Qatar na Latam: avaliação camarada faz aérea valer 6% mais

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12/07/2016 12:30:49

Quem investe na Latam, a holding que controla a brasileira TAM e a chilena Lan, pode ficar feliz com a chegada da Qatar Airways. De acordo com o UBS, a aérea das Arábias fez uma avaliação camarada da sul-americana: para injetar US$ 613 milhões na holding, em troca de 10% de participação, a Qatar aceitou pagar o equivalente a 8,4 vezes o EV/Ebitdar ajustado. No mercado, as ações são negociadas a 7,2 vezes esse múltiplo. E o UBS o precifica em 7 vezes. Esqueça a sopa de letrinhas e vá ao mérito da questão: segundo o banco suíço, a generosidade dos catarianos equivale à criação de 40 centavos de dólar de valor por ação da Latam – um upside de 6%.

O FINANCISTA

 

Airbus forecasts $3 trillion commercial aviation aftermarket services over the next 20 years

• MRO services share of aftermarket to account for $1.8 trillion

• 560,000 new pilots will need to be trained to fly the world’s fleet of passenger aircraft in 20 years time;

• Airbus fully set to deliver ever more value-adding quality services worldwide for its customers.

Farnborough Air Show 2016 – With the continuing exponential growth in the commercial aviation aftermarket, Airbus has published its first Global Services Forecast (GSF). This forecast predicts that over the next 20 years the total industry aftermarket services spend will reach US$3 trillion. Of this total, the cumulative value of Maintenance, Repair & Overhaul (MRO) activity will exceed $1.8 trillion by the year 2035. On an annual basis, Airbus predicts that the MRO spend will grow from $53 billion to over $132 billion per year, representing an average year-on-year growth of 4.6%.

Aftermarket services activity is inherently linked to the growth of the passenger fleet in general – which will more than double from 19,500 commercial aircraft over 100 seats at the end of 2015 to almost 40,000 by the year 2035. Consequently, the need for pilots and technicians will commensurably increase: Today there are an estimated 200,000 active pilots who fly passenger aircraft. Airbus’ GSF predicts that this is set grow to some 450,000 pilots by 2035. Furthermore, this absolute total number of active pilots needed by the year 2035, plus the need to replace flight-crew who retire during the next 20 years will result in the need to train as many as 560,000 new pilots over this period. In terms of technical staff needed, the Airbus GSF predicts a requirement to train approximately 540,000 new technicians who will fulfil various duties across airframe, engines, and components domains.

Of particular note, with the accelerating demand for aviation and its burgeoning airline fleets, Asia-Pacific will represent the largest portion of the market for both MRO activity and the need for new qualified pilots and technicians, while Europe and North America combined will account for approximately one third of the total MRO market spend.

“Today our customers already operate the best aircraft in terms of modernity, economic performance, range and comfort for the passengers,” said Laurent Martinez, Senior Vice President of Airbus’ Services business unit. “Moreover, with the ever increasing growth of the commercial aircraft industry, with Airbus’ OEM expertise, Services By Airbus will deliver value-adding and quality services for its customers worldwide – on a par with the quality of the aircraft which we deliver.”

Services By Airbus is Airbus’ business unit tasked with addressing Airbus customers’ aftermarket needs, which is clustered around four principle domains: Maintenance; Upgrades; Training and Flight Operations. For supporting our customers’ maintenance and operational needs, Airbus’ dedicated global material services subsidiary Satair Group ensures reactivity for airlines and MROs world-wide for spare parts. In addition, Flight Hour and Total Support Package (FHS & TSP) services provide flexible and tailor-made solutions for availability and maintenance ‘by the hour’.

With Airbus’ Upgrades Services, customers’ aircraft stay up-to-date with the latest aerodynamic enhancements (such as wingtip Sharklets), state-of-the-art avionics and data communications, tailored aircraft mission configurations and take-off weights, passenger connectivity solutions and the most comfortable and well-equipped cabins.

Moreover, the latest Airbus Training techniques and tools – supported by 11 strategically located training centres, with more being added – will ensure there are the qualified pilots, cabin crew and maintenance staff available to support the arrival of thousands of new aircraft into the airlines’ fleets.

Last but not least, regarding Flight Operations, Airbus’ new NAVBLUE subsidiary – launched at Farnborough Air Show 2016, following Airbus’ acquisition of Navtech – will provide airlines with individually customized aeronautical information and ATM solutions, not just for their fleets of Airbus aircraft, but also for aircraft made by other manufacturers.

Airbus, a division of Airbus Group, is the global leading commercial aircraft manufacturer with the most modern, comprehensive and efficient family of airliners, ranging in capacity from 100 to more than 600 seats. Airbus has sold over 16,500 aircraft to around 400 customers and, in addition, provides the highest standard of customer support and training through an expanding international network. Airbus employs some 55,000 people and in 2015 generated revenues of 45.9 billion Euros.

Airbus Website

Boeing, Standard Chartered Announce Order for 10 Next-Generation 737-800s

FARNBOROUGH, United Kingdom, July 11, 2016 /PRNewswire/ — Boeing (NYSE: BA) and Standard Chartered Bank today announced an order for 10 Next-Generation 737-800s. The order, valued at $960 million at current list prices, was attributed to an unidentified customer on the Boeing Orders & Deliveries website.

Speaking at the 2016 Farnborough International Airshow, Kieran Corr, Head of Aviation Finance at Standard Chartered, said: “We are excited about adding these new Boeing aircraft to our fleet. Our current portfolio consists of over 110 aircraft on operating lease to airline clients globally. We are committed to continuing to grow and diversify our client base over the next couple of years.

We are investing to leverage our global and leasing capabilities to demonstrate our commitment to key clients by providing aircraft on operating lease to meet increasing air traffic demand across some of the world’s fastest growing regions. With deliveries through 2018, these new Boeing Next-Generation 737-800s will help us meet near-term client demand and expand our client base in our core markets, such as North East Asia.”

With an average age of less than five years, Standard Chartered’s fleet comprises some of the most modern and fuel efficient aircraft in the market. “Our key markets are Asia, Africa and the Middle East, with a focus on emerging markets,” added Corr. “We want to help the aviation sector grow in those markets to drive regional trade and investment and we can only do that with an expanded diversified fleet.”

“We’re proud that Standard Chartered has chosen the Next-Generation 737 to grow its Aviation Finance business,” said Boeing Commercial Airplanes President and CEO Ray Conner. “They’ve had great success in the past with 717s and 737 Classics, and we’re pleased to welcome them back to Boeing.”

The Boeing 737-800 is one of the best-selling versions of the highly successful Next-Generation 737 family, the most technologically advanced airplanes in the single-aisle market. The Next-Generation 737’s market success has been confirmed by investors who consistently rank it as the most preferred single-aisle airplane due to its wide market base, superior performance efficiency and lowest operating costs in its class.

Notes to Editors on Standard Chartered

We are a leading international banking group, with around 84,000 employees and a 150-year history in some of the world’s most dynamic markets. We bank the people and companies driving investment, trade and the creation of wealth across Asia, Africa and theMiddle East.

Our Aviation Finance business is a leading provider of cost-efficient, lease-based and asset-based financing solutions with specialist teams in Dublin, London, Hong Kong and Singapore. Solutions include: Sale and Leasebacks; Aircraft finance leases; Islamic finance leases; Capital market solutions; Fuel and interest rate hedging products; and export credit advisory.

For more information please visit www.sc.com. Explore our insights and comment on our blog, BeyondBorders. Follow Standard Chartered on TwitterLinkedIn and Facebook.

Contacts:

Doug Alder
Boeing
Leasing Sales Communications
+1 206 660 2978
doug.alder-jr@boeing.com

Jessica Shepherd-Smith
Standard Chartered
Corporate Affairs, Europe
+44 20 7885 2282
Jessica.shepherd-smith@sc.com

Valerie Tay
Standard Chartered
Corporate Affairs, Singapore
+65 6596 9284
Valerie.Tay@sc.com

SOURCE: Boeing Website

 

Boeing, TUI Group Finalize Order for 10 737 MAXs, One 787-9 Dreamliner

Leisure group continues fleet modernization with more than 70 Boeing airplane orders since 2013

 

FARNBOROUGH, United Kingdom, July 12, 2016 /PRNewswire/ — Boeing (NYSE: BA) and TUI Group, the world’s number one tourism business, finalized an order today at the 2016 Farnborough International Airshow for 10 737 MAX 8s and one 787-9 Dreamliner. The order, valued at $1.4 billion at current list prices, also includes an option for one additional 787-9.

With today’s order, TUI Group now has three unfilled orders for 787-9s and 70 for the 737 MAX.

“We are committed to investing in our aircraft fleet in order to keep improving our customer’s experience and to grow ahead of the market,” said David Burling, Member of the Executive Board and responsible for TUI Group Airlines. “This includes the expansion of our long haul holiday programme and providing more choice of flight times and durations to new destinations. Our customers tell us how much they appreciate the investment we are making in new aircraft, so we’re pleased to make flying with TUI an even more enjoyable experience with this latest order.”

TUI Group last year announced its five year sustainability strategy, ‘Better Holidays Better World 2015-2020,’ built around three core pillars to help shape the future of sustainable tourism. As one pillar, TUI aims to operate Europe’s most carbon efficient airlines and reduce the carbon intensity of its operations by a further 10% by 2020.

“With the 737 MAX, we will be able carry our short-haul customers further, in greater comfort, more efficiently and with an even lower environmental impact. The 737 MAX will contribute significantly towards fulfilling our commitment to further reducing the carbon intensity of our operations,” added Burling.

The 737 MAX incorporates the latest technology CFM International LEAP-1B engines, Advanced Technology winglets and other improvements to deliver the highest efficiency, reliability and passenger comfort in the single-aisle market. The new single-aisle airplane will deliver 20 percent lower fuel use than the first Next-Generation 737s and the lowest operating costs in its class – 8 percent per seat less than its nearest competitor.

“TUI Group’s customers have benefited from the unrivaled passenger features on board the 787-8, since they became the UK launch customer in 2013,” said Boeing Commercial Airplanes President and CEO Ray Conner. “The addition of 787-9s to its fleet will provide TUI Group with greater flexibility across its route network, while the 737 MAX will ensure it remains at the forefront of the European leisure market.”

The 787-9 complements and extends the 787 family. With the fuselage stretched by 6 meters (20 feet) over the 787-8, the 787-9 will fly up to 45 more passengers for TUI Group, an additional 520 kilometers (280 nautical miles) with the same exceptional environmental performance – 20 percent less fuel use and 20 percent fewer emissions than the airplanes they replace. TUI Group’s airlines currently operate a fleet of 13 787-8s and one 787-9.

Additionally, TUI Group has selected GoldCare Component Services for its Next-Generation 737 and 737 MAX fleet. It will be the launch customer for Boeing’s 737 MAX Component Services program. Boeing has provided 737 Component Services for Thomson Airways and Jetairfly, members of the TUI Group, since September 2007.

The Component Services program provides customers quick access to pooled material, as well as repairs, upgrades and warranty service for those parts in the program. By using the program, airlines can reduce their inventory costs, while managing their repair and overhaul needs through a predictable cost structure

There are six proprietary airlines in the TUI Group operating 136 medium and long-haul aircraft, including more than 100 Next-Generation 737s and 14 787s. These airlines are TUIfly, Thomson, TUIfly Nordic, Jetairfly, Corsair and TUIfly Netherlands, serving more than 180 destinations around the world.

Contact:
Daniel Mosely
European Communications
Boeing Commercial Airplanes
+44 7780 481 228
daniel.mosely@boeing.com

SOURCE Boeing

, the world’s number one tourism business, finalized an order today at the 2016 Farnborough International Airshow for 10 737 MAX 8s and one 787-9 Dreamliner. The order, valued at $1.4 billion at current list prices, also includes an option for one additional 787-9.

With today’s order, TUI Group now has three unfilled orders for 787-9s and 70 for the 737 MAX.

“We are committed to investing in our aircraft fleet in order to keep improving our customer’s experience and to grow ahead of the market,” said David Burling, Member of the Executive Board and responsible for TUI Group Airlines. “This includes the expansion of our long haul holiday programme and providing more choice of flight times and durations to new destinations. Our customers tell us how much they appreciate the investment we are making in new aircraft, so we’re pleased to make flying with TUI an even more enjoyable experience with this latest order.”

TUI Group last year announced its five year sustainability strategy, ‘Better Holidays Better World 2015-2020,’ built around three core pillars to help shape the future of sustainable tourism. As one pillar, TUI aims to operate Europe’s most carbon efficient airlines and reduce the carbon intensity of its operations by a further 10% by 2020.

“With the 737 MAX, we will be able carry our short-haul customers further, in greater comfort, more efficiently and with an even lower environmental impact. The 737 MAX will contribute significantly towards fulfilling our commitment to further reducing the carbon intensity of our operations,” added Burling.

The 737 MAX incorporates the latest technology CFM International LEAP-1B engines, Advanced Technology winglets and other improvements to deliver the highest efficiency, reliability and passenger comfort in the single-aisle market. The new single-aisle airplane will deliver 20 percent lower fuel use than the first Next-Generation 737s and the lowest operating costs in its class – 8 percent per seat less than its nearest competitor.

“TUI Group’s customers have benefited from the unrivaled passenger features on board the 787-8, since they became the UK launch customer in 2013,” said Boeing Commercial Airplanes President and CEO Ray Conner. “The addition of 787-9s to its fleet will provide TUI Group with greater flexibility across its route network, while the 737 MAX will ensure it remains at the forefront of the European leisure market.”

The 787-9 complements and extends the 787 family. With the fuselage stretched by 6 meters (20 feet) over the 787-8, the 787-9 will fly up to 45 more passengers for TUI Group, an additional 520 kilometers (280 nautical miles) with the same exceptional environmental performance – 20 percent less fuel use and 20 percent fewer emissions than the airplanes they replace. TUI Group’s airlines currently operate a fleet of 13 787-8s and one 787-9.

Additionally, TUI Group has selected GoldCare Component Services for its Next-Generation 737 and 737 MAX fleet. It will be the launch customer for Boeing’s 737 MAX Component Services program. Boeing has provided 737 Component Services for Thomson Airways and Jetairfly, members of the TUI Group, since September 2007.

The Component Services program provides customers quick access to pooled material, as well as repairs, upgrades and warranty service for those parts in the program. By using the program, airlines can reduce their inventory costs, while managing their repair and overhaul needs through a predictable cost structure

There are six proprietary airlines in the TUI Group operating 136 medium and long-haul aircraft, including more than 100 Next-Generation 737s and 14 787s. These airlines are TUIfly, Thomson, TUIfly Nordic, Jetairfly, Corsair and TUIfly Netherlands, serving more than 180 destinations around the world.

Contact:
Daniel Mosely
European Communications
Boeing Commercial Airplanes
+44 7780 481 228
daniel.mosely@boeing.com

SOURCE :Boeing Website