Airbus vende centinaia di aerei in un giorno
- Autore Discussione Andrea1988
- Data d'inizio
Interessante analisi del Financial Times, forse un po' di parte, ma con spunti originali e diversi dal solito:
Can Airbus still afford the luxury of selling aircraft?
By Paul Betts
Published: June 20 2007 03:00 | Last updated: June 20 2007 03:00
Airbus announced a bumper crop of new aircraft orders at the Paris air show on Monday and Louis Gallois, its boss, yesterday claimed the European manufacturer was now "back in business".
So has Airbus finally turned the corner and put all the troubles that have grounded it for the past 12 months behind it? Boeing was quick to dismiss its European rival's $45bn order blitz as a publicity stunt. But the US manufacturer would probably have done the same if it could to steal the limelight at the Paris show.
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That said, Mr Gallois also seems to have been much more circumspect during meetings with European government ministers acknowledging that Airbus "is in the worst state it has ever been". For, in spite of all the public displays of confidence in the future, most of the problems undermining Airbus continue.
There has been much talk of improving and streamlining the governance structure of EADS, the Franco-German parent of Airbus but little, if any, progress has been made so far on this crucial issue.
National rivalries continue to hamper much-needed industrial restructuring to enable Airbus to manufacture aircraft more competitively. The strength of the euro against the dollar makes this task all the more urgent.
Sure, Airbus hedges itself but its dollar hedge cannot stretch indefinitely and certainly not beyond $1.35 to the euro. The lower the dollar, the harder for Airbus to make money selling aircraft. And if dollar weakness perseveres, the time will come, if it has not already done so, when Airbus will be in the paradoxical situation in which the more aircraft it sells, the more money it loses.
Under the circumstances, relying on Europe for 76 per cent of your sourcing is a recipe for financial disaster. Offloading some European facilities to other European components suppliers as Airbus is now proposing hardly addresses the cost problem. After all, these suppliers will still have the same strong euro cost base and presumably will seek to make a profit selling to Airbus.
Offshoring to lower-cost countries certainly makes good economic sense but implies that the governments involved in Airbus will be prepared to sacrifice national jobs and work share on Airbus programmes. Politically, this seems wishful thinking.
There is, of course, one model that Airbus could follow. German industrial companies have shown that you can still be export champions and live with a strong euro. This is because they produce quality products that sell at premium prices.
There is no reason why Airbus cannot do the same. Rather than compete against Boeing in terms of numbers and volume, Airbus should simply concentrate on selling flawless products at the right price delivered to customers on time and persuading airlines that they are getting better value by buying a superior aircraft. And once it finally gets its industrial act together, there is no reason why it cannot emulate the continuing success story of the German machine tool industry, strong euro notwithstanding.
But boasting about a bonanza of questionable orders sends all the wrong signals.
Copyright The Financial Times Limited 2007
http://www.ft.com/cms/s/b8c6429e-1ecb-11dc-bc22-000b5df10621.html
DaV
Can Airbus still afford the luxury of selling aircraft?
By Paul Betts
Published: June 20 2007 03:00 | Last updated: June 20 2007 03:00
Airbus announced a bumper crop of new aircraft orders at the Paris air show on Monday and Louis Gallois, its boss, yesterday claimed the European manufacturer was now "back in business".
So has Airbus finally turned the corner and put all the troubles that have grounded it for the past 12 months behind it? Boeing was quick to dismiss its European rival's $45bn order blitz as a publicity stunt. But the US manufacturer would probably have done the same if it could to steal the limelight at the Paris show.
ADVERTISEMENT
That said, Mr Gallois also seems to have been much more circumspect during meetings with European government ministers acknowledging that Airbus "is in the worst state it has ever been". For, in spite of all the public displays of confidence in the future, most of the problems undermining Airbus continue.
There has been much talk of improving and streamlining the governance structure of EADS, the Franco-German parent of Airbus but little, if any, progress has been made so far on this crucial issue.
National rivalries continue to hamper much-needed industrial restructuring to enable Airbus to manufacture aircraft more competitively. The strength of the euro against the dollar makes this task all the more urgent.
Sure, Airbus hedges itself but its dollar hedge cannot stretch indefinitely and certainly not beyond $1.35 to the euro. The lower the dollar, the harder for Airbus to make money selling aircraft. And if dollar weakness perseveres, the time will come, if it has not already done so, when Airbus will be in the paradoxical situation in which the more aircraft it sells, the more money it loses.
Under the circumstances, relying on Europe for 76 per cent of your sourcing is a recipe for financial disaster. Offloading some European facilities to other European components suppliers as Airbus is now proposing hardly addresses the cost problem. After all, these suppliers will still have the same strong euro cost base and presumably will seek to make a profit selling to Airbus.
Offshoring to lower-cost countries certainly makes good economic sense but implies that the governments involved in Airbus will be prepared to sacrifice national jobs and work share on Airbus programmes. Politically, this seems wishful thinking.
There is, of course, one model that Airbus could follow. German industrial companies have shown that you can still be export champions and live with a strong euro. This is because they produce quality products that sell at premium prices.
There is no reason why Airbus cannot do the same. Rather than compete against Boeing in terms of numbers and volume, Airbus should simply concentrate on selling flawless products at the right price delivered to customers on time and persuading airlines that they are getting better value by buying a superior aircraft. And once it finally gets its industrial act together, there is no reason why it cannot emulate the continuing success story of the German machine tool industry, strong euro notwithstanding.
But boasting about a bonanza of questionable orders sends all the wrong signals.
Copyright The Financial Times Limited 2007
http://www.ft.com/cms/s/b8c6429e-1ecb-11dc-bc22-000b5df10621.html
DaV
Se continua così tra un po in airbus vendono anche i modellini di aerei che hanno sulle scrivanie .
Magari qualche venditore più scaltro va alla boeing si piglia uno stock di 777 e li rimarchia A340 Limited edition(nel senso che è limitata a 2 motori) e in tre secondi il mercato se li fulmina .
Poi spargiamo a voce che ci sono 2 A300 quasi nuovi quasi pronta consegna a fiumicino e anche quelli nel giro di un paio di ore sono andati .
Aproffitiamo dell'onda .
Magari qualche venditore più scaltro va alla boeing si piglia uno stock di 777 e li rimarchia A340 Limited edition(nel senso che è limitata a 2 motori) e in tre secondi il mercato se li fulmina .
Poi spargiamo a voce che ci sono 2 A300 quasi nuovi quasi pronta consegna a fiumicino e anche quelli nel giro di un paio di ore sono andati .
Aproffitiamo dell'onda .
Ci sono rumours buoni o cattivi, così come notizie di mercato altrettanto buone o cattive, ma la difficoltà sta nel capìre se gli uni e/o le altre sìano attendibili o no, questa differenza la fanno le conoscenze personali, dirette o indirette, e la capacità di indovinarne l'attendibilità è anche frutto di esperienza nel valutare le sfumature di espressione, le circostanze, l'ambiente in cui si sviluppano...
Insomma è come un grande mercato del pesce...[
)]
Marco
Insomma è come un grande mercato del pesce...[
)]Marco
Ma com'è possibile che Boeing abbia venduto praticamente niente????
Speravo che vendessero qualche altro 772LR e 773ER... [:0]
Speravo che vendessero qualche altro 772LR e 773ER... [:0]
Boeing tradizionalmente non usa gli air shows per fare annunci come invece tende a fare Airbus (specialmente con lo show di casa parigino).
Nel frattempo....oggi nuovi ordini...
Avianca
14 A32X
5 A332
Hong Kong Airlines (MoU non ordini fermi)
30 A32X
20 A330
1 ACJ
Mandala Airlines
25 A320
E invce sino a non molto fa mi ricordo che proprio Boeing aspettasse il salone per annunciare gli ordini, basta andare a leggersi gli articoli di Volare e JP4 di anni fa.
comunque sia se Boeing avesse voluto concentrare parecchi ordini sul salone di parigi l'avrebbe potuto fare, è evidente la differenza di strategia tra i due manufacturers.
Intanto secondo reuters Easyjet starebbe per annunciare ulteriori 35 A319...
http://www.reuters.com/article/tnBasicIndustries-SP/idUSWEA401220070621
Intanto secondo reuters Easyjet starebbe per annunciare ulteriori 35 A319...
http://www.reuters.com/article/tnBasicIndustries-SP/idUSWEA401220070621
dai numeri che ho visto, sembra che AB li stia quasi regalando !!!!
....quasi quasi mi faccio fare un preventivo anch'io [:308][:308][:308]
....quasi quasi mi faccio fare un preventivo anch'io [:308][:308][:308]
Non mi meravigliere piu' di tanto se negli ultimi mesi in Airbus avessero cambiato il modo di gestire le vendite dato che e' noto che aziende americane spesso abbiano avuto una mano dall'intelligence nazionale (deviata, cosi si dice ultimamente) nel spiare le concorrenti e nel caso la Boeing per fatturato export e' la prima e piu' importante....[:301]