London 27 Gashyantare 2020 (Thomson StreetEvents) - Yahinduwe Inyandiko mvugo ya Mondi PLC yunguka ahamagarwa cyangwa yerekanwe Ku wa kane, 27 Gashyantare 2020 saa cyenda za mugitondo GMT
Mwaramutse mwese, kandi murakaza neza kuri Mondi Yumwaka Ibisubizo Byerekana muri 2019. Kandi nkuko mubizi, Ndi Andrew King, kandi - nubwo, nzi ko benshi muranzi neza, biragaragara ko aribwo bwa mbere mfite amahirwe yo gutanga ibisubizo nkuko umuyobozi wawe abigena.Natekereje rero kubizirikana, nzabanza ntangire kubitekerezo bike, ibyo nibwira ko byagize akamaro mugutwara imikorere yitsinda mumyaka yashize.Kandi ndakeka, icy'ingenzi, icyo nizera ni - - ingenzi kubikorwa bizaza by'itsinda.Nzahita nsubira mubisubirwamo byingenzi byaranze 2019 hanyuma ndangize nibindi bitekerezo kubyerekeranye na stratégie.
Nkuko tubibona kuriyi slide, ngira ngo, ubanza, ibyinshi mubyo wumva bizakumenyera cyane, kandi nta rwitwazo naribyo.Biragaragara ko nabanye nitsinda igihe kinini cyane kandi nagize uruhare runini mugushiraho ingamba zitsinda.Kandi ndatekereza ko twabonye neza neza icyadukorera, ibitadukorera.Kandi icy'ingenzi, ntekereza ko tuzi byinshi muribi bizadukomeza ejo hazaza.
Birumvikana, murwego urwo arirwo rwose, ugomba no kugira - kuba umunyamwete, witondere ibihe uko bihinduka.Biragaragara, hariho isi yihuta cyane muriki gihe tugomba gusubiza.Ariko ndatekereza ko amahame shingiro yibyo nzakunyuzamo, ntekereza ko yadukoreye neza, kandi ndizera ko azakomeza kudukorera neza ejo hazaza.
Nkuko mubibona, ubanza, twibwira ko kuramba aribyo shingiro ryacu.Biri muri ADN yitsinda imyaka myinshi ubu.Intego nyamukuru, biragaragara, mumyaka yimyaka, yabaye mubyukuri uko dukora ibintu.Ingaruka ubucuruzi bwacu bugira ku bidukikije ndetse nakazi twakoze kugirango tugabanye ingaruka mbi zose, kandi mubyukuri, kuzamura ibidukikije n’abaturage dukoreramo.
Ndatekereza ko twatsinze cyane nkitsinda mugushikira ibyo.Kandi byumvikane ko, ubu iyo gahunda yose yagutse no kubicuruzwa utanga n'ingaruka nabyo bigira ku isi idukikije.
Kandi ndatekereza, na none, hano, turi mumwanya utangaje kandi udasanzwe, mubyukuri, duhora tuvuga muri make intego yacu, Impapuro aho bishoboka, plastike mugihe ari ingirakamaro.Turi umukinnyi ukomeye mumurongo wagaciro, nkuko mubizi.Turi abakora impapuro nini cyane ku isi.Dufite igihagararo gikomeye muburyo bwihariye bwa kraft impapuro.Kandi byumvikane ko, tuzaba abagenerwabikorwa basobanutse kugirango bahindure ibisubizo birambye.
Ikigaragara ni uko nanone ikidutera umwihariko ari ukuba dufite uburyo bwo kugera kubakiriya, ikoranabuhanga, kumenya-uburyo, butangwa nubucuruzi bwacu bwo gupakira bushingiye kuri plastiki, ubwabwo, bukabona amahirwe yo gutera imbere cyane cyane mubijyanye no gutwara byinshi gusubiramo ibicuruzwa bishingiye ku mpapuro.
Birumvikana ko ubucuruzi bwacu bwo gupakira nabwo bwungukira mubindi - bimwe mubindi bintu by'ingenzi tubona ku isi muri iki gihe.Ikigaragara ni uko e-ubucuruzi ari inzira ikomeza, ikomeje gutera imbere cyane cyane kuruhande rwisanduku, ariko nanone igishimishije ubu no kuruhande rwumufuka, kwiyongera - ikibazo kijyanye no kongera ubumenyi bwibicuruzwa, bitagiye. kandi ikomeje gutwara iterambere mubyiciro byo gupakira.
Muri make rero, ndabona neza kuruhande rwiburyo bwa byinshi byingenzi byinganda.Byumvikane ko, ntawabura kuvuga ko intego yacu yo kuba - umutungo-wungutse ibiciro byahoze ari ishingiro ryibyo turimo.Twizera neza ko kuba igiciro gito cyagejejwe kumasoko wahisemo nimwe mubintu byingenzi byingenzi bigendanwa, cyane cyane mubucuruzi bwimpapuro nimpapuro.Ibi bikomeje kuba ingenzi cyane kubucuruzi bwacu.Kandi ndatekereza ko hari byinshi bizaza ukurikije ibyo dushobora gukora muriki gice.
Biragaragara, ndizera ko imbaraga zingenzi nazo zagaragaye mu myaka yashize ni ibitekerezo byacu bihamye kandi bifite gahunda bijyanye no kugabana imari.Birumvikana ko dushaka guteza imbere ubucuruzi bwacu.Twizera ko dufite amahitamo menshi yo gukura.Ariko ntiwumve, ibyo burigihe bigomba gukorwa hamwe nogosha-kwibanda ku kurema agaciro, kandi ibi ntibizahinduka.
Nibyo, nkuko ubizi neza kugeza ubu, nkora nkimpapuro zikomeye.Ndibwira ko ibyo biguha guhitamo binyuze mukuzenguruka gushora imari.Usibye kuri ibyo, dufite amahirwe yo kubyara amafaranga akomeye binyuze muri cycle.Turaza, biragaragara ko tuza kuri ibyo mugihe dusubije amaso inyuma tukareba ibyavuye muri 2019, ariko ibyo, byongeye - biguha ubundi buryo bwo guhinduka kugirango rwose ufate ingamba zishobora kuba zirwanya igihe abandi badashobora kwimuka.
Ubwanyuma, birumvikana ko udashobora gukora ibi udafite abantu beza.Dufite amahirwe menshi ukurikije ubujyakuzimu n'uburambe bw'impano dufite mumuryango.Njye mbona ari akazi kanjye gukomeza kurera no guteza imbere abantu benshi bafite impano kandi biragaragara, gutsimbataza muri uwo muco wo gutandukana no kwishyira hamwe mumatsinda.Twebwe, biragaragara ko dufite - abantu benshi b'inararibonye mu itsinda, kandi ntegerezanyije amatsiko gukorana nabo mu gihe tuzamura ubucuruzi imbere.
Hamwe nibyo, ndagaruka noneho ndagaruka kumurongo wingenzi wa 2019. Kandi nkuko mwese mubizi neza, utabizi, 2019 habaye igabanuka ryuru ruzinduko rwibiciro byinshi mubyiciro byingenzi byimpapuro, byagize ingaruka, biragaragara ko byatewe nubukungu rusange muri rusange. .Kuruhande rwinyuma, twatanze imikorere ikomeye cyane hamwe na EBITDA kuri miliyari 1.66 EUR, marge ya 22.8% na ROCE ya 19.8%.
Igenzura rikomeye nigiciro cyiza cyatanzwe no kugura na CapEx, umushinga warangiye cyane cyane muri 2018 wagabanije ibibazo byacu.Ku mbaraga z'iki gikorwa no kwerekana icyizere cy'ejo hazaza h'ubucuruzi no kubyara amafaranga akomeye tubona, Inama y'Ubutegetsi yasabye ko 9% byiyongera ku nyungu z'umwaka wose.
Kuruhande rwibigo, biragaragara ko twishimiye mumwaka kugirango twuzuze koroshya imiterere yitsinda muri plc y'umutwe umwe, biduha kurushaho gukorera mu mucyo nkumuryango, guhuza amafaranga yinjira mubucuruzi kandi, byanze bikunze, guteza imbere ubudahangarwa bwimigabane ya Mondi.
Nkuko byavuzwe haruguru, twe - Ndizera ko duhagaze neza kugirango dufashe abakiriya bacu kwimuka kubipfunyika burambye.Kandi nzongera kubisubiramo muribyo byinshi nyuma - birambuye nyuma mubitekerezo.
Ikigaragara ni uko twishimiye kandi intambwe tumaze kugeraho mu mwaka wa 2020 twiyongera ku buryo burambye, kandi duherutse kuvugurura ibyo twiyemeje mu kirere dushingiye ku ntego zishingiye kuri siyansi.
Niba ndeba muburyo burambuye muri make iterambere rya EBITDA.Uzabona ingaruka zabanje guterwa no kugabanuka kwizamuka ryibiciro.Nzaza kumabara menshi kuribyo nyuma kubucuruzi-by-ubucuruzi.Ariko abaterankunga nyamukuru bagize itandukaniro ryibiciro byari ibiciro byo hasi ya kontineri nyuma yibyagaragaye cyane ahagana mu mpera za 2018 nibiciro bya pulp.Ibiciro by'impapuro byatanze umusaruro ushimishije, nubwo, na none, ibyo byaje guhura nigitutu mugihe cyumwaka.
Uzabona itandukaniro rinini ritandukanye, ariko ibi mubice bimwe byerekana ibidukikije bigoye cyane cyane mubucuruzi, cyane cyane imifuka yacu nubunini bwigitutu mukarere ka burasirazuba bwo hagati na Afrika yepfo, cyane cyane, hamwe nigihe gito cyo gufata kugirango ducunge ibyacu ibarura mu mpapuro zubukorikori hamwe nimpapuro zihariye zimpapuro mugice cya kabiri cyumwaka.Ingaruka nini, ariko, iterwa nigihe kirekire cyateganijwe - igihe kirekire giteganijwe cyo gufungwa mugihe cyumwaka hamwe nicyemezo cyo gutezimbere portfolio cyafashwe mumezi 18 ashize.Kandi ibyo birimo kontineri hamwe nugufunga imashini nziza muri Turukiya na Afrika yepfo.
Ibi byashubijwe no kwiyongera kwinshi mubucuruzi bwacu bwangiritse hamwe nintererano yavuye mumishinga minini yarangiye muri 2018, cyane cyane kongera ubushobozi mubipapuro byubukorikori.
Ibiciro byinjiza muri rusange byari hejuru yumwaka-ku-mwaka, nubwo twabonye ibiciro byoroheje byinjira mugice cya kabiri cyumwaka.Ibiti, ingufu n’imiti byavuyemo mugihe cyumwaka, mugihe impapuro zo gutunganya ibicuruzwa byagabanutse umwaka-ku mwaka kandi bikurikiranye mugice cya kabiri ugereranije nigice cya mbere.Ibiteganijweho ubu nibindi byinjira byinjira muri 2020.
Nkuko mubibona, ingaruka nziza zo kugura no kujugunya zari nziza zingana na miliyoni 45 zama euro, ahanini bitewe nintererano yumwaka wose yatanzwe na Powerflute hamwe ninganda zamashashi zo muri Egiputa, twabonye hagati muri 2018.Amashyamba yiyongereyeho agaciro kangana na miliyoni 28 z'amayero ugereranije n’umwaka ushize, bitewe n’ibiciro by’ibiti byoherezwa mu mahanga ndetse n’ubwiyongere bw’ibicuruzwa muri icyo gihe.Birakwiye ko tumenya, nubwo, igice kinini cyinyungu mumwaka urangiye cyamenyekanye mugice cya mbere.Dufatiye ku miterere y’isoko iriho, twakeka ko inyungu ya 2020 izagabanuka cyane kuko ibiciro by’ibiti biteganijwe ko bizahinduka.
Niba noneho nguhaye incamake yintererano yatanzwe nubucuruzi.Urashobora kubona ku mbonerahamwe y'iburyo, dutanga igabanywa ry'umusanzu n'ibice by'ubucuruzi mu itsinda EBITDA.Kandi kuruhande rwibumoso, urashobora kubona urujya n'uruza rw'ubucuruzi mumisanzu ya EBITDA.Mumubare ukurikira wa slide, noneho nzaguha ibisobanuro birambuye kubucuruzi.
Ufashe iyambere muri Package yamashanyarazi, urashobora kubona ikomeje gutanga imipaka ikomeye kandi ikagaruka nubwo igitutu cyibiciro maze kuvuga.Mugihe amanota ya kontineri yose yagize ingaruka, kuvanga ibicuruzwa dufite dushishikajwe cyane nibice byihariye bya cyera yo hejuru ya kraftliner hamwe na semichemical fluting bigabanya guhura kwizunguruka.Mubigereranirizo, igiciro cyibipimo byabitswe byongeye gukoreshwa byagabanutse ku kigereranyo cya 18% umwaka ushize, mugihe hejuru ya kraftliner na semichemical yo hejuru yagabanutse hafi 3% mugihe kimwe.Mu buryo nk'ubwo, birumvikana ko imyanya yacu ihendutse, yongerewe no kugenzura ibiciro bikomeye hamwe na gahunda zacu zo gukomeza guteza imbere inyungu bivuze ko dukomeje kubyara inyungu zikomeye no gutembera kw'amafaranga ndetse no mu bihe bidasanzwe.
Birashimishije nubwo, ubu turimo kubona iterambere ryimiterere yisoko, hamwe nububiko ubu murwego rusanzwe nibitabo bikomeye.Inyuma yibi, twatangiye ibiganiro nabakiriya bacu hafi yizamuka ryibiciro.
Iyo turebye ubucuruzi bwo hasi, twishimiye cyane imikorere yubucuruzi bwacu bwa Corrugated Solutions, tugera kuri 3% ubwinshi bwibisanduku ngengabukungu no kwaguka kwaguka kuko kugumana ibiciro byari bikomeye mugihe igabanuka ryibiciro byinjira.
Hanyuma njya kuri Flexible Packaging.Urashobora kubona ko yishimiye umwaka ukomeye cyane, hamwe na EBITDA iri hejuru ya 18% kandi ikandika marge.Nkuko byavuzwe, twashoboye kuzamura ibiciro byimpapuro mugice cyambere cyumwaka.Urebye imiterere miremire muri iri soko, ibiciro mubisanzwe birakomeye kuruta mubyiciro byabigenewe kandi byinshi byiyongereye mugice cyambere cyumwaka byari byafashwe numwaka ubanza.
Mu gihe cyumwaka, twabonye igitutu cyibiciro nkuko ubukungu bwifashe nabi muri rusange byagize ingaruka kubisabwa, kandi twatangiye kubona irushanwa ryiyongera kubatunganya ibicuruzwa bimwe na bimwe.Ibi byakomeje mu ntangiriro za 2020, bigira ingaruka ku mishyikirano y’ibiciro ngarukamwaka, ku buryo dutangira umwaka mushya mu nzego zo hasi ugereranije n’ibyagezweho ku kigereranyo cya 2019. Igishimishije, turimo gutera imbere cyane mu guteza imbere igice cyihariye cy’impapuro, kubona ubwiyongere bwiza bwijwi nkuko twakoresheje muburyo bwo kwiyongera kwabaguzi kubyo fibre ishingiye kuri fibre.Iterambere rikomeje muri iki gice naryo rishyigikirwa nimishinga yacu ya CapEx muri Steti byumwihariko, hamwe nibikorwa bitandukanye byo gusimbuza plastiki.
Ubucuruzi bwimpapuro zimanuka zagabanutse kugera kubiciro byimpapuro zo hejuru, ariko, mugihe kimwe, mbona umubare wibitutu, cyane cyane nkuko nabivuze namaze muburasirazuba bwo hagati no mumasoko yo muri Afrika, bigaragara cyane ku rwego rw'ubwubatsi na sima.Biteye inkunga, nubwo iminsi yambere, kuri ubu turimo kubona ikintu cya pickup mubihe byateganijwe mumifuka.Duhereye ku miterere, usibye amwe mumahirwe ashimishije yo gusimbuza ibisubizo bidakabije byo gupakira, turabona kandi amahirwe yo kongera ibicuruzwa byacu mumifuka muri e-ubucuruzi, nkuko nabivuze kare.
Ibihinduka by’abaguzi byerekanaga uburyo bwo kwirwanaho mu gihe ubukungu bwifashe nabi, bikomeza kugenda bivanga n’ibicuruzwa kandi byungukirwa no guhanga udushya.Bashyigikiye kandi kumenyekanisha ibicuruzwa byacu bishingiye ku mpapuro kubakiriya ba plastiki gakondo, mugihe batezimbere ibisubizo bya pulasitiki byongera gukoreshwa bikwiranye nubukungu bwizunguruka.
Kwimuka noneho kubikoresho bya injeniyeri.Nkuko mubibona, na none, yatanze imikorere inoze hamwe na EBITDA yazamutseho 9% kuri miliyoni 122 EUR.Nubwo dusobanutse neza ko ibi nabyo byashimishijwe ninyungu imwe yunguka hafi miliyoni 9 z'amayero muri kiriya gihe.Nashimishijwe cyane no kubona imikorere inoze uhereye kubice byacu byitaweho, bijyanye nibyo dutegereje kuko bunguka byinshi mukongera umugabane wa gapapuro.Twebwe, nubwo bimeze bityo, turateganya ko igitutu cyibiciro kiri imbere nkuko ibicuruzwa byingenzi muriki gice bikuze.Itsinda ryacu rishinzwe gukemura ibibazo ririmo gukora ibisubizo bitandukanye birambye, ibyo tubona ko ari iterambere rishimishije mugushigikira ibikorwa byacu birambye.
Hanyuma, hanyuma mubijyanye no gusubiramo ibice byubucuruzi, ubucuruzi bwacu budafite impapuro nziza, nkuko mubibona, bukomeje gutanga umusaruro ushimishije hamwe n’amafaranga nubwo ibintu byifashe nabi ku isoko, kuko twungukirwa n’ibiciro by’ibiciro byapiganwa cyane mu bihingwa byacu kandi amasoko yacu agaragara.Mugihe ibiciro byiza byimpapuro zidafunze byari bisanzwe kugirango byiyongere hejuru yumwaka-mwaka, ibiciro bya pulp byagabanutse cyane, bigira ingaruka kumwanya muremure muri pulp.Muri 2020, turagereranya ko uwo mwanya uri hafi toni 400.000 ku mwaka.Twabonye bimwe biheruka guhinduka mubiciro byisi yose, hamwe nibishobora kuzamuka.Ibyo byavuzwe, ingaruka za coronavirus, cyane cyane kubisabwa ku masoko akomeye yo muri Aziya, ntizwi neza zishobora kugira ingaruka mbi kubitekerezo niba ari ingaruka zaba zikomeje.
Kandi birashoboka noneho muri make, ibisobanuro rusange kuri coronavirus.Nkitsinda, kugeza ubu, twabonye ingaruka zidasanzwe cyane bitewe nuko duhura cyane muri utwo turere twibasiwe cyane kugeza ubu.Nubwo bimeze bityo ariko, biragaragara ko ari ibintu bitemba neza, kandi dukurikiranira hafi ibintu, harimo n'ingaruka ku isoko ryacu kandi birumvikana ko abakiriya bacu.Ubwanyuma, twizera ko impungenge zikomeye ari, byanze bikunze, ingaruka ku mikurire y’ubukungu bw’ubukungu muri rusange n’uburyo ibyo bishobora kugira ingaruka ku bicuruzwa byacu.Ariko ntiwumve, ibi biragoye cyane kubisuzuma kandi ibintu ntabwo byihariye kuri Mondi cyangwa mubyukuri, inganda zacu.
Nkuko bimaze kuvugwa, twishimiye cyane kubyara amafaranga akomeye twagezeho mumwaka, kandi bikomeza kuba imbaraga mubucuruzi bwacu.Nkuko mubibona, twinjije miliyari 1.64 zama EUR ziva mubikorwa muri kiriya gihe, hafi nkumwaka wabanjirije nubwo EBITDA yagabanutse.Ibi byashyigikiwe n’ihindagurika ry’amafaranga ava mu mari shingiro yagaragaye mu mwaka ubanza, aho umwaka-ku-mwaka wagera kuri miliyoni 150 z'amayero, akaba ari ikintu gikomeye mu ihungabana ry'ubukungu.Aya mafranga yoherejwe igice - mu rwego rwo gushyigikira gahunda yacu ya CapEx ikomeje, hamwe n’amafaranga yakoreshejwe mu mwaka wa miliyoni 757 z'amayero cyangwa 187% y’amafaranga yataye agaciro mu gihe dukomeje gushora imari mu kuzamura ubucuruzi.
Turimo kuyobora izindi miliyoni 700 z'amayero kugeza kuri miliyoni 800 z'amayero akoreshwa muri 2020 mbere yuko biteganijwe ko azagaruka kuri miliyoni 450 z'amayero akagera kuri miliyoni 500 z'amayero - urwego rwa miliyoni 550 z'amayero mu 2021 kuko amafaranga akoreshwa mu miyoboro minini y'umushinga akora neza. kuzimya.Birumvikana ko turimo kureba andi mahirwe yo gukoresha umutungo-wunguka umutungo-shingiro, ushobora kugira ingaruka 2021 ndetse no hanze yarwo, ariko ibyo bikomeza kuba kare cyane.
Nkuko nabivuze neza mugitangira, dukomeje gushyira imbere inyungu zisanzwe murwego rwa politiki yacu yo gukwirakwiza 2x kugeza 3x.Kubera iyo mpamvu, Inama y'Ubutegetsi yasabye inyungu ya nyuma ya EUR 0.5572 kuri buri mugabane, itanga umwaka wose inyungu ya EUR 0.83 kuri buri mugabane.Ibi byerekana kwiyongera kwa 9% kumwaka ubanza.Kandi nkuko nabivuze bimaze kwerekana, byerekana amafaranga akomeye mu bucuruzi ndetse n’icyizere cy’Inama y'Ubutegetsi mu bihe biri imbere.
Niba noneho nsubiye mubitekerezo bimwe bikikije amahame no mubitekerezo byacu.Ubwa mbere, mu buryo butagira isoni impanda zimwe zivuga kuri bimwe mubyo twagezeho kera.Nkuko mubibona, twishimiye rwose ko twatanze iterambere no gukura EBITDA no kuzamura inyungu kuva twatondetse.Kandi ibirenze ibyo, twanabikoze murwego rwo kwemeza ejo hazaza harambye kubucuruzi.
Nkuko mubibona, Nahisemo ibintu byingenzi byingenzi, urugero, umutekano wumutekano muriki gihe.Kandi kimwe, ibyuka bihumanya ikirere twagezeho mugihe cyanyuma, cyane cyane mubitekerezo byacu byo gutanga umusanzu mwisi nziza.
Urwego rwacu.Na none, iyi ni imbonerahamwe igomba kumenyera cyane.Kandi na none, ndatekereza ko bikubiyemo ubutumwa bwingenzi hafi yibyo twibwira ko ari ngombwa nkitsinda, bishingiye cyane cyane ku cyifuzo cyacu cyo gutwara agaciro-gushimangira iterambere ku buryo burambye.Dufite inkingi zacu 4 nkuko bigaragara kuri iki gishushanyo.Kandi nzahitamo gusa bimwe mubice byingenzi byo kuvuga imbere.
Iterambere ryacu rirambye, nkuko nabivuze mbere, ni ingenzi cyane kubucuruzi bwacu.Ni - tubona nk'uburyo bwuzuye bwuzuye mu iterambere rirambye.Kuri iyi slide, Nahisemo ibintu 3 byingenzi byibandwaho, kuba ibicuruzwa birambye, imihindagurikire y’ikirere n’abaturage bacu.Icyambere cyibanze cyane cyane kubisohoka ningaruka ibi bigira kubidukikije.
EcoSolutions ikubiyemo uburyo bwacu, ibyo, na none, nzaza kubisobanuro birambuye nyuma.Ingaruka zacu ku bidukikije - ku kirere ni ngombwa.Hano, twishimiye cyane intambwe igaragara tumaze gutera mu myaka yo kugabanya imyuka ihumanya ikirere ya CO2 nubwo tuzi ko bigaragara ko hari byinshi byo gukora.Kandi nkuko maze kubivuga, twashyizeho intego zishingiye kuri siyanse yohereza imyuka ya karubone kugeza mu 2050, hamwe n'ibikorwa bigaragara mu nzira.Nkuko nabivuze mu ntangiriro, abantu, birumvikana ko aribintu byacu bikomeye, umuco wumutekano wacu, wabaye urugendo rurerure ushizwemo neza kandi turi umuyobozi winganda muriki kibazo, ariko burigihe, byanze bikunze, byinshi kuri kora.
Ikintu, ntekereza ko ari itandukaniro nyaryo kuri twe ni na Mondi Academy yacu ikora akazi gakomeye mumahugurwa no guteza imbere abantu bacu batanga umusanzu mubikorwa byo gusangira imyitozo mumatsinda yose.
Naragenze neza kuriyi slide, ariko birahagije kubivuga, twabonye kumenyekana cyane kubikorwa byacu birambye kandi twizera ko rwose dutanga umusanzu nyawo mu ntego z’iterambere ry’umuryango w’abibumbye.
Garuka kuri EcoSolutions, yibanda cyane kuburyo twafasha abakiriya bacu guhaza ibyo bakeneye kubipakira birambye.Ndabizi abatari bake mwari kumwe natwe - kurubuga rwacu rwa Steti gusura umwaka ushize, waba warumvise byinshi kuriyi ngingo.Ariko kubisubiramo gusa, ubu buryo tubona bukubiyemo ibitekerezo 3 byo gusimbuza, kugabanya no gusubiramo.Dushizemo hano ingero nke ziterambere ryavuye muri twe muri buri gice.Kandi byumvikane ko, ibi tubibona nk'ahantu hakomeje kubaho amahirwe kuri twe nk'ubucuruzi, kandi twashizeho igice cyabigenewe kigizwe n'impuguke ziturutse hirya no hino mubucuruzi bwacu bwo gupakira kugirango iki gikorwa kibe.
Iyi ni slide ihuze cyane, ariko ndatekereza muri make, ibyo tubona ni amahirwe adasanzwe yo gutanga ibisubizo birambye kubakiriya bacu.Nkuko mubibona, dutanga ibisubizo bishingiye kubutaka, uhereye kumpapuro zuzuye kugeza kuri plastiki nziza hamwe no guhuza - hamwe nibihuza byinshi, bitewe nibyifuzo byabakiriya bacu.Uru ni urubuga gusa ntanumwe mubanywanyi bacu wababonye.
Urebye noneho byumwihariko kwibanda kumikurire mugihe kizaza.Kandi biragaragara, urebye kubucuruzi-bushingiye kubucuruzi.Turabona amahirwe akomeye yo gukura mubucuruzi bwacu bwo gupakira.Dukunda ubucuruzi bwose bwo gupakira turimo, kandi dukomeje gushyigikira iterambere ryabo.
Tumaze kuba, nkuko nabivuze kare, kuruhande rwiburyo nyamukuru bwiterambere ryiterambere rirambye, e-ubucuruzi no kongera ubumenyi bwibicuruzwa.Tuzakomeza kwibanda ku iterambere ryacu CapEx no kugura amafaranga yo guteza imbere ubucuruzi.Ibyo byavuzwe, birumvikana ko tuzareba gukomeza gushora imari mu bucuruzi bwacu.
Turareba gukomeza guteza imbere no gushimangira imyanya ikomeye dusanzwe twishimira mubikoresho bya injeniyeri, twibanze cyane kubantu bishimira inyungu zo kwishyira hamwe nibindi bikorwa hamwe nibisabwa byo gupakira.Kurugero, nkuko nibwira ko maze kubivuga, ibisubizo byacu byo gusohora no kurekura ibikorwa bitanga inyungu zo guhuza impapuro kandi nubushobozi bwihariye bwa tekiniki, cyane cyane mubice byiterambere ryimpapuro zikora zitanga amahirwe ashimishije, cyane cyane kubitsinda ryacu rya EcoSolutions.
Mu mpapuro nziza zidafite impapuro, ubutumwa bugumaho cyane.Tuzakomeza gushora imari kugirango dukomeze guhangana n’ubucuruzi, mu gihe kimwe, dukoresha umutungo shingiro w’umutungo, ugizwe na zimwe mu nganda zacu zipiganwa cyane kugira ngo duteze imbere amasoko yacu apakira.
Agace nkeka ko tuzwi neza ni hafi yumutungo wunguka.Nkomeje kuba inyangamugayo ku myizerere, nkuko maze kubivuga, kandi ndashobora kongera gushimangira ko mubucuruzi bwo hejuru bwimpapuro nimpapuro, byumwihariko, umushoferi wingenzi agaciro ni umwanya ugereranije nigiciro cyatanzwe ku isoko wahisemo.Hano, twe, byukuri, dufite umurage ukomeye hamwe hafi 80% yubushobozi bwacu mugice cyo hepfo yikiguzi gikwiye.Ibi biterwa nu mwanya wumutungo, ariko kandi na disiki idahwema gukora, ibyo tubona nkubushobozi bwibanze bwitsinda.Nerekanye, hano kurupapuro, bimwe mubikorwa byingenzi bigira uruhare mubikorwa byo gutwara.Ariko amaherezo, byose bijyanye numuco wubucuruzi, kandi iki nikintu, byanze bikunze, nzakora cyane kugirango nkomeze.
Ubushake bwacu bwo gushora mumitungo yunguka ibiciro binyuze mukuzenguruka ni akandi gace kateye inyungu zikomeye kandi kazakomeza gutanga amahirwe mugihe kizaza.Na none, nubwo, turasobanutse neza ko ishoramari rigomba guhitamo cyane kandi mumitungo umuntu afite ikizere azatanga inyungu zirambye zo guhatanira.Ntabwo dushora imari yagutse CapEx mumitungo myinshi.Iki nikintu nizera cyane.
Nkuko bimaze kuvugwa, twinjiza amafaranga akomeye binyuze muri cycle, ukurikije inganda zacu ziyobora.Ibi, hamwe nimpapuro zacu zikomeye, zitanga ingamba zihamye zo guhitamo ejo hazaza.Kuri iyi ngingo, ibyo dushyira imbere ntabwo byahindutse.Ndabona gushora imari mumitungo yacu nkibisanzwe byihutirwa hamwe nandi mahitamo yo gukoresha umutungo-wunguka umutungo-shimikiro urimo gushakishwa.
Mu buryo nk'ubwo, tubona gukomeza kugabana abanyamigabane nkinkingi yingenzi yurubanza rwishoramari.Twizera kurinda no kuzamura inyungu zisanzwe murwego rwa politiki yacu yo gupfukirana nicyo kintu cyambere.
M&A ikomeje guhitamo ejo hazaza.Ubugari bwacu bwo gupakira butanga amahitamo akomeye, ariko burigihe, nkuko maze kubisobanura neza, hamwe nicyuma cyogosha kwibanda kumikurire-yemewe.Muri ubwo buryo, twahora tureba ibi muburyo bwo kongera imigabane yagabanijwe kurenza inyungu zisanzwe.
Hanyuma, hanyuma uko ubona ibintu.Ndatekereza ko umaze kugira amahirwe yo gusoma ibi.Ntabwo rwose nzongera kubirengaho.Ariko birahagije kubivuga, tureba ejo hazaza twizeye, kandi, biragaragara ko nshimishijwe cyane n'amahirwe mbona imbere yacu.
Hamwe nibyo, dushobora kujya kubibazo.Ntekereza ko dufite mikoro hasi.Uzagomba kunyihanganira kuko ndimo ndikinisha, ariko nzahagarara igihe cyose utarambabaza, icyo gihe, nshobora kwicara, ariko ntabwo ari ikibazo.Lars
Lars Kjellberg, Crédit Suisse.Mugihe winjiye muri uyumwaka, birumvikana, wowe - hari imitwe myinshi.Twise ibyo biciro, et cetera, kandi dusaba gushidikanya.Mondi mubihe byashize, nkuko wabigaragaje, yerekanye ubushobozi bukomeye bwo guhagarika imitwe, muburyo hariho iterambere ryimiterere kubiciro byawe hamwe na disiki ikomeza yo kunoza.Urashobora kutugezaho ubwoko bwa offsets ushobora kuba ufite muri 2020?Wabonye bimwe muribi?Ndimo mvuga, ndakeka, amafaranga yo kubungabunga mumishinga ya CapEx nibindi byose ushobora gufata.Wavuze kandi amahirwe menshi ukomeje kubona kugirango ukomeze guteza imbere ubucuruzi, urebye ko winjije byinshi mumitungo yawe byagushimisha kubona icyo utekereza kuri iki kibazo?Kandi na none, ingingo ya nyuma, ndakeka yuko, uvuga kuri contreclicality.Wowe, biragaragara, muri - - bimwe mubidindiza wabonye, washoye gushora imari muri ibyo kandi, byanze bikunze, haba muri Swiecie bake ubwabo ndetse no murwego runaka amahirwe.Ni ubuhe buryo ubona muri ubu buryo bwo kurwanya no gukoresha impapuro zingana?
Murakoze.Ntekereza ko, uko bigaragara, nkuko ubivuze, uwambere, ukurikije Uwiteka, iyita, kwifasha, ngira ngo, ni incamake y'ibyo usaba ukurikije ibya mbere.By'umwihariko, ukurikije ubuyobozi bwa CapEx, ukurikije umusanzu uva mu mishinga ya CapEx, turasaba ko ushobora gutegereza hafi miliyoni 40 z'amayero yunguka ibikorwa byiyongera muri 2020 bivuye mu mishinga ya CapEx, kandi ibyo ahanini ni ugutezimbere imishinga aribyo bimaze gutangira.Ntabwo rero ibyago byinshi byo kwicwa hafi yabyo.Biragaragara ko umushinga wa Štetí twashizeho, watsindiye cyane miliyoni 335 zama EUR mu gusana no kuzamura Štetí yakoraga muri 2019, hanyuma turashaka umusanzu wumwaka wose muri 2020. Byanejejwe cyane nibyo.
Mu buryo nk'ubwo, kuzamura uruganda rwa Ruzomberok rwatangiye gukoreshwa mu mpera za 2019 none, kandi tuzashaka, kandi, umusanzu wumwaka wose uva muri ibyo.Ikigaragara ni uko turi mu kaga ko gushora imari no muri - neza, kubaka imashini nshya y'impapuro i Ruzomberok mu mpera z'umwaka, igomba gukoreshwa, nayo, ikazakoresha zimwe muri izo mbuto, ari zo kuri ubu kumashanyarazi yumye no kugurishwa kumasoko afunguye.Kuvanga rero bizahinduka noneho bijya muri 2021. Ariko muri 2020, tuzahita dutanga umusanzu uhita uva mumashanyarazi yinyongera muri Ruzomberok.
Noneho hariho urukurikirane rw'indi mishinga, harimo na debottlenecking y'ibikorwa byacu bya Syktyvkar.Kandi icy'ingenzi, nanone, ishoramari rihoraho mubikorwa byacu byo guhindura, aho twaguka, urugero, muri Repubulika ya Tchèque ndetse no mu nganda zacu z’Ubudage - cyangwa ubucuruzi bukomeye bushingiye ku nganda.Turimo gushira mubihingwa bishya, uruganda rushya rwimifuka muri Kolombiya kandi twubake cyane kuri izo mbaraga dufite mubijyanye numuyoboro wisi mubucuruzi bwimifuka.Kandi ibyo - Ndatekereza ko hari amahirwe menshi kuriya.Ariko mugihe gito, ibyo nibyibanze cyane aho.
Mu buryo nk'ubwo, wowe, ngira ngo, wavuze ko kuruhande rwo kubungabunga, twagize umubare munini cyane umwaka ushize ukurikije ingaruka zo kubungabunga.Ibyo byari uruhurirane rwibintu bimwe byatewe no gushyira mu bikorwa umushinga muri Silovakiya, urugero, ariko kandi bigaterwa nibisabwa tekinike muri Syktyvkar nibindi nkibyo.Ibyo byari - twagereranije ko byari hafi miliyoni 150 z'amayero.Bizamanuka bigera kuri miliyoni 100 EUR nubuyobozi bwacu mubijyanye n'ingaruka za 2020.Ibyo rero birahita, nkuko wabivuze, offsets.
Ntekereza ko mubijyanye - kandi ubundi, biragaragara, kubiciro byinjira imbere, ntabwo byanze bikunze ibyo dukora, ariko birumvikana, uruziga narwo rufasha muburyo bwo kugabanya umuvuduko ubona kumurongo wo hejuru hamwe na deflation igiciro kimwe. .Turimo kubona mu Burayi bwo hagati, ibiciro by'ibiti, nk'urugero, birasohoka.Hano hari ibiti byinshi byamakuba hirya no hino, bigiye kuba ingaruka mugihe runaka, kandi, biragaragara ko bifasha uhereye kubiciro byinkwi.Impapuro zo gusubiramo, biragaragara, byongeye kuzimya, neza nigihe kirekire kandi, et cetera, ni umuntu wese ukeka, ariko muriki cyiciro, biragaragara ko bifasha.Hanyuma, ingufu, imiti nibindi bisa, biragaragara, hamwe nibiciro rusange byibiciro byerekanwe mubisanzwe byoroheje, niba hari ikintu.Turimo kubona bimwe muribyo.Biragaragara, usibye ibyo, twongereye imbaraga.Ndabizi ko burigihe hariho kumva ko twakoze byinshi mubijyanye nigiciro cyacu bwite, ariko twibwira ko burigihe hariho byinshi byo gukora.Buri gihe twumva dushishikajwe no gufata ibyemezo bishobora kuba ibyemezo bikomeye icyo gihe.Nkuko mubizi, twakuye kumashini yimpapuro muri Turukiya uyumwaka, twumva ko aribwo buryo bwiza bwo gukora kubera imiterere yikiguzi cyaho, kandi twakuyemo ibiciro byagenwe nkibyo.Twakoze kandi ubundi buryo bwo kuvugurura kugirango dukure ibiciro muri sisitemu.Kandi icyo nikintu gikomeza.Kandi nkuko nabivuze mubyacu - mubitekerezo, ni igice cya ADN, ni kimwe mubyo dukora kandi tuzakomeza kubikora.Ntabwo ari ikintu kimwe gusa cyo kuvugurura ibintu kuko turi mumwanya wamahirwe yo gukomera cyane nkitsinda muri urwo rwego, ariko tuzakomeza gutwara ayo mahirwe.
Ndatekereza ko wavuze kubyerekeye amahirwe yo gukura.Nibwira ko navuze kuri bimwe mubintu tumaze gukora muri gari ya moshi.Navuze ko ntizera ko twananiwe ukurikije amahirwe yo gushingira kumitungo yacu.Igomba kwibanda cyane kubyo twizera ko ari umutungo ufite inyungu nyayo yo guhatanira inyungu binyuze mukuzenguruka.Ntabwo ntekereza ko nshaka kujya muburyo burambuye kuri amwe mumahirwe maremare.Birahagije kuvuga ko ikintu cyose dukora mubijyanye nimishinga minini mugihe kizaza bidashoboka ko bigira ingaruka, icya mbere, byanze bikunze 2020 CapEx niyo ishobora kuba 2021. Niyo mpamvu rero nizeye neza rwose ubuyobozi natanze kuri 2021. Ndabikora nkunda kubona amahirwe yo, mvugishije ukuri, kongera urwego rwa CapEx kuko I - ariko bisaba igihe cyo gufata iyi mishinga y'igihe kirekire.Ariko twe - nkuburyo bwo kugereranya, nkuko mubizi, twahagaritse cyangwa dusubika iyo mashini nshya yimpapuro kuri Štetí.Dufite ubushobozi burenze urugero, ibyo tugurisha ku isoko muri iki gihe, ariko dufite ubushobozi bwo kureba ku mpapuro zidasanzwe za kraft zikoreshwa hano.Bimwe mubindi bikorwa byacu bikomeye ntabwo bigikora neza ukurikije amahirwe azaza.Ndatekereza rero ko hari amahirwe menshi.Ariko nkuko nkomeza kubishimangira, amafaranga akoreshwa muribyo bikorwa, tuzi ko azatubona muri cycle cyangwa biza uko bishoboka, kandi nibyo byingenzi kuri twe.
Kubyerekeranye n'amahirwe yo guhangana, sinkeka ko nigeze kuvuga ko mfite - gushobora guhamagarira uruziga rwaba ruto.Ndatekereza ko dufite - tureba gushora imari mukuzenguruka.Ntekereza ko aribyo byiza ushobora gukora.Biragaragara, uragerageza no kuringaniza ibyawe - amahirwe yawe nyayo nugufatwa cyane mumutwe wo hasi wikiziga kuruta impera yo hejuru.Mu buryo nk'ubwo, kugereranya umutungo ntabwo byanze bikunze bikurikirana ibiciro, et cetera.Kandi haracyari amafaranga menshi ahendutse hanze yirukana umutungo.Kandi rero umuntu agomba gushishoza cyane ukurikije uko ureba ayo mahirwe.Ariko ndatekereza ko ikintu cyingenzi ari stratégie, dufite amahitamo menshi murwego dukoreramo, ugomba kuba ufite amahirwe, kandi turi bazima kuri ayo mahirwe, kandi tuzareba niba dushobora kubyungukiramo.
Ni Barry Dixon wo muri Davy.Ibibazo bibiri.Andereya, gusa mubijyanye nibibazo byinshi byigihe gito, ushobora kuduha ibisobanuro ukurikije uko ibidukikije bisabwa bisa, cyane cyane mubipfunyika byubucuruzi, haba kumatiku na flexibles, ukurikije imikorere ikomeye ko wari ufite kuri corugated muri - cyane cyane muri 2019 nuburyo ibyo bisabwa bisa bite?
Icya kabiri, ushobora kuduha kumva uburyo imishyikirano y'ibiciro igenda izenguruka kuruhande rwa kontineri kandi birashoboka ko uzatsinda muri ibyo kandi mugihe cyagenwe?
Hanyuma, icya gatatu, gusa usubiye mubikorwa byo kugabura imari kandi birashoboka ko byakurikiranwa na Lars, wagaragaje ibice 2 bipakira nkibice byo gukura, kandi wagaragaje, nkeka ko ubwoko bwabashoferi muribi byombi mubijyanye no kuramba, e-ubucuruzi no kubaka ibicuruzwa.Iyo urebye - hanyuma ugatekereza ku itangwa ry’imari, ni he ubona icyuho kiri muri ubwo bucuruzi 2 ukurikije aho ukeneye gukoresha haba mu buryo bwa organique cyangwa binyuze muri M&A kugirango ugere kuri ubwo buryo burambye, e-ubucuruzi n'amahirwe yo kwamamaza?
Nibyo.Nibyo, ndatekereza, ubanza, ukurikije ishusho isabwa, nkuko ubivuze neza, kuruhande, twishimiye cyane imikorere yubucuruzi bwacu bwa Corrugated Solutions umwaka ushize.Biragaragara, twibanze mu karere.Ariko nkuko nabivuze, twakoze a - twabonye 3% umwaka-ku-mwaka-gukura-agasanduku, aribyo - nkeka ko ari imikorere ikomeye.Nibice bimwe byerekana amasoko dukoreramo, akomeye cyane.Ariko icyarimwe, ntekereza ko natwe twarenze izamuka ryisoko, rishimishije cyane.Kandi ibyo rwose byibanze cyane kuri serivisi zabakiriya kandi biragaragara, imirimo myinshi yo guhanga udushya twagiye dukorana nabakiriya bacu.Turimo kubona iterambere ryinshi kuruhande rwa e-ubucuruzi, kandi ibyo birashimishije cyane, kandi dukomeje kubishyigikira cyane.Dufite ingamba zihariye hafi yacyo.Kandi ntiwumve, dushora imari mugushigikira iryo terambere, kandi birashimishije cyane.Kandi rwose, twatangiye umwaka, na none, cyane cyane kuruhande.
Kubijyanye na flexibles ubucuruzi, ngira ngo, biragaragara, ni - hari ibice bitandukanye kuri ibyo.Nkuko nabivuze bimaze kuruhande rwabaguzi flexibles, ibyo birerekana cyane.Kandi shyira gusa, wavuga ko wagize ingaruka nke cyane zo kugabanuka ukurikije kugaragara kumubare wibintu nibintu, kandi ibyo birashimishije cyane.Ari mubucuruzi bwimifuka, aho twavuze ko 2019 byari bigoye.Ubu Uburayi, Uburayi birahagaze neza, kure cyane.Aho tubona intege nke ni cyane cyane mumasoko yacu yo muburasirazuba bwo hagati na Afrika yepfo, bidufitiye akamaro kanini.Amerika ya ruguru nayo yabaye intege nke muri 2019. Igishimishije ni uko ndebye uko ibintu byifashe, ubu ni iminsi yambere yumwaka, ariko uko ibintu byagenda muri 2020 mubyukuri - bihuye nigihe cyagereranijwe numwaka ushize. .Nkuko mbivuze, ni iminsi yambere, kandi umuntu ntagomba gusobanura cyane, ariko birashimishije.
Noneho nkuko nabivuze, cyane cyane muri ayo masoko yohereza hanze, ibyinshi muri byo biterwa na sima, kandi umwe agiye kubireba.Kandi, byanze bikunze, ibibazo bya macroeconomic bigira ingaruka kubisabwa mubwubatsi, et cetera, ni ngombwa.Ariko ntibikwiye no kugaragara ko ayo ari amasoko amwe.Hano hari umubare wibintu bitandukanye bigira ingaruka kuri portfolio muri rusange.Muri make, byari byoroshye umwaka ushize, byatangiye kurushaho gutera inkunga uyu mwaka, ariko ni iminsi yambere muruhande rwibintu.
Ibiganiro.Ndashaka kuvuga, nkuko ubivuze, nkuko twagiye hanze hamwe no kuzamura ibiciro, haba kuruhande rwatunganijwe ndetse no kuruhande kuruhande rwa kraftliner idahiye.Turizera ko ibi bishyigikiwe cyane.Nkuko ubyitezeho, turabona urwego rwibarura rusanzwe kugeza no hasi gato.Turimo kubona ibitabo bikomeye byateganijwe, kandi burigihe ibyo ni urufatiro rukomeye rwo gusohokana no kuzamura ibiciro.Ni iminsi yambere muribwo buryo.Biragoye cyane rero kuguha ubuyobozi buhamye, ariko twizera ko bifite ishingiro, kandi turi mubiganiro nabakiriya bacu muriki gihe.
Kubijyanye no kugabana imari, ngira ngo igisubizo kigufi ntabwo mbona icyuho, kuri buri.Ndabona amahirwe, birashoboka ko mvuga nkumuyobozi mukuru hano.Ndatekereza - oya, ndatekereza ko tubona byinshi dushobora gukomeza gutwara mubucuruzi bwacu.Kandi byumvikane ko, niba dushobora kuzuza ibyo mukuzana ubushobozi, haba haba mubijyanye na geografiya no / cyangwa ubumenyi bwa tekinike-uburyo bushobora kuzuza ibyo dufite, twaba twiteguye cyane kubireba.Ariko nkuko mbivuze, sinkeka ko hari agace kamwe aho turi subcale kuri kiriya kibazo.Ndashaka kuvuga, biragaragara, ubucuruzi bwimifuka yacu burakomeye cyane, kandi tuzakomeza kubyifashisha mukwiyongera.Ariko mubyukuri, igishoro ushobora gukoresha mubyo aribyo, amaherezo ku isi yose, isoko ryiza cyane riragabanijwe.
Kuruhande rwibibanza bya plastiki, dufite umwanya ukomeye cyane muburayi.Ni - ugomba kubireba cyane ku isoko-ku-isoko.Hano haribisobanuro rusange byerekana isoko rya flexibles.Kurugero, turakomeye cyane mubice dukoreramo. Turashobora kwagura ibyo bishoboka, ariko bigomba kuba ikintu twizeye cyane ko tuzi, kandi bigira uruhare mubucuruzi bwagutse.
Justin Jordan wo muri Exane.Icyambere, Andereya, ndashaka kuvuga mu izina ryumuryango wisesengura nabajyanama, ndabashimira ko mwashyizeho umuyobozi mukuru.Nzi neza ko tubifurije gutsinda mu myaka iri imbere.Mfite ubwoko 3 bwibibazo.Ubwa mbere, umwe, igihe gito na kabiri, ubwoko bwigihe giciriritse.Ubwa mbere, igihe gito.Ndakeka yuko, niba dutekereje ku munsi w’isoko ry’imari shingiro ry’amezi make ashize, wavuganye cyangwa wagaragaje rwose, ngira ngo, byari muri e-ubucuruzi kumusore munini wa e-ubucuruzi bwisi yose, kandi wagaragaje byinshi ubushobozi bwo gusimbuza plastike hamwe nimpapuro zishingiye kubintu nka pasta.Hoba hariho ikintu ushobora kuvuga uno munsi ukurikije uburyo ibyo bigeragezo bigenda bitera imbere cyangwa amabwiriza ya vuba cyangwa yatsinze kuri iyo nsanganyamatsiko yo kuramba?
Icyakabiri, kuri, ndakeka, Igice cya 24 cyawe, biragaragara neza ko ubwoko bwingenzi bwigabanywa ryikura ryimbere imbere ndakeka yuko, Gupakira ibintu byoroshye kandi byoroshye, bigaragara neza.Ibyo bivuze iki kubucuruzi budafite impapuro nziza?Biragaragara, ndafashe rwose, ariko kwisi yose birahenze cyane kurushanwa.Ariko urebye ubwoko bwimiterere yimitwe, cyane cyane muri ubwo bucuruzi, twakagombye kubona ko nkimoteri itanga amafaranga yo gutera inkunga iterambere mubindi bice 2 byibanze byiterambere ryigihe kirekire?
Hanyuma, icya gatatu, ndakeka, twubakiye kuri ibyo, iyo dutekereje kubuyobozi bwawe bwa 21 CapEx, miliyoni 450 z'amayero kugeza kuri miliyoni 550 z'amayero, iyo, ndashobora kubivuga, iguhindura imashini itwara amafaranga kubuntu.Birashoboka, ibyo biratanga igitekerezo cyo kugaruka kwawe muri Gicurasi 2018, ibyo biratanga amahirwe yo kubona inyungu zidasanzwe muri 21?
Murakoze.Mubisanzwe ishimwe rikurikirwa nibibazo bitoroshye.Oya. Ndatekereza kuri - - Ndashaka kuvuga, kubijyanye nitsinzi, ntabwo nzajya muburyo burambuye kuri ibyo, ariko ndatekereza, haba kuri e-ubucuruzi imbere, twakweretse MailerBAG, urugero, MailerBAG dukoresha, turabisunika cyane hamwe nabakiriya bacu ba e-ubucuruzi, kandi burimo kwakirwa neza.Nibisanzwe - nibicuruzwa bigaragara kuko bimura ibicuruzwa byabo byose bigabanuka hamwe nibintu ushobora kuba winjiramo - igitabo cyawe cyinjiye. Noneho cyiza cyane, kirambye, gishobora gukoreshwa, gishobora kuvugururwa, byose, igikapu, kandi ibyo birimo kubona igisubizo cyiza cyane.Kandi rero turashishikarizwa cyane nibyo.Mu buryo nk'ubwo, kuruhande rurambye, dukora akazi kenshi, nkuko wunvise mubicuruzwa byose wanyuzemo muri Steti.Kandi ibyo nibyo byibandwaho.Na none, igomba kubonwa nkinshingano.Ndatewe inkunga cyane.Niba urebye imibare yacu ukurikije imikurire ikikije impapuro zidasanzwe za kraft, mugari cyane, ikaba igenda cyane muri izo mpapuro zikora, ariko, biragaragara, no kujya mumifuka yoroshye yabaguzi nibindi nkibyo, urabona kweli iterambere muri ubwo bucuruzi, kandi bakoze neza cyane kandi bakomeza guteza imbere iryo soko niri soko, mvugishije ukuri, kuko muburyo bumwe, ni isoko rishya rwose umuntu atera imbere aho.Iterambere ryinshi rero rihari, kandi tuzakomeza gukoresha imbaraga nyinshi mugutwara ibyo.
Kubyerekeranye nubucuruzi bwiza bwimpapuro.Nubucuruzi bukomeye.Dufite imyanya ikomeye cyane, nkuko maze kubivuga.Umutungo wibanze hari umutungo wose uvanze-ukoresha.Muyandi magambo, batanga impapuro nziza na pulp, bidakenewe byanze bikunze ku isoko ryimpapuro nziza, impapuro nyinshi, urugero, kuva muri Afrika yepfo, zigurishwa muri Aziya mumasoko yimyenda nibindi nibindi nibindi kandi , biragaragara, gukora kontineri amanota nayo.Ndabona ejo hazaza h'ubwo bucuruzi - tuzakomeza gutwara kandi dukomeze guhatanwa cyane ku isoko ryimpapuro.Nizera ko ushobora - ugomba kuba nyiri umutungo wawe wose, kandi tuzakomeza gushora imari kugirango dukomeze guhangana.Ariko ntiwumve, ihinduka mubijanye no gukura CapEx irareba cyane ayo masoko apakira.Mubigereranirizo, biragaragara, umushinga uheruka muri - ni muri Silovakiya mubyo wita uruganda rukora impapuro nziza, ariko rukora ibyo bicuruzwa bivangwa na Hybrid, ukoresheje icyo giciro cyiza dufite hano, ariko mugukoresha iterambere. amasoko yo gupakira, kandi ndatekereza ko tuzabona amahirwe ahoraho.Ariko icyarimwe, ubucuruzi bwibanze bwimpapuro bukomeza guhatanwa cyane, kandi tuzakomeza gushora imari nkuko bikwiye.
Kubyerekeranye namafaranga, ndemeranya rwose ko twinjiza amafaranga menshi.Nibwira ko wanyumvise mvuga ko inshuro nke, kandi nzakomeza kuvuga ko mubisobanuro, CapEx, nkuko nabivuze, izamanuka muri 2021, ntakindi kintu.Nabisobanuye neza, nubwo, tubona amahirwe menshi mumatsinda, kandi rwose twaba dushaka gushyigikira iterambere ryibyo bucuruzi, ariko bigomba gupimwa neza muburyo butandukanye.Kandi bumwe mu buryo bushoboka, birumvikana ko gusubiza amafaranga abanyamigabane, kandi turipimisha kuri ibyo bipimo, twakagombye kuvuga, igihe cyose.Ndibwira ko abanyamigabane bacu babona ko ari inshingano kuri twe gushakisha ayo mahitamo yo gukura ashobora kubaha agaciro, kandi nibyo twe nkubuyobozi, dushinzwe gukora.Ariko icyarimwe, turakinguye cyane niba ayo mahirwe meza atabonetse muburyo bukwiye, nkuko twabigaragaje - inyuma yibisubizo bya 2017.Twiteguye kandi kureba izindi kugabana niba aribwo buryo bwiza.
David O'Brien wo muri Goodbody.Mbere ya byose, gusa wavuze ko kugumana igiciro cyagumye ari cyiza.Reba, Nzi ko bigiye kuba umwihariko kuri sosiyete yatanzwe ukurikije itandukaniro riri hagati yubucuruzi.Ariko ushobora kuduha uburambe bwawe ukurikije uko ibiciro byagasanduku byiyongereye kugeza muri 2018 kandi bagiye he kuva icyo gihe?Kandi ndakeka yuko, igitutu gikomeje kuguma ku giciro cyibiciro ahari.Ni ryari dukwiye gutekereza kubanyuze (inaudible) kandi ibyo biterwa gusa nitsinzi iyo ari yo yose kuruhande?Kandi hafi yikiguzi cyibiciro byiyongera, kuburyo bworoshye, ushobora kudusobanurira icyahindutse kuva muri Gicurasi umwaka ushize, urebye ibisabwa ni bimwe?Nk ,, ibarura ryamanutse kubintu?Kandi ushobora kugereranya aho baje kuguha ikizere nkiki cyo kwiyongera gushyirwaho?
Kubucuruzi bwa flexibles, biragaragara neza ko hari igitutu kiza.Niba turebye kuri margin umwirondoro '18 kugeza muri 19, ni kuva kuri 17% kugeza kuri 20% ya EBITDA.Tugiye gusubira inyuma kuri 17% muri 2020?Cyangwa utekereza ko ushobora gufata umurongo uhabwa bimwe mubintu byoroshe wavuze?
Kandi amaherezo, Ibikoresho Byashizweho, kugaruka kwawe gushora imari ya 13.8% kandi biragaragara ko bikurikirana urwego rwagutse.Ni izihe ntego z'igihe giciriritse?Niki cyagerwaho, urebye bimwe mubitutu wabonye kuri kimwe mubicuruzwa byawe byingenzi?
Nibyo.Ntekereza ko, ubanza, ku giciro cyibisanduku, ngira ngo wavuze nko muri 2018. Sinzi neza niba ibyo byari - - biragaragara, ibiciro byamasanduku - ndavuga, niba umuntu asubije amaso inyuma mumateka, twabonye ibiciro bya kontineri uzamuke cyane muri 2018 hanyuma uzamuke inyuma-mpera ya 18 mbere yuko batangira gusohoka gato.Ibiciro by'agasanduku byakurikizaga.Abahinduzi babonye margin igabanuka muri 2018 mugihe bahoraga biruka agasanduku - ibiciro bya kontineri hejuru.Hanyuma kugeza muri 2019, neza, byerekeje kumutwe, nkuko wabibonye, ibiciro bya kontineri bivaho, nibiciro byamasanduku byafashe neza cyane.Ntabwo bivuze ko ibiciro by'agasanduku bitamanutse muburyo bwuzuye, ariko ugereranije no kugabanya ibiciro bya kontineri, biragaragara ko bari bafite.Kandi ndatekereza ko, muburyo bumwe, bwarenze ibyateganijwe niba ureba isoko muri rusange.Twabonye rero kwaguka kwinyuze mu - - mu bucuruzi bwo guhindura, nubwo mu magambo yuzuye, ibiciro by'agasanduku, nkuko mbivuga, ndashimangira, byagiye biva ku rugero runaka.
Ndibwira ko ikibazo cya 2020 gikomeje kuba hafi kuruhande rwa kontineri.Biragaragara, turimo kubona, kandi nzaza kumpamvu twemera ko igiciro cyibikoresho gifite ishingiro.Ariko niba ubona kontineri itangiye gusibanganya no kwiyongera, noneho ndatekereza ko hariho impamvu zose zerekana ibiciro byamasanduku bitayikurikiranye hasi, ariko niba aribyo byose, bihamye kandi birashoboka ko byakira.Ariko nibyinshi cyane, uko mbibona, imikorere nayo kuruhande rwa kontineri.Ntekereza ko, mvugishije ukuri, 2018 wari umwaka utoroshye kubahindura, 2019 byari bitandukanye.Ni ubuhe bwoko bw'igihe kirekire kirambye ku bahindura birashoboka ko ari ikintu hagati.
Kuruhande rwa kontineri, ndashaka kuvuga, niki cyahindutse kuva muri Gicurasi gushize?Ndashaka kuvuga, ikintu kimwe ni ibiciro biri hasi.Nkuko mubizi, kuva muri Gicurasi umwaka ushize, ibiciro byamanutse.Ndashaka kuvuga ko bahagaze neza mugihembwe cya gatatu, hanyuma hakabaho irindi suri ryibiciro muri Q4 na gato muntangiriro yuyu mwaka.Ndatekereza, byumvikane neza, ibyo tubona hasi kurubu, nkuko mbivuze, ni ibintu bikomeye cyane.Twanditse.Mubisanzwe, nkuko tubyumva, urwego rwibarura muruganda rwose rufite ishingiro rwo hasi kandi twagiye hanze, nkuko wabivuze, twabaye umwe mubambere, ndizera ko ku kongera umusaruro.Bigaragara ko hari abandi babikurikiranye, kandi turi mubiganiro nabakiriya bacu.Sinshobora kuguha ibisobanuro birenze ibyo, nkuko twabivuze kare.
Kubijyanye na flexibles ubucuruzi hamwe ningutu ya margin wavuze hano.Yego, ndashaka kuvuga, turasobanutse neza ko kuruhande rwimpapuro, tubona ibiciro byamanutse.Twabonye rero igitutu mugihe cyumwaka ushize, ariko kubera imiterere yamasezerano yibikorwa byinshi byubucuruzi bwimpapuro nubucuruzi bwimifuka, burigihe hariho ingaruka nke zo gutinda hagati yikiguzi cyibibanza n'aho - icyo wowe 'mubyukuri tubigeraho, kandi hariho n'ingaruka zo kuyobora.Ibibaye ubu rero, biragaragara ko twagomba gusubiramo impapuro zubukorikori hafi y’ibiciro biri hafi yubucuruzi bwamasezerano ngarukamwaka ubu ari ku isoko kandi igiciro. Kandi imifuka, kuko urimo uganira amasezerano yawe mugihe kimwe. , bari gusubirwamo kuri urwo rwego.Ibyo rero biragaragara ko ku isoko.Turimo gusobanura neza ko, bivuze ko dutangira umwaka mubipapuro byubukorikori kandi nkigisubizo, nanone imifuka ku giciro cyo hasi ugereranije nuko twageze ku kigereranyo cyumwaka ushize kandi ibyo bigomba gushirwa mubice.
Kubijyanye na mituweli kuri ibyo, hariho, nkuko nabivuze, kwinjiza ibiciro byoroheje cyane kurupapuro, kandi bigira ingaruka kuri flexibles cyangwa ubucuruzi bwimpapuro, cyane cyane.Turabona kandi buffer mubucuruzi bwimifuka kuko mubisanzwe wakwitega ko tugumana inyungu zimwe zibiciro byimpapuro zo hasi.Ubucuruzi bwacu bwa pulasitike bworoshye ntabwo bugira ingaruka kuri ibyo, kandi twizera ko hari iterambere rikomeje aho.Ntekereza ko, icy'ingenzi, kuruhande rw'imifuka, umwaka ushize wari umwaka utoroshye ukurikije ingano.Turabona rwose ipikipiki muribyo.Nkuko nabivuze mbere, uko ibintu byifashe biratera imbere, kandi turimo gutwara cyane kugirango tugarure bimwe muri byo byatakaye twabonye, kandi, byanze bikunze, bifite inyungu mubijyanye no kugarura margin.Ndatekereza rero ko hari ibintu bitari bike, ariko mugihe gito, rwose, iyo ntera iri munsi yigitutu ugereranije nigihe yari iri muri 2019.
Kubijyanye nibikoresho bya injeniyeri, ngira ngo mubijyanye no kugaruka kumafaranga, ndavuga, biragaragara, ubanza, nubucuruzi butandukanye gato.Turemera ko ukurikije imiterere yubucuruzi ugereranije, kurugero, ubucuruzi bwimpapuro.Twasobanuye neza ko twakwitega ko hazabaho izindi ntera zingana nuyu mwaka muri kiriya gice mu gice cyita ku bantu ku giti cyabo.Turimo gukora mubindi bice kugirango dutezimbere ibindi bicuruzwa kugirango duhoshe igitutu cyibiciro ahari, ariko ntabwo bizakuraho burundu.Turasobanutse neza rero ko marike igiye guhura nigitutu cyinshi ugereranije na 2019 iteganijwe - ibisubizo muri ibyo bikoresho bya injeniyeri.Ariko nkuko nabivuze kare, ndatekereza ko dufite imbaraga nyinshi zishimishije iyo bigeze, nkuko mbivuga, gusohora, gutwika ibicuruzwa hamwe nibindi bikoresho bya firime ya tekiniki mugihe cyo kureba neza kuri bimwe muribyo bisubizo birambye byo gupakira ibyo dutwara nk'ubucuruzi.Tugomba rero gukomeza gushora imari muriyo no gutwara kuriyo.Ntabwo bizaba ikibazo cyigihe gito, ariko birenze nkigihe kirekire.Nibwira ko nzakuramo imwe hasi hanyuma tukagira couple kuri insinga.
Cole Hathorn wo muri Jefferies.Andereya, gusa ukurikirane uburyo bwo kubona abakiriya bawe kugura muburyo bwimpapuro aho bishoboka na plastike mugihe ari ingirakamaro.Nigute kugura no kubana nabo bishyira mubikorwa byose 2030, 2050?Kandi ni iki kizihutisha iryo hinduka?Ukeneye rwose kubona amategeko y’ubumwe bw’ibihugu by’Uburayi cyangwa ikindi kintu nkicyo ku misoro kugira ngo bakugereho bakavuga bati: "Turashaka kuba inyungu yambere yimuka nuwimuka wa mbere, uri ahantu heza ho kuduha ibisubizo?"
Yego, Ndatekereza - Ndashaka kuvuga, biragaragara, amategeko arafasha.Kandi ndashaka kuvuga, twabonye cyane mubucuruzi bwimifuka aho imifuka yabaguzi kandi hariho Umuryango w’ubumwe bw’ibihugu by’Uburayi kugabanya imifuka y’abaguzi, kandi ko byanze bikunze, inkiko zitandukanye zashyizeho amategeko atandukanye, ni kuva gusora kugeza kubuzwa kumifuka imwe ya baguzi ya plastike.Kandi byumvikane ko, ibyo byahise bitera icyifuzo kinini cyo gusunika, kiratangaje kuri twe.Noneho rero, impamvu twongeye gushora mubikorwa byacu bya Steti kugirango dutange ayo masoko yinyongera kugirango twuzuze ayo masoko.Ntekereza ko ibirenze ibyo, biragaragara, hariho ingamba zo - ku misoro yagutse kuri porogaramu zimwe na zimwe za plastiki, twabishyigikira muri rusange.Twibwira ko bikwiye kuko ikibazo gikomeye hamwe nibi byose nukwinjiza icyo giciro kubidukikije byumuti wa plastiki cyangwa igisubizo kidashoboka, twakagombye kuvuga.Kandi byumvikane ko umusoro ari inzira imwe yo kubigeraho.
Ariko ndatekereza ko nkibyingenzi ibyifuzo byabaguzi no kumenyekanisha abaguzi ni byinshi kandi ntibigomba gusuzugurwa nkigikorwa kinini hano kuko nkuko mubizi, amatsinda manini manini ya FMCG yashyize ahagaragara amagambo akomeye ajyanye no kunoza uburyo bwo gupakira kwabo, kandi ubu barashaka inkunga nuburyo bwo kubigeraho.Na none, turimo kugirana ibiganiro byinshi nabakiriya bacu bose mugushyigikira ibyo, kandi bashimishijwe cyane nibisubizo byose tugomba gutanga.Kandi nkuko mbivuze, niho nizera ko rwose dufite ituro ryihariye kuko turi - dushobora gutanga suite yuzuye ya substrate.Kandi nkuko nshyize kumurongo umwe, impapuro ni - twakwishimira cyane gutanga impapuro, igisubizo kuri byose, ariko sibyo.Kandi biragaragara neza, hariho umubare wibisabwa aho ibicuruzwa byacu bya pulasitike bigira uruhare runini.Ndashaka kuvuga ikibazo cyo guta ibiryo, nibaza ko bizagenda birushaho kuba ibiganiro byiganje kubibazo byibidukikije.Hafi ya 1/3 cyibiryo kumurima ntabwo bigera kumurongo.Ndashaka kuvuga ko iyo ari umubare utangaje.Urashobora kugaburira Afrika yose nu Burayi uhujwe nubusa.Kandi rero ushobora kwiyumvisha ikintu cyose gishobora kugabanya isesagura ryibiryo bigomba kuba inyungu nyinshi kubidukikije.Tugomba rero kubona impirimbanyi neza hagati yo gutwara impapuro zishingiye ku mpapuro, kandi twibwira ko hari amahirwe akomeye, ariko kandi tumenye ko hazajya habaho umwanya wibisubizo bya pulasitiki, bishobora guteza imbere ibiryo bishya, bikaguha urwego rukwiye rwo korohereza. , et cetera, kugirango udasesagura ibiryo.Kandi ibyo - hari impirimbanyi zihari, kandi dufite, ngira ngo, amahirwe menshi kandi nkuko mbivuga, duhagaze neza kugirango dutange ibisubizo byose.
Mfite 2. Urebye kuri slide # 7, ndareba imbonerahamwe yigitare kandi biragaragara ko kugaruka byamanutse muri 2019 kubiciro.Ariko reka tuvuge, gusenya 2018 nkubwoko bwa bumper, byari nka 19% kugeza 20%.Urabona kandi ko nkurugendo rwimbere, nka 19%?Kandi ubwo ni ubwoko bwurugero aho wazamura ubufasha bwawe bwite niba ari ibitonyanga hepfo?Kandi ikibazo cyanjye kirerekanwa cyane muri 2020 kuko ubona bimwe muribi bikorwa, kandi biragaragara ko ari imari shingiro ikoreshwa aho ugiye kuzamuka, kandi wenda ibitekerezo bimwe bijyanye niyi dinamike.
Nibyo.Ndibwira ko kubijyanye no kwifasha, ntabwo twiyemeje - ntitugena ibikorwa byacu ngaho dushingiye kubisubizo tubona kumwanya umwe.Twibwira ko gutwara ibikorwa byacu byo kwifasha ari ikintu tugomba gukora igihe cyose.Biragaragara, kwibanda kubyo ukora bigenwa nibidukikije bigukikije mugihe icyo aricyo cyose mugihe.Kandi byumvikane ko, ubukungu bwifashe nabi, urashobora kandi guhatira byinshi muburyo bwo gutanga amasoko, kandi nikintu twe, biragaragara ko tuzakomeza kwibanda kubikora.
Ariko icyarimwe, twibwira ko arikintu cyiza cyo gukora kugirango dukomeze gushora imari, nkuko maze kubivuga, binyuze mukuzenguruka.Turabona amahirwe menshi tutagomba kugira isoni zo gushora imari mumitungo iboneye nubwo mugihe gito, ari marge cyangwa ROCE igabanya inyungu zingana na 20%.Ndashaka kuvuga, niba twizeye ko dushobora kohereza igishoro murwego rusumba neza igiciro cyacu, twakagombye kureba kubikora, bigaragara ko byapimwe nubundi buryo bwose, imikoreshereze yaya mafaranga, kandi nikintu tuzakora komeza guhora uharanira gukora.
Yego.Noneho ubutaha byaba aribyo bikubuza - ni iki kikubuza gukomeza kwimura amwe muri ayo mahirwe yinyongera imbere?Nkuko wabivuze ubushobozi bwisoko rirenze, aho ushobora kureba impapuro zidasanzwe.Nisoko aho ufite ubuyobozi bwuzuye mumifuka yabaguzi.Birarenze guhangayikishwa nizunguruka?Nubushobozi bwo kuyobora?Birakenewe ko ubanza kurangiza imishinga ikomeza hanyuma hanyuma, biragaragara, tekereza kubishya?Cyangwa nigihe kinini cyubwubatsi gisabwa?
Byose byavuzwe haruguru.Oya, ndashaka kuvuga, biragaragara, ugomba gushyira imbere, kandi dufite gahunda nini ya CapEx.Iyo ukoresha miliyoni 700 z'amayero kugeza kuri miliyoni 800 z'amayero ku mwaka, ni akazi kenshi.Bisaba ibintu byinshi byimbere kandi turi - kandi ugomba gushyira imbere hafi yibyo, kandi twizera ko tubona ubwo burenganzira.Kandi ntushaka gufata ibyago bidakwiriye gutangwa mubuhanga.Ariko icyarimwe, yego, ugomba kumenya isoko.Byumwihariko, kurugero, kugaruka kuri iyo mashini ya Steti.Twasubitse iyo mashini kuko twabonye ubundi bushobozi buza ku isoko icyo gihe.Kandi twatekereje ko tutazabura ubwo buryo dufata umwanya muto tukareba uko ibintu bigenda.Kandi birashobora kumvikana kugaruka no gusubiramo ibyo.Ibi rero ni ibintu ugomba gusuzuma.Ntabwo rero - ntushobora kureba ibintu mu bwigunge bwisoko rusange.Ariko biragaragara neza, mugihe kimwe, dufite uburambe bwo kuba dushobora gushora imari mukuzenguruka kandi nikintu tuzakomeza guharanira gukora.
Kandi ,, twishimiye uruhare rushya, na none.Gusa ahari ikibazo cya filozofiya.Ibitekerezo byawe bijyanye no guhuza inganda muburayi muri kontineri.Twabivuze mbere, ariko birashoboka gusa kugirango dusubiremo niba ubona hari icyo bikwiye?Nibintu wakwifuza kwitabira uruhare rwawe rushya?Cyangwa biracyari ikintu uzakomeza - uhitamo gukura kama?
Nkuko nabivuze, ngira ngo - urakoze, Brian, kubibazo.Ndatekereza ko twagarutse kubyo dushyira imbere.Twibwira ko dufite amahitamo meza yo gukomeza guteza imbere ubucuruzi bwacu.Ariko nanone, M&A ni amahitamo kuri twe, kandi tugomba kuba bazima kuri ayo mahirwe, kandi tuzakomeza kubashakisha.Ndibwira ko guhuriza hamwe ubwabyo ari - bifite bimwe bikurura, ariko bigomba kugaragara ukurikije agaciro ko kurema ushobora kugira.Niki wishyura kubyo kandi ugomba kuba usobanutse neza ko ushobora gutwara amahirwe yo guhuza imbaraga kuva muburyo bumwe kandi bigatanga inyungu nyayo yo guhatanira.Ibyo bintu byose rero ugomba guhora utekereza.Ntabwo rero arikintu twigeze twirengagiza.Mugihe kimwe, turasobanutse neza ko, ibyo bigomba kuba byujuje ibipimo ngenderwaho.
Nibyo, byiza.Hanyuma hanyuma - ubungubu kwiyongera kubiciro watangaje, hari imbaraga nyinshi nshya ziza kumpera yumwaka wumwaka kandi ibyinshi mubushobozi mubyukuri birarangiye.Hoba hari ingorane yuko ugomba kureka bimwe muribi biciro byiyongera mugihe ubushobozi bushya bugeze kumasoko?
Ndatekereza ko twizeye cyane mumwanya dufite muriki gihe, kandi tuzakomeza kuganira nabakiriya bacu izamuka ryibiciro biriho.Ndatekereza ko icyo ejo hazaza hashobora kugenwa nimpamvu nyinshi zitandukanye.Ntekereza ko, yego, hari ubushobozi bushya buza, ariko kandi hariho iterambere ryiza mubijyanye nimbaraga ziterambere ryimiterere mumwanya wafunzwe, twizera ko bitazashira vuba.Twabonye kandi ibibazo hirya no hino mu Bushinwa.Biragaragara, ni ingingo muri iki gihe kubera izindi mpamvu, ariko ndatekereza ko turacyabona ko, icyo kibazo cyo guhagarika ibicuruzwa by’abashinwa ku ruhande rwa OCC biza.Ni mubyifuzo byose bizaza mu mpera zuyu mwaka, bigomba kugira ingaruka ku bucuruzi bw’isi yose ku bikoresho byabigenewe, inzira imwe cyangwa indi.Izi ngingo zose rero zigomba gusuzumwa.Ndatekereza rero ko kureba byumwihariko ubushobozi bwiyongera muburayi mukwigunga burigihe nibintu bitari byiza.
Gusa imwe yihuse yo gusobanura ibiciro byamasanduku.Birakwiye noneho gufata umwanzuro ko niba izamuka ryibiciro bya kontineri rinyuze muri ako gasanduku bizagenda neza umwaka-ku-mwaka?
Ntekereza ko, nkuko nabivuze kare, Ross, ngira ngo, biragaragara, kuzamura ibiciro bya kontineri byafasha ibiciro byamasanduku.
Ntekereza ko ibyo ari imikorere yimibare, sibyo?Tugomba rero gusobanukirwa ningaruka kubiciro bya kontineri nayo izagira ingaruka kubiciro byamasanduku.Ariko mubyukuri icyo umwaka-ku-ngaruka ni ikibazo cyigihe cyibiciro byimuka.Sinshaka kubitekerezaho kugeza ubu.
Byose.Ntekereza ko twabonye umwanya.Niba hari ikindi kibazo kimwe uhereye hasi?Ihangane, Wade.Mubyukuri, ntabwo dufite umwanya, ariko tuzakora umwanya.
Wade Napier kuva Kumasoko Yumurwa mukuru.Andereya, wigeze kuvuga kubushobozi bwawe bwo gutondeka ibintu byihariye mubucuruzi bwa kontineri hamwe na cyera hejuru no kuvuza, none uravuga ibintu byihariye mubipapuro.Urebye igabanuka ryibiciro mu mpapuro zubukorikori, ibiciro byimpapuro zidasanzwe byakuweho amanota asanzwe akoreshwa mubikoresho byubwubatsi?Noneho ushobora kutwibutsa gusa ijanisha ryubwo bucuruzi bwimpapuro ni amanota yihariye?
Hanyuma ikibazo cyanjye cya kabiri cyaba mubucuruzi butarimo impapuro nziza, hari ibice byinshi byimuka hamwe no gufunga PM wa Merebank - umwe muri ba PM bahari na Neusiedler.Ni ubuhe bwoko bwawe busabwa muri ubwo bucuruzi?Nigute ubona ute ko isoko ikina muri 2020, ukurikije intege nke zibiciro mugice cyanyuma cyumwaka ushize kandi ushobora kuduha ibara hariya?
Nibyo.Nibyo, ndashaka kuvuga, gusa kugirango bisobanuke neza, haraho - kandi nzi ko ijambo ryihariye rishobora gukoreshwa muburyo butandukanye.Turavuga rero kuri kontineri, hariho amanota asanzwe cyangwa ubwoko bwamanota yisi yose ya kraftliner idasubirwaho hanyuma ukagira niche cyangwa progaramu yihariye nka cyera hejuru na semichem.
Kuruhande rwimpapuro, mubisanzwe dutandukanya amanota yimifuka yimpapuro, mubisanzwe nibyo byinjira mubikorwa byawe byinganda.Hanyuma noneho ubuhanga, bukubiyemo urutonde rwibisabwa kuva MG, MF, ubu bwoko bwa - aya matsinda mato.Kubijyanye na kwant kubucuruzi bwacu, ni toni 300.000 za miriyoni 1,2, toni miliyoni 1.3 yumusaruro wimpapuro zose.Igiciro cyibiciro kiratandukanye.Kandi kimwe, gutanga-ibisabwa-shingiro biratandukanye cyane muriki gihe.Turimo kubona - kuruhande rwimifuka yubukorikori, nkuko nabivuze, mubyukuri - hari intege nke-zisabwa twabonye muri 2019, kandi tugomba kureba uko bigenda kuko ibyo nibyinshi mubikorwa byubwubatsi, cyane muri ibyo, nkuko mbivuga, amasoko yohereza ibicuruzwa hanze.Ku bice byihariye, ibyinshi muribi bijya muribi bikoresho byo gupakira kubindi bicuruzwa-byubwoko bwa porogaramu hanyuma ibindi byose byihariye bisabwa, kurugero, gusohora impapuro nibindi nkibi.Biratandukanye cyane, amasoko atandukanye.Kandi - ariko muri rusange, ishusho isabwa irakomeye cyane muri kariya gace.Kandi ni - tubona iterambere ryiza.Hano hari n'amarushanwa ahari, nkuko ushobora kubyiyumvisha, nayo ikurura abanywanyi muri uwo mwanya.Urimo kubona rero iyo dinamike ikina.Ariko igitutu nyacyo cyibiciro cyabaye kinini kuruhande rwamasakoshi yinjira muri uyumwaka.
Kubireba ishusho nziza yimpapuro, ndashaka kuvuga, gusa kugirango byumvikane neza, ibice byukuri byimuka, niba ubyita ko kuva umwaka ushize ukurikije impinduka zubatswe mubucuruzi bwacu kwari ugufunga iyo mashini yimpapuro muri Merebank.Hanze yibyo, ni ubucuruzi-nkibisanzwe murwego.Ndibwira ko ibyo urimo kuvuga ari uko twafashe igihe gito muri Neusiedler kuko Neusiedler nimpapuro yihariye yibanze cyane, nkoresha ijambo kandi na none, mubice byimpapuro nziza, ufite ibicuruzwa byo mu rwego rwo hejuru kandi mubyukuri Neusiedler numu progaramu yo hejuru, kandi ni ngombwa cyane ko yibanda kuri ibyo.Kandi rero ibyo nibyo byibandwaho.Niba iryo soko ryoroshye, rwose ntituzatanga umusaruro wibicuruzwa muricyo gikorwa cya Neusiedler.Buri gihe rero duhora twihuta iyo bigeze kuburyo ducunga iyo portfolio.
Kubireba isoko rusange, kuko, na none, kuba producer uhendutse, twizeye cyane ko dushobora kubona amafaranga kuri toni yose dukora mubikorwa byacu bikomeye.Ikibazo kuri twe nigihe kirekire cyimiterere yimiterere.Ikigaragara ni uko impapuro nziza nigicuruzwa muri rusange, kugabanuka kwimiterere kumasoko akuze.Birahagaze neza kumasoko agaragara.Ariko nibyo duteganya nkubucuruzi bugana imbere.
Ndatekereza ko tuzayifungira aho.Urakoze cyane kubitekerezo byawe no gusohoka uyumunsi kumunsi wubukonje nubushuhe hano i Londres, ariko ndagushimiye kurubuga rwa interineti nkuko ubyitayeho, kandi ibi nzabirangiza.Murakoze cyane.
Igihe cyo kohereza: Werurwe-11-2020