Kallon masana'antar katun a 2023 daga ci gaban ci gaban Kattai na Turai
A wannan shekara, kunshin katunan katunan a Turai sun ci gaba da babban riba a ƙarƙashin yanayin lalacewar yanayin, amma tsawon lokacin da za su iya cin nasarar gudana a ƙarshe? Gabaɗaya, 2022 zai zama mai wahala shekara don ɗaukar ƙattai na kagara. Tare da hauhawar farashin kuzari da farashin aiki, manyan kamfanonin Turai, ciki har da rukunin Cappa na SMurf da kuma rukunin Cappa na Smurf, suna aiki tuƙuru don magance matsalar farashin takarda.Akwatin takarda
A cewar Jeffries 'Masu sharhi, tun daga 2020, a matsayin wani muhimmin sashi na samar da takarda, farashin kayan kwalliya a Turai ya kusan ninki biyu. Bugu da kari, da farashin 'yan wasan akwatin da aka yi kai tsaye daga rajistan ayyukan maimakon sake yin amfani da yanayin ci gaba mai girma. A lokaci guda, masu sayen kayayyaki suna rage yawan kashewar su ta yanar gizo, wanda ke rage buƙatun don buƙatun don katako. Jakar takarda
Shekarun da suka fi ɗaukaka da CoviD-19, kamar yadda umarni ke gudana a cikin cikakkiyar ƙarfin, wadata, da kuma farashin kayan aikin tattarawa, duk sun ƙare. Koyaya, kamar haka, wasan kwaikwayon na wadannan kamfanonin sun fi koyaushe. Smurfit Cappa kwanan nan ya ba da rahoton cewa EBIBIDDA ya karu daga ƙarshen watan Janairu zuwa ƙarshen watan Janairu, yayin da kudin shiga ya haɓaka ta uku. Wannan yana nufin cewa duk da cewa har yanzu akwai sauran kwata na lokaci kafin ƙarshen 2022, kuɗin kuɗin da yake a 2022 ya wuce matakin kafin a cika shi a gaban COVID-19.
A halin da ake ciki, Desma, manyan manyan katangarsa a Burtaniya, ya kara da fam miliyan 300, 2023, idan aka kara da ribar ta kashi uku a 2019. Shekarar, Kodayake har yanzu yana da kasuwancin Rashanci a cikin mafi wuya yanayin saboda matsalolin da ba a warware su ba.Akwatin hat
Bayani na Ingantaccen Ingantaccen ma'amala na Desma a watan Oktoba, amma ya ambata cewa "ƙwararrun kwalaye iri ɗaya na ƙwaƙwalwa ya ɗan rage". Hakanan, da karfi girma na smurf Cappa ne ba sakamakon sayar da ƙarin magungunan ba - tallace-tallace na kwastomomi na 2022, har ma ya fadi da 3% a cikin kwata na uku. A akasin wannan, waɗannan ƙattai suna haɓaka riba ta ƙara farashin samfuran samfuran su.Akwatin CALL
Bugu da kari, juyayi baya da alama ya inganta. A kan takardar {asaramin Tony ya kira wannan watan, Tony Smurf, Shugaba na Smurf Cappa, ya ce karfafawa kamar na huɗu kwata-kwata sun yi daidai da na uku a karo na uku ko uku da suka gabata. " Scarf akwatin
Wannan yana haifar da tambaya: Me zai faru ga masana'antar kwastom ɗin da ke cikin 2023? Idan kasuwa da Buƙatar mai amfani da mai amfani da gawawwaki, na iya ci gaba da tsayayyen farashi na iya ƙaruwa da farashin don samun ƙarin riba? Ganin baya na macro macro da raunin jigilar kaya a cikin Amurka, masu sharhi sun yarda da sabunta Cappa Smurf. A lokaci guda, smurfikapa ya jaddada cewa "kwatancen tsakanin rukunin kuma a bara yana da matukar ƙarfi, kuma koyaushe muna yarda cewa wannan matakin ne ba a iya tsammani ba". Akwatin kyautar Kirsimeti
Koyaya, masu saka jari suna da shakku masu hankali. Farashin Share Farashin ya fi 25% ƙasa da ganiya na annoba, da kuma manyan farashin Share 31%. Wanene ya dace? Nasara ya dogara da ba kawai akan katun katako da siyar kwali ba. Jeffries 'sun yi hasashen cewa saboda raunin Macro Buƙatar, farashin kayan kwalliya zai fadi, saboda haka ma yana nufin cewa farashin kayan aikin yana faduwa.
"A ganinmu, menene sau da yawa masarufi shi ne cewa ƙananan farashi na iya bayyana da yawa a kan abin da ya rage daga ƙananan farashi na cin nasara." Jeffries manazarce. Akwatin appareel
A lokaci guda, matsalar bukatar kanta ba madaidaiciya ce madaidaiciya ba. Kodayake e-kasuwanci da jinkirin sun gabatar da wani barazana ga aikin kamfanonin marufi, babban rabo na tallace-tallace na waɗannan kungiyoyin yawanci a wasu kasuwancin galibi suna cikin sauran kasuwancin. A cikin Desma, kusan kashi 80% na kudin shiga ya fito ne daga kayayyaki masu amfani da kaya (FMCG), waɗanda galibi samfuran samfurori ne waɗanda aka sayar a manyan masana'antu. Kimanin kashi 70% na katifa na Carton na CAGRF CAPPA yana wadatar da abokan cinikin FMCG. Tare da ci gaban kasuwar tashar, wannan ya kamata wannan ya zama mai sassauza. Desma ta lura da kyakkyawan ci gaba a cikin canjin filastik da sauran filayen.
Sabili da haka, duk da canji a cikin buƙata, ba zai yiwu mu faɗi ƙasa a wata ma'ana ba - musamman la'akari da dawowar abokan ciniki waɗanda aka bugo da cutar COVID-19. Wannan aikin Macfarrane na kwanan nan ya tallafa wannan aikin Macfarrane (Macf), wanda ya nuna cewa dawo da kayayyakin ciniki a cikin jirgin sama na kan layi, da kuma kudaden kamfanoni sun karu da 14% a farkon watanni shida na 2022.
Packer suma suna amfani da cutar don inganta zanen ma'aunin su. Tony Smoffey, Shugaba na Smoffey Kappa, ya jaddada cewa tsarin babban kamfanin ya kasance "a cikin mafi kyawun jihar a cikin tarihinmu", da kuma bashi / pre amortization riba da sau 1.4. Miles Roberts, Shugaba na Desma, ya yarda da wannan a watan Satumba, cewa yana da fafutuka zuwa sau 1.6, "wanda ke daya daga cikin mafi ƙasƙanci ratiot a cikin shekaru masu yawa".akwatin jigilar kaya
Duk waɗannan haɗin suna nufin cewa wasu manajojin sun yi imanin cewa kasuwa ta lalace, musamman da farashin fayil ɗin FTSE 100% daga ribar da ake tsammani ribar da aka zata gaba. Kimarsu tabbas kyakkyawa ce. Matsakaicin P / e na Desma ne kawai 8.7, yayin da matsakaicin shekaru biyar shine 11.1, yayin da gaba na smurfikapa shine 12.3, kuma matsakaita shekaru biyar shine 12.3. Zuwa babba, ya dogara da ko kamfanin na iya shawo kan masu saka jari da za su ci gaba da samun abin mamaki a cikin 2023.akwatin jigilar kaya
Lokaci: Dec-27-2022