔係數和市場驅動的，不一定與市場上新出現的任何特殊因素有關。
  • 在需求方面，分析師認為737 MAX訂單(中國除外)和MAX 10也支持生產率從目前每月約31人的速度提高。
  • 也請閲讀: 波音將支付2億美元了結美國證券交易委員會關於在波音737最大安全問題上誤導的指控
  • 這位分析師還提到，據報道，波音和中國民用航空局(CAAC)會面討論了將737 Max飛機歸還中國的問題。
  • 這位分析師認為，英航為中國客户重新銷售部分飛機的計劃是逐步積極的。
  • 這位分析師列出了未能在今年年底前獲得波音737 Max 10認證的問題，這可能會成為該公司擔心的一個問題。
  • 價格行動：在週三的最後一次檢查中，英國航空的股價上漲了4.21%，至132.84美元。
  • 照片通過公司
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