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2021-06-16

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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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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":"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.<blockquote>波音公司股价周二上涨，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> Boeing stock (ticker: BA) was up 3% on Tuesday. <blockquote>波音股价（股票代码：BA）周二上涨 3%。</blockquote> Cowen analyst&nbsp;Cai von Rumohr&nbsp;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.<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。他坚信 “改变终将到来 ”，这支撑了他更为乐观的观点。</blockquote> The first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people&nbsp;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.<blockquote>第一个变化是空中交通。在经历了奄奄一息、受疫情影响的 2020 年之后，航空旅行正在复苏。周一，美国有超过 190 万人登机，为 2020 年 3 月以来的最高水平。假期周末，美国商业空中交通量与 2019 年相比下降了不到 30%，降幅小于最近几个周末。</blockquote> More people on planes is good news for all aerospace-related stocks.<blockquote>飞机上的人增多对于所有航空航天相关股票来说都是个好消息。</blockquote> 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.<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，而新飞机排放的温室气体更少，因此更换需求的增长可能会比投资者预期的更快。当然，较低的运营成本是更换飞机的另一个原因。</blockquote> 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&nbsp;Airbus&nbsp;(AIR.France) because Boeing has a bigger market share in wide-bodies. Still, any order pickup will benefit both.<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。这使得它们更有可能被取代。宽体飞机订单率的回升可能会比空中客车公司（AIR.France）对波音的帮助更大，因为波音在宽体飞机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> 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&nbsp;target price.<blockquote>随着空中交通恢复正常，这可能会鼓励航空公司进行收购，冯·鲁莫尔预计波音公司到 2024 年将产生每股 21 美元的自由现金流。该现金流支持他 290 美元的目标价。</blockquote> 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.<blockquote>目前，由于 Covid-19 封锁导致交付量大幅下降，波音公司正在烧钱。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，波音公司每股产生的自由现金流超过 20 美元。</blockquote> While the S&amp;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.<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%，但波音历史上的收益率接近 6%。凭借 21 美元的自由现金流和 6% 的收益率，到 2024 年股价可能达到 350 美元，未来几年股价将在 250 美元左右提供有吸引力的回报。</blockquote> With the upgrade, 53% of analysts covering the stock rate shares at Buy. The&nbsp;average&nbsp;Buy-rating ratio for stocks in the S&amp;P 500 is about 55%.<blockquote>随着评级升级，53% 的分析师将股票评级评为买入。标普500股票的平均买入评级比率约为55%。</blockquote> 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.<blockquote>在疫情爆发以及 2019 年 3 月至 2020 年 12 月期间 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% 的公司股票分析师给予买入评级。股价接近400美元。</blockquote> 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.<blockquote>波音股价2019年上涨1%，2020年下跌34%。今年迄今为止，股价上涨了约 19%，好于整体市场的可比涨幅。</blockquote>","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\nBarrons2021-06-02 14:48\n\n</h4>\n</header>\n<article>\nStock 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.<blockquote>波音公司股价周二上涨，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> Boeing stock (ticker: BA) was up 3% on Tuesday. <blockquote>波音股价（股票代码：BA）周二上涨 3%。</blockquote> Cowen analyst&nbsp;Cai von Rumohr&nbsp;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.<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。他坚信 “改变终将到来 ”，这支撑了他更为乐观的观点。</blockquote> The first change is air traffic. Air travel is picking up after a moribund, pandemic-affected 2020. More than1.9 million people&nbsp;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.<blockquote>第一个变化是空中交通。在经历了奄奄一息、受疫情影响的 2020 年之后，航空旅行正在复苏。周一，美国有超过 190 万人登机，为 2020 年 3 月以来的最高水平。假期周末，美国商业空中交通量与 2019 年相比下降了不到 30%，降幅小于最近几个周末。</blockquote> More people on planes is good news for all aerospace-related stocks.<blockquote>飞机上的人增多对于所有航空航天相关股票来说都是个好消息。</blockquote> 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.<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，而新飞机排放的温室气体更少，因此更换需求的增长可能会比投资者预期的更快。当然，较低的运营成本是更换飞机的另一个原因。</blockquote> 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&nbsp;Airbus&nbsp;(AIR.France) because Boeing has a bigger market share in wide-bodies. Still, any order pickup will benefit both.<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。这使得它们更有可能被取代。宽体飞机订单率的回升可能会比空中客车公司（AIR.France）对波音的帮助更大，因为波音在宽体飞机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> 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&nbsp;target price.<blockquote>随着空中交通恢复正常，这可能会鼓励航空公司进行收购，冯·鲁莫尔预计波音公司到 2024 年将产生每股 21 美元的自由现金流。该现金流支持他 290 美元的目标价。</blockquote> 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.<blockquote>目前，由于 Covid-19 封锁导致交付量大幅下降，波音公司正在烧钱。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，波音公司每股产生的自由现金流超过 20 美元。</blockquote> While the S&amp;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.<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%，但波音历史上的收益率接近 6%。凭借 21 美元的自由现金流和 6% 的收益率，到 2024 年股价可能达到 350 美元，未来几年股价将在 250 美元左右提供有吸引力的回报。</blockquote> With the upgrade, 53% of analysts covering the stock rate shares at Buy. The&nbsp;average&nbsp;Buy-rating ratio for stocks in the S&amp;P 500 is about 55%.<blockquote>随着评级升级，53% 的分析师将股票评级评为买入。标普500股票的平均买入评级比率约为55%。</blockquote> 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.<blockquote>在疫情爆发以及 2019 年 3 月至 2020 年 12 月期间 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% 的公司股票分析师给予买入评级。股价接近400美元。</blockquote> 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.<blockquote>波音股价2019年上涨1%，2020年下跌34%。今年迄今为止，股价上涨了约 19%，好于整体市场的可比涨幅。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/buy-boeing-stock-cowen-rating-upgrade-51622566557?mod=hp_LEADSUPP_1\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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":741,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/160355947"}