Izitayela ezibalulekile ezibumba ikusasa lephepha nokupakisha kanye nezinkunzi ezinhlanu zemboni okufanele zibukwe
Imboni yephepha nokupakisha ihluke kakhulu ngokwemikhiqizo, kusukela emaphepheni ezithombe nokupakisha kuya emikhiqizweni yokuhlanzeka emunca amanzi, amaphepha ezithombe afaka phakathi amaphepha okunyathelisa nokubhala kanye nephepha eliphrintiwe ngezinjongo zokuxhumana. Imboni yePhepha Nokupakisha inikeza izixazululo zokupakisha zemikhiqizo yoketshezi, yokudla, yezemithi, yobuhle, yasekhaya, yezentengiselwano neyezimboni, futhi ikhiqiza nama-pulps athambile nakhethekile emikhiqizo yokuhlanzeka emunca amanzi, imikhiqizo yezicubu nephepha. Imboni yephepha nokupakisha inakekela izimboni eziningi ezifaka phakathi ukudla neziphuzo, ezolimo, ukunakekelwa kwasekhaya nokomuntu siqu, ezempilo, ezokuthengisa, ezokuhweba nge-inthanethi kanye nezokuthutha. Abadlali bemboni bahlangabezana nezidingo zokuthumela amakhasimende, zokugcina kanye nokubonisa ngezixazululo eziqhubekayo. ibhokisi lika-godiva lama-chocolate
01. Izitayela ezinkulu ezakha ikusasa lezimboni zokwenza amaphepha kanye nemikhiqizo ehlobene nazo
Ukusetshenziswa kwemali okuphansi kwabathengi kanye nezindleko eziphakeme kuyizinkinga zesikhathi esiseduze: Izingcindezi zamanje zokwehla kwamandla emali ziye zathinta abathengi, okuholele ekudingweni okuphansi kwezimpahla, okubuye kuthinte isidingo sokupakisha njengoba izinto eziza kuqala kubathengi zishintshela ezimpahleni nasezinsizeni ezingakhethi, okwenza abanikazi bomkhiqizo basebenze kanzima ukunciphisa isitokwe esiphezulu. Izinkampani embonini yamaphepha nokupakisha kuye kwadingeka zinciphise amazinga okukhiqiza ukuze zihlangabezane nesidingo samakhasimende. Ngaphezu kwalokho, imboni yamaphepha nokupakisha ibona izindleko zokuthutha ezikhuphukayo, zamakhemikhali nophethiloli kanye neziphepho zochungechunge lokuhlinzeka. Ngakho-ke, abadlali bemboni bagxila kakhulu ezenzweni zamanani kanye nokunciphisa izindleko ngosizo lokukhiqiza okuzenzakalelayo ukuze kwandiswe umkhiqizo kanye nokusebenza kahle.ibhokisi lesipho likashokoledi elihlukahlukene lika-godiva goldmark
Ukwenziwa kwedijithali kulimaza isidingo sephepha: Ukushintshela kwezokuxhumana zedijithali bekulokhu kudla isabelo semakethe yephepha lezithombe isikhathi esithile futhi lokhu kusalokhu kuyisongo esiqhubekayo embonini. Ukuxhumana okungenamaphepha, ukusetshenziswa kwe-imeyili okwandayo, ukwehla kokukhangiswa okuphrintiwe, ukwanda kokukhokhiswa kwe-elekthronikhi, kanye nokwehla kwamakhathalogi emikhiqizo konke kwenza buthakathaka isidingo samaphepha ezithombe. Ngakho-ke, imboni iguqukela ekupakisheni nasekuphepheni amaphepha akhethekile ngosizo lwemishini. Ukusetshenziswa kwephepha ezikoleni, emahhovisi nasemabhizinisini kuye kwathinteka ukuvalwa okubangelwe ubhubhane. Kodwa isidingo sanda njengoba izikole namahhovisi evulwa kabusha. lnjengebhokisi letshokolethi
I-E-Commerce kanye Nezimpahla Zabathengi Ezisekela Isidingo Sokupakisha: Imboni yephepha nokupakisha inethuba elikhulu lokuthola izimakethe zokugcina ezigxile kubathengi, okuhlanganisa ukudla neziphuzo kanye nokunakekelwa kwempilo, okuqinisekisa ukukhula kwemali engenayo okuqhubekayo. Kwezentengiselwano ze-e-commerce, ukupakisha kuba kubaluleke kakhulu njengoba kufanele kugcine ubuqotho bomkhiqizo futhi kuhlale isikhathi eside ngokwanele ukumelana nobunzima obuhilelekile ekulethweni komkhiqizo. Ngokusho kwesibikezelo se-Statista, kusukela ngo-2023 kuya ku-2027, izinga lokukhula lonyaka elihlanganisiwe lemali engenayo ye-e-commerce yomhlaba wonke kulindeleke ukuthi lifinyelele ku-11.2%, okuyithuba elikhulu lokukhula embonini yephepha nokupakisha. IBrazil kulindeleke ukuthi ihole intuthuko ye-e-commerce yokuthengisa nge-CAGR engu-14.08% phakathi kuka-2023-2027, kulandelwe yi-Argentina, iTurkey kanye ne-India ngamazinga okukhula angu-14.61%, 14.33% kanye no-13.91%, ngokulandelana. ibhokisi likashokoledi elimnandi
Ukuzinza kubalulekile: Isidingo esikhulayo sezinketho zokupakisha ezisimeme kanye nezixazululo zokupakisha ezinobungani nemvelo zizosekela imakethe yephepha esikhathini esizayo. Imboni yephepha isiqalile kakade ukufaka okuqukethwe okuphinde kwasetshenziswa ezindleleni zokukhiqiza. Ngokwandisa ukuphinda kusetshenziswe, imboni yephepha kanye nokupakisha izokwazi ukusebenzisa izindlela zokukhiqiza ezisimeme nezemvelo. Ukutshalwa kwezimali kubuchwepheshe obuthuthukisiwe kuzoqhuba isidingo semikhiqizo yephepha yekhwalithi ephezulu.
02. Izimboni ezinkulu ezinhlanu ezifanele ukunakwa
I-Vertiv: Naphezu kokususwa kwezimpahla embonini yonke, ukuqhubeka kokusetshenziswa kwesu lebhizinisi likaVertiv kuholele ekutheni kube nomkhawulo we-EBITDA olungiswe kabusha ongu-6.9% kwikota yokuqala ka-2023. Inzuzo ephansi kakhulu ye-Vertiv engu-0.3, kanye nokukhiqizwa kwemali yamahhala, kunikeza inkampani indawo enkulu yokukhula. Ukuthengiswa kokusatshalaliswa kwe-Vertiv eCanada kuzosiza isu layo ukuthi ligxile ekutshaleni imali emabhizinisini akhula kakhulu, ane-margin ephezulu kanye nezindawo, kugxilwe ekuhwebeni nge-inthanethi kanye nokukhulisa imikhiqizo esimeme esiza ekukhuleni. Impilo ifana nebhokisi lama-chocolate
UShuzan Yunuo: Naphezu kwezingcindezi zokwehla kwamandla emali, i-EBITDA elungisiwe yenkampani ifinyelele ezingeni eliqopha umlando ngo-2022. Iqhutshwa amanani aphezulu, i-EBITDA ebhizinisini lephepha nokupakisha inyuke ngo-50% futhi yadlula uphawu lwe-reais oluyizigidigidi ezintathu okokuqala ngqa ngonyaka. Kwikota yokuqala ka-2023, i-EBITDA elungisiwe inyuke ngo-20% unyaka nonyaka. Ukukhiqizwa kwemali okuvela emisebenzini kukhuphuke ngo-21% uma kuqhathaniswa nekota yokuqala ka-2022.
USuzanno ukwazile ukunciphisa isikweletu sakhe esiphelele/isilinganiso se-EBITDA esilungisiwe saba izikhathi ezingu-1.9 ekupheleni kwekota yokuqala ka-2023 - izinga eliphansi kakhulu selokhu iSuzanno pulp and paper yahlangana neFibria ngo-2019. Lokho kuyamangaza uma ubheka umjikelezo wokutshalwa kwezimali omkhulu kunayo yonke yenkampani kuze kube manje. Phakathi nesikhathi sikaJanuwari-Mashi 2023, iShuzanol itshale imali engu-R$ 3.7 billion, lapho u-R$ 1.9 billion wabelwe khona ukwakha umshini wokugaya i-pulp. ibhokisi lesipho likashokoledi oshisayo
Ngaphezu kwalokho, u-57% wephrojekthi ye-Cerrado kaShuzan ebiza amaRandi ayizigidi eziyizinkulungwane ezingu-2.8 isiqediwe futhi izofakwa ekukhiqizweni kwikota yokuqala ka-2024 njengoba kuhleliwe. Uma isiqediwe, kulindeleke ukuthi yandise umthamo wokukhiqiza i-pulp yamanje ye-Shuzan Euno cishe ngo-20%. Izoba yindawo enkulu kunazo zonke emhlabeni enomugqa owodwa wokukhiqiza i-pulp ye-eucalyptus.
I-Smurfi Kappa: Ukusebenza kwe-Smurfi Kappa kuye kwasekelwa ukugxila kwayo ekuletheni ukupakisha okusekelwe ephepheni okusha nokusimeme emakethe, ukutshalwa kwezimali okugxile kumakhasimende okwenziwe eminyakeni embalwa edlule kanye nokuthengwa kwamasu. Le nkampani iyaqhubeka nokwandisa indawo yayo kanye nephothifoliyo yemikhiqizo ngokuthenga. ibhokisi elikhulu lamatshokolethi
I-Smurfi Kappa isanda kutshala imali eyizigidi eziyi-12 zamaRandi esakhiweni sayo saseTijuana ekuthuthukisweni kwemishini emisha kanye nezinqubo ezizothuthukisa kakhulu ikhwalithi nokusebenza kahle kokunyathelisa. Le nkampani, etshale imali engaphezu kwezigidi ezingama-350 zamaRandi eminyakeni emihlanu edlule, ibilokhu ikhulisa amandla okukhiqiza eMexico. IMexico ingumnotho wesibili ngobukhulu eLatin America ngemuva kweBrazil. Yayibhekwa njengendawo efanelekile yokungena emakethe yase-US.
Isidingo sezixazululo zokupakisha ezisimeme nezintsha sisalokhu sinamandla. I-Smurfi Kappa iphinde yatshala imali emishinini yakamuva yobuchwepheshe obuphezulu nesebenzisa amandla kahle, ezothuthukisa ukukhiqizwa ngenkathi inciphisa ukuthinteka kwayo kwemvelo futhi yandise ububanzi bayo bezixazululo zokupakisha ezinenani eliphezulu, ezintsha nezisimeme. impilo ifana nebhokisi lamatshokolethi
I-Sappi: Izimakethe ze-viscose staple fiber kanye ne-pulp encibilikayo ziyalulama, futhi isidingo esivela kumakhasimende amakhulu e-Sappi sisalokhu siphilile. Le nkampani ilwela ukuphatha imali yokusebenza ngokunciphisa ukukhiqizwa nokulungisa umkhiqizo wayo kanye nengxube yemakethe ukuze ihlangabezane nesidingo. Le nkampani isendleleni efanele nohlelo lwayo lwe-Thrive25. Lokhu kudinga ukugxila ekukhuliseni ikhono layo lokuqeda i-pulp, ukwandisa ukupakisha kanye namaphepha akhethekile kuzo zonke izindawo, ngenkathi kunciphisa ukuchayeka emakethe yamaphepha ezithombe. indlela yokwenza ikhekhe le-chocolate elifakwe ebhokisini libe ngcono
I-Sappi iphinde igxile ekugcineni impilo yezezimali kanye nenqubekela phambili ekufinyeleleni umgomo wesikweletu ophelele ongaba yi-$1 billion, ngenkathi isebenza ukuthuthukisa ukusebenza kahle ngokuthuthukisa isikhundla sayo sezindleko kanye nokusebenza kahle kokukhiqiza. Intengo yesitoko senkampani yehle ngo-29.4% ngonyaka, kodwa kulindeleke ukuthi ikhuphuke ngenxa yalezi zici ezinhle okukhulunywe ngazo ngenhla.
Izinto Ezithuthukisiwe zeRayonier: Naphezu kokuthamba kwamuva kwezinye izingxenye zebhizinisi, inkampani ikwazile ukunciphisa umthelela ngokugxila ekuthuthukiseni ukusebenza kahle kanye nokunciphisa izindleko. Kusukela ngo-2021, ukuthengisa kukhuphuke ngo-7%. Inkampani ilandela kahle uhlelo lwayo lwemali yokusebenza futhi inciphise amandla ayo esikweletu abe yizikhathi ezingu-3.3. Lokhu kungafezwa ngokwandiswa kwe-EBITDA. Inkampani ihlela ukwandisa lokhu kube yizikhathi ezingu-2.5 eminyakeni engu-3-5. kufana nebhokisi lama-chocolate
Ukutshalwa kwezimali okuqhubekayo kweRayonier Advanced Materials kulindeleke ukuthi kuqhube ukukhula kwe-EBITDA. Uhlelo lokususa amabhodlela esitshalweni saseJessup kulindeleke ukuthi lukhuthaze i-EBITDA kusukela engxenyeni yesibili yalo nyaka. Isitshalo se-Tartas bioethanol, okulindeleke ukuthi siqedwe engxenyeni yesibili ka-2024 futhi sinikele ku-EBITDA, sigxile ekutshalweni kwezimali kumaphrojekthi anenzuzo ephezulu kanye nokuthengwa ukuze kuqhutshwe ukukhula.
Isikhathi sokuthunyelwe: Julayi-04-2023





