I-FOSAGRO: Ukukhula kwama-rallery kumanyolo we-phosphate

Anonim

Amasheya we-Fosagro (MCX: I-Phor) kusukela ekuqaleni konyaka ingezwe ngaphezu kwama-30% kwizindleko ngemuva kokunqoba uphawu lwama-ruble angama-3,300. Ngisho naseceleni kwemakethe yethu kusukela ekuqaleni konyaka, izingcaphuno zenkampani zivuselelwa nsuku zonke nama-vertices amasha.

Imbangela ngamanani omanyolo aphezulu. Njengoba abakhiqizi bomanyolo womhlaba banengxenye ebalulekile yezindleko kuncike kugesi, ukukhuphuka kwezintengo zegesi kuholela ekwandeni kwezintengo zomanyolo (isici sesibili kungukunyuka kwamanani amanani esiko lezolimo). I-phosagro isebenza eRussia futhi idla amanani entengo aguqukayo angakhuli ngemuva komhlaba.

Kulesi sihloko, sizomboza izizathu zomhlangano futhi silinganise ophahleni lwale nhlangano.

I-FOSAGRO: Ukukhula kwama-rallery kumanyolo we-phosphate 150_1
Fig. 1. Umthombo: ru.tradingview.com

Uhlobo lwamanani akhuphukayo ngokufunwa okuphezulu nezinkinga ngesiphakamiso

Intengo yomanyolo we-phosphoric yaqala ukukhula kakhulu kusukela ekuqaleni kuka-2021. Sibhale ngalokhu emibikweni yethu yakamuva yemakethe yanyanga zonke. Sibona izizathu eziningana eziyisisekelo zokukhula okunjalo ngezingcaphuno:

  • Amasheya womanyolo we-DAP / Map we-DAP eNdiya nakwamanye ama-ENTERILIZEL AMALUNGO NOKUXHUMANA NOKUKHULA KAKHULU NGOKUGCINA (isizini ephezulu ePhosphorus yindawo yokuhlala engu-2 no-3).
  • Ngena ekusebenzeni komanyolo we-phosphate eNdiya uqobo ngenxa yokuvalwa kwezitshalo ngesikhathi sentwasahlobo kabhuzu ubhubhane 2020

I-FOSAGRO: Ukukhula kwama-rallery kumanyolo we-phosphate 150_2
Fig. 2.

  • Imisebenzi yaseMelika ngokumelene nokudiliva kwaseMoroccan kanye neRussia yakha ukusilela emakethe yase-US, edonsa amanani omanyolo.
  • Anciphise ukuthunyelwa kwama-chinese ngemuva kokuvuselela izinto zangaphakathi. Sibona umkhuba oqinile kule ndawo ezayo.

I-FOSAGRO: Ukukhula kwama-rallery kumanyolo we-phosphate 150_3
Fig. 3.

  • Namanje amanani aphezulu egesi kanye nokwanda kwamanani engxenyeni ye-nitrogen.
  • Ubuthakathaka bezinkomba zedola kanye nemizwa yobuhlakani.

Zonke lezi zintengo eziqhutshwa ngomanyolo we-phosphoric ezinjenge-DAP / Imephu kuMarku ngaphezulu kwama- $ 500 / TONT. Ngisho nangaphambi koNyaka oMusha, intengo yama- $ 380-400 / TONT yayibhekwa njengehle kakhulu ekukhuleni okuzayo kwemiphumela yezezimali.

I-FOSAGRO: Ukukhula kwama-rallery kumanyolo we-phosphate 150_4
Fig. 4. Umthombo: ru.tradingview.com

Izingcaphuno ze-American DAP / Imephu zishaywe ngo- $ 600 / T ngokwethulwa kwemisebenzi kumanyolo we-Moroccan kanye neRussia Phosphoric kanye nokuqinisa isidingo phambi kokuhlwanyelwa kwentwasahlobo.

I-FOSAGRO: Ukukhula kwama-rallery kumanyolo we-phosphate 150_5
Fig. 5. Umthombo: dtnpf.com

Silindele ukuqhubeka nale nhlangano

Sicabanga ukuthi amanani aphezulu omanyolo we-phosphoric awumkhuba oqinile ku-1p2021. Ukuqhubeka kwayo kuzoncika ekusimeni kwalezi zinto ezingenhla: amanani entengo kagesi, amasheya womanyolo ngaphambi kokuhlwanyela, njll.

Futhi, umphumela obalulekile kumanani uzoba nempumelelo yokuhlwanyelwa: Abalimi baqoqa isivuno, bayithengise ngamanani aphakeme kunonyaka owedlule, futhi bangasekela imali yokuthengwa komanyolo. Ingqondo enjalo yalandelelwa esuka e-Indian Agrarees ngo-2020.

Kulokhu, i-phosagro ingabhekelwa ukweqiwa yimakethe ngenhla kwama-ruble angama-4400. Kepha ukunyakaza okungenhla kwalolu phawu kuzonqunyelwa emsebenzini ophakeme futhi kungakhululeki ngemali ephakeme ye-ND / EBITDA ngaphezulu kwe-1.8x.

Le ndatshana ibhalwe ngokubhalwa kwabahlaziyi nge-Analytics Nikita Kudido

Funda izindatshana zoqobo ku:

Funda kabanzi