Urebye uko inganda zikora amakarito zihagaze mu 2023 uhereye ku iterambere ry'ibigo bikomeye byo mu Burayi bipakira amabati

Urebye uko inganda zikora amakarito zihagaze mu 2023 uhereye ku iterambere ry'ibigo bikomeye byo mu Burayi bipakira amabati
Muri uyu mwaka, ibigo bikomeye byo gupakira amakarito mu Burayi byakomeje kunguka cyane muri iki gihe kigenda gishira, ariko se igihe cyabyo cyo gutsinda gishobora kumara? Muri rusange, umwaka wa 2022 uzaba umwaka utoroshye ku bigo bikomeye byo gupakira amakarito. Kubera izamuka ry'ibiciro by'ingufu n'ikiguzi cy'abakozi, ibigo bikomeye byo mu Burayi, birimo Smurf Cappa Group na Desma Group, nabyo birimo gukora cyane kugira ngo bikemure ikibazo cy'ibiciro by'impapuro.Agasanduku k'impapuro
Nk’uko abasesenguzi ba Jeffries babivuga, kuva mu 2020, nk’igice cy’ingenzi mu gukora impapuro zo gupfunyika, igiciro cy’amakarito asubiwemo mu Burayi cyikubye hafi kabiri. Byongeye kandi, ikiguzi cy’amakarito gakondo akozwe mu biti aho kuba amakarito asubiwemo gikurikiza inzira nk’iyo y’iterambere. Muri icyo gihe, abaguzi batekereza ku kiguzi barimo kugabanya amafaranga bakoresha kuri interineti, ibyo bigatuma ikiguzi cy’amakarito kigabanuka.
Imyaka myiza yatewe na COVID-19, nko gutumiza ibicuruzwa ku buryo bwuzuye, gutanga amakarito make, n'izamuka ry'ibiciro by'imigabane y'ibigo bikomeye bipakira ibicuruzwa, byose byararangiye. Nyamara, nubwo bimeze bityo, imikorere y'izi sosiyete iraruta mbere hose. Smurfit Cappa iherutse gutangaza ko EBITDA yayo yiyongereyeho 43% kuva mu mpera za Mutarama kugeza muri Nzeri, mu gihe inyungu zayo mu mikorere nayo yiyongereyeho kimwe cya gatatu. Ibi bivuze ko nubwo hakiri kimwe cya kane cy'igihe mbere y'uko umwaka wa 2022 urangira, inyungu zayo n'inyungu zayo mu 2022 byarenze urugero mbere y'icyorezo cya COVID-19.
Hagati aho, Desma, ikigo gikomeye mu gupakira amabati mu Bwongereza, yazamuye iteganyagihe ryayo rya buri mwaka guhera ku ya 30 Mata 2023, ivuga ko inyungu iteganyijwe mu gice cya mbere cy'umwaka igomba kuba nibura miliyoni 400 z'amapawundi, ugereranije na miliyoni 351 z'amapawundi mu 2019. Mengdi, ikindi kigo gikomeye mu gupakira amabati, cyongereye inyungu yacyo y'ibanze ku bipimo 3 ku ijana ndetse kikuba kabiri inyungu yacyo mu gice cya mbere cy'uyu mwaka, nubwo igifite ubucuruzi bw'Uburusiya mu bihe bigoye cyane bitewe n'ibibazo bitakemutse.Agasanduku k'ingofero
Ibisobanuro birambuye ku bijyanye n’ivugurura ry’ibikorwa bya Desma mu Ukwakira byari bike, ariko byavuze ko “umusaruro w’udusanduku twa corrugate usa uri hasi gato”. Mu buryo nk’ubwo, ukwiyongera gukomeye kwa Smurf Cappa si ukugurisha amakarito menshi – kugurisha amakarito ya corrugate kwakomeje kuba nta kibazo mu mezi icyenda ya mbere ya 2022, ndetse byanagabanutseho 3% mu gihembwe cya gatatu. Ibinyuranye n’ibyo, ibi bihangange byongera inyungu zabyo byongera igiciro cy’ibicuruzwa byabyo.Agasanduku k'ingofero ya baseball
Byongeye kandi, umusaruro usa nkaho utameze neza. Mu kiganiro cyatanzwe muri raporo y’imari muri uku kwezi, Tony Smurf, Umuyobozi Mukuru wa Smurf Cappa, yagize ati: “Ubwinshi bw’ubucuruzi mu gihembwe cya kane busa cyane n’ubwo twabonye mu gihembwe cya gatatu. Ubusanzwe twiteze kuzamuka kuri Noheli. Birumvikana ko ntekereza ko amasoko amwe nk’Ubwongereza n’Ubudage yagize icyo akora mu mezi abiri cyangwa atatu ashize.”
Ibi bitera ikibazo: Ni iki kizaba ku nganda zikora amasanduku ya corrugate mu 2023? Niba isoko n'abaguzi basaba amasanduku ya corrugate bitangiye guhagarara, ese abakora amasanduku ya corrugate bazakomeza kongera ibiciro kugira ngo babone inyungu nyinshi? Bitewe n'imiterere igoye y'amasanduku ndetse n'uburyo amakarito yoherezwa mu masanduku adakora neza yatangajwe muri Leta Zunze Ubumwe za Amerika, abasesenguzi bishimiye ivugurura rya Smurf Cappa. Muri icyo gihe, Smurfikapa yashimangiye ko "igereranya hagati y'itsinda n'umwaka ushize rikomeye cyane, kandi duhora twizera ko uru ari urwego rudashoboka". Agasanduku k'impano ka Noheli
Ariko, abashoramari barashidikanya cyane. Igiciro cy'imigabane ya Smurf Cappa cyari hasi ya 25% ugereranyije n'agahenge k'icyorezo, naho igiciro cy'imigabane ya Desma cyagabanutseho 31%. Ni nde ufite ukuri? Intsinzi ntishingiye gusa ku kugurisha amakarito n'amakarito. Abasesenguzi ba Jeffries bahanuye ko bitewe n'ubukene buke bw'ibicuruzwa, igiciro cy'amakarito yasubiwemo kizagabanuka, ariko banashimangiye ko ikiguzi cy'impapuro n'ingufu by'imyanda kirimo kugabanuka, kuko bivuze kandi ko ikiguzi cyo gukora amapaki kirimo kugabanuka.
“Mu buryo tubona, ikintu gikunze kwirengagizwa ni uko ibiciro biri hasi bishobora kugira ingaruka zikomeye ku nyungu. Amaherezo, ku bakora amasanduku ya corrugated box, inyungu zo kugabanya ikiguzi zizagaragara mbere y’igiciro cya carton kiri hasi, kikaba gikomeye mu gihe cyo kugabanuka (igihe cy’amezi 3-6). Muri rusange, inyungu ziva ku biciro biri hasi zigabanukaho igice bitewe n’ikiguzi cy’inyungu.” Abasesenguzi ba Jeffries bavuze ko amasanduku y’imyenda akoreshwa mu isanduku.
Ariko nanone, ikibazo cy’ubusabe ubwacyo nticyoroshye rwose. Nubwo ubucuruzi bwo kuri interineti no kugabanuka kw’ibiciro byateje akaga ku mikorere y’ibigo bipfunyikamo ibintu bikozwe mu mapine, igice kinini cy’ibicuruzwa by’aya matsinda gikunze kuba mu bindi bigo. Muri Desma, hafi 80% by’amafaranga yinjira aturuka ku bicuruzwa byihuse (FMCG), ahanini bikaba ari ibicuruzwa bigurishwa mu maduka manini. Hafi 70% by’amapaki ya Smurf Cappa ashyirwa ku bakiriya ba FMCG. Hamwe n’iterambere ry’isoko rya terminal, ibi bigomba kuba byoroshye. Desma yabonye iterambere ryiza mu gusimbuza pulasitiki n’ibindi bikorwa.
Kubera iyo mpamvu, nubwo hari ihindagurika ry’ibikenewe, birashoboka ko bitazagera ku rwego runaka - cyane cyane ukurikije igaruka ry’abakiriya b’inganda bibasiwe cyane n’icyorezo cya COVID-19. Ibi bishyigikiwe n’imikorere iherutse gukorwa na MacFarlane (MACF), yagaragaje ko kugaruka kw’abakiriya mu nganda z’indege, ubwubatsi n’amahoteli byagabanyije ingaruka zo kugabanuka k’umuvuduko mu guhaha kuri interineti, kandi inyungu z’ikigo ziyongereyeho 14% mu mezi atandatu ya mbere ya 2022.
Abakora ubucuruzi bw’amakori bakoresha iki cyorezo kugira ngo banoze ingengo y’imari yabo. Tony Smoffey, Umuyobozi Mukuru wa Smoffey Kappa, yashimangiye ko imiterere y’imari shingiro y’ikigo cye “yari mu bihe byiza mu mateka yacu”, kandi inyungu y’umwenda/mbere y’inguzanyo yari munsi y’inshuro 1.4. Miles Roberts, Umuyobozi Mukuru wa Desma, yemeye ibi muri Nzeri, avuga ko inyungu y’umwenda/mbere y’inguzanyo y’itsinda yagabanutse ikagera ku nshuro 1.6, “iyi ikaba ari imwe mu ngano nke cyane mu myaka myinshi ishize”.agasanduku ko kohereza ibicuruzwa
Ibi byose hamwe bivuze ko bamwe mu basesenguzi bemeza ko isoko ryagize ingaruka zikabije, cyane cyane mu bijyanye n'abapakira index ba FTSE 100, aho ibiciro byabo byagabanutseho 20% ugereranyije n'inyungu y'inguzanyo iteganyijwe mbere y'uko igabanuka ry'ibiciro. Igiciro cyabo kirashimishije rwose. Igipimo cya Desma cyo kwishyura mbere ni 8.7 gusa, mu gihe impuzandengo y'imyaka itanu ari 11.1, mu gihe igipimo cya Smurfikapa cyo kwishyura imbere ari 10.4, naho impuzandengo y'imyaka itanu ikaba 12.3. Ku rugero runini, biterwa niba isosiyete ishobora kwemeza abashoramari ko bashobora gukomeza kugira umusaruro utangaje muri 2023.agasanduku ko kohereza amabaruwa