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Isipiliyoni Sokukhiqiza Seminyaka Engaphezu Kwengu-30+

I-Rockwool (CPH:ROCK B) iyabuya kancane, indawo encane yenjabulo

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Kukhona izitayela ezimbalwa ezibalulekile okufanele sizibheke uma sizochaza i-multipacker elandelayo. Emhlabeni okahle, singathanda ukuthi inkampani itshale imali eningi ebhizinisini layo, futhi inzuzo yaleyo mali nayo ingakhuphuka. Ekugcineni, lokhu kukhombisa ukuthi leli yibhizinisi eliphinde litshale inzuzo ngezinga eliphezulu lembuyiselo. Unalokho engqondweni, i-Rockwool's (CPH:ROCK B) ROCE ibukeka iyinhle njengamanje, ngakho-ke ake sibone ukuthi ithini indlela yokuphosa.
Uma ungakaze usebenzise i-ROCE ngaphambilini, ikala “imali engenayo” (imali engenayo ngaphambi kwentela) etholwa yinkampani emalini eyisebenzisa ebhizinisini layo. Abahlaziyi basebenzisa le fomula ukubala uvolo wamaminerali:
Imbuyiselo Kumali Eqashiwe = Izinzuzo Ngaphambi Kwenzalo Nentela (EBIT) ÷ (Isamba Sempahla - Izikweletu Zamanje)
Ngakho-ke, i-ROCE Rockwool ingu-16%. Ngokuphelele, lokhu kuyimbuyiselo evamile, eduze kancane nesilinganiso semboni yezokwakha sika-14%.
Eshadini elingenhla, ungabona ukuthi i-ROCE yamanje ye-Rockwool iqhathaniswa kanjani nembuyiselo yayo yangaphambilini ekulinganeni, kodwa kunezifundo ezimbalwa kuphela ongazifunda esikhathini esidlule. Uma unentshisekelo, ungabuka izibikezelo zomhlaziyi embikweni wethu wamahhala wezibikezelo ze-Analyst for Companies.
Nakuba imbuyiselo yokulingana iyinhle, kuncane okushintshile. I-ROCE ihlale cishe ku-16% kule minyaka emihlanu edlule futhi ibhizinisi litshale ama-65% enhlokodolobha yalo ekusebenzeni kwalo. Kodwa-ke, nge-ROCE eku-16%, kuhle ukubona amabhizinisi eqhubeka nokutshala kabusha ngembuyiselo enhle kangaka. Kulokhu, izinzuzo ezizinzile zingase zingathokozisi kakhulu, kodwa uma zingagcinwa isikhathi eside, ngokuvamile zinikeza izinzuzo ezinkulu kubanikazi bamasheya.
Phela, i-Rockwool ifakazele ukuthi ingakwazi ukutshala imali ngokugcwele ngenani elihle lokubuyisela. Nokho, isitoko sehle ngo-18% eminyakeni emihlanu edlule, ngakho ukwehla kungase kuveze ithuba. Kungakho sicabanga ukuthi ukuhlola okwengeziwe kwalezi zitoko kunenzuzo, uma kubhekwa izinto eziyisisekelo ezikhangayo.
Uma ungathanda ukuhlola i-Rockwool ngokuqhubekayo, ungaba nentshisekelo yokufunda mayelana nefulegi elibomvu elingu-1 elitholakala ekuhlaziyeni kwethu.
Nakuba i-Rockwool ingase ingatholi imbuyiselo ephezulu kakhulu njengamanje, sihlanganise uhlu lwezinkampani okwamanje ezizuza ngaphezu kuka-25% wembuyiselo ngokulingana. Bheka lolu hlu lwamahhala lapha.
Ikhona yini impendulo kulesi sihloko? Ingabe unendaba nokuqukethwe? Xhumana nathi ngokuqondile. Noma, thumela i-imeyili kubahleli ku-(at) Simplywallst.com. Lesi sihloko seSimply Wall St sijwayelekile. Sinikeza ukuphawula okusekelwe kuphela kudatha yomlando nezibikezelo zomhlaziyi sisebenzisa indlela yokwenza engachemile futhi izindatshana zethu azihloselwe ukunikeza iseluleko sezezimali. Lesi akusona iseluleko sokuthenga noma ukuthengisa noma yisiphi isitokwe futhi akunaki imigomo yakho noma isimo sakho sezezimali. Umgomo wethu uwukukunikeza izibalo ezigxilile zesikhathi eside ezisuselwe kudatha eyisisekelo. Sicela uqaphele ukuthi ukuhlaziya kwethu kungase kungacabangeli izimemezelo zakamuva zezinkampani ezizwela amanani noma izinto zekhwalithi. I-Wall Street ayinazo izikhundla kunoma yiziphi izitoko ezishiwo.
Thola ukuthi ingabe i-Rockwool ingase ibe nkulu ngokweqile noma ibukezwe kancane ngokubuyekeza ukuhlaziya kwethu okuphelele, okuhlanganisa izilinganiso zenani elifanelekile, ubungozi nezixwayiso, izabelo, ukuhweba kwangaphakathi nesimo sezimali.
Ithimba labahleli be-Simply Wall St lihlinzeka ngokubika okungachemi, okusekelwe eqinisweni kumasheya omhlaba kusetshenziswa ukuhlaziya okujulile okuyisisekelo. Funda kabanzi mayelana nemihlahlandlela yethu yokuhlela kanye nethimba.
I-Rockwool A/S ikhiqiza futhi idayise i-mineral insulation ye-wool eNtshonalanga Yurophu, eMpumalanga Yurophu, eNyakatho Melika, e-Asia naphesheya kwezilwandle.
Ikhekheba leqhwa liyisifinyezo esibonakalayo se-investimenti, futhi amaphuzu ku-eksisi ngayinye ibalwa ngaphezu kokuhlola okungu-6 ezindaweni ezingu-5.
Ithimba labahleli be-Simply Wall St lihlinzeka ngokubika okungachemi, okusekelwe eqinisweni kumasheya omhlaba kusetshenziswa ukuhlaziya okujulile okuyisisekelo. Funda kabanzi mayelana nemihlahlandlela yethu yokuhlela kanye nethimba.
I-Rockwool A/S ikhiqiza futhi idayise i-mineral insulation ye-wool eNtshonalanga Yurophu, eMpumalanga Yurophu, eNyakatho Melika, e-Asia naphesheya kwezilwandle.
Ikhekheba leqhwa liyisifinyezo esibonakalayo se-investimenti, futhi amaphuzu ku-eksisi ngayinye ibalwa ngaphezu kokuhlola okungu-6 ezindaweni ezingu-5.
I-Simply Wall Street Pty Ltd (ACN 600 056 611) ingummeleli ogunyaziwe we-Sanlam Private Wealth Pty Ltd (AFSL No. 337927) (Inombolo Yokumela Ogunyaziwe: 467183). Noma isiphi iseluleko esiqukethwe kule webhusayithi sivamile ngokwemvelo futhi asilungiswanga ngezinhloso zakho, isimo sezezimali noma izidingo zakho engqondweni. Akufanele uthembele kunoma yisiphi iseluleko kanye/noma ulwazi oluqukethwe kule webhusayithi futhi sincoma ukuthi ucabangele ukuthi kufaneleka yini ezimweni zakho futhi uthole izeluleko ezifanele zezimali, zentela nezomthetho ngaphambi kokuthatha noma yisiphi isinqumo sokutshala imali. Ngaphambi kokuthi unqume ukuthola izinsizakalo zezezimali kithi, sicela ufunde umhlahlandlela wethu wezinsizakalo zezezimali.


Isikhathi sokuthumela: Oct-14-2022