Kuva ku iterambere ry'imiterere y'i Burayi Gupakira Ibihangange kugirango ubone icyerekezo cy'inganda za Carton muri 2023
Uyu mwaka, ibihangange by'amakarito byo mu Burayi byakomeje inyungu nyinshi nubwo ibintu byifashe nabi, ariko imirongo yabo ihembeye kugeza ryari? Muri rusange, 2022 hazaba umwaka utoroshye kubihangange by'ikarito. Hamwe n'ibiciro by'ingufu n'ibiciro by'umurimo, ibigo bya mbere byo hejuru birimo itsinda rya Schmofi Kappa na Desma nanone kandi barwana no guhangana n'ibiciro by'impapuro.
Dukurikije abasesenguzi b'i kuzimu, kuva 2020, igiciro cyibikoresho byasubiwemo, igice cyingenzi cyurupapuro rwo gupakira, hafi yikubye kabiri muburayi. Ubundi, ikiguzi cyibikoresho byikunwa bikozwe mu buryo butaziguye mu biti aho kuba amakarito ya recycled yakurikiranye inzira isa. Mugihe kimwe, abaguzi b'ibiciro barimo kugabanya amafaranga bakoresha kumurongo, nawo ugabanya ibisabwa kumakarito.
Umunsi w'icyubahiro wigeze kuzanwa n'icyorezo gishya cy'ikamba, nk'ibicuruzwa bikora ku bushobozi bwuzuye, bikabije amakarito, no kwinjiza ibiciro by'imigabane y'ibihangange ... ibyo byose birarangiye. Nubwo bimeze bityo ariko, aya masosiyete akora neza kuruta mbere hose. Smurfi Kappsa aherutse gutangaza 43% yinjije mbere yinyungu, imisoro, guta agaciro no kubamo kuva muri Mutarama kugeza mu mpera zaba gatatu. Ibyo bivuze ko ibyinjira byayo 2022 byinjiza amafaranga bimaze kuba byararenze urugero rwabanjirije icyorezo, nubwo ari kimwe cya kane cyinzira kugeza ku mpera za 2022.
Hagati aho, Desma, umubare wa Uk ucuruza uruhara igihangano, wazamuye ibyahanuwe mu mwaka wa 30 Mata 2023, uvuga inyungu zo mu gice cya mbere zigomba kuba byibuze miliyoni 400 z'amadolari, ugereranije na 2019. Ikindi gihangange gipakira, Mondi, yazamuye margin yibanze ku manota 3 ku ijana, kubera ko yagabanije inyungu zayo mu gice cya mbere cy'umwaka, nubwo yakomeje ibibazo bidakemutse mu bucuruzi bwayo bw'amahwa.
Ivugurura ry'Ubucuruzi rya Desma ryarakaze rirambuye ku makuru, ariko tuvuze "Umubumbe wo hasi mu gasanduku kagereranijwe kagereranijwe". Mu buryo nk'ubwo, gukura kwa Smurf KAPAPA ntabwo ari ibisubizo byo kugurisha agasanduku gake - kugurisha agasanduku kayo kari kashe kari hafi ya 2022 ndetse kagwa na 3% mu gihembwe cya gatatu. Ibinyuranye, ibyo bihangange byongera inyungu z'imishinga uregera ibiciro byibicuruzwa.
Byongeye kandi, umubumbe wubucuruzi ntabwo usa nkaho wateye imbere. Muri uku kwezi kwinjiza, Sarurfi Kappa Topo Topophy yagize ati: "Umubumbe wo mu gihembwe cya kane urasa cyane n'igihe twabonye mu gihome cyashize."
Ibi birabaza ikibazo: Bizagenda bite ku nganda zitunganijwe muri 2023? Niba isoko hamwe nabaguzi basaba gupakira imigeri gutangira kurwego, abakora bapakira rupakira bakomeza gukusanya ibiciro kugirango babone inyungu nyinshi? Abasesenguzi bashimishijwe no kuvugurura kwa Smurfkappa bakoresheje amakarita atoroshye kandi adushinga amakarita yo koherezwa mu makarito. Muri icyo gihe, Smurfi Kappa yashimangiye ko iryo tsinda rifite "kugereranya bidasanzwe kugeza umwaka ushize, urwego twaho twagiye dusuzuma rudashoboka".
Ariko, abashoramari barashidikanya cyane. Imigabane ya Smurfi Kappa ni munsi ya 25% kurenza uburebure bwa pindemic, kandi abaherekejwe na Esmar iri hasi 31%. Ninde ufite ukuri? Intsinzi ntabwo ishingiye gusa kumakarito no kugurisha. Abasesenguzi i Lefferies bahanura ibiciro bya kontineri byasubiwemo bizahabwa intege nke za Macro, ariko kandi ushimangire ko imyanda n'ibiciro by'ingufu nabyo bigwa, kuko ibi bivuze kandi ko ikiguzi cyo gupakira kigwa.
"Ibihagije bikunze kwirengamana, tubona ko ibyo bigufi birashobora kuba imbaraga nini zo kwinjiza no kuzigama, inyungu zamafaranga yo hasi. Umusesenguzi kuri Jeffries vuga.
Muri icyo gihe, ikibazo cyibisabwa ubwabyo ntabwo ari ukuri. Nubwo e-ubucuruzi hamwe na gahoro byasabye iterabwoba kumikorere yimikino yo gupakira imiyoboro, umugabane munini wamatsinda akenshi ni mubice. Kuri Desma, hafi 80% byinjira bikomoka ku bicuruzwa byihuta byihuta (FMCG), bikaba bicuruzwa bigurishwa muri supermarket, kandi hafi ya 70% bya Pajirfi Kappa byatanzwe nabakiriya ba FMCG. Ibi bigomba kwerekana ko byihangana mugihe isoko ryanyuma rikura, na desma ryagaragaje iterambere ryiza mubice nkibisimbura bya plastiki.
Mugihe rero ibyifuzo bihindagurika, ntibishoboka ko bigwa munsi yingingo runaka - cyane cyane guhaga abakiriya b'inganda basubiye cyane na Covise-19 icyorezo. Ibi bishyigikiwe nibisubizo biherutse kuva macfarlane (macf), byagaragaje ko hazamuka 14% mu mezi atandatu ya 2022 nko kugarura muri Aliation, abakiriya ba Engineering ba Enginet no kwakira buhoro mu guhaha.
Abapakira bahimbwe nabo bakoresha icyorezo kugirango batezimbere impapuro zabo. Smurfi Kappa umuyobozi mukuru Tony Smurfey yashimangiye ko imiterere y'imari y'ikigo ye "mu mwanya mwiza twabonye" mu mateka yacu, dufite umwenda / amafaranga mbere yo kumanura inshuro zitari munsi ya 1,4. Umuyobozi mukuru wa Desmar Roberts yagarutse ko muri Nzeri, avuga ko muri Nzeri, avuga ko umuryango we w'itsinda mbere yuko igipimo cyo hasi cyagabanutseho inshuro 1.6 ".
Ibi byose byiyongera kugirango bisobanure bamwe basesengura bemeza ko isoko rirakara, cyane cyane kubijyanye na FTSE 100, ibiciro muri 20% munsi yumvikanyweho mbere yamamore. Ibiciro byabo rwose birashimishije, hamwe nubucuruzi bwa desma kuri protio yimbere 8.7 hamwe na 151, na schmurf kappa's sprus toppa imbere ya 10.4 Numurongo wimyaka itanu yo mu 12.3. Byinshi bizaterwa nubushobozi bwikigo cyo kumvisha abashoramari ko bashobora gukomeza gutungurwa muri 2023.
Igihe cyohereza: Ukuboza-13-2022
