Ukusuka ekuthuthukisweni kwentuthuko yamaphakethe e-European ehlanganisiwe ukubheka umkhuba wemboni yeCarton ngo-2023
Lo nyaka, ama-perfols apakisha we-European Carton alondoloze inzuzo ephezulu naphezu kwesimo esiwohlokayo, kepha ingabe isikhathi sabo sokuwina singagcina isikhathi esingakanani? Sekukonke, kuzoba ngu-2022 unyaka onzima we-Major Carton Packed Giants. Ngokukhuphuka kwezindleko zamandla nezindleko zabasebenzi, izinkampani eziphezulu zaseYurophu ezifaka iSchmofi Kappa Group kanye neqembu le-DAPMA nazo zilwa nokubhekana namanani entengo.
Ngokusho kwabahlaziyi eJeffries, kusukela ngo-2020, intengo ye-Diseyperboard esetshenzisiwe, ingxenye ebalulekile yokufakwa kwamaphepha, icishe yaphindeka kabili eYurophu. Ngenye indlela, izindleko ze-strogin equetboard zenziwe ngokuqondile kusuka kumalogi kunokuba amabhokisi asetshenziswe kabusha alandele umkhondo ofanayo. Ngasikhathi sinye, abathengi abazibiza kakhulu banciphisa ukuchitha kwabo online, okubuye kunciphise ukufunwa amabhokisi.
Izinsukukazi Zobuhlungu Wake waletha ubhubhane olusha lomqhele, njengama-oda asebenza ngokugcwele, ukuqinisekiswa kwamabhokisi, kanye nezintengo zesitoko sezimali zokufaka ama-giants ... konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Konke lokhu sekuphelile. Noma kunjalo, noma kunjalo, lezi zinkampani zenza kangcono kunangaphambili. USmrfi Kappa usanda kubika ukuthi ukhuphuka ngo-43% emalini imali etholwa ngaphambi kokuthakazelela, izintela, ukwehla kanye nokukhishwa kwemali kusuka ngoJanuwari kuze kube sekupheleni kukaSepthemba, ngenkathi kusebenza imali engenayo eyesithathu. Lokho kusho ukuthi imali yayo yemali engama-2022 nenzuzo yemali esevele idlule amazinga abhubhane ngaphambili, yize ayenekota yendlela eya ngasekupheleni kuka-2022.
Okwamanje, i-DEMA, i-UK's Nore Packer Packes Gracked, iphakamise isibikezeli sayo sonyaka kuya ku-30 Ephreli 2023, ithi kulungiswe inzuzo yokusebenza kwengxenye yokuqala kufanele kube okungenani amakhilogremu angama-351. Kwakungamakhilogremu angama-351 ayizigidi ezingama-351. Enye iGiant Packing, Mondi, ithuthukise umugqa wayo ongaphansi kwamaphesenti amaphesenti amathathu, ngaphezu kokuphinda kabili inzuzo yayo engxenyeni yokuqala yonyaka, yize kusele izingqinamba ezingalungiswa ebhizinisini layo leRussia.
Isibuyekezo sokuhweba sika-Okthoba sika-Okthoba sika-Okthoba sasibukhali ngemininingwane, kepha okukhulunywe ngaso "amavolumu aphansi kancane amabhokisi ahlanganisiwe". Ngokufanayo, ukukhula okuqinile kukaSmurf Kappa akuwona umphumela wokuthengisa amabhokisi amaningi - Ukuthengiswa kwalo kwebhokisi elihlanganisiwe kwakuyifulethi ezinyangeni eziyisishiyagalolunye zokuqala zango-2022 kwaze kwawa ngo-3% kwikota yesithathu. Ngokuphambene nalokho, la ma-giants akhulisa inzuzo yamabhizinisi ngokuphakamisa amanani entengo yemikhiqizo.
Ngaphezu kwalokho, ivolumu yokuhweba ayibonakali sengathi ithuthukile. Kule nyanga imali oyitholayo, i-SMURFI KAPPA CEO UTony Smurphy uthe: "Ivolumu yokuthenga ngekota yesine lifana kakhulu nalokho esikubonile kwi-UK neJalimane kukodwa ezinyangeni ezimbili zokugcina noma ezintathu."
Lokhu kuncenga lo mbuzo: Kuzokwenzekani embonini yamabhokisi ehlanganisiwe ngo-2023? Uma imakethe kanye nesibalo sokufakwa kwabathengi kuqale ukugqagqana, ingabe abakhiqizi bokupakisha abangahle baqhubeke nokukhulisa amanani ukuthola inzuzo ephezulu? Abahlaziyi bathokoze ngokuvuselelwa kukaSmurfkappa benikezwe i-backrop enzima ye-macro kanye ne-abserther carton ukuthunyelwa kwendlu. Ngasikhathi sinye, uSmurfi Kappa ugcizelele ukuthi leli qembu liqhathaniswe ngokwengeziwe kuze kube nyakenye, izinga elihlale libhebhetheke njengelingavikelekile ".
Kodwa-ke, abatshalizimali bayangabaza kakhulu. Amasheya weSmurfi Kappa aphansi angama-25% kunokuphakama kobhubhane, futhi ama-desmar aphansi ngo-31%. Ubani olungile? Impumelelo ayivele ixhomeke ku-carton kanye nebhodi lokuthengisa. Abahlaziyi eJefferies babikezela ukuthi amanani entengo e-Diseycledboard asetshenziswe kabusha azokwenziwa okunikezwayo okubuthakathaka kwe-macro, kepha futhi agcizelele ukuthi izindleko zephepha kanye nezindleko zamandla nazo ziyawa, ngoba nakho lokhu kusho ukuthi izindleko zokukhiqiza ukukhiqiza ziwela.
"Okuvame ukunganakwa, ngombono wethu, ukuthi izindleko eziphansi zingaba yinto enkulu ukuze zithole imali etholwayo ekugcineni (inzuzo yemali etholwayo izoba yizindleko eziphansi kakhulu phansi." umhlaziyi eJeffries athi.
Ngasikhathi sinye, umbuzo wezidingo ngokwawo awuqondile ngokuphelele. Yize i-e-commerce kanye ne-slowdown kubuke ezinye izinsongo ekusebenzeni kwezinkampani ezihlanganisiwe zokufaka, isabelo esikhulu sokuthengiswa kwalawa maqembu kaningi kwamanye amabhizinisi. Ku-DECMA, cishe ama-80% wemali engenayo evela kwizimpahla zabathengi ezisheshayo (FMCG), okuyimikhiqizo ethengiswayo ezitolo ezinkulu, futhi cishe ama-70% we-SMURFI KAPPA's Packaging anikezwa amakhasimende we-FMCG. Lokhu kufanele kube lula njengoba imakethe yokuphela ikhula, futhi i-Consma ibonile ukukhula okuhle ezindaweni ezinjengokufakwa esikhundleni sepulasitiki.
Ngakho-ke ngenkathi ukufunwa kushintshile, akunakwenzeka ukuthi uwe ngaphansi kwephuzu elithile - ikakhulukazi okunikezwe ukubuya kwamakhasimende wezimboni kushaye kanzima ngobhubhane lwe-19. Lokhu kusekelwa yimiphumela yakamuva evela eMacfarlane (Macf), eyaphawula ukukhuphuka kwemali okungu-14% kwizinyanga eziyisithupha zokuqala ezingama-2022 njengokululama kwamakhasimende ezindiza, ezobunjiniyela kanye nokungenisa izihambi ngaphezu kokuhamba kancane ekuthengeni okuku-inthanethi.
Amaphakethe ahlanganisiwe nawo asebenzisa ubhubhane ukuze athuthukise amashidi awo alinganayo. Isikhulu seSmurfi Kappa, sigcizelele ukuthi ukwakheka kwemali yenkampani yakhe "esimweni esihle kakhulu esake sakubona" emlandweni wethu, ngesikweletu / imali etholwa ngaphambi kokukhishwa okungaphansi kwezikhathi eziyi-1,4. Isikhulu esiphezulu sakwa-Adles arleverts sikuveze ukuthi ngoSepthemba, kusho isikweletu seqembu lakhe / imali etholwa ngaphambi kokukhishwa kwezilinganiso ziwele ezikhathini eziyi-1,6, "esinye sezilinganiso eziphansi kakhulu esizibonile eminyakeni eminingi".
Konke lokhu kwenezela okusho ukuthi abanye abahlaziyi bakholelwa ukuthi imakethe iyantshontsha ngokweqile, ikakhulukazi maqondana nabaphakethe 100, izintengo ezingezansi ezingama-20% ngaphansi kwezilinganiso ezitholakele ngaphambi kokuthola imali. Ukulinganisa kwabo kuyathandeka, ngokuhweba kwe-desma ku-Forward P / E isilinganiso esingu-8.7 ngokuqhathaniswa nesilinganiso seminyaka emihlanu se-11.1, kanye ne-Schmurf Kappa phambili ku-P / E isilinganiso esingu-10 .4 Okuningi kuzoncika emandleni enkampani yokukholisa abatshalizimali ukuthi bangaqhubeka nokumangaza ngo-2023.
Isikhathi sePosi: Dec-13-2022
