woonws
2021-12-21
Not sure if Boeing is a buy for now...
Small Wins do not Offset Big Losses for The Boeing Company<blockquote>小胜利并不能抵消波音公司的大损失</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":693471401,"tweetId":"693471401","gmtCreate":1640071612048,"gmtModify":1640071612650,"author":{"id":3581999478634265,"idStr":"3581999478634265","authorId":3581999478634265,"authorIdStr":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":56,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Not sure if Boeing is a buy for now...</p></body></html>","htmlText":"<html><head></head><body><p>Not sure if Boeing is a buy for now...</p></body></html>","text":"Not sure if Boeing is a buy for now...","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/693471401","repostId":2193413133,"repostType":4,"repost":{"id":"2193413133","kind":"news","pubTimestamp":1640067427,"share":"https://www.laohu8.com/m/news/2193413133?lang=zh_CN&edition=full","pubTime":"2021-12-21 14:17","market":"us","language":"en","title":"Small Wins do not Offset Big Losses for The Boeing Company<blockquote>小胜利并不能抵消波音公司的大损失</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2193413133","media":"Simply Wall St.","summary":"After a disastrous 2020, The Boeing Company (NYSE: BA) spent 2021 restructuring and unwinding the 74","content":"<p>After a disastrous 2020, The Boeing Company (NYSE: BA) spent 2021 restructuring and unwinding the 747 MAX aftermath.</p><p><blockquote>在经历了灾难性的2020年之后，波音公司（纽约证券交易所股票代码：BA）在2021年进行了重组和清算747 MAX的善后工作。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9930962e360b1b1f0e854a8926f50d43\" tg-width=\"1136\" tg-height=\"411\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Yet, even though the company will likely double the deliveries Y/Y, the stock significantly underperformed the market, with few large institutional investors recently trimming their stakes.</p><p><blockquote>然而，尽管该公司的交付量可能会同比翻一番，但该股的表现明显逊于市场，最近很少有大型机构投资者减持股份。</blockquote></p><p> <h3>You Win Some, and You Lose More</h3> Lately, Boeing news has been mixed. The company managed to stay on the right track to double the deliveries, with 302 aircraft delivered up to November (mostly 737 Max). Also, sales exceeded cancellations for 10 months straight.</p><p><blockquote><h3>你赢了一些，你输了更多</h3>最近，波音公司的消息好坏参半。该公司成功地将交付量翻了一番，截至11月已交付302架飞机（大部分是737 Max）。此外，销售额连续10个月超过取消订单。</blockquote></p><p> Furthermore, the company landed an extension to the US Navy contract worth US$366.46m. The extension is related to F/A-18 Super Hornet aircraft maintenance is expected to last until May 2024.</p><p><blockquote>此外，该公司还获得了价值3.6646亿美元的美国海军合同延期。此次延期与F/A-18超级大黄蜂飞机维修有关，预计将持续到2024年5月。</blockquote></p><p> On the other hand, the 787 Dreamliner remains on pause, disrupted by the quality control issues that already generated high costs and slowed down production.</p><p><blockquote>另一方面，787梦想飞机仍处于暂停状态，受到质量控制问题的干扰，这些问题已经产生了高成本并减缓了生产。</blockquote></p><p> Furthermore, Boeing keeps losing key orders. The most recent example includes Air France – KLM fleet renewal that opted for Airbus as a supplier for 100 narrowbody jets, with an option for an additional 60. While details of the deal are not known, it is likely worth several billion dollars. Similarly, Qantas Airways (ASX QAN) committed to buying 40 aircraft with an option for 94 more, switching from Boeing to Airbus.</p><p><blockquote>此外，波音公司不断失去关键订单。最近的例子包括法航-荷航机队更新，选择空客作为100架窄体喷气式飞机的供应商，并可选择另外60架。虽然这笔交易的细节尚不清楚，但它可能价值数十亿美元。同样，澳航(ASX QAN)承诺购买40架飞机，并可选择再购买94架飞机，从波音转向空客。</blockquote></p><p> Losing those clients is a significant blow to Boeing, as it ties them up to their competitor for years for orders that reach half of the current yearly order book, at minimum.</p><p><blockquote>失去这些客户对波音公司来说是一个重大打击，因为多年来，波音公司的订单至少达到了当前年度订单量的一半。</blockquote></p><p> <h3>Who Currently Owns Boeing?</h3> Boeing has a market capitalization of US$113b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. In the chart below, we can see that institutional investors have bought into the company.</p><p><blockquote><h3>目前谁拥有波音公司？</h3>波音公司的市值为113b美元，因此它太大了，无法在雷达下飞行。我们预计机构和散户投资者都拥有该公司的一部分股份。在下图中，我们可以看到机构投资者已经买入了该公司。</blockquote></p><p> Let's take a closer look to see what the different types of shareholders can tell us about Boeing. </p><p><blockquote>让我们仔细看看不同类型的股东可以告诉我们有关波音的哪些信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfc5fc5bba5f2c65ee80e36f6d8b85e9\" tg-width=\"821\" tg-height=\"318\" width=\"100%\" height=\"auto\"><span>NYSE: BA Ownership Breakdown December 20th, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纽约证券交易所代码：BA所有权明细2021年12月20日</span></p></blockquote></p><p> <h3>What Does The Institutional Ownership Tell Us About Boeing?</h3> Institutional investors commonly compare their returns to a commonly followed index. So they generally do consider buying larger companies included in the relevant benchmark index.</p><p><blockquote><h3>关于波音，机构所有权告诉了我们什么？</h3>机构投资者通常将他们的回报与普遍关注的指数进行比较。因此，他们通常会考虑购买相关基准指数中包含的较大公司。</blockquote></p><p> As you can see, institutional investors have a fair amount of stake in Boeing. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock simultaneously, you could see the share price drop fast.</p><p><blockquote>正如您所看到的，机构投资者在波音公司拥有相当多的股份。这表明专业投资者有一定的可信度。但我们不能仅仅依赖这一事实，因为机构有时会做出糟糕的投资，就像每个人一样。如果多个机构同时改变对一只股票的看法，你可能会看到股价快速下跌。</blockquote></p><p> It's, therefore, worth looking at Boeing's earnings history below.</p><p><blockquote>因此，值得看看下面波音公司的盈利历史。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85e39c3becca2f15813d1b070e411cd\" tg-width=\"821\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>NYSE: BA Earnings and Revenue Growth December 20th, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纽约证券交易所：BA盈利和收入增长2021年12月20日</span></p></blockquote></p><p> The Boeing Company Employee Savings Plans Master Trust is currently the company's largest shareholder, with 8.4% of shares outstanding. In comparison, the second and third largest shareholders hold about 7.3% and 5.2% of the stock.</p><p><blockquote>波音公司员工储蓄计划主信托目前是该公司最大股东，持有8.4%的流通股。相比之下，第二大股东和第三大股东分别持有约7.3%和5.2%的股份。</blockquote></p><p> On studying our ownership data, we found that 25 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest.</p><p><blockquote>在研究我们的所有权数据时，我们发现25名最大股东总共拥有不到50%的股份，这意味着没有一个人拥有多数股权。</blockquote></p><p> <h3>Insider Ownership Of Boeing</h3> Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, too much power is concentrated within this group on some occasions.</p><p><blockquote><h3>波音公司的内部所有权</h3>大多数人认为内部持股是积极的，因为它可以表明董事会与其他股东保持良好的一致。然而，在某些情况下，太多的权力集中在这个群体中。</blockquote></p><p> Our information suggests that The Boeing Company insiders own under 1% of the company. Being so large, we would not expect insiders to hold a large proportion of the stock. Collectively, they own US$87m of stock. Arguably recent buying and selling are just as important to consider. </p><p><blockquote>我们的信息表明，波音公司内部人士持有该公司不到1%的股份。由于规模如此之大，我们预计内部人士不会持有很大比例的股票。他们总共拥有8700万美元的股票。可以说，最近的买卖同样重要。</blockquote></p><p> <h3>General Public Ownership</h3> The general public, who are usually individual investors, has a 46% stake in Boeing. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. </p><p><blockquote><h3>一般公有制</h3>公众通常是个人投资者，拥有波音46%的股份。虽然这个团队不一定能看涨期权镜头，但它肯定会对公司的运营产生真正的影响。</blockquote></p><p> <h3>Conclusion</h3> Boeing has been performing poorly despite improving the order book and fending off the cancelations. The stock rallied back 50% from the Pandemic lows but failed to reverse the trend, which remains overall bearish. The contracts that the company is landing fade compared to those that it fails to get, which is concerning.</p><p><blockquote><h3>结论</h3>尽管订单量有所改善并避免了订单取消，但波音公司的表现一直不佳。该股从大流行低点反弹了50%，但未能扭转趋势，总体上仍然看跌。该公司获得的合同与未能获得的合同相比相形见绌，这令人担忧。</blockquote></p><p></p><p> Furthermore, it is interesting that some large institutions like Wellington Management Group, which used to have a significant stake in the company, are now all but divested. Their current stake is down to US$120m, while it used to be over US$5b in 2020.</p><p><blockquote>此外，有趣的是，一些大型机构，如惠灵顿管理集团，曾经在该公司拥有大量股份，现在几乎都被剥离了。他们目前的股份已降至1.2亿美元，而2020年曾超过50亿美元。</blockquote></p><p> It's always worth thinking about the different groups who own shares in a company. But to understand Boeing better, we need to consider many other factors. For instance, we've identified <b> 3 warning signs for Boeing</b> (1 is potentially serious) that you should be aware of. Luckily, you can check this free report showing analyst forecasts for its future.</p><p><blockquote>考虑拥有公司股份的不同群体总是值得的。但为了更好地理解波音，我们需要考虑许多其他因素。例如，我们已经确定<b>波音公司的3个警告信号</b>（1可能很严重）。幸运的是，您可以查看这份显示分析师对其未来预测的免费报告。</blockquote></p><p> NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full-year annual report figures.</p><p><blockquote>注意：本文中的数字是使用过去12个月的数据计算的，这些数据是指截至财务报表日期当月最后一天的12个月期间。这可能与全年年报数字不符。</blockquote></p><p></p>","source":"lsy1616055508394","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>Small Wins do not Offset Big Losses for The Boeing Company<blockquote>小胜利并不能抵消波音公司的大损失</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\">\nSmall Wins do not Offset Big Losses for The Boeing Company<blockquote>小胜利并不能抵消波音公司的大损失</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2021-12-21 14:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a disastrous 2020, The Boeing Company (NYSE: BA) spent 2021 restructuring and unwinding the 747 MAX aftermath.</p><p><blockquote>在经历了灾难性的2020年之后，波音公司（纽约证券交易所股票代码：BA）在2021年进行了重组和清算747 MAX的善后工作。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9930962e360b1b1f0e854a8926f50d43\" tg-width=\"1136\" tg-height=\"411\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Yet, even though the company will likely double the deliveries Y/Y, the stock significantly underperformed the market, with few large institutional investors recently trimming their stakes.</p><p><blockquote>然而，尽管该公司的交付量可能会同比翻一番，但该股的表现明显逊于市场，最近很少有大型机构投资者减持股份。</blockquote></p><p> <h3>You Win Some, and You Lose More</h3> Lately, Boeing news has been mixed. The company managed to stay on the right track to double the deliveries, with 302 aircraft delivered up to November (mostly 737 Max). Also, sales exceeded cancellations for 10 months straight.</p><p><blockquote><h3>你赢了一些，你输了更多</h3>最近，波音公司的消息好坏参半。该公司成功地将交付量翻了一番，截至11月已交付302架飞机（大部分是737 Max）。此外，销售额连续10个月超过取消订单。</blockquote></p><p> Furthermore, the company landed an extension to the US Navy contract worth US$366.46m. The extension is related to F/A-18 Super Hornet aircraft maintenance is expected to last until May 2024.</p><p><blockquote>此外，该公司还获得了价值3.6646亿美元的美国海军合同延期。此次延期与F/A-18超级大黄蜂飞机维修有关，预计将持续到2024年5月。</blockquote></p><p> On the other hand, the 787 Dreamliner remains on pause, disrupted by the quality control issues that already generated high costs and slowed down production.</p><p><blockquote>另一方面，787梦想飞机仍处于暂停状态，受到质量控制问题的干扰，这些问题已经产生了高成本并减缓了生产。</blockquote></p><p> Furthermore, Boeing keeps losing key orders. The most recent example includes Air France – KLM fleet renewal that opted for Airbus as a supplier for 100 narrowbody jets, with an option for an additional 60. While details of the deal are not known, it is likely worth several billion dollars. Similarly, Qantas Airways (ASX QAN) committed to buying 40 aircraft with an option for 94 more, switching from Boeing to Airbus.</p><p><blockquote>此外，波音公司不断失去关键订单。最近的例子包括法航-荷航机队更新，选择空客作为100架窄体喷气式飞机的供应商，并可选择另外60架。虽然这笔交易的细节尚不清楚，但它可能价值数十亿美元。同样，澳航(ASX QAN)承诺购买40架飞机，并可选择再购买94架飞机，从波音转向空客。</blockquote></p><p> Losing those clients is a significant blow to Boeing, as it ties them up to their competitor for years for orders that reach half of the current yearly order book, at minimum.</p><p><blockquote>失去这些客户对波音公司来说是一个重大打击，因为多年来，波音公司的订单至少达到了当前年度订单量的一半。</blockquote></p><p> <h3>Who Currently Owns Boeing?</h3> Boeing has a market capitalization of US$113b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. In the chart below, we can see that institutional investors have bought into the company.</p><p><blockquote><h3>目前谁拥有波音公司？</h3>波音公司的市值为113b美元，因此它太大了，无法在雷达下飞行。我们预计机构和散户投资者都拥有该公司的一部分股份。在下图中，我们可以看到机构投资者已经买入了该公司。</blockquote></p><p> Let's take a closer look to see what the different types of shareholders can tell us about Boeing. </p><p><blockquote>让我们仔细看看不同类型的股东可以告诉我们有关波音的哪些信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfc5fc5bba5f2c65ee80e36f6d8b85e9\" tg-width=\"821\" tg-height=\"318\" width=\"100%\" height=\"auto\"><span>NYSE: BA Ownership Breakdown December 20th, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纽约证券交易所代码：BA所有权明细2021年12月20日</span></p></blockquote></p><p> <h3>What Does The Institutional Ownership Tell Us About Boeing?</h3> Institutional investors commonly compare their returns to a commonly followed index. So they generally do consider buying larger companies included in the relevant benchmark index.</p><p><blockquote><h3>关于波音，机构所有权告诉了我们什么？</h3>机构投资者通常将他们的回报与普遍关注的指数进行比较。因此，他们通常会考虑购买相关基准指数中包含的较大公司。</blockquote></p><p> As you can see, institutional investors have a fair amount of stake in Boeing. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock simultaneously, you could see the share price drop fast.</p><p><blockquote>正如您所看到的，机构投资者在波音公司拥有相当多的股份。这表明专业投资者有一定的可信度。但我们不能仅仅依赖这一事实，因为机构有时会做出糟糕的投资，就像每个人一样。如果多个机构同时改变对一只股票的看法，你可能会看到股价快速下跌。</blockquote></p><p> It's, therefore, worth looking at Boeing's earnings history below.</p><p><blockquote>因此，值得看看下面波音公司的盈利历史。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85e39c3becca2f15813d1b070e411cd\" tg-width=\"821\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>NYSE: BA Earnings and Revenue Growth December 20th, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纽约证券交易所：BA盈利和收入增长2021年12月20日</span></p></blockquote></p><p> The Boeing Company Employee Savings Plans Master Trust is currently the company's largest shareholder, with 8.4% of shares outstanding. In comparison, the second and third largest shareholders hold about 7.3% and 5.2% of the stock.</p><p><blockquote>波音公司员工储蓄计划主信托目前是该公司最大股东，持有8.4%的流通股。相比之下，第二大股东和第三大股东分别持有约7.3%和5.2%的股份。</blockquote></p><p> On studying our ownership data, we found that 25 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest.</p><p><blockquote>在研究我们的所有权数据时，我们发现25名最大股东总共拥有不到50%的股份，这意味着没有一个人拥有多数股权。</blockquote></p><p> <h3>Insider Ownership Of Boeing</h3> Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, too much power is concentrated within this group on some occasions.</p><p><blockquote><h3>波音公司的内部所有权</h3>大多数人认为内部持股是积极的，因为它可以表明董事会与其他股东保持良好的一致。然而，在某些情况下，太多的权力集中在这个群体中。</blockquote></p><p> Our information suggests that The Boeing Company insiders own under 1% of the company. Being so large, we would not expect insiders to hold a large proportion of the stock. Collectively, they own US$87m of stock. Arguably recent buying and selling are just as important to consider. </p><p><blockquote>我们的信息表明，波音公司内部人士持有该公司不到1%的股份。由于规模如此之大，我们预计内部人士不会持有很大比例的股票。他们总共拥有8700万美元的股票。可以说，最近的买卖同样重要。</blockquote></p><p> <h3>General Public Ownership</h3> The general public, who are usually individual investors, has a 46% stake in Boeing. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. </p><p><blockquote><h3>一般公有制</h3>公众通常是个人投资者，拥有波音46%的股份。虽然这个团队不一定能看涨期权镜头，但它肯定会对公司的运营产生真正的影响。</blockquote></p><p> <h3>Conclusion</h3> Boeing has been performing poorly despite improving the order book and fending off the cancelations. The stock rallied back 50% from the Pandemic lows but failed to reverse the trend, which remains overall bearish. The contracts that the company is landing fade compared to those that it fails to get, which is concerning.</p><p><blockquote><h3>结论</h3>尽管订单量有所改善并避免了订单取消，但波音公司的表现一直不佳。该股从大流行低点反弹了50%，但未能扭转趋势，总体上仍然看跌。该公司获得的合同与未能获得的合同相比相形见绌，这令人担忧。</blockquote></p><p></p><p> Furthermore, it is interesting that some large institutions like Wellington Management Group, which used to have a significant stake in the company, are now all but divested. Their current stake is down to US$120m, while it used to be over US$5b in 2020.</p><p><blockquote>此外，有趣的是，一些大型机构，如惠灵顿管理集团，曾经在该公司拥有大量股份，现在几乎都被剥离了。他们目前的股份已降至1.2亿美元，而2020年曾超过50亿美元。</blockquote></p><p> It's always worth thinking about the different groups who own shares in a company. But to understand Boeing better, we need to consider many other factors. For instance, we've identified <b> 3 warning signs for Boeing</b> (1 is potentially serious) that you should be aware of. Luckily, you can check this free report showing analyst forecasts for its future.</p><p><blockquote>考虑拥有公司股份的不同群体总是值得的。但为了更好地理解波音，我们需要考虑许多其他因素。例如，我们已经确定<b>波音公司的3个警告信号</b>（1可能很严重）。幸运的是，您可以查看这份显示分析师对其未来预测的免费报告。</blockquote></p><p> NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full-year annual report figures.</p><p><blockquote>注意：本文中的数字是使用过去12个月的数据计算的，这些数据是指截至财务报表日期当月最后一天的12个月期间。这可能与全年年报数字不符。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-ba/boeing/news/small-wins-do-not-offset-big-losses-for-the-boeing-company-n\">Simply Wall St.</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","BK4516":"特朗普概念","BK4564":"太空概念","BK4187":"航天航空与国防","BK4551":"寇图资本持仓"},"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-ba/boeing/news/small-wins-do-not-offset-big-losses-for-the-boeing-company-n","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193413133","content_text":"After a disastrous 2020, The Boeing Company (NYSE: BA) spent 2021 restructuring and unwinding the 747 MAX aftermath.\n\nYet, even though the company will likely double the deliveries Y/Y, the stock significantly underperformed the market, with few large institutional investors recently trimming their stakes.\nYou Win Some, and You Lose More\nLately, Boeing news has been mixed. The company managed to stay on the right track to double the deliveries, with 302 aircraft delivered up to November (mostly 737 Max). Also, sales exceeded cancellations for 10 months straight.\nFurthermore, the company landed an extension to the US Navy contract worth US$366.46m. The extension is related to F/A-18 Super Hornet aircraft maintenance is expected to last until May 2024.\nOn the other hand, the 787 Dreamliner remains on pause, disrupted by the quality control issues that already generated high costs and slowed down production.\nFurthermore, Boeing keeps losing key orders. The most recent example includes Air France – KLM fleet renewal that opted for Airbus as a supplier for 100 narrowbody jets, with an option for an additional 60. While details of the deal are not known, it is likely worth several billion dollars. Similarly, Qantas Airways (ASX QAN) committed to buying 40 aircraft with an option for 94 more, switching from Boeing to Airbus.\nLosing those clients is a significant blow to Boeing, as it ties them up to their competitor for years for orders that reach half of the current yearly order book, at minimum.\nWho Currently Owns Boeing?\nBoeing has a market capitalization of US$113b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. In the chart below, we can see that institutional investors have bought into the company.\nLet's take a closer look to see what the different types of shareholders can tell us about Boeing. \nNYSE: BA Ownership Breakdown December 20th, 2021\nWhat Does The Institutional Ownership Tell Us About Boeing?\nInstitutional investors commonly compare their returns to a commonly followed index. So they generally do consider buying larger companies included in the relevant benchmark index.\nAs you can see, institutional investors have a fair amount of stake in Boeing. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock simultaneously, you could see the share price drop fast.\n It's, therefore, worth looking at Boeing's earnings history below.\nNYSE: BA Earnings and Revenue Growth December 20th, 2021\nThe Boeing Company Employee Savings Plans Master Trust is currently the company's largest shareholder, with 8.4% of shares outstanding. In comparison, the second and third largest shareholders hold about 7.3% and 5.2% of the stock.\nOn studying our ownership data, we found that 25 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest.\nInsider Ownership Of Boeing\nMost consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, too much power is concentrated within this group on some occasions.\nOur information suggests that The Boeing Company insiders own under 1% of the company. Being so large, we would not expect insiders to hold a large proportion of the stock. Collectively, they own US$87m of stock. Arguably recent buying and selling are just as important to consider. \nGeneral Public Ownership\nThe general public, who are usually individual investors, has a 46% stake in Boeing. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. \nConclusion\nBoeing has been performing poorly despite improving the order book and fending off the cancelations. The stock rallied back 50% from the Pandemic lows but failed to reverse the trend, which remains overall bearish. The contracts that the company is landing fade compared to those that it fails to get, which is concerning.\nFurthermore, it is interesting that some large institutions like Wellington Management Group, which used to have a significant stake in the company, are now all but divested. Their current stake is down to US$120m, while it used to be over US$5b in 2020.\nIt's always worth thinking about the different groups who own shares in a company. But to understand Boeing better, we need to consider many other factors. For instance, we've identified 3 warning signs for Boeing (1 is potentially serious) that you should be aware of. Luckily, you can check this free report showing analyst forecasts for its future.\nNB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full-year annual report figures.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":2458,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/693471401"}
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