London Feb 27, 2020 (Thomson StreetEvents) -- Editan Rubutun Mondi PLC kiran taro ko gabatarwa Alhamis, 27 ga Fabrairu, 2020 da karfe 9:00 na safe GMT
Barka da safiya, da maraba da zuwa ga Mondi Full year Results Presentation for 2019. Kuma kamar yadda kuka sani, ni Andrew King, kuma -- ko da yake, na san yawancin ku sun san ni sosai, wannan shi ne karo na farko da na samu. daman isar da waɗannan sakamakon kamar yadda shugaban ku ya zayyana.Don haka na yi tunani tare da wannan a zuciya, zan fara farawa da ƴan tunani, abin da nake ganin yana da mahimmanci wajen tafiyar da ayyukan ƙungiyar a cikin adadin shekaru da suka gabata.Kuma ina tsammanin, mafi mahimmanci, abin da na yi imani shi ne - mai mahimmanci don aikin gaba na ƙungiyar.Zan sake komawa kan bitar abubuwan da suka fi dacewa a shekarar 2019 sannan in gama da wasu karin tunani kan tsarin dabarun.
Kamar yadda muke gani a wannan faifan, ina tsammanin, da farko, yawancin abubuwan da kuke ji za su saba muku sosai, kuma ba ni da wani uzuri kan hakan.Babu shakka na kasance tare da kungiyar na tsawon lokaci kuma na kasance cikin tsara dabarun kungiyar.Kuma ina jin muna da kyakkyawar fahimta game da abin da ke aiki a gare mu, abin da ba ya yi mana aiki.Kuma mafi mahimmanci, ina ganin mun san da yawa daga cikin wannan za su dawwama a nan gaba ma.
Tabbas, a cikin kowane tsari, dole ne ku sami -- ku kasance masu hankali, ku kasance masu jin daɗin yanayi yayin da suke canzawa.A bayyane yake, akwai duniya mai saurin tafiya a halin yanzu wanda dole ne mu amsa.Amma ina ganin ainihin ƙa'idodin abin da zan bi da ku, ina tsammanin, sun yi mana hidima da kyau, kuma na yi imani za su ci gaba da yi mana hidima sosai a nan gaba.
Kamar yadda kake gani, da farko, muna tunanin dorewa shine tushen mu.Yana cikin DNA na ƙungiyar shekaru da yawa yanzu.Ainihin mayar da hankali, a fili, a cikin adadin shekaru, shine ainihin yadda muke yin abubuwa.Tasirin kasuwancinmu kan yanayin da ke kewaye da mu da aikin da muka yi don rage duk wani mummunan tasiri, kuma a haƙiƙa, inganta yanayi da al'ummomin da muke aiki a ciki.
Ina tsammanin mun yi nasara sosai a matsayin ƙungiya wajen cimma hakan.Kuma ba shakka, yanzu wannan gabaɗayan ajanda ya faɗaɗa zuwa samfuran da kuke samarwa da kuma tasiri wanda, bi da bi, yana da kan duniyar da ke kewaye da mu.
Kuma ina tsammanin, kuma, a nan, muna cikin matsayi mai ban mamaki da ban mamaki, da gaske, wanda koyaushe muke taƙaitawa a cikin taken mu, Takarda inda zai yiwu, filastik lokacin da amfani.Mu ne babban ɗan wasa a cikin sarkar ƙima, kamar yadda kuka sani.Mu ne manyan masu yin jakar takarda a duniya.Muna da gagarumin kasancewar a cikin ƙwararrun ma'auni na kraft takarda.Kuma ba shakka, za mu kasance masu cin gajiyar sauye-sauye zuwa mafi ɗorewa na tushen mafita.
Babu shakka, abin da kuma ya sa mu na musamman shi ne gaskiyar cewa muna da damar yin amfani da abokan ciniki, fasaha, fasaha, da kasuwancin mu na filastik ke bayarwa, wanda, a cikin kanta, yana ganin babbar dama ta ci gaba, musamman ta fuskar tuki. sake yin amfani da samfuran tushen takarda.
Tabbas, kasuwancin mu na Packaging shima yana amfana daga ɗayan -- wasu mahimman abubuwan da muke gani a duniya a halin yanzu.A bayyane yake, kasuwancin e-kasuwanci shine ci gaba mai gudana, wanda ke ci gaba da haɓaka haɓaka, musamman a gefen akwatin, amma kuma mafi ban sha'awa a yanzu kuma a gefen jakar, haɓaka - batun da ke kewaye da ƙara wayar da kan jama'a, wanda bai tafi ba. kuma yana ci gaba da haɓaka haɓaka a cikin maki marufi.
Don haka a takaice, ina ganin mu a fili a gefen dama na yawancin waɗannan mahimman abubuwan masana'antu.Tabbas, yana tafiya ba tare da faɗi cewa mayar da hankali kan kasancewa -- dukiyoyinmu masu tsada koyaushe sun kasance ainihin tushen abin da muke.Mun yi imani a fili cewa kasancewa mai ƙarancin farashi zuwa kasuwannin da kuka zaɓa yana ɗaya daga cikin mahimman abubuwan da ke haifar da ƙima, musamman a cikin kasuwancin ɓangaren litattafan almara da takarda.Wannan ya kasance babban jigon kasuwancinmu.Kuma ina ganin akwai sauran abubuwan da za mu iya yi a wannan fanni.
A bayyane yake, na yi imani babban ƙarfin kuma wanda aka gano tsawon shekaru shine daidaitaccen tunaninmu da ɗorewa game da rabon jari.Mu, ba shakka, muna neman haɓaka kasuwancinmu.Mun yi imanin muna da zaɓuɓɓukan girma da yawa.Amma ba shakka, ana buƙatar yin hakan koyaushe tare da mai da hankali kan ƙirƙira ƙima, kuma wannan ba zai canza ba.
Tabbas, kamar yadda kuka san ni da kyau a yanzu, Ina son ma'auni mai ƙarfi.Ina tsammanin hakan yana ba ku zaɓi ta hanyar sake zagayowar don saka hannun jari.Baya ga wannan, muna da gata na samar da kuɗi mai ƙarfi ta hanyar zagayowar.Za mu zo, a fili, idan muka waiwaya baya ga sakamakon 2019, amma wannan, ƙari - yana ba ku ƙarin sassauci don ɗaukar hangen nesa mai yuwuwar cyclical lokacin da wasu ba za su iya motsawa ba.
A ƙarshe, ba shakka, ba za ku iya yin wannan ba tare da mutanen da suka dace ba.Mun yi sa'a sosai dangane da zurfin da gogewar hazakar da muke da ita a cikin kungiyar.Ina ganin shi ne a matsayin aikina don ci gaba da haɓakawa da haɓaka ƙwararrun mutane da yawa kuma a fili, haɓaka cikin wannan al'ada na bambancin da haɗawa a cikin rukuni.Mu, a fili, muna da ƙwararrun mutane masu yawa a cikin ƙungiyar, kuma ina fatan yin aiki tare da su yayin da muke ci gaba da kasuwanci.
Da wannan, sai na koma baya ga abubuwan da suka faru na 2019. Kuma kamar yadda kuka sani, ba tare da saninsa ba, 2019 ya ga raguwa a cikin wannan farashin farashi don yawancin ma'auni na takarda na mu, yana tasiri, a fili, ta hanyar raguwar macroeconomic gaba ɗaya. .A kan wannan yanayin, mun ba da kyakkyawan aiki tare da EBITDA akan Yuro biliyan 1.66, ragi na 22.8% da ROCE na 19.8%.
Ƙarfin farashi mai ƙarfi da gudummawa mai kyau daga saye da CapEx, aikin da aka kammala musamman a cikin 2018 ya rage matsi na gefen mu.A kan ƙarfin wannan aikin da kuma nuna kwarin gwiwa game da makomar kasuwancin da kuma samar da tsabar kuɗi mai ƙarfi da muke gani, Hukumar ta ba da shawarar haɓaka 9% a cikin rabon cikakken shekara.
A bangaren kamfanoni, babu shakka mun yi farin ciki a cikin wannan shekarar don kammala sassaukar da tsarin kungiya zuwa wani kamfani mai zaman kansa, wanda ya ba mu karin haske a matsayin kungiya, daidaita kudaden shiga cikin kasuwancin kuma, ba shakka, inganta harkokin kasuwanci. Jadawalin tarihin Mondi hannun jari.
Kamar yadda aka riga aka ambata, mu -- Na yi imani muna da matsayi na musamman don taimakawa abokan cinikinmu su canza zuwa marufi mai dorewa.Kuma zan sake zuwa kan wancan a gaba - ƙarin dalla-dalla daga baya a cikin gabatarwa.
A bayyane yake, muna kuma farin ciki da ci gaban da muka samu kan ci gaban alƙawuranmu na 2020 mai dorewa, kuma kwanan nan mun sabunta alkawurran yanayin mu dangane da maƙasudan tushen kimiyya.
Idan na duba dalla-dalla a taƙaice akan ci gaban EBITDA.Za ku ga tasirin da farko ya haifar da raguwar farashin farashi.Zan ci gaba da ƙarin launi akan wancan daga baya kan kasuwanci-ta-kasuwanci.Amma manyan masu ba da gudummawa ga bambance-bambancen farashin su ne ƙananan farashin kwantena biyo mafi girman da aka gani zuwa ƙarshen 2018 da ƙananan farashin ɓangaren litattafan almara.Farashin takarda na Kraft ya ba da kyauta mai kyau, kodayake, kuma, waɗannan sun fuskanci matsin lamba a tsawon shekara.
Za ku ga babban bambance-bambancen girma mara kyau, amma wannan wani bangare ne na nunin yanayin kasuwancin da ya fi kalubalanci, musamman kasuwancin jakunkunanmu da kundin da ke fuskantar matsin lamba a yankin Gabas ta Tsakiya da Arewacin Afirka, musamman, da kuma wasu lokutan da aka ɗauka don gudanar da ayyukanmu. kayayyaki a cikin takarda kraft da ɓangarorin takarda masu kyau na musamman a cikin rabin na biyu na shekara.Babban tasirin, duk da haka, ya faru ne saboda dogon shiri -- tsare-tsaren da aka tsara na rufewa a cikin shekara da kuma shawarwarin inganta aikin fayil da aka ɗauka a cikin watanni 18 da suka gabata.Kuma wannan ya hada da kwantena da kuma rufe injinan takarda masu kyau a Turkiyya da Afirka ta Kudu, bi da bi.
An daidaita wannan ta hanyar haɓakar girma mai kyau a cikin kasuwancinmu na corrugated da gudummawar daga manyan ayyukan da aka kammala a cikin 2018, galibi haɓaka ƙarfi a cikin takarda kraft da ɓangaren litattafan almara.
Kudin shigar da kayayyaki gabaɗaya ya kasance sama da shekara-shekara, kodayake mun ga ɗan rage farashin shiga cikin rabin na biyu na shekara.Itace, makamashi da sinadarai sun fito a tsawon shekara, yayin da takarda don sake amfani da su ta ragu a shekara-shekara kuma a jere a rabi na biyu da rabi na farko.Abubuwan da ake tsammani na yanzu shine don ƙarin sassaucin farashin shigarwa cikin 2020.
Kamar yadda kake gani, tasirin saye da zubar da kaya ya kasance tabbataccen bambance-bambancen Yuro miliyan 45, galibi saboda gudummawar cikakken shekara daga Powerflute da tsire-tsire na jaka na Masar, wanda muka samu a tsakiyar 2018.Ribar darajar gandun daji ya kai Yuro miliyan 28 sama da na shekarar da ta gabata, sakamakon hauhawar farashin katakon da ake fitarwa da kuma karuwar adadin da aka samu a wannan lokacin.Ya kamata a lura da cewa, yawancin ribar da aka samu a cikin shekarar da muke ciki an gane a farkon rabin.Dangane da yanayin kasuwa na yanzu, muna tsammanin ribar 2020 za ta yi ƙasa sosai yayin da ake sa ran karuwar farashin katako zai zama mai rauni.
Idan kuma na yi muku takaitaccen bayani kan gudummawar da sassan kasuwanci ke bayarwa.Kuna iya gani akan ginshiƙi na hannun dama, muna ba da taƙaitaccen gudummawar da ƙungiyoyin kasuwanci ke bayarwa ga ƙungiyar EBITDA.Kuma a gefen hagu, kuna iya ganin motsi ta ƙungiyoyin kasuwanci a cikin gudummawar EBITDA.A cikin adadin nunin faifai na gaba, zan ba ku ƙarin dalla-dalla ta sashin kasuwanci.
Da farko a cikin Marufi na Corrugated, za ku ga yana ci gaba da isar da ƙorafi mai ƙarfi da dawowa duk da matsin farashin da na ambata.Yayin da duk maki a cikin kwandon kwandon shara ya shafa, haɗar samfuran da muke da su tare da mahimmancin sha'awa ga ɓangarorin musamman na farin saman kraftliner da sarewa na semichemical yana rage tasirin mu ga zagayowar.Ta hanyar misali, farashin ma'auni na kwandon kwandon da aka sake fa'ida ya ragu da matsakaicin kusan kashi 18% na shekara-shekara, yayin da manyan kraftliner da semichemical sun faɗi kusan 3% a daidai wannan lokacin.Hakazalika, ba shakka, matsayinmu mai rahusa, wanda aka haɓaka ta hanyar sarrafa farashi mai ƙarfi da ci gaba da ci gaba da ayyukan inganta riba yana nufin muna ci gaba da samar da riba mai ƙarfi da tsabar kuɗi ko da a cikin koma baya.
Abin ƙarfafawa ko da yake, yanzu muna ganin haɓakawa a cikin yanayin kasuwa, tare da kayayyaki yanzu a mafi yawan matakan al'ada da littattafai masu ƙarfi.A bayan wannan, mun fara tattaunawa da abokan cinikinmu game da ƙarin farashin.
Lokacin kallon kasuwancin da ke ƙasa, muna jin daɗi sosai da yadda kasuwancinmu na Corrugated Solutions ke aiwatarwa, samun 3% haɓakar ƙarar akwatin kwalin halitta da faɗaɗa ragi yayin da riƙe farashin ya kasance mai ƙarfi yayin fuskantar raguwar farashin shigarwar takarda.
Daga nan sai na ci gaba zuwa Marufi Mai Sauƙi.Kuna iya ganin yana jin daɗin shekara mai ƙarfi sosai, tare da EBITDA ƙasa da kashi 18% da rikodi.Kamar yadda aka ambata, mun sami damar haɓaka farashin takarda na kraft a farkon ɓangaren shekara.Ganin yanayin kwangilar da ya daɗe a wannan kasuwa, farashin a zahiri ya fi ma'auni fiye da a cikin ma'ajin kwantena kuma yawancin haɓaka a farkon ɓangaren shekara ya kasance abin kamawa a shekarar da ta gabata bi da bi.
A cikin tsawon shekara, mun ga wasu matsin lamba na farashi yayin da koma bayan tattalin arziki gabaɗaya ya shafi buƙatu, kuma mun fara ganin ƙarar gasa daga wasu masu kera motsi.Wannan ya ci gaba a farkon 2020, yana shafar shawarwarin farashin shekara-shekara, kamar yadda za mu fara sabuwar shekara a ƙananan matakan fiye da waɗanda aka samu a matsakaita don 2019. Abin farin ciki, muna samun ci gaba mai kyau a bunkasa sashin takarda na kraft na musamman, ganin girma girma girma yayin da muka shiga cikin haɓaka fifikon mabukaci don marufi na tushen fiber.Ci gaba da haɓakawa a cikin wannan ɓangaren kuma ana samun goyan bayan ayyukan mu na CapEx a Steti musamman, da kuma shirye-shiryen maye gurbin robobi.
Kasuwancin jakar takarda na ƙasa ya sami kyakkyawar wucewa ta mafi girman farashin takarda na kraft, amma ya yi, a lokaci guda, ganin kundin yana fuskantar matsin lamba, musamman, kamar yadda na ambata riga a kasuwannin Gabas ta Tsakiya da Afirka, waɗanda aka fallasa sosai. zuwa bangaren gine-gine da siminti.Abin ƙarfafawa, kodayake farkon kwanakin, a halin yanzu muna ganin wani abu na ɗaukar hoto a cikin yanayin tsari a cikin jaka.Daga tsarin hangen nesa, ban da wasu damar da ke da ban sha'awa don maye gurbin mafi ƙarancin marufi masu ɗorewa, muna kuma ganin ƙarin dama ga samfuran jakar mu a cikin kasuwancin e-commerce, kamar yadda na ambata a baya.
Masu sassaucin ra'ayi na masu amfani sun nuna halayen kariyar sa yayin fuskantar koma bayan tattalin arziki, yana ci gaba da haɓaka haɗe-haɗen samfuran sa da kuma cin gajiyar ci gaba da mayar da hankali ga sabbin abubuwa.Hakanan suna tallafawa gabatarwar samfuranmu na tushen takarda ga abokan cinikin robobi na gargajiya, yayin da suke haɓaka kewayon hanyoyin magance robobin da za'a iya sake amfani da su don dacewa da tattalin arzikin madauwari.
Daga nan zuwa Kayan Injiniya.Kamar yadda kuke gani, sake, isar da ingantaccen aiki tare da EBITDA sama da 9% akan Yuro miliyan 122.Ko da yake mun bayyana sarai cewa hakan ma ya samu karbuwa ta hanyar samun riba guda daya na kusan Yuro miliyan 9 a cikin lokacin.Na yi farin ciki sosai da ganin ingantacciyar aiki daga ɓangaren abubuwan kulawar mu, daidai da tsammaninmu yayin da suke samun ƙima ta hanyar haɓaka rabon walat.Mu, duk da haka, muna sa ran ƙarin matsin farashin da zai ci gaba yayin da maɓallin samfurin a wannan ɓangaren ya girma.Our extrusion mafita tawagar aiki a kan kewayon dawwama shafi mafita, wanda muke gani a matsayin mai ban sha'awa ci gaba a cikin goyon bayan mu dorewa marufi manufofin.
A ƙarshe, sannan dangane da bitar sashin kasuwancin, kasuwancin mu mara kyau na Fine Paper, kamar yadda kuke gani, yana ci gaba da isar da riba mai ƙarfi da ɗimbin kuɗaɗe duk da yanayin kasuwa mafi ƙalubale, yayin da muke fa'ida daga matsayinmu masu tsadar gaske na shuke-shuken mu. bayyanar kasuwar mu masu tasowa.Duk da yake farashin takarda mara kyau ya kasance gabaɗaya ba tare da faɗin gaskiya ba zuwa shekara-shekara, farashin ɓangaren litattafan almara ya ragu sosai, yana tasiri tsayin daka na mu a ɓangaren litattafan almara.Domin 2020, mun kiyasta cewa matsayin yana kusa da tan 400,000 a kowace shekara.Mun ga wasu kwanan nan suna daidaitawa a farashin ɓangaren litattafan almara na duniya, tare da yuwuwar haɓaka haɓakawa.Wannan ya ce, tasirin coronavirus, musamman kan buƙatu a cikin manyan kasuwannin Asiya, ba a sani ba ne wanda zai iya yin mummunan tasiri ga hangen nesa idan tasirin sa ya ci gaba.
Kuma watakila sannan a taƙaice, ƙarin bayani na gaba ɗaya game da coronavirus.A matsayin ƙungiya, ya zuwa yanzu, mun ga taƙaitaccen tasiri kai tsaye idan aka yi la'akari da ƙayyadaddun bayyanar mu ga yankunan da abin ya fi shafa kai tsaye zuwa yau.Koyaya, a fili yanayin yanayi ne mai ruwa sosai, kuma muna sa ido sosai akan abubuwa, gami da tasirin sarkar samar da kayayyaki da, ba shakka, abokan cinikinmu.A ƙarshe, mun yi imanin cewa babban abin damuwa shine, ba shakka, tasiri akan hasashen ci gaban tattalin arziki gabaɗaya da kuma yadda wannan zai iya shafar buƙatar samfuranmu.Amma, ba shakka, wannan yana da matukar wahala a tantancewa kuma yanayin bai keɓanta ga Mondi ba ko, a zahiri, masana'antar mu.
Kamar yadda aka ambata a baya, mun yi farin ciki da ƙwaƙƙarfan samar da tsabar kuɗi da muka samu a cikin shekarar, kuma ya rage ƙarfin kasuwancinmu.Kamar yadda kuke gani, mun samar da tsabar kuɗi na Euro biliyan 1.64 daga ayyuka a cikin lokacin, kusan daidai da shekarar da ta gabata duk da faɗuwar EBITDA.An goyi bayan hakan ne ta hanyar juyar da kuɗaɗen kuɗaɗen da aka samu daga babban kuɗin aiki da aka gani a cikin shekarar da ta gabata, tare da jujjuyawar shekara-shekara da ta kai kusan Yuro miliyan 150, wani muhimmin tanadi a cikin koma bayan tattalin arziki.An tura wannan kuɗin wani bangare zuwa - don tallafawa shirinmu na CapEx mai gudana, tare da kashe kuɗi na shekara na Yuro miliyan 757 ko kashi 187% na kuɗin rage darajar yayin da muke ci gaba da saka hannun jari don haɓaka kasuwancin.
Muna jagorantar ƙarin Yuro miliyan 700 zuwa Yuro miliyan 800 da za a kashe a cikin 2020 kafin wannan ana sa ran komawa zuwa Yuro miliyan 450 zuwa Yuro miliyan 500 - matakin Yuro miliyan 550 a cikin 2021 yayin da ake kashewa kan manyan bututun aikin na yanzu. kashe.Muna, ba shakka, muna duban ƙarin damar don yin amfani da tushen kadarorin mu mai tsada, wanda zai iya tasiri 2021 da bayan haka, amma waɗannan suna nan a halin yanzu a matakin farko.
Kamar yadda na ambata dama a farkon, muna ci gaba da ba da fifikon rabo na yau da kullun a cikin mahallin manufofin murfin mu na 2x zuwa 3x.Don haka, Hukumar ta ba da shawarar rabon ƙarshe na EUR 0.5572 a kowane hannun jari, yana ba da cikakken shekara ta 0.83 Euro a kowace hannun jari.Wannan yana wakiltar haɓakar 9% akan rabon shekarar da ta gabata.Kuma kamar yadda na ambata riga, yana nuna duka ƙarfin samar da tsabar kuɗi na kasuwanci da kuma amincewar hukumar a nan gaba.
Idan na sake komawa ga wasu tunani game da ka'idoji da kuma game da dabarun tunaninmu.Kuma na farko, a ɗan rashin kunya wasu busa ƙaho game da wasu nasarorin da muka samu a baya.Kamar yadda kuke gani, muna alfahari da gaskiyar cewa mun isar da haɓakawa da haɓaka EBITDA da haɓaka dawowa akai-akai tun daga jerinmu.Kuma fiye da haka, mun kuma yi shi a cikin mahallin tabbatar da dorewar makoma ga kasuwancin.
Kamar yadda kuke gani, na ɗauki wasu mahimman bayanai kasancewa, alal misali, rikodin amincinmu a wannan lokacin.Hakazalika, iskar gas ɗin da ake fitar da ita ta yi niyya wanda muka cimma a cikin lokaci na ƙarshe, wanda ya yi daidai da tunaninmu don ba da gudummawa ga ingantacciyar duniya.
Tsarin dabarun mu.Bugu da ƙari, wannan ginshiƙi ne wanda ya kamata ku saba da ku sosai.Har ila yau, ina tsammanin yana tattara mahimman saƙonnin da ke kewaye da abin da muke tunanin yana da mahimmanci a matsayin ƙungiya, wanda ya dogara sosai akan sha'awarmu don fitar da ci gaban ƙima bisa tushen ɗorewa.Muna da ginshiƙan mu guda 4 kamar yadda aka zayyana a cikin wannan zane.Kuma zan kawai dauko wasu mahimman wuraren da zan ambaci ci gaba.
Samfurin mu na ci gaba mai dorewa, kamar yadda na ambata a baya, shine babban jigon kasuwancinmu.Yana da -- muna ganin shi a matsayin cikakkiyar hanya don samun ci gaba mai dorewa.A kan wannan faifan, Na ɗauki mahimman fannoni 3 na mayar da hankali, kasancewa samfuran dorewa, canjin yanayi da mutanenmu.Na farko mayar da hankali ne sosai a kan fitar da mu da kuma tasirin da wannan ya yi a kan muhalli.
EcoSolutions yana ɗaukar tsarin mu, wanda kuma, zan zo da ɗan ƙarin bayani daga baya.Tasirin mu akan yanayi -- akan yanayin yana da mahimmanci a fili.Anan, muna matukar alfahari da gagarumin ci gaban da muka samu tsawon shekaru wajen rage takamammen hayaki na CO2 ko da yake mun fahimci akwai sauran abubuwa da yawa da za mu yi.Kuma kamar yadda na riga na ambata, mun kafa maƙasudin tushen kimiyya don fitar da iskar carbon zuwa 2050, tare da bayyanannun matakai a kan hanya.Kamar yadda na ambata a farkon, mutane, ba shakka, sune mafi kyawun albarkatunmu, al'adunmu na aminci, wanda aka yi tafiya mai tsawo yana da kyau kuma mu ne shugaban masana'antu a wannan fanni, amma akwai ko da yaushe, ba shakka, fiye da. yi.
Wani abu, ina tsammanin, shine ainihin bambance-bambance a gare mu shine kuma Mondi Academy wanda ke yin babban aiki a cikin horarwa da haɓaka mutanenmu waɗanda ke ba da gudummawa ga mafi kyawun ayyuka a cikin ƙungiyar.
Na yi kyau a kan wannan zane-zane, amma ya isa in ce, mun ga gagarumin karbuwa daga waje don ɗorewarmu kuma mun yi imani da gaske muna ba da gudummawa ta gaske ga manufofin ci gaba mai dorewa na Majalisar Dinkin Duniya.
Koma zuwa EcoSolutions, wanda ke mai da hankali sosai kan yadda za mu iya taimaka wa abokan cinikinmu biyan bukatunsu don ƙarin marufi mai dorewa.Na san da yawa daga cikin ku da kuke tare da mu -- a ziyarar gidan yanar gizon mu na Steti a karshen shekarar da ta gabata, da kun ji abubuwa da yawa game da wannan.Amma don sake maimaitawa, wannan hanyar da muke gani ta ƙunshi ra'ayoyi 3 na maye gurbin, ragewa da sake fa'ida.Mun haɗa a nan 'yan misalan wasu abubuwan da suka faru kwanan nan daga gare mu a kowane ɗayan waɗannan fagage.Kuma ba shakka, muna kallon wannan a matsayin wani yanki mai ci gaba da samun dama a gare mu a matsayinmu na kasuwanci, kuma mun ƙirƙiri wani sashe na musamman wanda ya ƙunshi masana daga ko'ina cikin kasuwancin mu don gudanar da wannan shirin.
Wannan zane-zane ne mai cike da aiki, amma ina tsammanin a takaice, abin da muke gani wata dama ce ta musamman don isar da mafita mai dorewa ga abokan cinikinmu.Kamar yadda kake gani, muna samar da mafita dangane da ma'auni, kama daga takarda mai tsabta zuwa ga robobi mai tsabta da kuma haɗuwa - da yawancin haɗuwa da su, dangane da bukatun abokan cinikinmu.Wannan dandali ne wanda kawai babu wani daga cikin masu fafatawa da ya samu gare su.
Neman to musamman a kan mayar da hankali ga girma a nan gaba.Kuma a fili, duba akan tushen kasuwanci-ta-kasuwanci.Muna ganin manyan damammaki don haɓakawa a cikin kasuwancin marufi.Muna son duk kasuwancin marufi da muke ciki, kuma muna ci gaba da tallafawa haɓakarsu.
Mun riga mun kasance, kamar yadda na ambata a baya, a gefen dama na mahimman abubuwan haɓaka haɓakar haɓakawa, kasuwancin e-commerce da haɓaka fahimtar alama.Za mu ci gaba da mai da hankali kan haɓaka CapEx da kashe kuɗin saye don haɓaka waɗannan kasuwancin.Wannan ya ce, ba shakka, za mu duba don ci gaba da saka hannun jari yadda ya kamata a sauran kasuwancinmu.
Muna neman ci gaba da haɓakawa da ƙarfafa matsayi masu ƙarfi da muka riga muka ji daɗinsu a cikin Kayan Injiniya, tare da mai da hankali musamman ga waɗanda ke jin daɗin fa'idodin haɗin kai da sauran haɗin kai tare da aikace-aikacen mu na marufi.Misali, kamar yadda nake tsammanin na riga na ambata, hanyoyin fitar da mu da ayyukan sakin layi suna ba da fa'idodin haɗin kai na takarda da takamaiman ƙwarewar fasaha, galibi a fagen haɓaka takarda na aiki waɗanda ke ba da dama mai ban sha'awa, musamman ga ƙungiyar EcoSolutions.
A cikin Takarda Mai Kyau mara rufi, saƙon ya kasance mai daidaituwa sosai.Za mu ci gaba da saka hannun jari don kula da gasa na wannan kasuwancin, yayin da a lokaci guda, muna yin amfani da tushen kadara mai tushe, wanda ya ƙunshi wasu masana'antunmu masu tsada masu tsada don haɓakawa a cikin kasuwanninmu masu tasowa.
Wani yanki da nake ganin an san mu sosai yana kusa da kadarorin mu masu tsada.Na kasance mai gaskiya ga imani, kamar yadda na riga na faɗa, kuma zan iya sake jaddada cewa a cikin kasuwancin ɓangaren litattafan almara da takarda, musamman, babban direba mai mahimmanci shine matsayin farashin dangi wanda aka kawo zuwa kasuwa da kuka zaɓa.Anan, mu, ba shakka, muna da babban gado tare da kusan kashi 80% na iyawarmu a cikin ƙasan rabin ƙimar farashin da ya dace.Ana yin wannan ne ta wurin wurin da kadarorin suke, amma kuma ta hanyar ƙwazo don yin aiki, wanda muke gani a matsayin ainihin ƙwarewar ƙungiyar.Na zayyana, a nan akan faifan, wasu mahimman matakai waɗanda ke ba da gudummawa ga aikin tuƙi.Amma a ƙarshe, komai game da al'adun kasuwancin ne, kuma wannan wani abu ne, ba shakka, zan yi aiki tuƙuru don kiyayewa.
Yardar mu don saka hannun jari a cikin kadarorin da ke da fa'ida ta hanyar sake zagayowar wani yanki ne wanda ya haifar da riba mai ƙarfi kuma zai ci gaba da ba da damammaki a nan gaba.Bugu da ƙari, ko da yake, mun bayyana sarai cewa waɗannan jarin suna buƙatar zama masu zaɓi sosai kuma kawai a cikin kadarorin da mutum ke da kwarin gwiwa zai ba da fa'ida mai dorewa.Ba ma saka hannun jari na fadada CapEx a cikin ƙarin kadarorin da ke da iyaka.Wannan wani abu ne da na yi imani da shi.
Kamar yadda aka ambata a baya, muna samar da tsabar kudi mai mahimmanci ta hanyar sake zagayowar, da aka ba da magudanar jagorancin masana'antu.Wannan, tare da takaddun ma'auni mai ƙarfi, yana ba da sassaucin dabaru da zaɓuɓɓuka don haɓaka gaba.Dangane da haka, abubuwan da muka sa a gaba ba su canza ba.Ina ganin saka hannun jari a cikin kadarorinmu a matsayin fifiko mai gudana tare da ƙarin zaɓuɓɓuka don yin amfani da tushen kadarorin mu masu fa'ida a halin yanzu ana bincike.
Hakazalika, muna ganin rabon masu hannun jari mai gudana a matsayin babban ginshiƙi na shari'ar saka hannun jarinmu.Mun yi imanin karewa da haɓaka rabon talakawa a cikin mahallin manufofin rufe mu shine fifiko.
M&A ya kasance zaɓi na gaba don haɓakawa.Faɗin faɗuwar fakitinmu yana ba da zaɓuɓɓuka masu mahimmanci, amma koyaushe, kamar yadda na riga na bayyana, tare da mai da hankali mai kaifi kan haɓaka ƙimar ƙimar.Hakazalika, koyaushe za mu kalli wannan a kan madadin ƙarin rabon masu hannun jari fiye da na yau da kullun.
A ƙarshe, to, hangen nesa.Ina tsammanin kun riga kun sami damar karanta wannan.Lallai ba zan kara wuce gona da iri ba.Amma ya isa a ce, muna duban gaba da gaba gaɗi, kuma, a fili, ni kaina na yi farin ciki da damar da nake gani a gabanmu.
Don haka da wannan, za mu iya zuwa tambayoyi.Ina tsammanin muna da makirufo don bene.Sai ka hakura da ni saboda ina juggling, amma zan tsaya a tsaye muddin ba ka gajiyar da ni ba, a haka zan iya zama amma wannan ba kalubale ba ne.Lars
Lars Kjellberg, Crédit Suisse.Yayin da kuka shiga wannan shekara, ba shakka, ku -- akwai iska mai yawa.Muna kiran wannan farashin, da dai sauransu, kuma muna buƙatar rashin tabbas.Mondi a baya, kamar yadda kuka nuna, sun nuna babban iyawa don kashe iska, ta yadda akwai ingantaccen tsari akan tushen farashin ku da ci gaba da tuƙi don haɓakawa.Za ku iya raba tare da mu waɗanne nau'ikan abubuwan da za ku iya samu a cikin 2020?Shin kun sami wasu daga cikin waɗannan?Ina yin magana, ina tsammani, farashin kulawa a cikin ayyukan CapEx da kowane irin kuɗin da za ku iya samu.Hakanan kun ambaci damammaki da yawa da kuke gani har yanzu don ci gaba da haɓaka kasuwancin, la'akari da cewa kun sake saka hannun jari sosai a cikin tushen kadarorin ku zai zama abin sha'awa don ganin me kuke tunani game da lamarin?Har ila yau,, batu na ƙarshe, ina tsammani, kuna magana game da countercyclicality.Kai, a fili, a cikin -- wasu daga cikin koma bayan da kuka gani, kun kasance kuna saka hannun jari ta wannan kuma, ba shakka, duka a cikin tsirarun Swiecie kanta da kuma a wani mataki na damammaki.Wadanne dama kuke gani a cikin wannan nau'in countercyclicality kuma don yin amfani da takardar ma'auni?
Na gode.Ina tsammanin, a fili, kamar yadda kuke faɗa, na farko, dangane da, kira shi, taimakon kai, ina tsammanin, shine taƙaitaccen abin da kuke tambaya dangane da na farko.Musamman musamman, dangane da jagorar CapEx, dangane da gudummawar ayyukan CapEx, muna ba da shawarar za ku iya tsammanin kusan Yuro miliyan 40 ƙarin ribar aiki a cikin 2020 daga ayyukan CapEx, kuma wannan shine haɓaka ayyukan da suka fi dacewa. sun riga sun ba da izini.Don haka babu haɗarin kisa da yawa a kusa da hakan.A bayyane yake aikin Štetí, wanda muka ba da izini, babban nasara na jarin Yuro miliyan 335 don haɓakawa da haɓaka Štetí wanda ke gudana ta hanyar 2019, sannan muna neman cikakken gudummawar shekara a 2020. Don haka ya ji daɗi sosai.
Hakazalika, haɓaka aikin injin ɗin Ruzomberok wanda aka ba da izini a ƙarshen ƙarshen 2019 yanzu, kuma za mu sake neman gudummawar cikakkiyar shekara daga wannan.Babu shakka, muna cikin damuwa na saka hannun jari da kuma - da kyau, gina sabon injin takarda a Ruzomberok a ƙarshen shekara, wanda ya kamata a ba da izini, wanda, bi da bi, zai yi amfani da wasu daga cikin ɓangaren litattafan almara, wanda shine. a halin yanzu yana kan injin busar da kuma ana siyar da shi zuwa kasuwannin buɗe ido.Don haka haɗuwa za ta canza zuwa 2021. Amma a cikin 2020, za mu sami gudunmawar gaggawa daga ƙarin ɓangaren litattafan almara a Ruzomberok.
Sannan akwai wasu jerin wasu ayyuka, gami da ci gaba da lalata ayyukan Syktyvkar namu.Kuma mahimmin mahimmanci, har ila yau, wasu ci gaba da saka hannun jari a ayyukanmu na musanya, inda muke haɓakawa, alal misali, a cikin Jamhuriyar Czech da kuma a cikin masana'antar mu ta Jamus - ko manyan kasuwancin da suka fi mayar da hankali kan masana'antu.Muna shigar da sabuwar shuka, sabuwar shukar jaka a Colombia kuma muna ginawa sosai akan wannan ƙarfin da muke da shi dangane da hanyar sadarwa ta duniya a cikin kasuwancin jakunkuna.Kuma wannan shine - Ina tsammanin akwai ƙarin dama a kusa da hakan.Amma a cikin ɗan gajeren lokaci, wannan shine abin da aka fi mayar da hankali a can.
Hakazalika, ku, ina tsammanin, an yi nuni da gaskiyar cewa a bangaren kulawa, muna da adadi mai yawa musamman a bara dangane da tasirin farashin kulawa.Wannan haɗe-haɗe ne na abubuwan da aka yi amfani da su ta hanyar aiwatar da ayyuka a Slovakia, alal misali, amma kuma waɗanda buƙatun fasaha ke tafiyar da su a Syktyvkar da makamantansu.Wannan shi ne - mun kiyasta yana da kusan Yuro miliyan 150 tasiri.Zai sauko zuwa kusan Euro miliyan 100 shine jagorarmu dangane da tasirin 2020.Don haka waɗannan suna nan da nan, kamar yadda kuka ce, an biya su.
Ina tsammanin a cikin sharuddan - kuma in ba haka ba, a fili, akan shigarwar farashin gaba, ba lallai ba ne yin namu ba, amma ba shakka, sake zagayowar yana taimakawa wajen rage matsa lamba da kuke gani akan layi na sama tare da wasu ƙaddamarwar farashin shigarwa kuma. .Muna gani a tsakiyar Turai, farashin itace, a matsayin misali, yana fitowa.Akwai itacen bala'i da yawa a kusa, wanda zai zama tasiri na ɗan lokaci yanzu, kuma shine, a fili, yana taimakawa ta fuskar farashin itace.Takarda don sake amfani da ita, a fili, ta sake kashewa, daidai tsawon lokacin da kuma, da dai sauransu, kowa ya yi zato, amma a wannan matakin, yana da taimako a fili.Sannan makamashi, sinadarai da makamantansu, a fili, tare da sake zagayowar farashin kayayyaki gabaɗaya sun nuna ɗan rage farashin, idan wani abu.Don haka muna ganin wasu daga ciki.A bayyane yake, ban da wannan, muna ninka ƙoƙarinmu.Na san ko da yaushe akwai ma'ana cewa mun yi abubuwa da yawa dangane da ɗaukar nauyin kuɗin kanmu, amma muna tsammanin akwai sauran abubuwan da za mu yi.A koyaushe muna jin cewa muna da himma wajen yin abin da zai iya zama tsauri mai tsauri a lokacin.Kamar yadda kuka sani, mun fitar da injin takarda a kasar Turkiyya a wannan shekarar, mun ga matakin da ya dace saboda tsarin tsadar kayayyaki a wurin, kuma mun fitar da kayyade farashi a sakamakon hakan.Mun kuma yi wasu gyare-gyare don cire farashi daga tsarin.Kuma wannan abu ne mai gudana.Kuma kamar yadda na ambata a cikin mu - a cikin gabatarwa, wani ɓangare ne na DNA, yana cikin abin da muke yi kuma za mu ci gaba da yin haka.Ba game da sake fasalin babban bang din daya-daya ba saboda muna cikin matsayi mai kyau na kasancewa da karfi a kungiyance ta wannan bangaren, amma za mu ci gaba da fitar da wadannan damar.
Ina tsammanin kun ambata game da damar girma.Ina tsammanin na yi ishara da wasu abubuwan da muka riga muka shiga cikin jirgin kasa.Na ambaci gaskiyar cewa ban yi imani mun gaji ba dangane da damar da ke kewaye da tushen kadarorin mu.Dole ne a mai da hankali sosai kan abin da muka yi imani su ne waɗancan kadarorin waɗanda ke da fa'ida ta gaske ta hanyar zagayowar.Ba na jin ina so in yi cikakken bayani game da wasu damammaki na dogon lokaci.Ya isa a faɗi cewa duk wani abu da muke yi dangane da manyan ayyuka a nan gaba ba zai yi tasiri ba, na farko, tabbas 2020 CapEx ko da tabbas 2021. Don haka shi ya sa nake da kwarin gwiwa a kan jagorar da na ba a kan 2021. son samun dama don, a zahiri, ƙara wannan matakin CapEx saboda ni -- amma yana ɗaukar lokaci don ɗaukar waɗannan ayyukan na dogon lokaci.Amma mu - kamar ta hanyar misali, kamar yadda kuka sani, mun tsaya ko jinkirta wannan sabuwar injin takarda a Štetí.Muna da ƙarfin ɓangaren litattafan almara, wanda muke siyarwa a kasuwa a halin yanzu, amma muna da ikon duba wasu aikace-aikacen takarda na musamman na kraft a can.Wasu daga cikin manyan ayyukan mu har yanzu ba a inganta su ba dangane da irin damar da za su iya kawowa nan gaba.Don haka ina tsammanin akwai dama mai yawa.Amma kamar yadda na ci gaba da nanata shi, kashe kudi yana kan waɗancan ayyuka ne, waɗanda muka san za su gan mu ta cikin zagayowar ko ta yaya, kuma shi ne ya fi muhimmanci a gare mu.
Dangane da damar da ba a iya jurewa ba, ba na tsammanin zan taɓa yin ikirarin samun -- in iya kiran zagayowar da zata zama butulci.Ina tsammanin muna da - muna neman saka hannun jari ta hanyar sake zagayowar.Ina ganin wannan shine mafi kyawun da zaku iya yi.A bayyane yake, kuna gwadawa da daidaita ku - ainihin damar ku ita ce a ɗauki ƙarin a cikin ƙananan ƙarshen zagayowar fiye da ƙarshen babba.Hakazalika, kimar kadara ba dole ba ne ya bi hawan farashi, da dai sauransu.Kuma har yanzu akwai kuɗaɗe masu arha da yawa a wajen neman kadarori.Don haka dole ne mutum ya kasance mai cikakken hukunci dangane da yadda kuke kallon waɗannan damar.Amma ina ganin abu mai mahimmanci shi ne dabara, muna da zabuka da yawa a cikin tsarin da muke aiki a kai, dole ne ku kasance da ɗan dama, kuma muna raye ga waɗannan damar, kuma za mu ga ko za mu iya amfani da su.
Barry Dixon ne daga Davy.Tambayoyi biyu.Andrew, kawai dangane da ƙarin batutuwa na ɗan gajeren lokaci, zaku iya ba mu wasu ma'ana dangane da yadda yanayin buƙatun yake kama, musamman a ɓangaren marufi na kasuwanci, duka akan gyare-gyare da sassauƙa, idan aka ba da ƙarfin aiki. abin da kuke da shi a ciki - musamman a cikin 2019 kuma yaya wannan hangen nesa ke nema?
Na biyu, za ku iya ba mu wasu ma'ana game da yadda tattaunawar farashin ke gudana a gefen allon kwantena da yuwuwar yin nasara a cikin waɗancan da tsarin lokaci?
Sa'an nan kuma na uku, kawai komawa zuwa dabarun rabon babban birnin kuma watakila kawai biyo baya daga Lars, kun gano sassan marufi guda 2 a matsayin wuraren haɓaka, kuma kun gano, ina tsammanin, irin direbobin. a cikin duka waɗancan dangane da dorewa, kasuwancin e-commerce da ginin alama.Lokacin da kuka duba - kuma kuna tunani game da rabon jari, a ina kuke ganin gibin da ke cikin waɗannan kasuwancin 2 dangane da inda kuke buƙatar kashewa ta zahiri ko ta hanyar M&A don cika wannan dorewa, kasuwancin e-commerce da damar alama?
Lafiya.Ee, ina tsammanin, da farko, dangane da hoton buƙatu, kamar yadda kuka faɗa daidai, a gefen ƙwanƙwasa, muna jin daɗin yadda kasuwancinmu na Corrugated Solutions ya yi a bara.A bayyane yake, muna mai da hankali ga yanki.Amma kamar yadda na ambata, mun yi -- mun sami ci gaban akwatin 3% na shekara-shekara, wanda shine - wanda ina tsammanin yana da ƙarfi sosai.Yana da wani ɓangare na tunani a fili na kasuwannin da muke aiki, waɗanda suke da ƙarfi sosai.Amma a lokaci guda, ina tsammanin mun kuma zarce ci gaban kasuwa, wanda ke da kwarin gwiwa sosai.Kuma hakika wannan ya kasance matsananci mai da hankali kan sabis na abokin ciniki kuma a fili, yawancin ayyukan ƙirƙira da muka yi tare da abokan cinikinmu.Muna ganin ci gaba da yawa a ɓangaren kasuwancin e-commerce, kuma hakan yana da ƙarfafawa sosai, kuma muna ci gaba da tallafawa hakan sosai.Muna da wasu ƙayyadaddun tsare-tsare game da hakan.Kuma ba shakka, muna saka hannun jari don tallafawa wannan ci gaban, kuma hakan yana da ban ƙarfafa sosai.Kuma lalle ne, mun fara shekarar, kuma, da karfi sosai a wannan bangaren.
Dangane da kasuwancin masu sassaucin ra'ayi, ina tsammanin, a fili, shine - akwai abubuwa daban-daban akan hakan.Kamar yadda na ambata riga a gefen mabukaci masu sassauƙa, wannan yana tabbatar da juriya sosai.Kuma a sauƙaƙe, za ku ce kun ɗan sami tasirin koma baya ta fuskar hangen nesa kan lambobi da kaya, kuma hakan yana da kwarin gwiwa sosai.A cikin kasuwancin jakunkuna ne, inda muka ce 2019 ya fi wahala.Yanzu Turai, Turai tana da ɗan kwanciyar hankali, kaɗan kaɗan.Inda muke ganin raunin shi ne musamman a kasuwanninmu na Gabas ta Tsakiya da Arewacin Afirka, wadanda ke da matukar muhimmanci a gare mu.Arewacin Amurka kuma ya kasance mafi rauni a cikin 2019. Abin da ke ƙarfafawa shine idan na kalli yanayin tsari, yanzu shine farkon kwanaki a cikin shekara, amma yanayin yanayin da ke shiga 2020 shine ainihin - ya kasance daidai da lokacin kwatankwacin bara. .Kamar yadda na ce, lokaci ne na farko, kuma bai kamata mutum ya wuce gona da iri ba, amma yana da kwarin gwiwa.
Yanzu kamar yadda na ambata, musamman a wa] annan kasuwannin da ake fitar da su, yawancin su siminti ne, kuma mutum zai yi kallo.Kuma, ba shakka, al'amurran da suka shafi macroeconomic da ke shafar buƙatun gine-gine, da dai sauransu, suna da mahimmanci.Amma kuma bai kamata a ga cewa waɗannan kasuwanni ne masu kama da juna ba.Akwai kowane adadin abubuwa daban-daban waɗanda suka shafi fayil ɗin gaba ɗaya.A taƙaice, ya ɗan yi laushi a shekarar da ta gabata, ya fara ƙara ƙarfafawa a wannan shekara, amma kwanakin farko ne a wannan ɓangaren abubuwan.
Tattaunawar farashi.Ina nufin, kamar yadda kuka ce, kamar yadda muka fita tare da haɓaka farashin, duka a gefen da aka sake yin fa'ida da ƙari a kan kraftliner da ba a taɓa ba.Mun yi imanin wannan yana da goyon baya sosai.Kamar yadda za ku yi tsammani, muna ganin matakan ƙirƙira an daidaita su zuwa ma ɗan ƙasa kaɗan.Muna ganin littattafan oda masu ƙarfi sosai, kuma hakan koyaushe tabbataccen tushe ne don fita tare da haɓaka farashin.Lokaci ne na farko a cikin wannan tsari.Don haka yana da matukar wahala a ba ku tabbataccen jagora, amma mun yi imanin cewa ya dace, kuma muna tattaunawa da abokan cinikinmu a halin yanzu.
Dangane da rabon jari, ina ganin gajeriyar amsar ita ce, ban ga gibi ba, kowane daya.Ina ganin dama, watakila ina jin kamar Shugaba a nan.Ina tsammanin - a'a, ina tsammanin muna ganin abubuwa da yawa da za mu iya ci gaba da tuƙi a cikin kasuwancinmu.Kuma ba shakka, idan za mu iya ƙara hakan ta hanyar kawo iyawa, ko dai dangane da isar da yanki da/ko sanin fasaha wanda zai iya ƙara abin da muke da shi, za mu buɗe sosai don kallon hakan.Amma kamar yadda na ce, ba na jin akwai wani yanki da muke da ma'auni a kan lamarin.Ina nufin, a fili, kasuwancin jakunkunan mu yana da ƙarfi sosai, kuma za mu ci gaba da yin amfani da hakan ta hanyar haɓaka haɓaka.Amma a zahiri, babban birnin da zaku iya turawa a cikin abin da yake, a ƙarshe akan tsarin duniya, kasuwa mai ƙaƙƙarfan ƙaƙƙarfan ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun kayan aiki.
A gefen sararin samaniyar robobi, muna da matsayi mai ƙarfi a Turai.Shi -- dole ne ku kara kallonsa akan kasuwa-ta-kasuwa.Yawancin lokaci ana samun cikakkun bayanai na menene kasuwar sassauƙa.Alal misali, muna da ƙarfi sosai a cikin sassan da muke aiki a ciki. Shin za mu iya faɗaɗa hakan da yuwuwar, amma dole ne ya zama wani abu da muke da kwarin gwiwa cewa mun sani, kuma yana ba da gudummawa ga faɗuwar kasuwancinmu.
Justin Jordan daga Exane.Da farko, Andrew, kawai ina so in ce a madadin jama'ar manazarta da masu ba da shawara, taya murna kan nadin da kuka yi a matsayin Shugaba.Na tabbata muna yi muku fatan alheri a shekaru masu zuwa.Ina da tambayoyi iri uku.Na farko, ɗaya, ɗan gajeren lokaci da biyu, irin matsakaicin lokaci.Na farko, ɗan gajeren lokaci.Ina tsammani, idan muka yi tunani a baya ga Štetí Capital Markets Day 'yan watanni da suka wuce yanzu, kun yi magana ko kun nuna a zahiri, ina tsammanin, yana cikin kasuwancin e-commerce don babban mutumin e-kasuwanci na duniya, kuma kun ba da haske da yawa. yuwuwar maye gurbin filastik tare da marufi na tushen takarda don abubuwa kamar taliya.Shin akwai wani abu da za ku iya faɗi a yau dangane da yadda waɗannan gwaje-gwajen ke ci gaba ko umarni na baya-bayan nan ko nasara akan irin wannan jigon dorewa?
Na biyu, a kan, Ina tsammanin, Slide 24 ɗinku, a bayyane yake cewa nau'in maɓalli na rarrabuwar ci gaban da ake ci gaba shine, Marubucin Ƙira da Mai sassauƙa, wanda a fili yake a bayyane.Menene ma'anar hakan ga sana'ar Fine Takarda ba a rufe ba?A bayyane yake, na kama sosai, amma yana da tsada sosai a duniya.Amma idan aka yi la'akari da nau'in iska mai ƙarfi, musamman a waccan kasuwancin, ya kamata mu kalli hakan a matsayin ainihin injin samar da kuɗi don tallafawa ci gaban sauran sassan ci gaba na 2 na dogon lokaci?
Sannan na uku, ina tsammanin, ginawa akan wannan, lokacin da muke tunanin jagorar ku na '21 CapEx, Yuro miliyan 450 zuwa Yuro miliyan 550, wanda, idan na yi la'akari, ya mai da ku injin kwararar kuɗi kyauta.Babu shakka, shin hakan yana ba da tunani baya ga rabon ku na musamman na Mayu 2018, shin hakan yana buɗe damar samun ƙarin rabo na musamman a cikin '21?
Na gode.Yawanci yabo yana biye da tambayoyi masu wahala.A'a. Ina tsammanin akan - Ina nufin, dangane da nasarorin, ba zan shiga takamaiman bayani game da hakan ba, amma ina tsammanin, duka a kan kasuwancin e-commerce, mun nuna muku MailerBAG, alal misali, MailerBAG da muke amfani da shi, muna turawa sosai tare da abokan cinikin mu na e-commerce, kuma yana samun kyakkyawar liyafar.Yana da wani ta halitta - yana da wani bayyananne samfurin domin shi displaces duk su shrink kunsa da kaya da za ka iya samun a cikin naka - cewa littafin ya zo a. Yanzu sosai m, dorewa, sake yin amfani da, sabunta, kome, takarda jakar, kuma hakan yana samun kyakkyawar amsawa.Don haka abin ya ba mu kwarin gwiwa sosai.Hakazalika, a bangaren ɗorewa, muna yin ayyuka da yawa, kamar yadda kuka ji daga duk samfuran da aka ɗauke ku a cikin Steti.Kuma wannan shine ci gaba da mayar da hankali.Bugu da ƙari, dole ne a gan shi azaman fayil.Na sami kwarin gwiwa sosai.Idan ka dubi lambobin mu dangane da girma a kusa da takaddun kraft ɗin mu na musamman, da yawa, wanda ke shiga cikin waɗannan takaddun aiki, amma, a fili, kuma shiga cikin duk jakar siyayya mai sauƙi da makamantansu, kuna ganin gaske. bunƙasa a cikin wannan kasuwancin, kuma sun yi kyau sosai kuma sun ci gaba da haɓaka wannan fayil ɗin da wannan kasuwa, a gaskiya, saboda a wasu hanyoyi, wata sabuwar kasuwa ce da mutum ke tasowa a can.Don haka ci gaba mai kyau a can, kuma za mu ci gaba da ba da kuzari mai yawa don tuƙi.
Dangane da kasuwancin takarda mai kyau.Yana da babban kasuwanci.Muna da matsayi mai ƙarfi sosai, kamar yadda na ambata.Babban kadarorin da ke akwai duk kadarorin da ake amfani da su gauraye.A wasu kalmomi, suna samar da takarda mai kyau da kuma ɓangaren litattafan almara, wanda ba lallai ba ne a yi amfani da shi don kasuwa mai kyau, yawancin ɓangaren litattafan almara, misali, daga Afirka ta Kudu, ana sayar da su zuwa Asiya a cikin kasuwannin nama da waɗannan da makamantansu da ma. , a fili, yin kwantena maki kuma.Ina ganin makomar waccan kasuwancin -- za mu ci gaba da tuƙi kuma mu kasance masu fafutuka sosai a kasuwar takarda mai kyau.Na yi imani za ku iya - ya kamata ku kasance mai kyau na kowane kadarorin ku, kuma za mu ci gaba da saka hannun jari yadda ya kamata don ci gaba da yin gasa.Amma, ba shakka, canjin yanayin ci gaban CapEx yana da yawa sosai ga waɗanda ke haɓaka kasuwannin marufi.Ta hanyar misali, a bayyane yake, sabon aikin a cikin - yana cikin Slovakia a cikin abin da kuke kira injin takarda mai kyau na gargajiya, amma yana yin samfuran kayan kwalliyar kwantena, ta amfani da wannan tushe mai tsada da muke da shi, amma don haɓaka haɓakar girma. kasuwannin marufi, kuma ina tsammanin za mu ga ci gaba da damammakin hakan.Amma a lokaci guda, ainihin kasuwancin takarda mai kyau ya kasance mai gasa sosai, kuma za mu ci gaba da saka hannun jari a ciki yadda ya dace.
Dangane da tsabar kuɗi, na yarda da gaske cewa muna samar da kuɗi sosai.Ina tsammanin kun ji na faɗi haka a wasu lokuta, kuma zan ci gaba da faɗin cewa ta ma'anar, CapEx, kamar yadda na yi nuni da, za ta sauko a 2021, in babu wani abu.Na bayyana a sarari, ko da yake, muna ganin damammaki da yawa a cikin ƙungiyar, kuma tabbas za mu nemi tallafawa ci gaban waɗannan kasuwancin, amma dole ne a auna shi a fili akan duk hanyoyin.Kuma ɗayan hanyoyin shine, ba shakka, mayar da kuɗin ga masu hannun jari, kuma muna auna kanmu akan waɗannan ma'auni, idan muka ce, koyaushe.Ina tsammanin masu hannun jarin mu za su ga ya zama wajibi a gare mu mu nemo waɗancan zaɓuɓɓukan haɓakar da za su iya haifar musu da ƙima, kuma abin da aka ɗora mana a matsayinmu na gudanarwa ke nan.Amma a lokaci guda, muna buɗewa sosai idan waɗannan damar da suka dace ba su tashi cikin tsari mai kyau ba, kamar yadda muka nuna a baya - a bayan sakamakon 2017.Mun kuma shirya don duba sauran rabawa idan wannan shine hanyar da ta dace.
David O'Brien asalinDa farko, kawai ka ambata cewa riƙe farashin akwatin ya yi kyau.Duba, na san zai zama takamaiman ga kamfani da aka ba da bambance-bambancen da ke kewaye da waɗannan kasuwancin.Amma za ku iya ba mu kwarewar ku dangane da nawa farashin akwatin ya karu a cikin 2018 kuma a ina suka yi tafiya tun lokacin?Kuma ina tsammanin, matsin lamba yana ci gaba da tsayawa kan farashin farashi a can.Yaushe ya kamata mu yi tunani game da wucewar su (ba a ji) kuma hakan ya dogara ne kawai ga duk wata nasara a gefen kwantena?Kuma a kusa da karuwar farashin kwantena, don haka a sauƙaƙe, za ku iya bayyana mana abin da ya canza tun watan Mayun bara, ganin buƙatar kusan iri ɗaya ce?Kamar, shin kayayyaki sun sauko da abin duniya?Kuma za ku iya ƙididdige inda suka zo don ba ku kwarin gwiwa game da haɓaka da ake yi?
A kan kasuwancin masu sassaucin ra'ayi, a bayyane yake kuma cewa akwai wasu matsa lamba masu zuwa.Idan muka kalli bayanin martabar gefe '18 zuwa' 19, yana daga 17% zuwa kusan 20% gefen EBITDA.Shin muna komawa zuwa 17% a cikin 2020?Ko kuna tsammanin za ku iya riƙe layin da aka ba da wasu abubuwan ragewa da kuka ambata?
Kuma a ƙarshe, Kayan Aikin Injiniya, dawowar ku akan babban jari yana aiki da kashi 13.8% kuma a sarari yana nuna babban matakin rukuni.Menene maƙasudin matsakaicin lokaci a can?Menene za a iya cimma, idan aka yi la'akari da wasu matsalolin da kuka lura akan ɗayan mahimman samfuran ku?
Lafiya.Ina tsammanin, da farko, akan farashin akwatin, Ina tsammanin kun ambaci game da 2018. Ban tabbata ba idan wannan ya kasance - don haka a fili, farashin akwatin - Ina nufin, idan mutum ya dubi baya a tarihin, mun ga farashin kwantena. Haɓaka sosai ta hanyar 2018 sannan kuma suka koma ƙarshen '18 kafin su fara fitowa kaɗan.Farashin akwatin sun biyo baya.Masu canza canjin sun ga gefe ya matse har zuwa 2018 yayin da suke ci gaba da bin akwatin - farashin kwantena ya tashi.Sannan ta hanyar 2019, yadda ya kamata, wanda ya juye a kansa, kamar yadda kuka gani, farashin kwantena ya tashi, kuma farashin akwatin ya tashi sosai.Wannan ba yana nufin farashin akwatin ba ya tashi cikin cikakkiyar sharuddan, amma dangane da raguwar farashin kwantena, a fili suna riƙewa.Kuma ina tsammanin, a wasu hanyoyi, ya wuce tsammanin idan kun kalli kasuwa gabaɗaya.Don haka mun ga fadada gefe ta hanyar -- a cikin kasuwancin da ke canzawa, ko da yake a cikin cikakkun sharuddan, farashin akwatin, kamar yadda na ce, na jaddada, sun kasance suna zuwa zuwa wani matsayi.
Ina tsammanin tambayar ta 2020 ta kasance sosai a gefen allon kwantena.A bayyane yake, muna gani, kuma zan zo a kan dalilin da ya sa muka yi imani cewa shirin farashin kwantena ya dace.Amma idan kuna ganin kwandon kwandon ya fara yin tangal-tangal kuma yana ƙaruwa, to ina tsammanin akwai kowane dalili na farashin akwatin ba ya bi shi gaba ƙasa, amma idan wani abu, daidaitawa da yuwuwar murmurewa.Amma yana da yawa, a ganina, aiki ne kuma na gefen allon kwantena.Ina tsammanin, a gaskiya, 2018 shekara ce mai wahala ga masu canzawa, 2019 ya kasance akasin haka.Menene nau'in tazara mai dorewa na dogon lokaci ga masu canzawa tabbas wani abu ne a tsakanin.
A gefen allon kwantena, ina nufin, me ya canza tun watan Mayun da ya gabata?Ina nufin, abu ɗaya shine farashin yayi ƙasa.Kamar yadda kuka sani, tun watan Mayun bara, farashin ya sauko.Ina nufin sun daidaita a cikin kwata na uku, sannan an sami ƙarin raguwar farashin zuwa Q4 kuma kaɗan a farkon wannan shekara.Ina tsammanin, a fili, abin da muke gani a kasa a yanzu, kamar yadda na fada, wani yanayi ne mai karfi mai karfi.An yi mana rajista.Gabaɗaya, kamar yadda muka fahimta, matakan ƙira a cikin masana'antar suna da ma'ana zuwa ƙasa kuma mun fita, kamar yadda kuka ce, mun kasance ɗaya daga cikin na farko, na yi imani, akan haɓakar sake fa'ida.Ya bayyana cewa akwai wasu da suka bi ta kan hakan, kuma muna cikin tattaunawa da abokan cinikinmu.Ba zan iya ba ku ƙarin haske fiye da haka ba, kamar yadda muka riga muka tattauna a baya.
Dangane da kasuwancin masu sassauƙa da matsi na gefe da kuka ambata a can.Ee, ina nufin, mun fito fili cewa a gefen takarda kraft, muna ganin farashin ya tashi.Don haka mun ga matsin lamba a cikin shekarar da ta gabata, amma saboda yanayin kwangilar yawancin kasuwancin takarda na kraft da kasuwancin jakunkuna, koyaushe akwai ɗan raguwar tasiri tsakanin inda farashin tabo yake da kuma inda - menene kuke. 'A zahiri suna cimmawa, kuma akwai tasirin gubar kuma.To, abin da ya faru a yanzu shi ne, a fili, mun yi reprice kraft takarda zuwa kusa tabo farashin a kan shekara-shekara kwangila kasuwanci da cewa a yanzu a cikin kasuwa da kuma farashin a. Kuma jakunkuna, domin kana yin shawarwari na kwangila a irin wannan lokaci. , za a sake maimaita su a kan haka.Don haka a fili yake a kasuwa.Muna bayyana a sarari cewa, wannan yana nufin cewa muna fara shekara a cikin takarda kraft kuma a sakamakon haka, kuma jakunkuna a farashi mai ƙarancin farashi fiye da yadda muka cimma matsakaita a shekarar da ta gabata kuma hakan yana buƙatar ƙididdige shi cikin fage.
Dangane da ragi akan hakan, akwai, kamar yadda na ambata, shigar da farashi mai sauƙi sosai a cikin yanki, kuma hakan yana shafar masu sassauƙa ko kasuwancin takarda na kraft, musamman.Hakanan muna samun ɗan buffer daga kasuwancin jakunkuna saboda a zahiri za ku yi tsammanin cewa muna riƙe wasu fa'idodin ƙananan farashin takarda.Kasuwancin robobi na mu mai sassauƙa a fili hakan bai shafe shi ba, kuma mun yi imanin akwai ci gaba da ci gaba a wurin.Ina tsammanin, mahimmanci, a gefen jakunkuna, shekarar da ta gabata ta kasance shekara mai wahala dangane da girma.Lallai muna ganin wani karba a cikin hakan.Kamar yadda na ambata a baya, yanayin tsari yana inganta, kuma muna matuƙar tuƙi don dawo da wasu daga cikin ƙarar da muka gani, kuma, ba shakka, yana da fa'ida ta fuskar dawo da gefe.Don haka ina tsammanin akwai abubuwa da yawa, amma a cikin ɗan gajeren lokaci, kwata-kwata, wannan gefen yana fuskantar matsin lamba dangane da inda yake a 2019.
Dangane da Kayayyakin Injiniya, ina ganin dangane da dawo da jari, ina nufin, a fili, na farko, kasuwanci ne dan daban.Mun gane cewa dangane da tsarin wannan kasuwancin dangane da, alal misali, kasuwancin takarda.Mun bayyana a sarari cewa muna tsammanin ƙarin matsin lamba a wannan shekara a cikin wannan ɓangaren a cikin ɓangaren abubuwan kulawa na sirri, musamman.Muna aiki a fili a wasu wurare don haɓaka wasu samfuran don daidaita matsin farashin a can, amma ba zai yi cikakken gyara ba.Don haka mun bayyana sarai cewa tazarar za ta fuskanci ƙarin matsin lamba dangane da 2019 da ake sa ran -- sakamako a cikin kayan Injiniya.Amma kamar yadda na ambata a baya, Ina tsammanin muna da abubuwa masu ban sha'awa masu ban sha'awa idan aka zo ga, kamar yadda na ce, saki, da extrusion coatings da sauran fasaha fina-finai aikace-aikace a lõkacin da ta je neman cikakken a wasu daga cikin masu dorewa marufi mafita. muna tuki a matsayin kasuwanci.Don haka muna bukatar mu ci gaba da saka hannun jari a cikin wadancan da kuma tuki a kan hakan.Ba zai zama batu na kusa ba, amma ƙari a matsayin mai tsayin lokaci mai tsayi.Ina tsammanin zan ƙara ɗauko ɗaya daga bene sannan mun sami ma'aurata a kan wayoyi.
Cole Hathorn daga Jefferies.Andrew, kawai bin diddigin yadda ake samun abokan cinikin ku su saya cikin samfurin takarda inda zai yiwu da filastik lokacin amfani.Ta yaya siye da kasancewa tare da su ke ci gaba da cimma burinsu na 2030, 2050?Kuma menene zai hanzarta wannan canjin?Shin kuna buƙatar ganin dokokin EU ko wani abu makamancin haka akan haraji don su zo gare ku su ce, "Muna so mu zama masu fa'ida na farko da masu motsi na farko, ku ne wuri mafi kyau don samar mana da waɗannan mafita?"
Ee, ina tsammanin - Ina nufin, a fili, doka tana taimakawa.Kuma ina nufin, mun gan shi a fili a cikin kasuwancin jakunkuna inda jakunkuna masu siyayya kuma akwai buƙatun EU don rage filastik, jakunkuna masu siyayya guda ɗaya, da kuma cewa, ba shakka, hukunce-hukunce daban-daban sun yi amfani da ka'idoji daban-daban, zama. daga harajin haraji zuwa haramcin buhunan siyayyar filastik masu amfani guda ɗaya.Kuma ba shakka, nan da nan ya haifar da babban buƙatar turawa, wanda ke da kyau a gare mu.Don haka, dalilin da ya sa muke sake saka hannun jari a aikinmu na Steti don samar da ƙarin tushen takarda don saduwa da wannan wadatar.Ina tsammanin bayan haka, a fili, akwai kuma shirye-shiryen - don ƙarin haraji akan wasu aikace-aikacen filastik, gabaɗaya za mu goyi bayan hakan.Muna tsammanin ya dace saboda babban kalubale tare da duk wannan shine cikin gida wanda farashin yanayin yanayin maganin robobi ko kuma mafi ƙarancin dorewa, in ji mu.Kuma ba shakka, haraji wata hanya ce ta cimma hakan.
Amma ina tsammanin mahimmancin zaɓin mabukaci da wayar da kan mabukaci yana da yawa kuma bai kamata a raina shi azaman babban turawa a nan ba saboda, kamar yadda kuka sani, yawancin manyan kungiyoyin FMCG sun fitar da manyan maganganu game da inganta dorewar marufi, kuma yanzu suna neman tallafi da yadda za su cimma hakan.Bugu da ƙari, muna yin tattaunawa da yawa tare da duk abokan cinikinmu don tallafawa hakan, kuma suna da sha'awar gaske ga duk hanyoyin da za mu bayar.Kuma kamar yadda na ce, a nan ne na yi imani da gaske muna da sadaukarwa ta musamman saboda muna - za mu iya ba da cikakkun abubuwan da suka dace.Kuma yayin da na sanya wannan faifan, takarda ita ce - za mu yi farin cikin samar da takardu, mafita ga komai, amma ba haka ba.Kuma a fili, akwai aikace-aikace da yawa inda samfuran filastik ɗinmu ke ba da muhimmiyar rawa.Ina nufin batun almubazzaranci da abinci, wanda ina tsammanin zai zama wani nau'i na tattaunawa game da batutuwan muhalli.Kusan 1/3 na abinci a gona ba sa zuwa cokali mai yatsa.Ina nufin wannan lamba ce mai ban mamaki.Kuna iya ciyar da duk Afirka da Turai tare da abin da aka lalata.Don haka za ku iya tunanin duk wani abu da zai iya rage ɓatar da abinci dole ne ya zama babban fa'idar muhalli.Don haka dole ne mu sami daidaito daidai tsakanin tuki da tushen takarda mai tsabta, kuma muna tsammanin akwai damammaki masu ban sha'awa, amma kuma sanin cewa koyaushe za a sami wurin waɗancan mafita na filastik, wanda zai iya haɓaka sabbin abinci, ya ba ku matakin dacewa. , da dai sauransu, don kada ku ɓata abincin.Kuma wannan shine - akwai ma'auni a wurin, kuma muna da, ina tsammanin, dama da dama kuma, kamar yadda na ce, an tsara su sosai don samar da duk waɗannan mafita.
Ina da 2. Kallon Slide #7, Ina kallon m ginshiƙi kuma a fili ya dawo ya sauko a 2019 a kan farashin.Amma bari mu ce, watsewar 2018 a matsayin nau'in bumper, ya kasance kamar 19% zuwa 20% kwarara.Shin kuna ganin hakan a matsayin kwarara a ciki, kamar 19%?Kuma shine irin wannan ƙofa inda zaku haɓaka taimakon kanku idan irin ya faɗi ƙasa?Kuma tambayata ta fi nunawa ga 2020 saboda kuna samun wasu daga cikin waɗannan ayyukan akan rafi, kuma a bayyane yake, babban jari ne da ake aiki da shi inda zaku sami haɓakawa, kuma wataƙila kawai wasu tunani game da waɗannan abubuwan.
Lafiya.Ina tsammanin dangane da taimakon kai, ba a ƙaddara mu ba - ba mu ƙayyade ayyukanmu a can ba bisa la'akari da dawowar da muke samu a kowane lokaci.Muna tunanin fitar da ayyukan taimakon kanmu abu ne da ya kamata mu yi koyaushe.Babu shakka, abin da kuke aikatawa ya dogara ne akan yanayin da ke kewaye da ku a kowane lokaci.Kuma tabbas, a cikin tabarbarewar tattalin arziki, za ku iya ƙara tilastawa ta hanyar samar da kayayyaki, kuma wannan wani abu ne, a fili, za mu ci gaba da mai da hankali kan yin hakan.
Amma a lokaci guda, muna ganin ya dace a ci gaba da saka hannun jari, kamar yadda na riga na faɗa, ta hanyar zagayowar.Muna ganin dama da yawa waɗanda bai kamata mu ji kunya ba don saka hannun jari a cikin kadarorin da suka dace ko da a cikin ɗan gajeren lokaci, yana da ƙarin gefe ko ROCE dilutive zuwa kashi 20-m.Ina nufin, idan muna da kwarin gwiwa cewa za mu iya tura jari a matakan da suka zarce farashin jari, ya kamata mu duba yin hakan, a fili auna shi da duk sauran hanyoyin, amfanin wannan kuɗin, kuma wannan wani abu ne da za mu yi. a ci gaba da kokarin yi.
Ee.Don haka na gaba zai zama abin da a zahiri ke hana ku -- me ke hana ku daga irin ciyar da wasu ƙarin damar gaba?Kamar yadda kuka ambata wuce haddi na ɓangaren litattafan almara na kasuwa, inda zaku iya kallon takarda kraft na musamman.Kasuwa ce inda kuke da cikakken jagoranci a cikin jakunkuna masu siyayya.Shin ya fi damuwa a kan sake zagayowar?Shin karfin gudanarwa ne?Shin kuna buƙatar gama ayyukan da ke gudana da farko sannan kuma, a fili, kuyi tunanin sababbi?Ko kuwa tsawon lokacin aikin injiniya ne ake buƙata?
Duk na sama.A'a, ina nufin, a fili, dole ne ku ba da fifiko, kuma muna da babban shirin CapEx.Lokacin da kuke kashe Yuro miliyan 700 zuwa Yuro miliyan 800 a shekara, aiki ne mai yawa.Yana ɗaukar albarkatu na ciki da yawa kuma muna - kuma dole ne ku ba da fifiko a kan hakan, kuma mun yi imani mun sami wannan dama.Kuma ba kwa son ɗaukar kasadar da ba ta dace ba daga isar da fasaha.Amma a lokaci guda, eh, dole ne ku san kasuwa.Musamman musamman, misali, dawowa kan wannan injin Steti.Mun jinkirta wannan na'ura ne saboda mun ga sauran karfin da ke shigowa kasuwa a lokacin.Kuma mun yi tunanin ba za mu rasa wannan zaɓi ba ta hanyar ja da baya na ɗan lokaci da ganin yadda abubuwa ke faruwa.Kuma yana iya yin ma'ana don dawowa kuma a sake duba hakan.To wadannan su ne abubuwan da ya kamata ku yi la'akari.Don haka ba ku -- ba za ku taɓa kallon abubuwa cikin keɓanta da ƙarfin kasuwar gabaɗaya ba.Amma a fili, a lokaci guda, muna da alatu na samun damar saka hannun jari ta hanyar sake zagayowar kuma wannan wani abu ne da za mu ci gaba da ƙoƙari mu yi.
Kuma ma, taya murna kan sabon rawar, sake.Watakila kawai tambaya ta falsafa.Tsarin tunanin ku game da haɗin gwiwar masana'antu a Turai a cikin kwantena.Mun yi magana game da shi a baya, amma watakila kawai don sabunta ko kun ga wani abin da ya dace da shi?Shin wani abu ne da za ku yi sha'awar shiga sabon aikin ku?Ko har yanzu wani abu ne da za ku ci gaba -- wanda kuka fi son girma a zahiri?
Kamar yadda na ce, ina tsammanin -- godiya, Brian, don tambayar.Ina tsammanin mun dawo kan abubuwan da muka fi ba da fifiko.Muna tsammanin muna da kyawawan zaɓuɓɓuka don ci gaba da haɓaka kasuwancinmu.Amma kamar haka, M&A zaɓi ne a gare mu, kuma dole ne mu kasance da rai ga waɗannan damar, kuma za mu ci gaba da neman su.Ina tsammanin ƙarfafawa a cikin kanta shine - yana da ɗan jan hankali, amma dole ne a gan shi ta fuskar ƙirƙirar darajar da za ku iya samu.Don haka menene kuke biya don hakan kuma dole ne ku bayyana sarai cewa zaku iya fitar da damar haɗin gwiwa na gaske daga irin wannan ƙarfafawa kuma yana haifar da fa'ida ta gaske.Don haka duk waɗannan abubuwan dole ne ku kasance cikin la'akari koyaushe.Don haka ba wani abu ne da muka taba kawar da shi ba.A lokaci guda, mun bayyana sarai cewa, dole ne hakan ya cika ka'idojin kimanta mu.
Lafiya, sanyi.Sannan a kan - yanzu zuwa farashin da kuka sanar, akwai sabbin iya aiki da yawa da ke zuwa a ƙarshen wannan shekara kuma yawancin ƙarfin da gaske an ɗora wa ƙarshen baya.Shin akwai haɗarin da za ku yi watsi da wasu daga cikin waɗannan haɓakar farashin lokacin da sabon ƙarfin ya shiga kasuwa?
Ina tsammanin muna da kwarin gwiwa kan matsayin da muke da shi a halin yanzu, kuma za mu ci gaba da tattaunawa tare da abokan cinikinmu game da hauhawar farashin yanzu.Ina tsammanin abin da zai iya kasancewa a nan gaba an ƙaddara shi ta hanyar gungun abubuwa daban-daban.Ina tsammanin, a, akwai sabon ƙarfin da ke zuwa, amma akwai kuma ci gaba mai kyau dangane da tsarin ci gaban tsarin a cikin sararin samaniya, wanda muka yi imanin ba zai tafi ba nan da nan.Mun kuma sami rikice-rikice a China.Babu shakka, batu ne a halin yanzu saboda wasu dalilai, amma ina tsammanin har yanzu muna ganin cewa, batun hana shigo da kasar Sin a bangaren OCC yana zuwa.Bisa ga dukkan alamu da ke zuwa a karshen wannan shekara, dole ne ya yi tasiri a harkokin cinikayyar duniya na kwatankwacin, wata hanya ko wata.Don haka duk wadannan abubuwan suna bukatar a yi la’akari da su.Don haka ina tsammanin kallon musamman akan ƙarin ƙarfin aiki a Turai cikin keɓe koyaushe abu ne da ba daidai ba.
Mai sauri ɗaya kawai don fayyace akan farashin akwatin.Shin yana da kyau a yanke hukuncin cewa idan farashin kwantena ya bi ta hanyar tsarin akwatin zai kasance mai karko daga shekara zuwa shekara?
Ina tsammanin, kamar yadda na fada a baya, Ross, ina tsammanin, a fili, karuwar farashin kwantena zai kasance mai goyan baya ga farashin akwatin.
Ina jin wannan aikin lissafi ne, ko ba haka ba?Don haka dole ne mu fahimci menene abubuwan da ke haifar da farashin kwantena wanda zai tasiri farashin akwatin.Amma ainihin abin da tasirin shekara-shekara shine tambaya game da lokacin waɗannan farashin farashin.Ba zan so in yi hasashe a kan hakan ba tukuna.
Shi ke nan.Ina tsammanin muna da lokaci.Idan akwai ƙarin tambaya daga bene?Yi hakuri, Wade.A gaskiya, ba mu da lokaci, amma za mu yi lokaci.
Wade Napier daga Avior Capital Markets.Andrew, a baya kun yi magana game da ikon ku na ƙirƙirar ɓangarorin ƙwararru a cikin kasuwancin kwantena tare da farar saman sama da sarewa kuma yanzu kuna magana game da ƙwarewa a cikin takarda kraft.Idan aka yi la'akari da raguwar farashin a cikin takarda kraft, an raba farashin takarda na musamman na kraft daga ma'aunin ma'auni da aka yi amfani da su a cikin kayan gini?Sannan za ku iya tunatar da mu kashi nawa ne na wannan kasuwancin takarda na kraft shine maki na musamman?
Sannan tambayata ta biyu zata kasance cikin kasuwancin da ba a rufe ba, akwai sassa masu motsi da yawa tare da rufe Merebank PM - ɗaya daga cikin PMs a can da Neusiedler.Menene ainihin buƙatun ku a cikin wannan kasuwancin?Kuma ta yaya kuke ganin kasuwar ke gudana a cikin 2020, idan aka ba da irin raunin farashi a ƙarshen rabin shekarar da ta gabata kuma za ku iya ba mu wasu launi a can?
Tabbas.Ee, ina nufin, don zama takamaiman, akwai -- kuma na san ana iya amfani da kalmar ƙwararru a cikin mahallin daban-daban.Don haka muna magana game da kwantena, akwai maki na yau da kullun ko nau'ikan maki na duniya na sake yin amfani da kraftliner mara kyau sannan kuna da alkuki ko aikace-aikace na musamman kamar farin saman da semichem.
A gefen takarda kraft, yawanci muna bambanta tsakanin maki buhu kraft takarda, wanda shine yawanci abin da ke shiga cikin aikace-aikacen jakar masana'anta.Sa'an nan kuma ƙwararrun, wanda ya ƙunshi kewayon aikace-aikace daga MG, da MF, irin waɗannan - waɗannan ƙananan maki.Dangane da kididdigar kasuwancin mu, yana da kusan tan 300,000 na miliyan 1.2, tan miliyan 1.3 na jimlar kraft paper.Tsananin farashin ya bambanta.Hakazalika, ginshiƙan buƙatun wadata sun bambanta sosai a halin yanzu.Muna gani - a gefen buhu kraft, kamar yadda na ambata, da gaske ne - akwai rauni-gefen buƙatun da muka gani a cikin 2019, kuma dole ne mu ga yadda hakan ke faruwa saboda hakan ya fi ƙarfin gini, musamman a cikin wadanda, kamar yadda na ce, kasuwannin fitar da kayayyaki na mu.A kan ɓangarorin ƙwararrun, yawancin waɗannan suna shiga cikin waɗannan aikace-aikacen marufi na niche don ƙarin nau'ikan aikace-aikacen tallace-tallace sannan duk sauran aikace-aikacen musamman, misali, takarda saki da makamantansu.Don haka ya bambanta sosai, kasuwannin da suka bambanta.Kuma -- amma gabaɗaya, hoton buƙatu yana da ƙarfi sosai a wannan yanki.Kuma shine - muna ganin girma mai kyau.Hakanan akwai gasa a can, kamar yadda zaku iya tsammani, yana kuma jan hankalin masu fafatawa zuwa wannan sararin.Don haka kuna ganin wasa mai ƙarfi.Amma ainihin matsi na farashin ya kasance mafi yawa akan ɓangaren kraft buhu da ke shigowa cikin wannan shekara.
Dangane da hoton takarda mai kyau, ina nufin, kawai don bayyanawa, kawai ainihin sassa masu motsi, idan kun kira shi cewa daga shekarar da ta gabata dangane da canjin tsari daga kasuwancinmu shine rufe wannan injin takarda guda ɗaya a Merebank.Bayan haka, kasuwanci ne-kamar yadda aka saba a cikin mahallin.Ina tsammanin abin da kuke magana game da shi shine gaskiyar cewa mun ɗauki ɗan lokaci a cikin Neusiedler saboda Neusiedler takarda ce ta musamman mai da hankali sosai, Ina amfani da kalmar kuma, a cikin ɓangaren takarda mai kyau, kuna da samfuran ƙimar ƙimar ƙima. kuma da gaske Neusiedler ƙwararren mai ƙira ne, kuma yana da matukar muhimmanci ya mai da hankali kan hakan.Don haka abin ya fi mayar da hankali a kai.Idan kasuwar ta yi laushi, ba shakka ba za mu samar da maki na kayayyaki ba a wannan aikin Neusiedler.Don haka koyaushe muna da hankali idan ya zo ga yadda muke sarrafa wannan fayil ɗin.
Dangane da kasuwar gabaɗaya, saboda, kuma, kasancewa mai samar da farashi mai rahusa, muna da kwarin gwiwa cewa za mu iya samun kuɗi akan kowane tan da muke samarwa a manyan ayyukan haɗin gwiwarmu.Tambayar a gare mu ita ce tsayin daka na tsawon lokaci.A bayyane yake, takarda mai kyau samfur ce gabaɗaya, a cikin raguwar tsari a cikin manyan kasuwanni.Ya fi kwanciyar hankali a kasuwanni masu tasowa.Amma abin da muka tsara ke nan a matsayin kasuwancin da ke gaba.
Ina tsammanin za mu rufe a can.Na gode sosai da kulawar ku da fitowar ku a yau a kan irin wannan rana mai sanyi da sanyi a nan Landan, amma na gode a gidan yanar gizon yanar gizon ku kuma saboda kulawarku, kuma zan kawo karshen wannan.Na gode sosai.
Lokacin aikawa: Maris 11-2020