Eminyakeni eyishumi edlule, ukukhushulwa kwezinkampani zezobuchwepheshe kwaletha inzuzo enkulu yobuningi babatshalizimali. Okokuqala ngemuva konyaka owedlule, ubuchwepheshe obuphakeme be-nasdaq 100 bungeze ngaphezu kwama-45%.
Ubhubhane lweCoronavirus kanye nokuhlukaniswa okwalandela kuvame ukusheshisa imali yedijithali yomnotho kanye nezici ezahlukahlukene zezimpilo zethu.
Ukukhulisa ukuthembela kubuchwepheshe kanye ne-Intanethi kuholela ekunwebeni kwemakethe ye-cybersecurity. Futhi izinkampani nabantu bakulungele ukukhulisa izindleko zokuvikelwa ekuhlaselweni kweHacker. Yebo, ubuchwepheshe bathuthuka ngamanani aphezulu, kepha kungashiwo okufanayo ngezindlela zokukhwabanisa kwi-Intanethi.
Ngo-2019, imakethe ye-cybersecurity yalinganiselwa ku- $ 149,67 billion futhi, ngokusho kwezibikezelo, ngo-2027 izofinyelela ku- $ 304,91 billion; Isilinganiso sokukhula sonyaka esiphakathi kusuka ku-2020 kuya ku-2027 kuzoba ngu-9.4%.
Ngokusho kwemininingwane entsha yaseYurophu:
"Ezinyangeni eziyi-12 ezedlule, ukuhlaselwa kwenziwa ngama-88% ezinkampanini zaseBrithani .... Le nkomba iphansi kunaseJalimane (92%), iFrance (94%) ne-Italy (90%). "
UMengameli wase-US uJoe Biden usanda kuhlongozwa ukuqondisa ama- $ 9 billion ukuqinisa ukuphepha kwe-US cyber, ukusekelwa kokuphepha kolwazi kanye nenqalasizinda yezokuphepha (i-CISA), kanye nokwenza ngcono ukuphepha kwezinhlelo zikahulumeni we-Federal.
Uma kukhulunywa ngomkhakha wezobuchwepheshe, abatshalizimali abaningi bezizathu ezisobala bacabanga ngokushesha ngamasheya eMakethe yamasheya aseMelika. Kodwa-ke, hhayi kuphela izinkampani zase-US ezihlukaniswe ngamanani aphezulu emali engenayo nokukhula kwesitoko.
Namuhla sizocubungula i-avast (Lon: AVST) (i-AVASF) - Omunye wabaholi emkhakheni we-cybershority nelungu le-FTSE 100. Kusukela ekuqaleni kuka-2021, i-AVST ikhuthaza cishe i-1%. Indali izolo iphela ngo-531 Pence ($ 7.3 Ukuphakanyiswa KwaseMelika).
Ngamazinga wamanje ephepha, isivuno sokuhlukaniswa kuhlinzekwa ngo-2.1%, futhi imali yemakethe yenkampani iyi-5.46 billion amadola).
Ukuqhathanisa, i-FTSE 100 inkomba kusukela ekuqaleni konyaka ikhule ngo-2%. Ngabe ama-avast afanelwe abafundi?
Imiphumela Yezimali Entsha
Indaba ka-Avast yaqala ngo-1988 eCzech Republic. Namuhla inkampani isebenzisa abasebenzi abangaba ngu-1,700 abasebenza emahhovisi angu-20 emhlabeni jikelele. I-Avast isebenza ngamakhasimende angaphezu kwezigidi ezingama-435. Abantu bakhona emhlabeni jikelele bayayijabulela ukuthuthukisa izixazululo zokuphepha zokufinyelela kwiselula.
Ngo-2018, le nkampani yenza i-jule yakhe emakethe yomphakathi futhi yaba yingxenye yenkomba yaseBrithani ye-FTSE 250
Ngokusho kombiko wonyaka oshicilelwe maphakathi no-Agasti, imali engenayo yesikhathi sokubika icishe ibe ngama- $ 433.1 million, okuyi-1.5% idlula inkomba yesikhathi esifanayo ngonyaka owedlule. Inzuzo elungisiwe ye-Net yakhuphuka ngo-14.6% Y / Y kuya ku- $ 169.8 million.
Umqondisi Ojwayelekile we-Ondřej VLCHEK AMANDLA:
"Engxenyeni yokuqala yonyaka, i-avast idonsela ababhalisile abakhokhelwa abayizinkulungwane ezingama-640, ukunqoba umngcele wamakhasimende ayizigidi eziyi-13 asebenzisa izisombululo ezikhokhelwayo enkampanini. Siyaqhubeka nokufaka izimakethe ezintsha futhi sandise ukumboza sisebenzisa imikhiqizo emisha efana nesixazululo sethu esisha sokuqinisekisa ubumfihlo obuqili .... Izinga lokukhula kwemali engenayo kufanele libe umkhawulo ophezulu webanga lamaphesenti ashiwo. "
Ekupheleni kuka-Okthoba, i-Avast ingenise idatha yokusebenza yekota yesithathu, ngokusho ukuthi imali inyuswe ngo-2.6% futhi ibe yizigidi ezingama- $ 226.0.
Beka kafushane
Ngibheka amasheya ama-avast nabatshalizimali besikhathi eside abatshalizimali abafuna ukutshala imali emkhakheni we-British Cybernet.
Dlulisela ama-coefficients P / E kanye ne-P / S ye-AVSTS ngu-30.96 no-9.02, ngokulandelana. Ngokusho kwalezi zinkomba zamaphepha, eziningana ngokweqile, noma kunjalo, zinikezwe ukubaluleka kwalo mkhakha kanye nezinga lokukhula kwalo, ukudonswa kwalo, ukudonsa kuzonikeza iphuzu elinenzuzo lokungena emakethe ngo-5-7%. Ngaleso sikhathi, inkampani ingaba umuntu ozongenela ukhetho ukuze amunwe.
Uma unesifiso se-Stock Exchange Funds Gxila ku-cybersecurity, ukululeka ukuthi unake i-ETFMG Prime Cyber Security etf (NASDAQ: CIBR) noma i-ETF ye-Tech ETF (NYSE: Ihak).
Izakhi zalezi zinkomba zifaka izinkampani ezifana ne-Akamai Technologies (NASDAQ: AKAM), Check Point Software Technologies (NASDAQ: CRWD), i-Okta Alto Network (NYSE: I-PANW ( Nasdaq: zs).
Qaphela: Izimpahla ezibhekwe kule ndatshana kungenzeka zingatholakali kubatshalizimali kwezinye izifunda. Kulokhu, thintana nomthengisi oqinisekisiwe noma umeluleki wezezimali ukusiza ukukhetha ithuluzi elifanayo. I-athikili isethulo ngokukhethekile. Ngaphambi kokwamukela izixazululo zokutshala imali, qiniseka ukuthi uqhuba ukucubungula okwengeziwe.
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