I-Alleima (OTC: SAMHF) yinkampani entsha njengoko yasothulwa kwiSandvik (OTCPK: SDVKF) (OTCPK: SDVKY) kwisiqingatha sesibini sika-2022. amabhongo athile acwangcisiweyo okukhula kwaye ingabi licandelo nje leqela elikhulu le-Sandvik.
U-Alleima ngumvelisi wezinto eziphambili zentsimbi ezingenasici, ii-alloys ezikhethekileyo kunye neenkqubo zokufudumeza.Ngelixa imarike yensimbi engenasici iyonke ivelisa i-50 yezigidi zeetoni ngonyaka, into ebizwa ngokuba yi-"advanced" ye-stainless steel sector i-2-4 yezigidi zeetoni ngonyaka, apho i-Alleima isebenza khona.
Imarike yee-alloys ezikhethekileyo yahlukile kwimarike yensimbi engenasici ekumgangatho ophezulu njengoko le ntengiso ibandakanya i-alloys ezifana ne-titanium, i-zirconium kunye ne-nickel.I-Alleima igxile kwimarike ye-niche yee-oveni zoshishino.Oku kuthetha ukuba i-Alleima igxile ekuveliseni imibhobho engenamthungo kunye nemibhobho yentsimbi engenasici, eyinxalenye yemarike ethe ngqo (umzekelo, abatshintshisi bobushushu, i-oyile kunye ne-gas umbilicals okanye iintsimbi ezikhethekileyo zeemela zasekhitshini).
Izabelo ze-Alleima zidweliswe kwi-Stockholm Stock Exchange phantsi kwesimboli yeticker ethi ALLEI.Kukho ngoku ngaphantsi nje kwezigidi ezingama-251 zezabelo ezingekahlawulwa, okukhokelela kwimalike yemalike eyi-SEK 10 yeebhiliyoni.Kwinqanaba lotshintshiselwano lwangoku lwe-10.7 SEK ukuya kwi-1 USD, i-capitalisation yangoku yemarike imalunga ne-935 yezigidi ze-USD (Ndiya kusebenzisa i-SEK njengesiseko semali kweli nqaku).Umyinge wokuthengisa umthamo wemihla ngemihla eStockholm umalunga ne-1.2 yezigidi zezabelo ngosuku, unika ixabiso lemali malunga ne-5 yezigidi zeedola.
Ngoxa i-Alleima yakwazi ukunyusa amaxabiso, imida yayo yenzuzo yahlala iphantsi.Kwikota yesithathu, inkampani inike ingxelo yengeniso engaphantsi nje kwe-SEK 4.3 yeebhiliyoni, kwaye nangona inyuke malunga nesithathu kwikota yesithathu yonyaka ophelileyo, iindleko zeempahla ezithengisiweyo zonyuke ngaphezulu kwe-50%, ekhokelele ukuhla kwinzuzo iyonke.
Ngelishwa, ezinye iindleko nazo zonyukile, zikhokelele kwilahleko yokusebenza ye-SEK 26 yezigidi.Ukuthathela ingqalelo izinto ezibalulekileyo ezingabonakaliyo (kubandakanywa neendleko ze-spin-off ezinxulumene ne-de facto spin-off ye-Alleima esuka e-Sandvik), i-EBIT ephantsi kunye ne-Adjusted yayingu-SEK 195 yezigidi, ngokutsho kwe-Alleima.Ngokwenene esi sisiphumo esihle xa kuthelekiswa nekota yesithathu yonyaka ophelileyo, ebandakanya izinto enye ye-SEK 172 yezigidi, okuthetha ukuba i-EBIT kwikota yesithathu ka-2021 iya kuba yi-SEK 123 yezigidi kuphela.Oku kuqinisekisa ukunyuka okuphantse kube ngama-50% kwi-EBIT kwikota yesithathu ka-2022 ngokuhlengahlengiswa.
Oku kukwathetha ukuba kufuneka sithathe ilahleko eshiyekileyo ye-SEK 154m ngokhozo lwetyuwa njengoko isiphumo esinokubakho sinokuba kukuqhawuka okanye ukusondela kuyo.Oku kuqhelekileyo, kuba kukho umphumo wonyaka apha: ngokwesiko, iinyanga zasehlotyeni e-Alleim zibuthathaka kakhulu, kuba kusehlotyeni kumantla e-hemisphere.
Oku kukwachaphazela ukuvela kwenkunzi yokusebenza njengoko u-Alleima ngokwesiko esakha amanqanaba oluhlu lwempahla kwisiqingatha sokuqala sonyaka aze enze imali kwezo asethi kwisiqingatha sesibini.
Yiyo loo nto singenako ukongeza iziphumo zekota, okanye iziphumo ze-9M 2022, ukubala ukusebenza konyaka opheleleyo.
Oko kuthethwa, i-9M 2022 yeNkcazo yokuHamba kweMali ibonelela ngembono enomdla kwindlela esebenza ngayo inkampani ngokwesiseko esisisiseko.Itshathi engezantsi ibonisa isitatimenti sokungena kwemali kwaye uyabona ukuba imali ephumayo exeliweyo evela kwimisebenzi ibingalunganga kwi-SEK 419 yezigidi.Ukwabona ukuqokelelwa kwenkunzi esebenzayo malunga ne-SEK 2.1 yeebhiliyoni, okuthetha ukuba ukuhamba kwemali okuhlengahlengisiweyo okusebenzayo kujikeleze i-SEK 1.67 yebhiliyoni kwaye ngaphezulu kwe-SEK 1.6 yebhiliyoni emva kokutsalwa kweentlawulo zokurenta.
Utyalo-mali lwenkunzi yonyaka (ulondolozo + lokukhula) luqikelelwa kwi-600 yezigidi ze-SEK, nto leyo ethetha ukuba utyalo-mali oluqhelekileyo lwenkunzi kwiikota ezintathu zokuqala kufuneka lube yi-450 yezigidi ze-SEK, ngaphezulu kancinci kune-348 yezigidi ze-SEK echithwe yinkampani.Ngokusekwe kwezi ziphumo, ukuhamba kwemali okuqhelekileyo simahla kwiinyanga ezilithoba zokuqala zonyaka kujikeleze i-SEK 1.15 yebhiliyoni.
Ikota yesine isenokuba yinto encinci ekhohlisayo njengoko i-Alleima ilindele ukuba i-SEK 150m ibe nefuthe elibi kwiziphumo zekota yesine ngenxa yamaxabiso otshintshiselwano, amanqanaba oluhlu kunye namaxabiso esinyithi.Nangona kunjalo, ngokuqhelekileyo kukho ukuhamba okunamandla ngokufanelekileyo kwee-odolo kunye nemida ephezulu ngenxa yobusika kwi-hemisphere esemantla.Ndicinga ukuba kungafuneka silinde kude kube ngu-2023 (mhlawumbi nokuba sekupheleni kuka-2023) ukuze sibone indlela inkampani ephethe ngayo i-headwind yexeshana.
Oku akuthethi ukuba u-Alleima ukwimo embi.Nangona iintloko zexeshana, ndilindele ukuba i-Alleima ibe nenzuzo kwikota yesine kunye nengeniso ye-SEK 1.1-1.2 yeebhiliyoni, iphezulu kancinci kulo nyaka-mali wangoku.Ingeniso eseleyo ye-SEK 1.15 yeebhiliyoni imele ingeniso ngesabelo ngasinye malunga ne-SEK 4.6, icebisa ukuba izabelo zirhweba malunga ne-8.5 yamaxesha engeniso.
Enye yezinto endiyixabisayo kakhulu yibhalansi eyomeleleyo ka-Alleima.U-Sandvik wenze ngokufanelekileyo kwisigqibo sakhe sokujikeleza i-Alleima, kunye ne-balance sheet ye-SEK 1.1 yebhiliyoni yemali kunye ne-SEK 1.5 yebhiliyoni kwityala langoku kunye nexesha elide ekupheleni kwekota yesithathu.Oku kuthetha ukuba intsalela yetyala imalunga ne-SEK 400 yezigidi kuphela, kodwa i-Alleima ikwabandakanya irente kunye neemfanelo zomhlalaphantsi kwinkcazo yayo yenkampani.Ityala lilonke liqikelelwa kwi-SEK 325 yezigidi, ngokutsho kwenkampani.Ndilindele ingxelo epheleleyo yonyaka ukuze ndingene kwityala “elisemthethweni” lishiyekileyo, kwaye ndingathanda ukubona ukuba utshintsho lwenzala lunokuyichaphazela njani intsilelo yomhlalaphantsi.
Kuyo nayiphi na imeko, ubume bemali bentsalela ka-Alleima (kungabandakanywanga iimfanelo zomhlalaphantsi) kusenokwenzeka ukuba ibonise ubume bemali yesambuku evumayo (nangona oku kusahleli kuxhomekeke kutshintsho kwinkunzi yokusebenza).Ukuqhuba inkampani ngaphandle kwamatyala kuya kuqinisekisa kwakhona umgaqo-nkqubo we-dividend ka-Alleima wokusasaza i-50% yengeniso eqhelekileyo.Ukuba uqikelelo lwam lwe-FY 2023 luchanekile, silindele intlawulo yesahlulo se-SEK 2.2–2.3 ngesabelo ngasinye, okukhokelela kwingeniso ye-dividend eyi-5.5–6%.Umlinganiselo werhafu oqhelekileyo kwizabelo zabantu abangengabo abemi baseSweden yi-30%.
Ngelixa kunokuthatha ixesha ukuba u-Alleima abonise ngokwenene imarike ukuhamba kwemali yasimahla enokuyivelisa, isitokhwe sibonakala sinomtsalane.Ukuthatha indawo yemali ye-SEK 500 yezigidi ekupheleni konyaka ozayo kunye ne-EBITDA eqhelekileyo kunye nohlengahlengiso lwe-SEK 2.3 yeebhiliyoni, inkampani ithengisa kwi-EBITDA engaphantsi kwe-4 amaxesha e-EBITDA yayo.Iziphumo zasimahla zokuphuma kwemali zinokudlula kwi-SEK 1 yebhiliyoni ngo-2023, nto leyo enokuthi ivule indlela yengeniso enomtsalane nokomelezwa ngakumbi kwe-balance sheet.
Okwangoku andinaso isikhundla e-Alleima, kodwa ndicinga ukuba kukho iingenelo zokujikeleza iSandvik njengenkampani ezimeleyo.
Inqaku loMhleli: Eli nqaku lixoxa ngokhuseleko olunye okanye ngaphezulu olungathengiswanga kutshintshiselwano olukhulu lwase-US.Qaphela imingcipheko enxulumene nolu nyuselo.
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Ukubhengezwa: Mna / asinazo isitokhwe, ukhetho okanye izikhundla ezifanayo eziphuma kuyo nayiphi na inkampani engasentla kwaye asicwangcisi ukuthatha ezo zikhundla kwiiyure ezizayo ze-72.Eli nqaku libhalwe ndim kwaye livakalisa uluvo lwam.Khange ndifumane mbuyekezo (ngaphandle kokufuna uAlpha).Andinabudlelwane beshishini kunye nayo nayiphi na inkampani edweliswe kweli nqaku.
Ixesha lokuposa: Jan-09-2023