Kuchokera pamachitidwe achitukuko a ma Paragraging corsonts amphakani kuti muwone zomwe zimachitika mu 2023
Chaka chino, zimphona za Katoni wa ku Europe zakhalabe ndi phindu kwambiri ngakhale kuti zinthu zikuwonongeratu, koma kodi chingwe chawo chopambana chingawonongeke mpaka liti? Ponseponse, 2022 idzakhala chaka chovuta kwa zimphona zazikulu za carton. Ndi kukwera kwa mtengo wamagetsi ndi ndalama zogwirira ntchito, makampani apamwamba ku Europe kuphatikiza gulu la Schmofi Kappa ndipo gulu la desma likulimbananso kuthana ndi mitengo yamapepala.
Malinga ndi kafukufuku ku Jeffries, kuyambira 2020, mtengo wamabowo wobwezeretsedwanso, gawo lofunikira pakupanga mapepala, yatsala pang'ono kuchitika ku Europe. Kapenanso, mtengo wa namwali wopangidwa mwachindunji kuchokera ku mitengo osati kubwezeretsanso makatoni ofanana. Nthawi yomweyo, ogula okwera mtengo amachepetsa kugwiritsa ntchito ndalama pa intaneti, komwe kumachepetsa kumafuna makatoni.
Mauthenga aulemerero nthawi ina adabwera ndi mliri watsopano wachifumu, monga madongosolo omwe amayenda mokwanira, makatoni olimba, komanso kuwononga mitengo ya masheya ... Zonsezi zatha. Ngakhale zili choncho, komabe, makampani awa akuchita bwino kuposa kale. Smurfi Kappa Pomweyo adalemba ma 43% kuti atulutsidwe pamaso pa chiwongola dzanja, misonkho, kunyanyala ndi kusokonekera kuyambira Januwale mpaka kumapeto kwa Seputembara. Izi zikutanthauza kuti phindu lake la 2022 ndi ndalama zapezedwa kale, ngakhale kuli kotala mpaka kumapeto kwa 2022.
Pakadali pano, defo, nambala ya ku UK imodzi yolandidwa, yakweza zonena za chaka cha 30 Epulo 2023, ndikunena zopindulitsa kwa theka loyamba la theka la 400, poyerekeza ndi 2019 miliyoni. Chimphona china chonyamula, Mondu, wasinthanitsa malire ndi 3 peresenti, ngakhale atangowonjezera phindu mu theka loyamba la chaka, ngakhale pali zovuta zosatheka mu bizinesi yaminga yambiri ya ku Russia.
Kusintha kwa Octobeto's October's Octiot sikunafotokozere mwatsatanetsatane, koma otchulidwa "maulendo ochepa kwambiri a mabokosi ofananizidwa". Momwemonso, kukula kwamphamvu kwa kappa sikuchitika chifukwa chogulitsa mabokosi ambiri - malonda ake ogulitsa anali atathyola miyezi isanu ndi inayi ya 2022 ndipo ngakhale adagwa ndi 3% mu gawo lachitatu. M'malo mwake, zimphona izi zimawonjezera phindu la mabizinesi pokweza mitengo.
Kuphatikiza apo, voliyumu yogulitsa sikuwoneka kuti yasintha. M'mwezi wa mwezi uno kuitana mwezi uno, Smurfi Kappa Tony Sturphy adati: "Buku la malonda mu kotala lachinayi ndi lofanana ndi UK ndi Germany lakhala lathyathyathya kwa miyezi iwiri kapena itatu."
Izi zikufunsa funso: Kodi chidzachitike ndi chiyani pamakampani otetezedwa a Box mu 2023? Ngati msika ndi ogula ogula chifukwa chophatikizidwa kuti ayambitse, opanga ma Paspage angapitirize kukweza mitengo kuti apeze phindu lalikulu? Akatswiri adakondwera ndi zosintha za Smurfkapkappappappappappa zomwe zimaperekedwa zovuta za Macro BackDDDDDDDDDED ndi zotumiza zopangira zoweta zomwe zidanenedwa kuti ndi. Nthawi yomweyo, Smurfi Kappa adatsimikiza kuti gululi linali ndi "kuyerekezera mwamphamvu kwambiri mpaka chaka chatha, mulingo wolephera".
Komabe, opanga ndalama amakayikira kwambiri. Magawo a Smurfi Kappa ndi otsika 25% kuposa kutalika kwa mliri, ndipo Desmar ali pansi 31%. Ndani akunena zoona? Kuchita bwino sikumangotengera katoni ndi malonda. Openda pamitengo yosiyanasiyana yomwe mitengo yobwezerezedwanso idzaperekedwa pakufunika kofowoka, komanso ndalama zake zimagweranso, chifukwa izi zikutanthauzanso kuti mtengo wopanga akugwa.
"Zomwe zimanyalanyazidwa, m'malingaliro athu, ndikuti mtengo wotsika kwambiri ungakwanitse kupeza mitengo yotsika ya mabokosi." Katswiri pa Jeffries akuti.
Nthawi yomweyo, funso la zofunikira siziwongokaikiratu. Ngakhale malonda ndi masewera olimbitsa thupi adayambitsa zoopsa zomwe zidawopseza makampani ogulitsa omwe amagulitsa, gawo lalikulu kwambiri logulitsa magulu awa nthawi zambiri limakhala m'mabizinesi ena. Pa desma, pafupifupi 80% ya ndalama zimachokera ku zinthu zosasunthika (FMCG), zomwe zimapangidwa makamaka zogulitsidwa m'masitolo akuluakulu, ndipo pafupifupi 70% ya carton a Smurfi Kappa imaperekedwa kwa makasitomala a FMCG. Izi zikuyenera kukhala kokhazikika monga msika wotsiriza umaphukira, ndipo desma yanena kukula kwabwino m'malo ngati pulasitiki.
Chifukwa chake, pomwe kufunikira kwasintha, sizingatheke kugwera pansi pa mfundo yina - makamaka kuti abwezeretse mafakitale a mafakitale kugunda ndi mliri wa anthu 19. Izi zimathandizidwa ndi zotsatira zaposachedwa kuchokera ku MacFarlane (Macf), yomwe idadziwika kuti 14% imayamba kubwezeretsa mu 2022 pocheza ndi kuchereza kwapadera kuposa kutsatsa pang'onopang'ono pogula pa intaneti.
Ma pickers otetezedwa akugwiritsanso ntchito mliri kuti athandize ma sheet awo. Smulfi Kappa TOO Tony Sturphy wotsimikiza kuti kampani yake ndi "yabwino kwambiri yomwe tidaonapo" m'mbiri yathu yomwe tawonapo "nthawi zonse zisanachitike 1.4. Aesmer Aence a myles my ma roberts kuti mu Seputembala, akunena kuti ngongole ya gulu lake / ndalama zake zisanagwere nthawi 1.6.
Zonsezi zimawonjezera kutanthauza kuti katswiri wina amakhulupirira kuti msika umangowonjezera, makamaka pankhani ya machesi 100, mitengo yotsika kwambiri kuposa 20% yopepuka isanachitike. Kuwala kwawo ndi kowoneka bwino, ndi malonda a desma pamtunda P / E Vorio yokha 8.7 motsutsana ndi chaka chimodzi cha 11.1, ndi Schmurf Kappa mtsogolo P / E RumIO ya 10.4. Zambiri zimatengera luso la kampani kutsimikizira omwe amapereka ndalama kuti apitilize kudabwitsanso mu 2023.
Post Nthawi: Dis-13-2022
