Eegaya isbeddelka wershadaha kartoonnada ah ee 2023 ka socda xaalada horumarka ee kooxaha hufan ee suumanka

Eegaya isbeddelka wershadaha kartoonnada ah ee 2023 ka socda xaalada horumarka ee kooxaha hufan ee suumanka
Sannadkan, baakadaha kartoonada ee kooxda ka buuxaan ee ku yaal Yurub ayaa sii waday faa'iidooyin sare oo hoos yimaada xaaladda ka sii dartay, laakiin mudo intee la'eg ayay ku guuleysataa guusha ay socon karaan? Guud ahaan, 2022 waxay noqon doontaa sanad adag oo loogu talagalay Kartoonada Baakadaha Kartoonada. Iyada oo kor u kaca qiimaha tamarta iyo kharashaadka shaqada, shirkadaha ugu sareeya ee Yurub, oo ay ku jiraan SMURF CAPA Group-ka Group iyo Desma kooxda, ayaa sidoo kale si adag uga shaqeynaya sidii loola tacaali lahaa dhibaatada waraaqaha waraaqaha.Sanduuq warqad ah
Marka loo eego falanqeeyayaasha 'Jeffries', ilaa 2020, qayb muhiim ah oo ka mid ah wax soo saarka baakadaha, qiimaha kartoonada dib loo warshadeeyo ee Yurub ayaa ku dhowaad labanlaabmay. Intaas waxaa sii dheer, qiimaha sanduuqa hooyo ee loo sameeyay ayaa si toos ah looga sameeyay diiwaanka halkii laga isticmaali lahaa kartoonada dib loo warshadeeyo uu raaco waddo la mid ah horumarinta. Isla mar ahaantaana, macaamiisha midigta ah ayaa yareyneysa kharashaadkooda internetka, taas oo iyana hoos u dhigeysa baahida loo qabo kartoonnada. Warqad boorso
Sanadaha sharafta leh ee aad keentay qaddarka-19, sida amarrada ku shaqeeya awood buuxda, sahayda kartoon adag, iyo qiimayaasha saamiga ee xirmooyinka baakadaha, ayaa dhammaantood dhammaaday. Si kastaba ha noqotee, xitaa markaa, waxqabadka shirkadahaan ayaa ka wanaagsan sidii hore. Chrift Cappa ayaa dhawaan sheegay in EBITDA ay kordheen 43% laga soo bilaabo dhamaadka Janaayo ilaa Sebtember, halka dakhliga ka shaqeysa uu sidoo kale kordhay seddex-meelood meel. Tani waxay ka dhigan tahay in kasta oo ay weli jirto rubuc waqti ka hor dhammaadka 2022, dakhligeeda iyo macaashka lacagta ee 2022 ay ka badan tahay heerka safka-19-ka.
Dhanka kale, Dababka sare ee baakadaha sare ee Boqortooyada Midowday (UK) ayaa kor u qaaday saadaalinteeda sanadlaha ah illaa iyo inta ay ka mid noqoto 300 milyan oo rodol ah, Mildi, oo ah wax ka badan oo labanlaab ah oo ka badan badhkii ugu horreeyay ee sannadkan, in kasta oo labanlaabanaya Waxay wali ku leedahay ganacsi Ruush ah xaalad aad u adag sababta oo ah dhibaatooyinka aan la xallin.Sanduuqa koofiyad
Faahfaahinta Xawaaladda Macallimada Dawska ee bisha Oktoobar ayaa yaraaday, laakiin waxay xuseen in "soo gudbinta sanaadiiqda sanaadiiqda ee la midka ah ay wax yar yar yihiin". Sidoo kale, koritaanka adag ee smurf CAPAPA ma ahan natiijada ka soo baxa kartoonno badan - iibka kartoonada ee la jeexjeexay sagaalkii bilood ee ugu horreeyay 2022, waxaana xitaa ku dhacay 3% rubuc saddexaad. Taa baddalkeeda, kooxdan ayaa kordhisa faa'iidadooda iyagoo kordhinaya qiimaha badeecadooda.Sanduuqa daboolka baseball
Intaa waxa u dheer, isbedelka uma muuqdo inuu fiicnaaday. Shirkadda Warbixinta Maaliyadeed ayaa soo wacaya bishaan, Tony Smurf, oo ah maamulaha SMURF CAPA, "Waxaa la yidhi mugga ganacsiga ee rubuca afaraad, waxaan u maleynayaa in suuqyada Saddexaad iyo Jarmalka ay sameeyeen dhexdhexaad labadii ama saddexdii bilood ee la soo dhaafay." Sanduuqa xoqidda
Tani waxay keenaysaa su'aal: Maxaa ku dhici doona warshadaha qarsoon ee sanduuqa ah ee 2023? Haddii suuqa iyo macaamilka ay dalbadaan baakadaha la jeexjeexay waxay bilaabaneysaa xasilinta, miyay suumari ka qaadi karaan baakadaha soo saareyaasha soosaarayaasha sii wadida inay kordhiyaan qiimaha si ay u helaan macaashka sare? Marka loo eego asalka makero adag ee make iyo maraakiibta tacabka ee daciifka ah ee ka soo warbixiyay Mareykanka, falanqeeyayaasha ayaa ku faraxsan cusboonaysiinta Cusboonaysiinta Cuppyada. Isla mar ahaantaana, Smurfikapa wuxuu carabka ku adkeeyay in "isbarbardhiga ka dhexeeya kooxda iyo sanadkii la soo dhaafay aad iyo aad u xoog badan tahay, waxaanan had iyo jeer aaminsanahay in tani ay tahay heer aan la-talin". Sanduuqa hadiyadda Kirismaska
Si kastaba ha noqotee, maalgashadayaasha ayaa aad u shakisan. Qiimaha wadaagga ee SMURF CAPA wuxuu ahaa 25% ka hooseeya ugu sarreeya ee faafa, iyo qiimaha wadaagga Desma ayaa ku dhacay 31%. Ayaa sax ah? Guusha waxay kuxirantahay oo kaliya kuma xirna kartoonnada iyo iibka kartoonnada. Falanqeeyayaasha Jeffries ayaa saadaaliyay in marka loo eego baahida macro daciif ah, qiimaha kartoon dib loo warshadeeyo, laakiin waxay sidoo kale ku nuuxnuuxsadeen in qiimaha waraaqaha qashinka iyo tamarta ay sidoo kale dhacaan, maxaa yeelay waxay sidoo kale ka dhigan tahay in qiimaha wax soo saarka baakadaha uu dhacayo.
"Muuqaalkayaga, waxa inta badan la iska indhatirayo waa in kharashaadka hoose ay saameyn weyn ku yeelanayaan dakhliga soo gala, oo ah faa'iidooyinka xiisaha leh ee ka soo baxa qiimaha hoose ee qiimaha hoose ee dakhliga ku soo gala." Jeffries falanqeeyayaasha ayaa yidhi. Sanduuqa dharka
Isla mar ahaantaana, dhibaatada baahida lafteedu gabi ahaanba ma aha mid toos ah. In kasta oo ganacsiga e-commelce iyo gaabis ay khatar gaar ah ku yeelatay waxqabadka shirkadaha baakadaha lagu buufiyo, qaybta ugu weyn ee iibka kooxahan badanaa waxay ku jiraan meheradaha kale. Desma, qiyaastii 80% dakhliga ayaa ka yimaada soonka si dhaqso leh dhaqaajinta macaamiisha (FMCG), kuwaas oo inta badan ah badeecadaha lagu iibiyo suuqyada waaweyn. Qiyaastii 70% baakadaha kartoonada ee SMARF CAPA waxaa la siiyaa macaamiisha FMCG. Iyada oo la horumariyo suuqa Terminalka, tani waa inay cadeysaa inay tahay mid dabacsan. Desma wuxuu arkay koritaanka wanaagsan ee ku beddelashada balaastigga ah iyo meelaha kale.
Sidaa darteed, in kasta oo ay isbeddeladu u baahan yihiin, uma badna in ay hoos u dhacdo meel gaar ah - gaar ahaan tixgalinta soo celinta macaamiisha warshadaha ee si aad ah ugu dhuftay cudurka 'Covid-19'. Tan waxaa taageera waxqabadka ugu dambeeyay ee MacFarlane (MacF), kaas oo tilmaamay in soo kabashada macaamiisha ee dukaamada internetka, iyo dakhliga shirkadda ay kordheen 14% lixda bilood ee ugu horreysa 2022.
Xirmooyin la jeexjeexay waxay sidoo kale u isticmaalaan cudurka faafa si loo wanaajiyo go'yaalkoodu. Tony smoffy, Maamulaha guud ee Smoffey Kappa, ayaa carrabka ku adkeeyay in qaab-dhismeedka shirkadda uu ku sugnaa "gobolka ugu wanaagsan taariikhdayaga", iyo deynta / deynta preortoment / pre-ka-qaadista faa'iidooyinka ay ka yaraayeen 1.4 jeer. Miles Roberts, madaxa shirkadda Dababka, ayaa ku heshiisay tan bishii Sebtember, isagoo sheegay in deynta / deynta / ka hor ee kooxda ay hoos u dhacday 1.6 jeer, "taas oo ka mid ah saamiyada ugu hooseeya sanado badan".sanduuqa dhoofinta
Dhammaan arrimahan oo dhan waxay ka dhigan yihiin in falanqeeyayaasha qaarkood ay aamminsan yihiin in suuqa uu ka takhalusay, gaar ahaan xargaha FTSE 100 xirmooyinka FTSE 100, kaasoo qiimahoodu ka badan yahay 20% faa'iidada guud ee la filayay guud ahaan. Qiimayntooda runtii waa mid soo jiidasho leh. Qiyaasta hore ee P / E ee Dawska waa kaliya 8.7, halka celcelis ahaan shanta sano ah ay tahay 11.1, halka saamiga hore ee P / e ee SMURFikapa ay tahay 10.4, celcelis ahaan shanta sano ah waa 12.3. Ilaa xad ah, waxay kuxirantahay in shirkaddu ka dhaadhici karto maal-gashadeyaasha inay sii wadi karaan wax qabad la yaab leh 2023.sanduuqa dhoofinta boostada