Forum Finance.si - Največji slovenski spletni medij za poslovno javnost

[crt]
najbolj smesni del je, kako se vse skupaj pozna nula koma jozef na delnici BA (dosti bolj se je prednovoletna tehnicna panika na celem trgu) in kako vsakic, ko pride slaba novica, cez 5 min pride "boeing dobil novo narocilo ameriske vojske".

www.bloomberg.com/op...-on-safety

Since the 737 Max grounding, many people, including this columnist, have exhorted the company to follow the crisis-management approach taken by Johnson & Johnson in the wake of the 1982 Tylenol scandal: Put safety first and maximize transparency to convince the public that the company has nothing to hide.

And yet, as my colleague Brooke Sutherland has argued, there’s precious little evidence that Boeing has done enough in terms of improving transparency, communication and oversight to get it out of the doghouse.

The problem is that Boeing is a different sort of company than Johnson & Johnson. Consumers were easily able to choose another brand of painkillers if they didn’t trust Tylenol, so winning back their trust was an existential issue. The same doesn’t apply in the case of commercial aircraft, which are sold in a duopolistic market where any airline wanting to get a good price from Airbus SE has to keep Boeing in play as a potential supplier.

In theory, passengers who refuse to fly on the 737 Max and find out at the departure gate that their aircraft has been switched from an A320neo could tear up their tickets and exercise consumer choice in the same way as a shopper buying headache pills. In practice, we’re all stuck with whatever is served up to us.

Investors seem to know this.

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