Alleima (OTC: SAMHF) ni isosiyete nshya isa naho yavuye kuri Sandvik (OTCPK: SDVKF) (OTCPK: SDVKY) mu gice cya kabiri cya 2022. Gutandukana kwa Alleima na Sandvik bizafasha abambere kumenya sosiyete- intego yihariye yo gukura kandi ntabwo ari igabana ryitsinda rinini rya Sandvik.
Alleima ni uruganda rukora ibyuma bidafite ingese, ibyuma bidasanzwe hamwe na sisitemu yo gushyushya.Mugihe isoko rusange ryicyuma ritanga toni miliyoni 50 kumwaka, icyitwa "iterambere" urwego rwicyuma ni toni miliyoni 2-4 gusa kumwaka, aho Alleima ikorera.
Isoko ryimyanda idasanzwe iratandukanye nisoko ryiza ryo mu rwego rwo hejuru ridafite ibyuma kuko iri soko ririmo amavuta nka titanium, zirconium na nikel.Alleima yibanze ku isoko niche ryitanura ryinganda.Ibi bivuze ko Alleima yibanda ku gukora imiyoboro idafite kashe hamwe n’imiyoboro idafite ibyuma, kikaba ari igice cy’isoko ryihariye (urugero, guhanahana ubushyuhe, amavuta ya gaze na gaze cyangwa ibyuma bidasanzwe ku byuma byo mu gikoni).
Imigabane ya Alleima yanditse kurutonde rwimigabane ya Stockholm munsi yikimenyetso cya ALLEI.Kugeza ubu hari imigabane iri munsi ya miliyoni 251 zisigaye, bigatuma imari shingiro ya miliyari 10 SEK.Ku gipimo cy’ivunjisha kiri hagati ya 10.7 SEK kugeza kuri 1 USD, imari shingiro y’isoko igera kuri miliyoni 935 USD (Nzakoresha SEK nk'ifaranga fatizo muri iyi ngingo).Impuzandengo y’ubucuruzi bwa buri munsi i Stockholm ni imigabane igera kuri miliyoni 1.2 kumunsi, itanga agaciro kangana na miliyoni 5.
Mu gihe Alleima yashoboye kuzamura ibiciro, inyungu zayo zagumye hasi.Mu gihembwe cya gatatu, isosiyete yatangaje ko yinjije munsi ya miliyari 4.3 SEK, kandi nubwo yazamutseho hafi kimwe cya gatatu ugereranije n’igihembwe cya gatatu cy’umwaka ushize, igiciro cy’ibicuruzwa cyagurishijwe cyiyongereyeho hejuru ya 50%, bituma a kugabanuka mu nyungu rusange.
Kubwamahirwe, andi mafaranga nayo yiyongereye, bivamo igihombo cyo gukora cya miliyoni 26 SEK.Urebye ibintu by'ingenzi bidasubirwaho (harimo n'amafaranga yo kuzenguruka ajyanye no kuzenguruka kwa Alleima kuva Sandvik), EBIT iri munsi kandi yahinduwe ni SEK miliyoni 195, nk'uko Alleima abitangaza.Ibi mubyukuri nibisubizo byiza ugereranije nigihembwe cya gatatu cyumwaka ushize, gikubiyemo ibintu bimwe bya SEK miliyoni 172, bivuze ko EBIT mugihembwe cya gatatu cya 2021 izaba SEK miliyoni 123 gusa.Ibi biremeza ko kwiyongera kwa 50% muri EBIT mu gihembwe cya gatatu cya 2022 ku buryo bwahinduwe.
Ibi bivuze kandi ko tugomba gufata igihombo cya SEK 154m hamwe ningano yumunyu kuko ibisubizo bishobora kuvunika ndetse cyangwa hafi yacyo.Ibi nibisanzwe, kuko hano hari ingaruka zigihe: mubisanzwe, amezi yizuba muri Alleim niyo adakomeye, kubera ko ari icyi mumajyaruguru yisi.
Ibi kandi bigira ingaruka ku ihindagurika ry’imari shingiro kuko Alleima isanzwe yubaka urwego rwibarura mu gice cya mbere cyumwaka hanyuma ikinjiza amafaranga mu gice cya kabiri.
Niyo mpamvu tudashobora gukuramo ibisubizo buri gihembwe, cyangwa ibisubizo 9M 2022, kugirango tubare imikorere yumwaka wose.
Ibyo bivuzwe, 9M 2022 Cash Flow Statement itanga ubushishozi bushimishije muburyo isosiyete ikora muburyo bwibanze.Imbonerahamwe ikurikira irerekana impapuro zerekana amafaranga kandi urashobora kubona ko amafaranga yaturutse mubikorwa byari bibi kuri miliyoni 419 SEK.Urabona kandi gukusanya imari shingiro ya miliyari 2.1 SEK, bivuze ko amafaranga yimikorere yahinduwe agera kuri miliyari 1.67 na miliyari zisaga 1.6 nyuma yo gukuramo amafaranga yubukode.
Ishoramari ry’umwaka (kubungabunga + kwiyongera) riteganijwe kugera kuri miliyoni 600 SEK, bivuze ko ishoramari risanzwe ry’igihembwe cya mbere rigomba kuba miliyoni 450 SEK, rirenze gato miliyoni 348 SEK yakoreshejwe n’ikigo.Ukurikije ibisubizo, amafaranga asanzwe yubusa mumezi icyenda yambere yumwaka agera kuri miliyari 1.15.
Igihembwe cya kane gishobora kuba ingorabahizi kuko Alleima yiteze ko SEK 150m izagira ingaruka mbi ku bisubizo by'igihembwe cya kane bitewe n'ivunjisha, urwego rw'ibarura n'ibiciro by'ibyuma.Nyamara, mubisanzwe hariho urujya n'uruza rwinshi rwibicuruzwa hamwe n’imisozi miremire kubera imbeho mu gice cy’amajyaruguru.Ndatekereza ko dushobora gutegereza kugeza 2023 (birashoboka ndetse no mu mpera za 2023) kugirango turebe uko isosiyete ikora imitwe yigihe gito.
Ibi ntibisobanura ko Alleima imeze nabi.Nubwo hari igihe gito, ndizera ko Alleima yunguka mu gihembwe cya kane yinjiza miliyari 1.1-1.2, zikaba ziyongereyeho gato mu mwaka w’ingengo y’imari.Amafaranga yinjiza angana na miliyari 1.15 yerekana inyungu ku mugabane wa SEK 4.6, byerekana ko imigabane igurishwa inshuro 8.5 yinjiza.
Kimwe mubintu nshima cyane ni Alleima iringaniza cyane.Sandvik yagize uruhare rukomeye mu cyemezo yafashe cyo gukuraho Alleima, afite impapuro zingana na miliyari 1.1 z'amafaranga y'amanyamerika na SEK miliyari 1.5 z'umwenda uriho kandi w'igihe kirekire mu mpera z'igihembwe cya gatatu.Ibi bivuze ko umwenda wuzuye uri hafi miliyoni 400 SEK, ariko Alleima ikubiyemo kandi imyenda yubukode na pansiyo mugutanga isosiyete.Iyi sosiyete ivuga ko umwenda wose ubarirwa muri miliyoni 325 SEK.Ntegereje raporo yuzuye yumwaka kugirango yinjire mu mwenda "wemewe", kandi ndashaka no kureba uburyo ihinduka ry’inyungu rishobora kugira ingaruka ku gihombo cya pansiyo.
Ibyo ari byo byose, Alleima ihagaze neza mu mari (usibye imyenda ya pansiyo) irashobora kwerekana umwanya mwiza w'amafaranga (nubwo ibi bikomeza guhinduka mu mari shingiro).Gukoresha isosiyete idafite umwenda bizanemeza politiki yinyungu ya Alleima yo kugabana 50% yinyungu zisanzwe.Niba ibigereranyo byanjye kuri FY 2023 aribyo, turateganya kwishyura inyungu ya SEK 2.2-22.3 kumugabane, bikavamo inyungu zingana na 5.5-6%.Igipimo cy'umusoro usanzwe ku nyungu kubanya Suwede badatuye ni 30%.
Mugihe bishobora gufata igihe kugirango Alleima yerekane isoko rwose amafaranga yubusa ashobora kubyara, ububiko busa nkubwiza.Dufashe ko amafaranga y’amafaranga angana na miliyoni 500 SEK mu mpera zumwaka utaha hamwe na EBITDA isanzwe kandi ihinduwe na SEK miliyari 2.3, isosiyete icuruza muri EBITDA itarenze inshuro 4 EBITDA yayo.Ibisubizo byubusa byamafaranga ashobora kurenga miliyari 1 SEK muri 2023, bigomba guha inzira inyungu zishimishije no kurushaho gushimangira impapuro zerekana.
Ubu ntabwo mfite umwanya kuri Alleima, ariko ndatekereza ko hari ibyiza byo kuzunguruka Sandvik nkisosiyete yigenga.
Icyitonderwa cy'Ubwanditsi: Iyi ngingo ivuga ku mpapuro imwe cyangwa nyinshi zidacuruzwa ku bicuruzwa bikomeye byo muri Amerika.Menya ingaruka zijyanye no kuzamurwa mu ntera.
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Kumenyekanisha: I / ntabwo dufite ububiko, amahitamo cyangwa imyanya ikomokaho muri kimwe mubigo byavuzwe haruguru kandi ntabwo duteganya gufata imyanya nkiyi mumasaha 72 ari imbere.Iyi ngingo nanditswe na njye kandi itanga ibitekerezo byanjye.Nta ndishyi nigeze mbona (usibye gushaka Alpha).Ntabwo mfitanye isano nubucuruzi nimwe mubigo byavuzwe muriki kiganiro.
Igihe cyo kohereza: Mutarama-09-2023