Gabelli Commercial Aerospace and Defense ETF (ARCA: GCAD)

에 대한 최신 뉴스 Gabelli Commercial Aerospace and Defense ETF (ARCA:GCAD)

Industrials

Technology

Consumer Cyclical

Other

The Fund will seek to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets in income producing equity securities including securities in the aerospace and defense sectors. Aerospace companies include manufacturers, assemblers and distributors of aircraft and aircraft parts. Defense companies include producers of components and equipment for the defense industry, such as military aircraft, radar equipment and weapons. Income producing equity securities include U.S. exchange-listed common stock and preferred stock. The Fund may also invest in foreign securities by investing in American Depositary Receipts. In making stock selections, the Adviser looks for securities that have a better yield than the average of the Standard and Poors 500 Index, as well as capital gains potential.

Spirit Aerosystems, Inc.

Boeing Company (The) Common Stock

Moog Inc

Ducommun Inc

Honeywell International Inc.

Lockheed Martin Corp

Textron

Curtiss Wright Corp (cw)

Raytheon Co.

Northrop Grumman Corp.

Gabelli Commercial Aerospace and Defense Fund

Equities

Large Cap

News

Contracts

GCAD

QCOM

허니웰 인터내셔널(NASDAQ:HON) 주식이 수요일 3% 이상 상승했다. 이는 회사가 퀄컴(NASDAQ:QCOM)과의 협력을 확대하여 새로운 인공지능(AI) 기반 에너지 부문 솔루션을 개발하기로 한 발표 때문이다.

허니웰과 퀄컴 파트너십 확대: 인공지능과 연결 기술로 에너지 산업 운영 강화

Analyst Color

Price Target

Reiteration

Analyst Ratings

Trading Ideas

보잉(NYSE:BA) 주식은 수요일 3% 이상 하락했다. 화요일 이 회사는 제조 운영이 중단되는 가운데 9월에 33대 이상의 항공기를 고객에게 인도했다고 보고했다.

보잉의 10월 납품량은 파업으로 인해 급감할 것으로 예상: 분석가

Gabelli Commercial Aerospace and Defense ETF

The increase reflects market performance and positive net flows in retail separate accounts, partially offset by net outflows in institutional accounts and open-end funds. Preliminary average AUM for the quarter was $176.0 billion.&nbsp;

General

VRTS

Virtus Investment Partners Reported Preliminary Assets Under Management Of $183.7B And Other Fee Earning Assets Of $2.4B For Total Client Assets Of $186.1B As Of September 30, 2024.

Needham analyst Joseph Stringer reiterates Alnylam Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALNY#NASDAQ">ALNY</a>) with a Buy and maintains $320 price target.

ALNY

Needham Reiterates Buy on Alnylam Pharmaceuticals, Maintains $320 Price Target

FHTX

Foghorn Therapeutics Doses First Patient With FHD-909 In Phase 1 Trial For SMARCA4 (BRG1) Mutated Cancers, With Non-small Cell Lung Cancer As Primary Target Patient Population

Goldman Sachs analyst Charles Perron-Piche initiates coverage on Builders FirstSource (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLDR#NYSE">BLDR</a>) with a Buy rating and announces Price Target of $225.

Initiation

BLDR

Goldman Sachs Initiates Coverage On Builders FirstSource with Buy Rating, Announces Price Target of $225

WIIM

Delta Air Lines shares are trading lower after the company reported Q3 earnings miss.

EscharEx against collagenase ointment (marketed as SANTYL in the U.S. and IRUXOL in Europe)&nbsp;

Health Care

MDWD

Mediwound Will Initiate A Controlled, Multicenter Phase 2 Study For EscharEx Against Collagenase Ointment For Venous Leg Ulcers. Scheduled To Commence In 2025, This Phase 2 Study Will Run Concurrently With The Company's Phase 3 Trial

Goldman Sachs analyst Charles Perron-Piche initiates coverage on SiteOne Landscape Supply (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SITE#NYSE">SITE</a>) with a Neutral rating and announces Price Target of $158.

SITE

Goldman Sachs Initiates Coverage On SiteOne Landscape Supply with Neutral Rating, Announces Price Target of $158

HC Wainwright &amp; Co. analyst Ed Arce reiterates Enanta Pharma (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTA#NASDAQ">ENTA</a>) with a Buy and maintains $27 price target.

ENTA

HC Wainwright & Co. Reiterates Buy on Enanta Pharma, Maintains $27 Price Target

All patients in the cohort received their first dose of TTX-MC138 and remain on study for continued treatment. &nbsp;No significant safety or dose limiting toxicities have been reported.

Biotech

RNAZ

Transcode Therapeutics Has Dosed All Patients In The First Cohort Of Its Phase 1A Dose-escalation Clinical Trial Of TTX-MC138, Which Is Designed To Inhibit MicroRNA-10b, MicroRNA Critical To The Emergence And Progression Of Metastatic Cancer

YXT.com Group Holding Limited ("YXT.com" or the "Company"), a leader and disruptor of the digital corporate learning industry in China, today announced that it has expanded its customer base to include over 200 Fortune 500 companies in China, further cementing its position as a go-to platform for enterprise learning and development. &nbsp;
Among the notable partnerships are collaborations with industry leaders such as Hyundai Motor China, Shiseido China, BOE Technology, SANY Group, and Hailiang Group.

YXT.com Group Holding Limited Expands Customer Base To Include Over 200 Fortune 500 Companies In China

Under the agreement, EVgo and Delta will expand their years-long collaboration to develop state-of-the-art fast chargers that will center on the customer experience.
EVgo expects to complete final design and rigorous interoperability testing in its Innovation Lab and deploy these new chargers by the second half of 2026.
As part of this next evolution of EVgo&#39;s charging architecture, the Company will also enhance its charger firmware and software capabilities to enable more detailed error codes and a more flexible interface to improve maintenance, reset times, and the overall customer experience.
&nbsp;EVgo aims to lower its gross capital expense per stall by&nbsp;30%&nbsp;while increasing peak power delivery by nearly 20 percentage points.

EVGO

EVgo Enters New MoU With Longtime Technology Partner Delta Electronics To Jointly Develop Next-Generation EV Charging Architecture

The following represent notable new private loan commitments and investments during the third quarter of 2024:
<ul>
<li>$77.2 million in a first lien senior secured loan and $8.3 million in a first lien senior secured revolver to a tech-enabled marketing solutions provider offering services across customer loyalty, channel partner marketing, performance media, website design and email marketing;</li>
<li>$43.6 million in a first lien senior secured loan and $1.4 million in equity to a provider of maintenance, repair and overhaul services for industrial equipment, including compressors, motors, turbines and pumps.</li>
<li>$31.1 million in a first lien senior secured loan and $4.9 million in a first lien senior secured revolver to an operator of tourism concession and harbor cruises across North America.</li>
<li>Increased commitment of $22.2 million in a first lien senior secured incremental loan and $0.6 million in a first lien senior secured incremental revolver to a leading tech-enabled global business to business sales training and performance solutions provider.</li>
<li>Increased commitment of $20.1 million in a first lien senior secured incremental loan and $2.7 million in a first lien senior secured incremental revolver to a manufacturer of chemicals and lubricant additives serving large specialty chemical companies.</li>
<li>Increased commitment of $15.2 million in a first lien senior secured incremental loan and $2.2 million in a first lien senior secured incremental revolver to a manufacturer of custom engineered die cut, formed foam, nonwoven and multi-material components for the automotive and healthcare end markets.</li>
<li>Increased commitment of $10.0 million in a first lien senior secured incremental loan, $2.2 million in a first lien senior secured incremental revolver and $5.3 million in a first lien senior secured incremental delayed draw loan to a provider of senior-level executive search, interim placement, consulting and other talent advisory solutions.</li>
<li>Increased commitment of $8.9 million in a first lien senior secured incremental loan and $1.1 million in a first lien senior secured incremental revolver to a provider of mission critical services to datacenters specializing in the procurement and maintenance of power systems equipment</li>
<li>Increased commitment of $7.2 million in a first lien senior secured incremental loan to a provider of packaging supply chain solutions including contract packaging, procurement, warehousing, process design and third-party logistics.</li>
<li>Increased commitment of $6.1 million in a first lien senior secured incremental loan to a distributor of food products to government facilities and other food service locations.</li>
</ul>

MAIN

Main Street Capital Originated New Or Increased Commitments In Its Private Loan Portfolio Of $270.3M And Funded Total Investments Across Its Private Loan Portfolio With A Cost Basis Totaling $309.3M In Q3 2024.

Guidance

INDV

Indivior Reports Preliminary Q3 Net Revenue Of $302M - $309M, Est $289.37M

<a href="https://www.reuters.com/technology/musks-x-will-not-be-designated-gatekeeper-under-landmark-eu-tech-rules-sources-2024-10-10/" title="https://www.reuters.com/technology/musks-x-will-not-be-designated-gatekeeper-under-landmark-eu-tech-rules-sources-2024-10-10/">https://www.reuters.com/technology/musks-x-will-not-be-designated-gatekeeper-under-landmark-eu-tech-rules-sources-2024-10-10/</a>

Legal

Reuters Reported X Will Not Be Designated As Gatekeeper Under Landmark EU Tech Rules, Citing Sources

Tech

TRNR

Interactive Strength Announced That Chuze Fitness Has Ordered Multiple CLMBRs To Install In Four Pilot Locations Out Of The Brand's 60 Total Locations

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the <a href="https://www.benzinga.com/topic/rsi">RSI is below 30</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Here's the latest list of major oversold players in this sector, having an RSI near or below 30.
<h3 class="wp-block-heading">Endava PLC &#8211; ADR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAVA#NYSE">DAVA</a>)</h3>
<ul>
<li>On Sept. 19, Endava posted weaker-than-expected quarterly sales. &#8220;Looking back, the past fiscal year has been challenging for Endava with our revenue declining by 4.5% in constant currency as a result of significant headwinds across the business, in particular due to our exposure to the UK market and Payments industry vertical. Today, our industry and geographical concentration are more diversified and we have broadened our delivery footprint, evolving into a truly global delivery organization. We are increasing our investment in the people and skills required to support the next wave of digital transformation, which we believe will help us gradually return to stronger levels of profitability,&#8221; said John Cotterell, Endava&#8217;s CEO. The company's stock fell around 23% over the past month and has a <a href="https://www.benzinga.com/quote/DAVA">52-week low of $23.50</a>.</li>
<li>RSI Value: 25.95</li>
<li>DAVA Price Action: Shares of Endava fell 3.8% to close at $23.59 on Wednesday.</li>
<li>Benzinga Pro's real-time newsfeed alerted to <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent101024&amp;t=be2bearmibe3na1">latest DAVA news</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent101024&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="900" height="832" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064211/image-69.png" alt="" class="wp-image-589156" style="width:701px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064211/image-69.png 900w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064211/image-69-300x277.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064211/image-69-768x710.png 768w" sizes="(max-width: 900px) 100vw, 900px" /></a></figure>
<h3 class="wp-block-heading">Verint Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNT#NASDAQ">VRNT</a>)&nbsp;&nbsp;&nbsp;&nbsp;</h3>
<ul>
<li>On Sept. 26, Wedbush analyst Daniel Ives reiterated Verint Systems with an Outperform and maintained a $38 price target.. The company's stock fell around 9% over the past month. It <a href="https://www.benzinga.com/quote/VRNT">has a 52-week low</a> of $18.41.</li>
<li>RSI Value: 25.50</li>
<li>VRNT Price Action: Shares of Verint fell 1.6% to close at $23.60 on Wednesday.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent101024&amp;t=be2bearmibe3na1">trend in VRNT stock</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent101024&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="911" height="840" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064324/image-70.png" alt="" class="wp-image-589159" style="width:675px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064324/image-70.png 911w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064324/image-70-300x277.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064324/image-70-768x708.png 768w" sizes="(max-width: 911px) 100vw, 911px" /></a></figure>
<h3 class="wp-block-heading">CoreCard Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCRD#NYSE">CCRD</a>)</h3>
<ul>
<li>On Aug. 1, CoreCard posted better-than-expected quarterly earnings. &#8220;Overall revenue of $13.8 million in the second quarter was in-line with our expectations,&#8221; said Leland Strange, CEO of CoreCard. &#8220;We continue to see encouraging results from the ongoing investment in our platform and processing capabilities, and we continue to onboard new customers that value the features and functionality offered by the CoreCard platform. The lower revenue this quarter compared to last year was primarily driven by lower license revenue and lower processing revenue from Kabbage.&#8221; The company's shares fell around 11% over the past month and has a 52-week <a href="https://www.benzinga.com/quote/CCRD">low of $10.02</a>.</li>
<li>RSI Value: 28.61</li>
<li>CCRD Price Action: Shares of CoreCard fell 2.5% to close at $12.94 on Tuesday. </li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent101024&amp;t=be2bearmibe3na1">breakout in CCRD shares</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent101024&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="888" height="851" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064403/image-71.png" alt="" class="wp-image-589160" style="width:619px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064403/image-71.png 888w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064403/image-71-300x288.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/10064403/image-71-768x736.png 768w" sizes="(max-width: 888px) 100vw, 888px" /></a></figure>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/10/41266054/s-p-settles-at-record-high-as-apple-amazon-shares-surge-investor-optimism-improves-ahead-of-inflati">S&amp;P Settles At Record High As Apple, Amazon Shares Surge: Investor Optimism Improves Ahead Of Inflation Data</a></li>
</ul>

Long Ideas

Pre-Market Outlook

Markets

CCRD

DAVA

VRNT

Top 3 Tech Stocks That Could Lead To Your Biggest Gains This Month

A2Z Cust2mate Solutions Has Signed A Framework Agreement With Trixo For In-field Installation, Deployment, In-store And Laboratory Support, Maintenance, Help Desk Services And Warranty Fulfillment Related To Cust2mate Smart Cart Solutions To Be Rolled Out In Mexico And Central America

The largest Chinese coal producer, CHN Energy Investment Group, has announced a $24 billion investment in a coal-to-petroleum facility in Hami, Xinjiang. The project, scheduled to begin production in 2027, aims to convert excess coal into <a target="_blank" href="https://www.benzinga.com/topic/oil" rel="noreferrer noopener">petroleum products</a>.
The plant should produce synthetic fuels like gasoline and diesel using cutting-edge liquefaction technology. According to Bloomberg's <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-10-10/china-s-top-miner-to-spend-24-billion-on-coal-to-oil-project" rel="noreferrer noopener">report</a>, this would reduce China's reliance on imported oil and manage the surplus coal production.
China produced a record 4.7 billion tons of coal in 2023, while its coal consumption in electricity generation has begun to decline due to an increased focus on renewable energy.
President Xi Jinping has committed to reducing coal use starting in 2026, pushing coal producers to explore alternative uses, like petrochemical feedstocks. Such efforts continue the trend, which shows a 24% growth of coal-to-oil production from 2019 to 2023, reaching 11 million tons annually.
The Hami facility will employ both direct and indirect coal liquefaction technologies. Direct liquefaction converts coal into liquid hydrocarbons by applying heat, hydrogen, and catalysts. It is relatively simple but requires high-quality coal.
Indirect liquefaction, on the other hand, first gasifies coal into syngas, which is then transformed into liquid fuel, offering greater flexibility in the types of coal used. Both methods will be powered by renewable energy sources, such as wind and solar, which aligns with China's green energy transition efforts.
Wang Lining, director of the oil market department of the Economics and Technology Research Institute, said that this project sets a precedent for large-scale application of such technologies, <a target="_blank" href="https://www.chinadaily.com.cn/a/202410/10/WS67073092a310f1265a1c6d37.html" rel="noreferrer noopener">per</a> China Daily.
Such projects could shield China from oil price volatility, as it is the world's largest importer of crude oil. In 2023, its imports reached 11.3 million barrels per day, growing over 10% compared to 2022.
Still, the profitability of coal-to-oil conversions often depends on a wide gap between coal and oil prices. When oil prices fall or coal becomes more expensive, margins can shrink significantly.
China has been ramping up its coal-to-oil projects. From 2019 to 2023, coal-to-oil production capacity surged by 24%, reaching 11 million tons annually.
Read Next: <a href="https://www.benzinga.com/markets/asia/24/10/41257792/oil-dips-to-73-as-china-withholds-stimulus-biden-attempts-to-contain-netanyahu-over-israels-attack-o" target="_blank" rel="noreferrer noopener">Oil Dips To $73 As China Withholds Stimulus, Biden Attempts To Contain Netanyahu Over Israel's Attack On Iran</a>
Photo by anna-evans for Unsplash

Emerging Markets

Commodities

Media

ARLP

CEIX

COAL

HEAT

China Pledges $24B For Coal-to-Oil Infrastructure To Reduce Oil Imports

Baird analyst Rob Oliver maintains Klaviyo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVYO#NYSE">KVYO</a>) with a Outperform and raises the price target from $35 to $42.

KVYO

Baird Maintains Outperform on Klaviyo, Raises Price Target to $42

<div>The Group is actively seeking efficiencies to fuel&nbsp;SUBLOCADE growth and support margins.</div>

Indivior Says Expected Peak SUBLOCADE Net Revenue Of >$1.5B Is Unchanged, However No Longer Expects Run Rate Of $1B Exiting 2025

Gabelli Commercial Aerospace & Defense ETF declares $0.267 dividend

PPA: Well-Diversified Aerospace And Defense ETF Worth Buying

MISL

SHLD

Earnings

Press Releases

GAMCO Investors, Inc. Reports Results for the 2nd Quarter 2024

GAMI

GGRW

허니웰 인터내셔널(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>) 주식이 수요일 3% 이상 상승했다. 이는 회사가 퀄컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>)과의 협력을 확대하여 새로운 인공지능(AI) 기반 <a href="https://www.benzinga.com/pressreleases/24/10/n41247915/honeywell-and-qualcomm-work-to-revolutionize-energy-sector-with-5g-low-power-wireless-and-ai-enabl" target="_blank" rel="noreferrer noopener">에너지 부문 솔루션</a>을 개발하기로 한 발표 때문이다.
이 파트너십은 진화하는 업계 요구 사항을 충족하기 위해 포트폴리오를 강화하면서 자동화를 포함한 세 가지 주요 메가트렌드에 대한 허니웰의 초점과 일치한다.
허니웰은 이번 파트너십을 통해 퀄컴의 연결성 및 AI 기능을 허니웰 현장 프로세스 지식 시스템(PKS)을 포함한 자사 애플리케이션에 통합할 계획이다.
또한 읽어보세요: <a href="https://www.benzinga.com/news/large-cap/24/10/41224658/honeywell-seeks-to-simplify-structure-boost-flexibility-with-10b-spin-off-of-advanced-materials-un" target="_blank" rel="noreferrer noopener">허니웰, 구조 단순화 및 유연성 증대를 위해 100억 달러 규모의 고급 소재 부문 분사 추진</a>
이로 인해 제조 시설의 원격 지역에서도 연결성이 향상되어 데이터 캡처 및 분석이 개선된다.
퀄컴의 저전력 AI 프로세서와 허니웰의 고급 센싱 기술을 결합함으로써 두 회사는 공정, 자산 및 환경 매개변수를 모니터링할 수 있는 산업 센서를 개발할 것이다.
허니웰 프로세스 솔루션(Honeywell Process Solutions)의 프라메시 마헤스와리(Pramesh Maheshwari) 사장은 &#8220;퀄컴 테크놀로지스의 업계 최고의 온디바이스 AI 프로세서와 허니웰의 AI 기반 기술의 결합은 현장 근로자들이 더 스마트하게 작업할 수 있도록 지원하고, 자산의 효율성을 높이며, 공정 산업의 전반적인 성능을 향상시킬 것이다&#8221;라고 말했다.
&#8220;허니웰의 필드(Field) PKS, 멀티모달 인텔리전트 에이전트(Multi-Modal Intelligent Agent) 및 센서 기술과 같은 AI 지원 솔루션을 도입함으로써 우리는 모바일 현장 기술자 및 자율 운영을 통해 프로세스 산업에서 가능한 것을 발전시키고 있다.&#8221;
투자자들은 Gabelli Commercial Aerospace and Defense ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GCAD#NYSE">GCAD</a>) 및 Invesco Aerospace &amp; Defense ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPA#NYSE">PPA</a>)를 통해 허니웰에 대한 노출을 얻을 수 있다.
가격 움직임: 허니웰의 주식은 수요일 3.24% 상승한 211.11달러에 마감했다.
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다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/10/41124018/chevron-honeywell-join-forces-for-ai-breakthrough-details" target="_blank" rel="noreferrer noopener">쉐브론과 허니웰, AI 혁신을 위한 협력 발표: 세부 사항</a></li>
</ul>
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) 주식은 수요일 3% 이상 하락했다. 화요일 이 회사는 <a href="https://www.benzinga.com/markets/equities/24/10/41236652/boeing-hit-with-737-safety-alert-issues-deliveries-warning-as-strike-continues" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">제조 운영이 중단</a>되는 가운데 9월에 33대 이상의 항공기를 고객에게 인도했다고 보고했다.
RBC의 애널리스트 켄 허버트(Ken Herbert)는 파업에도 불구하고 9월에 인도된 27대의 맥스(MAX) 항공기는 약간 긍정적으로 평가된다고 언급했다.
이 애널리스트는 10월의 보잉 항공기 인도가 국제기계공 및 항공노동자협회(IAM) 파업으로 인해 크게 감소할 것으로 예상하고 있으며, 이 파업은 9월 13일에 시작되어 737, 767 및 777 모델의 생산을 중단시켰다.
처음에 투자자들은 올해 400-450대의 맥스 항공기 인도를 예상했지만, 현재는 약 325대로 하락했을 가능성이 높다고 이 애널리스트가 덧붙였다.
허버트는 투자자들의 관심이 2025년 맥스 생산 증가로 이동하고 있으며, 연말까지 매달 30대 후반의 지속적인 생산이 긍정적으로 평가된다고 말했다.
그러나 이 애널리스트는 회사 주문이 현재 투자자들에게 주요 관심사가 아니라고 생각하고 있으며, 경제 완화 기간 동안 주문 활동이 느려지는 경향이 있다고 언급했다.
보잉의 상당한 백로그(backlog)를 고려할 때, 초점은 IAM 계약 해결과 진행 중인 파업 속에서의 유동성 및 현금 소모 관리에 있을 것이다.
이 애널리스트는 이 회사를 아웃퍼폼(Outperform)으로 평가하고 <a href="https://www.benzinga.com/quote/BA/analyst-ratings" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">목표 주가를 $220.00</a>로 설정했다.
오늘 보잉은 기계공 노조와의 협상 중단을 발표했으며, 이는 실패한 회담으로 인해 <a href="https://www.benzinga.com/trading-ideas/technicals/24/10/41248839/boeing-stock-faces-strike-turbulence-as-potential-credit-downgrade-looms" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">한 달 간의 파업 중</a> 재정적 압박을 심화시켰다.
기술적 지표들은 보잉 주식이 상당한 매도 압박을 받고 있으며, 추가 하락의 위험이 있음을 보여준다.
투자자들은 이 주식 대한 노출을 얻기 위해 Gabelli Commercial Aerospace and Defense ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GCAD#NYSE">GCAD</a>)와 Invesco Aerospace &amp; Defense ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPA#NYSE">PPA</a>)를 이용할 수 있다.
주가 움직임: 보잉 주식은 수요일 3.41% 하락한 $150.48에 마감되었다.
사진 출처: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

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Gabelli Commercial Aerospace and Defense ETF

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