I te tau 2023, e whakamātautau ana i te kaha o te umanga tākai me te tā ki te ārai i te paheketanga ohaoha, me aro atu ki ēnei au
Ahakoa te hekenga o te rahinga tauwhitinga i roto i te mākete takawaenga whānui, kua tino piki ake ngā mahi M&A i roto i te umanga tākai me te tā i te tau 2022. Ko te tipu o ngā mahi M&A e pā ana ki ētahi āhuatanga matua – te ngāwari me te pumau o te umanga tākai me te tā, te pikinga ake o te hokohoko ipurangi e akiaki ana i te pikinga o te tono mō ngā otinga tākai me te tā, te whānui tonu o te hokohoko o te ao, me te tipu o ngā mākete hou.keke tiakarete mai i ngā tohutao pouaka
Nō nā tata nei, i whakapuaki a Scott Daspin, te Kaiwhakahaere o te Pēke Pūtea i Triad Securities, me Paul Marino, te Upoko o te Pūtea Tūmataiti i Sadis&Goldberg, i ō rāua mōhiotanga ngaio me ngā tirohanga mō ngā āhuatanga o mua, o nāianei, me ngā tūmanakohanga o te umanga tākai me te tā.
He nui ngā mōhiotanga me ngā wheako o ngā umanga e rua. He nui ngā kōrero a Daspin mō te whakawhanake i ngā whanaungatanga hou me te tautuhi me te whakaoti i ngā whakawhitiwhitinga angitu, ko Marino ia e aro ana ki ngā āhuatanga mahi o ngā ratonga pūtea, te ture umanga, me te pūtea umanga, e whakarato ana i ngā māramatanga whai hua mō ngā au o te umanga, ngā umanga takai me te tā, me ō rātou pānga ki ngā mahi M&A a meake nei..pouaka tiakarete gudrun
Tata ki te 54% o ngā whakawhitiwhitinga i roto i te umanga tākai me te tā i te tau 2022 i ahu mai i te hea tūmataiti. He aha ai?
Marino: I te mea he mea nui tonu te tānga mōkihi, ehara i te mea miharo kua kukumea te pūtea ki tēnei umanga. He whānau te hunga whakahaere mākete takawaenga, ā, ka āwhina tēnei ki te whakapai ake i te whai huatanga. E mōhio ana ngā kaipupuri moni ki te uara me te pūmanawa tipu o ngā umanga e mahi ana ki te whānuitanga o ngā umanga, mai i te kai me te inu ki ngā taonga kaihoko me ngā rongoā.tiakarete pouaka ora
Kei te whakamahi ngā kamupene hea tūmataiti i ētahi rautaki hei waihanga uara me te whakatutuki i te tipu?
Daspin: Kua waiho e ngā kamupene hea tūmataiti ō rātou tohu i roto i te umanga takai me te tā mā te whakamahi i te rautaki "hoko me te hanga". Kei roto i tēnei ko te hoko i tētahi huinga o ngā kamupene i roto i ngā ahumahi ōrite, i ngā ahumahi e pā ana rānei, kātahi ka whakauru me te whakakotahi i a rātou hei hanga pakihi nui ake, whai hua ake, me te whakataetae ake. Nā te horapa o te umanga takai me te tā, he nui ake ngā hinonga iti me te rahi waenga, engari he iti ake ngā hinonga nui. Ka taea e ngā kaipupuri moni te hoko i ngā kamupene maha me te whakauru i a rātou kia eke ki ngā ōhanga tauine nui ake, kia whakaitihia ngā utu, kia nui ake ai ngā hua.
He aha ngā au hou e tika ana kia arohia, i te mea ka whakamātautauhia e te tau 2023 te ariā ārai-ōhanga o te umanga tākai me te tā?he pouaka tiakarete te ora
Marino: E tohu ana te ture nekehanga tuatoru a Newton "mō ia mahi, he tauhohenga ōrite, he tauhohenga rerekē." He rite tonu tēnei ariā ki te huringa pakihi. I ngā tau e rua kua pahure ake nei, kua taurite te nui o te oranga o te mate urutā ki te tirohanga tino pouri mō te tau 2023.he pouaka tiakarete te ora
Heoi, tera pea ka pā nui ngā āwangawanga ōhanga whānui ki te umanga tākai i te tau e haere ake nei. I runga i ngā taupatupatu tōrangapū tonu, te nekehanga o te kaupapa here hokohoko o te ao, me te tirohanga ōhanga kāore i te tino mārama, he maha ngā kamupene ka whiriwhiri ki te whakaroa i te haumi me te whakaiti i te whakapaunga ki ngā tākai. Tērā pea ka puhoi ake te tono mō ngā rauemi tākai, ka pā ki te tipu o te umanga. Hei tāpiri, ki te tīmata ngā pakihi ki te tūpato ki ā rātou tahua, ka tahuri pea rātou ki ngā otinga tākai penapena utu, ka wero pea i te auahatanga me te whanaketanga o ngā hangarau tā tākai hou.pouaka tiakarete mō te rā o Valentine
Heoi anō, e kī ana te hītori me noho pakari tonu te umanga tākai me te tā. Ko te tere o te tipu o te hokohoko ipurangi me te pikinga ake o te tuku ki te kāinga ka akiaki i te hiahia mō ngā otinga tākai auaha hei tiaki me te tiaki i ngā hua i te wā e tukuna ana.te ranunga keke pouaka tiakarete pai rawa atu
Hei tāpiritanga, i te mea ka nui haere te mōhio o ngā kaihoko ki te pānga o ngā takai ki te taiao, ka piki ake te hiahia mō ngā rauemi me ngā otinga takai pumau. Mā te whānui haere tonu o te hokohoko o te ao me te tipu haere o ngā mākete hou ka waihangahia he whai wāhitanga hou mō te umanga takai ki te mahi ki te whānuitanga o ngā kaihoko me ngā ahumahi.
He rite tonu ētahi o ngā kirimana i uru atu koe i te tau kua hipa?
Daspin: Ko te nuinga o aku mahi tānga mōkihi he pakihi whānau e whai hua ana, e whakawhirinaki ana hoki ki a ia anō i te taha pūtea. Ko te kaipupuri whare noa e rapu ana i tētahi huarahi hei neke atu ki te reti, e rapu noa ana rānei i tētahi huarahi hei whiwhi moni, ā, ko te tikanga he 85%, neke atu rānei o ō rātou rawa kupenga e herea ana e ngā kaihoko ki tā rātou pakihi.pouaka tiakarete mō te rā o Valentine
He mea whakamīharo, ehara i te mea ko te kaitono teitei rawa te otinga pai rawa atu: He maha ngā wā ka aro nui ngā kaihoko ki te mahi tahi me ngā kaihoko hei pupuri i te kamupene kia ora tonu i muri i te hoko. Hei tauira, he maha ngā wā ka whakakahoretia e ngā kaihoko ngā tono tuatahi teitei ake mai i ngā kaihoko pūtea, e pai ake ana ki te mahi tahi me ngā kaihoko rautaki e tautokona ana e te hea tūmataiti e tuku ana i ngā uara iti ake te whakataetae engari he whai wāhi ki te haumi anō i ētahi o ā rātou hea me te noho tonu ki te whai wāhi atu ki ngā Kamupene, me te ara ki te whakamahere uri. Nō reira, ko te nuinga o taku wā i roto i te mahi i pau ki te ngana ki te whakataurite i te putanga e hiahiatia ana e te kaihoko me te putanga e hiahiatia ana e te kaihoko e tutuki ana i aua paearu.
I te tau 2022, ka haere tonu te ia o ngā whenua o Amerika e whakatinana ana i ngā ture whānui mō te kawenga kaihanga. He aha ēnei ture, ā, he aha te tikanga mō ngā kamupene tā mōkihi?
Marino: Whai muri i ngā mahi a ngā hoa mahi i Oregon me Maine i te tau 2021, i whakatinanahia e ngā kaihanga ture i California me Colorado ngā ture EPR i hangaia hei āwhina i te whakaiti i ngā para mai i ngā takai me ngā ipu. Ahakoa kāore i te ōrite ēnei pire, me utu e ngā kaihanga nui o ngā takai me ngā ipu ngā utu e pā ana ki te kohikohi me te whakakore i ā rātou hua. Hei tāpiri, kua whakatakotohia e rātou he whāinga hei whakatenatena i ngā kaihanga ki te whakamahi i ngā takai me ngā rauemi tauwhiro ake. Ko te nuinga o ngā ture hou e hiahia ana hoki ki ngā kamupene kia whakarato mōhiohio mō te āheinga hangarua o ā rātou takai me te whakarato pūnaha kohikohi mō te hangarua i ngā takai.te ranunga keke pouaka tiakarete pai rawa atu
He aha tāu tohutohu mō ngā kaihoko pea i muri i te katinga o te tauwhitinga?
Daspin: Ko te mea nui ko te whakarite kia mārama rātou ki tā rātou tūranga ā muri ake nei i roto i te kamupene me ō rātou kawenga ki ngā kaihoko. Tērā pea kāore ētahi rangatira pakihi i mahi mā tētahi atu i mua, nō reira, tera pea ka roa te wā e ako ai rātou mō ngā hanganga kamupene hou, ngā whakaritenga pūrongo rānei. Waihoki, nā te mea he maha ngā wā kāore ngā kaimahi o te kamupene e mōhio ki tētahi whakaaetanga tae noa ki te wā ka kati, ka tūtohu ahau kia whai wā rātou ki te mārama ki te pānga o te putanga o te hoko ki ā rātou kaimahi.
Me mōhio hoki rātou ki te kōrero ki ngā kaiwhakarato me ngā kiritaki i muri i te tauwhitinga. He au angitu ahau'Kua kite tātou i te whakaroa i ngā pānuitanga mā te 20-30 rā kia taea ai e ngā kaihoko te tuku i tā rātou karere i mua i te rongonga o ō rātou kaipupuri hea mai i ētahi atu puna. Ki taku whakaaro he mea nui kia mārama koe ki tāu karere me tāu e taea ai te kōrero ki ō kaimahi, kiritaki me ngā kaiwhakarato.pouaka ranunga keke tiakarete pai rawa atu
He take ture anō kei te hiahiatia kia whiriwhiria kia angitu ai te hokonga mai, te hokonga atu rānei o tētahi kamupene tānga mōkihi?
Marino: Ko te hoko me te hoko atu i tētahi pakihi te whakawhitiwhitinga nui rawa atu ka taea e te rangatira pakihi te mahi, ko te whakahaere tuatahi, ko te whakakorenga rānei anake te mea e taea ai te whakataetae. Kua tino rerekē ngā kaitākaro katoa e whai wāhi ana ki te tirotiro tika ā-pūtea me te ture, ā, kua puta he raruraru me te uaua ki ēnei mahi. Ahakoa kāore i te motuhake ki ngā whakawhitinga tākai, ko ētahi o ngā tūemi, pērā i ngā kirimana kiritaki, kaiwhakarato me ngā kaimahi, me āta tirotirohia i roto i te tukanga hoko i tētahi kamupene tākai.
Wā tuku: Mei-30-2023
