Mafambiro makuru ari kuumba remangwana remapepa nekurongedza uye makambani makuru mashanu ekutarisa

Mafambiro makuru ari kuumba remangwana remapepa nekurongedza uye makambani makuru mashanu ekutarisa

Indasitiri yemapepa nekurongedza ine mhando dzakasiyana-siyana dzezvigadzirwa, kubva pamapepa ekurongedza kusvika kune zvigadzirwa zvekushambidzika zvinonyungudutsa, mapepa ekushongedza anosanganisira kudhinda nekunyora mapepa nemapepanhau ekutaurirana. Indasitiri yemapepa nekurongedza inopa mhinduro dzekuputira zvigadzirwa zvemvura, zvekudya, zvemishonga, zverunako, zvemumba, zvemabhizinesi uye zvemaindasitiri, uye inogadzirawo zvinhu zvisina basa uye zvakakosha zvezvigadzirwa zvekushambidzika zvinonyungudutsa, tissue uye zvigadzirwa zvemapepa. Indasitiri yemapepa nekurongedza inopa mabasa akasiyana-siyana anosanganisira chikafu nezvinwiwa, kurima, kuchengetedza musha nemuviri, hutano, zvitoro, e-commerce uye zvekufambisa. Vatambi veindasitiri vanosangana nezvinodiwa nevatengi zvekutumira, kuchengetedza uye kuratidza nemhinduro dzinogara kwenguva refu. bhokisi remachokoreti reGodiva

01. Mafambiro makuru ari kuumba ramangwana remaindasitiri ekugadzira mapepa nezvimwe zvigadzirwa zvine chekuita nazvo

Kushandiswa kwemari shoma nevatengi, mitengo yakakwira inyaya dziri kuitika munguva pfupi iri kutevera: Kukwira kwemitengo kuri kuitika pari zvino kwave kuchikanganisa vatengi, zvichikonzera kudiwa kwezvinhu kwakaderera, izvo zvinokanganisa kudiwa kwekurongedza sezvo zvinhu zvinokosheswa nevatengi zvichichinja kuenda kuzvinhu zvisina kusarudzwa, zvichikurudzira varidzi vezvigadzirwa kuti vashande nesimba kuderedza huwandu hwezvinhu zviri mubhizinesi. Makambani ari mubhizinesi remapepa nekurongedza aifanira kuderedza huwandu hwezvigadzirwa kuti agutse zvinodiwa nevatengi. Pamusoro pezvo, indasitiri yemapepa nekurongedza iri kuona mitengo yekufambisa, yemakemikari nemafuta ichikwira pamwe nematambudziko ekutengesa. Nokudaro, vatambi veindasitiri vari kuramba vachitarisa pamitengo uye kudzikiswa kwemitengo nerubatsiro rwekugadzira otomatiki kuti vawedzere kugadzirwa uye kushanda zvakanaka.bhokisi rechipo cheGodiva Goldmark rakasiyana-siyana

Kushandiswa kwedhijitari kunokanganisa kudiwa kwemapepa: Kuchinja kwekushandisa madhijitari kwave kuchidya mugove wemusika wemapepa emifananidzo kwenguva yakati uye izvi zvichiri kutyisidzira indasitiri nguva dzose. Kutaurirana pasina mapepa, kushandiswa kwemaemail kuri kuwedzera, kudzikira kwekushambadza kwakadhindwa, kuwedzera kwekubhadharisa kwemagetsi, uye kudzikira kwemakatalogi ezvigadzirwa zvese zviri kuderedza kudiwa kwemapepa emifananidzo. Nokudaro, indasitiri iri kushandura kuita mapepa ekurongedza uye mapepa ehunyanzvi nerubatsiro rwemichina. Kushandiswa kwemapepa muzvikoro, mahofisi nemabhizinesi kwakanganiswa nekuvharwa kwakakonzerwa nedenda. Asi kudiwa kwacho kwakawedzera sezvo zvikoro nemahofisi zvakavhurwazve. lchinhu chakafanana nebhokisi rechokoreti

Kutengeserana Kwepakombiyuta Nezvinhu Zvevatengi Zvinotsigira Kudiwa Kwekurongedza: Indasitiri yemapepa nekurongedza ine mukana mukuru wekuona misika yemagetsi inotarisa vatengi, kusanganisira chikafu nezvinwiwa nehutano, zvichiita kuti mari iwedzere. Kune e-commerce, kurongedza kunova kwakakosha zvikuru sezvo kuchifanira kuchengetedza kunaka kwechigadzirwa uye kugara kwenguva refu kuti kutsungirire matambudziko anobatanidzwa mukutumira chigadzirwa. Sekureva kweStatista, kubva muna 2023 kusvika 2027, mwero wekukura kwegore negore wemari yepasi rose ye-commerce inotarisirwa kusvika 11.2%, inova mukana mukuru wekukura kweindasitiri yemapepa nekurongedza. Brazil inotarisirwa kutungamira kukura kwe e-commerce yekutengesa neCAGR ye14.08% mukati megore ra2023-2027, ichiteverwa neArgentina, Turkey neIndia nemwero wekukura we14.61%, 14.33% uye 13.91%, zvichiteerana. bhokisi rechokoreti rakanaka kwazvo

Kugara kwenguva refu kwakakosha: Kudiwa kuri kukura kwenzira dzekurongedza dzinogara kwenguva refu uye mhinduro dzekurongedza dzinochengetedza nharaunda zvichatsigira musika wepepa mune ramangwana. Indasitiri yemapepa yatotanga kushandisa zvirimo zvakadzokororwa mukugadzira. Nekuwedzera kudzokororwa, indasitiri yemapepa nekurongedza ichakwanisa kushandisa nzira dzekugadzira dzinochengetedza nharaunda uye hupfumi. Kudyara mari muhunyanzvi hwekuvandudza zvinhu kuchasimudzira kudiwa kwezvigadzirwa zvepepa zvepamusoro.

02. Mahombe mashanu eindasitiri anofanirwa kutariswa

Vertiv: Kunyangwe makambani ese ari muindasitiri iyi akadzikisa zvinhu, kuramba kuchiita hurongwa hwebhizinesi raVertiv kwakaita kuti pave neEBITDA yakakwira ne6.9% muchikamu chekutanga cha2023. Kuwanda kwemari yaVertiv yakadzikira ne0.3, pamwe chete nekuwana mari yakawanda, zvinoita kuti kambani iwane mukana wekukura. Kutengeswa kwemari yekuCanada yaVertiv kuchabatsira hurongwa hwayo kuti hutarise pakudyara mari mumabhizinesi ane mari yakawanda uye nzvimbo dzakasiyana-siyana, nekutarisa pakutengeserana kwepamhepo nekukura kwezvigadzirwa zvinogara kwenguva refu zvichibatsira kukura. Hupenyu hwakafanana nebhokisi rechokoreti

Shuzan Yunuo: Pasinei nekumanikidzwa kwekukwira kwemitengo, EBITDA yekambani yakagadziriswa yakasvika padanho repamusoro muna 2022. Nekuda kwemitengo yakakwira, EBITDA mubhizinesi remapepa nekurongedza yakawedzera ne50% uye yakapfuura chiratidzo che3 bhiriyoni reais kekutanga mugore. Muchikamu chekutanga cha2023, EBITDA yakagadziriswa yakawedzera ne20% gore negore. Kuwanikwa kwemari kubva mumabasa kwakawedzera ne21% zvichienzaniswa nechikamu chekutanga cha2022.

Suzanno akakwanisa kuderedza chikwereti chake cheNet/EBITDA chakagadziriswa kusvika ka1.9 pakupera kwekota yekutanga ya2023 - chiyero chakaderera kubva Suzanno pulp and paper zvakabatana neFibria muna 2019. Izvi zvinoshamisa tichifunga nezvenguva yakakura yekudyara mari yekambani kusvika pari zvino. Munguva yaNdira-Kurume 2023, Shuzanol yakaisa R$3.7 bhiriyoni, iyo R$1.9 bhiriyoni yakagoverwa yekuvaka pulp mill. bhokisi rechipo chechokoreti inopisa

Pamusoro pezvo, 57% yechirongwa cheCerrado cheShuzan cheUS$2.8 bhiriyoni chapera uye chichaiswa mukugadzirwa muchikamu chekutanga cha2024 sezvakarongwa. Kana chapera, chinotarisirwa kuwedzera kugona kweShuzan Euno kugadzira pulp neanenge 20%. Chichava chigayo chikuru pasi rose chine mutsetse mumwe chete wekugadzira pulp ye eucalyptus.

Smurfi Kappa: Kubudirira kweSmurfi Kappa kwatsigirwa nekutarisa kwayo pakuunza kurongedza kwakagadzirwa nemapepa matsva uye anogara kwenguva refu kumusika, mari yakapihwa vatengi mumakore mashoma apfuura uye kutenga zvinhu zvine chekuita nehurongwa. Kambani iyi iri kuramba ichiwedzera nzvimbo yayo yenzvimbo uye zvigadzirwa zvayo kuburikidza nekutenga zvinhu. bhokisi hombe remachokoreti

Smurfi Kappa ichangobva kuisa mari inosvika mamiriyoni gumi nemaviri emadhora muchivako chayo cheTijuana mukuvandudza michina mitsva nemaitiro ayo zvichavandudza zvakanyanya kunaka kwekudhinda uye kushanda zvakanaka. Kambani iyi, iyo yakaisa mari inodarika mamiriyoni mazana matatu nemakumi mashanu emadhora mumakore mashanu apfuura, yave ichiwedzera kugona kwayo kugadzira muMexico. Mexico ndiyo yechipiri pakukura kwehupfumi muLatin America mushure meBrazil. Yaionekwa senzvimbo yakakodzera kupinda mumusika weUS.

Kudiwa kwemhinduro dzekugadzirisa zvinhu zvinogara kwenguva refu uye zvitsva kuchiri kusimba. Smurfi Kappa yave ichiisa mari mumichina mitsva yetekinoroji yepamusoro uye inoshanda nesimba zvishoma, iyo ichasimudzira kugadzirwa uku ichideredza kukanganiswa kwayo nezvakatipoteredza uye ichiwedzera mhando dzemhinduro dzekugadzirisa zvinhu dzinodhura zvikuru, itsva uye dzinogara kwenguva refu. hupenyu hwakafanana nebhokisi rechokoreti

Sappi: Misika ye viscose staple fiber uye pulp iri kunyungudika iri kudzoka, uye kudiwa kwevatengi vakuru veSappi kuri kuramba kwakanaka. Kambani iri kutambura kutarisira mari yekushanda nekuderedza kugadzirwa uye kugadzirisa zvigadzirwa zvayo nemusika kuti zvienderane nezvinodiwa. Kambani iri kufamba zvakanaka nehurongwa hwayo hweThrive25. Izvi zvinoda kutarisa pakuwedzera kugona kwayo kunyungudika kwepulp, kuwedzera kurongedza uye mapepa ehunyanzvi munzvimbo dzese, ukuwo ichideredza kuratidzwa kwemusika wepepa remifananidzo. nzira yekugadzirira keke rechokoreti mubhokisi zviri nani

Sappi yakatarisanawo nekuchengetedza hutano hwemari uye kufambira mberi kusvika pakuzadzisa chinangwa chechikwereti chemadhora bhiriyoni imwe chete, uku ichishanda kuti isimudzire kugona kwekushanda zvakanaka nekuvandudza nzvimbo yayo yemitengo uye kugona kugadzira zvinhu zvakanaka. Mutengo wemasheya wekambani waderera ne29.4% mugore, asi unotarisirwa kukwira nekuda kwezvinhu zvakanaka zvataurwa pamusoro apa.

Zvinhu Zvakagadzirwa neRayonier: Pasinei nekupfava kwazvino mune dzimwe nzvimbo dzebhizinesi, kambani iyi yakakwanisa kugadzirisa dambudziko iri nekutarisa pakuvandudza mashandiro uye kuderedza mari. Kubva muna 2021, kutengesa kwakawedzera ne7%. Kambani iyi iri kufamba zvakanaka nehurongwa hwayo hwekushanda uye yakadzikisa chikwereti chayo kusvika ka3.3. Izvi zvinogona kuitwa kuburikidza nekuwedzera kweEBITDA. Kambani iyi inoronga kuwedzera izvi kusvika ka2.5 mumakore matatu kusvika mashanu. zvakafanana nebhokisi rechokoreti

Mari iri kuenderera mberi neRayonier Advanced Materials inotarisirwa kukurudzira kukura kweEBITDA. Chirongwa chekubvisa mabhodhoro paJessup plant chinotarisirwa kukurudzira EBITDA kutanga muhafu yechipiri yegore rino. Chigadzirwa cheTartas bioethanol, icho chinotarisirwa kupedzwa muhafu yechipiri ya2024 uye chinobatsira kuEBITDA, chakatarisanawo nekudyara mari mumapurojekiti ane purofiti yakawanda uye kutenga zvinhu kuti zvikurudzire kukura.