Kuyang'ana zomwe zimachitika pazaka za Carton mu 2023 kuchokera ku chitukuko cha chitukuko cha zimphona za ku Europe

Kuyang'ana zomwe zimachitika pazaka za Carton mu 2023 kuchokera ku chitukuko cha chitukuko cha zimphona za ku Europe
Chaka chino, zimphona za Carton ku Europe zakhalabe ndi phindu pansi pa zoopsa, koma mtanda wawo utha liti? Mwambiri, 2022 idzakhala chaka chovuta kwa zimphona za carton. Ndi kukwera kwa mtengo wamagetsi ndi ndalama zogwirira ntchito, makampani apamwamba a ku Europe, kuphatikiza smurf gulu la Gulu la Smuva ndi Desma, amagwiranso ntchito molimbika kuthana ndi vuto la mitengo yamapepala.Bokosi pepala
Malinga ndi akatswiri a Jeffries, popeza 2020, monga gawo lofunikira pakuyika mapepala, mtengo wamakatoni ku Europe wachulukitsa. Kuphatikiza apo, mtengo wa boardboard yopangidwa mwachindunji kuchokera ku mitengo osati yobwezerezedwanso imatsata mawonekedwe ofanana. Nthawi yomweyo, ogwiritsa ntchito ndalama amagwiritsa ntchito ndalama zomwe amagwiritsa ntchito pa intaneti, zomwe zimachepetsa kufunikira kwa makatoni. Chikwama
Zaka zaluso zidabwera ndi Covid wazaka 19, monga madongosolo omwe amayenda mokwanira, zojambula zolimba, komanso kuzimitsa mitengo yamasheya ya zimphona, zonse zatha. Komabe, ngakhale zili choncho, magwiridwe antchito awa ndi abwino kuposa kale. Smurfit Cappa posachedwa kuti Ebitda yake iwonjezeka ndi 43% kuyambira kumapeto kwa Januware mpaka Seputembala, pomwe ndalama zake zikugwiriranso ntchito ndi wachitatu. Izi zikutanthauza kuti ngakhale panali kotala la nthawi ya 2022, ndalama zake komanso ndalama za ndalama mu 2022 zadutsa mliriwo pamaso pa chipinda cha Covid-19.
Pakadali pano, desma, chimphona chachikulu chojambulidwa ku UK, chalimbikitsa kulosera kwake pa Epulo 30, 2023, ndikukulitsa ndalama zoyambirira za chaka chino cha chaka chino, ngakhale Idakali ndi bizinesi ya Russia pamalo ovuta kwambiri chifukwa cha mavuto osasinthika.Bokosi la Hat
Zambiri zosinthira ku Desma mu Okutobala zinali zochepa, koma zinatiuza kuti "kutembenuza kwa mabokosi ofanana ndi otsika pang'ono". Mofananamo, kukula kwamphamvu kwa smurf Cappa sikukugulitsa makatoni ambiri - kugulitsa katoni yake yosungirako adakhalabe ndi zaka 202, ndipo ngakhale zidagwa ndi 3% mu gawo lachitatu lachitatu. M'malo mwake, zimphona izi zimawonjezera phindu pokulitsa mtengo wa zinthu zawo.Bokosi la Baseball Cap
Kuphatikiza apo, kutembenuza kumeneku sikuwoneka kuti sikunasinthe. Pankhani yamisonkhano yazachuma itayitanitsa mwezi uno, Tony Smurf, CEO wa Smurf Capa, anati: "Ndimaganiza kuti ndi zongochitika. Zachidziwikire Bokosi la Scarf
Izi zikubweretsa funso: Kodi chidzachitike ndi chiyani pamakampani otetezedwa a Box mu 2023? Ngati msika ndi ogwiritsa ntchito ogula chifukwa cha malo okhala akuyamba kukhazikika, opanga mapuloto opanga akupitiliza kuwonjezera mitengo kuti mupeze phindu lalikulu? Poganizira za zovuta za Macro ndi zowonjezera zowonongeka zomwe zidanenedwa ku United States, Openda amasangalala ndi zosintha za smurf Cappa. Nthawi yomweyo, Smurfikafapaka adatsimikiza kuti "kufananizirana pakati pa gululi komanso chaka chatha nkolimba kwambiri, ndipo nthawi zonse timakhulupirira kuti uwu ndi gawo lopanda tanthauzo". Bokosi la CART CASTLE
Komabe, opanga ndalama amakayikira kwambiri. Mtengo wa Smurf Cappa unali 25% wotsika kuposa chiwerengero cha mliri, mtengo wogawana nawo Desma udalowa 31%. Ndani akunena zoona? Kuchita bwino kumadalira osati kwa katoni ndi makatoni. Akatswiri a Jeffries adaneneratu kuti poganiza zofooka, mtengo wa makatoni obwezerezedwanso amagwa, koma adatsimikizanso kuti mtengo wa mapepala ndi mphamvu zimachitikanso, chifukwa zimachitikanso.
"M'malingaliro athu, zomwe nthawi zambiri zimanyalanyaza mtengo wotsika kwambiri zimatha kukhala ndi mphamvu yoyendetsa bwino kwambiri. Akatswiri a Jefffries adanena. Bokosi la zovala
Nthawi yomweyo, vuto lodzifunira silinafanane kwathunthu. Ngakhale ndi malonda komanso pang'onopang'ono adawopseza ena omwe amayendetsa ma contraging, gawo lalikulu kwambiri logulitsa magulu a maguluwa nthawi zambiri limakhala m'mabizinesi ena. Mu desma, pafupifupi 80% ya ndalama amachokera ku zinthu zosayenda bwino (FMCG), zomwe zimagulitsidwa makamaka zogulitsa m'masitolo akuluakulu. Pafupifupi 70% ya carton phukusi la smurf Cappa limaperekedwa kwa makasitomala a FMCG. Ndi kukula kwa msika wotchinga, izi ziyenera kukhala zosinthika. Desma wazindikira kukula bwino mu pulasitiki ndi minda ina.
Chifukwa chake, ngakhale kusinthalika kofunikira, sikungafanane ndi mfundo inayake - makamaka poganizira za kubwerera kwa makasitomala ogwiritsa ntchito omwe agundidwa kwambiri ndi mliri wa Covil. Izi zimathandizidwa ndi magwiridwe aposachedwa a MacFarlane (Macf), zomwe zimafotokoza kuti kubwezeretsa makasitomala muviniwa, ndipo kampaniyo imachulukitsa ndi 14% m'bokosi loyambilira la 2022. Bokosi loperekera zakudya
Machesi otetezedwa amagwiritsanso ntchito mliri pokonza ma sheet awo. Tony Stoffey, CEO wa Sloffey Kappa, adatsimikiza kuti kampani yake inali "yabwino kwambiri m'mbiri yathu" Miles Roberts, CEO ya desma, adagwirizana ndi izi mu SeputembalaBokosi Lotumiza
Zonsezi zimatanthawuza kuti kafukufuku wina amakhulupirira kuti msika wawonjezera, makamaka ngati pali acckers a FTSE Kufunafuna kwawo kuli kokongola. The mtsogolo P / E Vorio ya desma ili ndi 8.7, pomwe pafupifupi zaka zisanu ndi 11.1, pomwe patsogolo p / e raurfikafa ndi 10.4. Mokulira, zimatengera kuti kampaniyo ithe kutsimikiza kuti agonjetse omwe angapitirizebe kukhala osadabwitsa mu 2023.Bokosi Lotumiza