Izitoko Ezinhle Kakhulu Ezingakwenza Ucebe ngo-2023

Uma ngibheka emuva, u-2022 bekungewona unyaka omnandi kakhulu kubatshalizimali. Manje, ekupheleni konyaka, singabheka emuva futhi sibone ngokucacile ukuthi amasheya amaningi abe nokwehla okungajabulisi.

Isibonelo, i-S&P 500, i-Nasdaq Composite, kanye ne-Dow Jones Industrial Average bekuyizinkomba ezibukwe kakhulu emakethe yase-US ngo-2022, kodwa zisabhekene nokwehla okuthile. Lokhu, vele, kubangele ukudumala nokukhungatheka kwabatshalizimali ngokwabo abatshale imali kumasheya.

Lo nyaka ubuye waba buhlungu kubatshalizimali ngesizathu esibalulekile. Ama-indices ahlukene abe nokwehla ngo-22% kuya ku-38%.

Lokhu kwenzeka ngezizathu eziningana. Kunoma yikuphi, uma ufuna ukuthola amasheya afanelekayo ngonyaka ozayo, lapho kuzoba nenzuzo ukutshala izimali, ngakho-ke kuyadingeka ukubheka isikhundla samanje emakethe.

Kungani u-2023 kuwunyaka othembisayo kubatshalizimali?

Kuhlanganiswe nemiphumela ebuthakathaka evela ku-2022 ukukhathazeka kwezomnotho omkhulu kanye ne-geopolitical okuholele kulesi simo.

Ngakolunye uhlangothi, kuyadingeka futhi ukucabangela ukunyuka kwamandla emali emhlabeni jikelele. Ukuze kuncishiswe lokhu, kwadingeka ukuba kwenziwe ukulungiswa kwezimakethe ezinkulu, okwaholela ekwenyukeni okunamandla kwamazinga enzalo ngamabhange amakhulu.

Umsebenzi onjalo ngokuqondakalayo ucasula ngisho nabatshalizimali ngokwabo, abathi, ngenxa yalesi simo, bazame ukuthengisa amasheya abo, esimweni esihle kakhulu, ngentengo ephakeme kakhulu, ukuze okungenani benze inzuzo ekugcineni. Kodwa-ke, manje amabhange amaphakathi anciphisa ukukhula kwamazinga enzalo, okuthi uma kushintshwa kube yinkinga enkampanini yethu nakubatshalizimali. Ngenxa yalokho, sinomnotho ongena esimweni esingesihle somnotho ngonyaka ozayo.

Nakuba abahlaziyi bezezimali bebikezela ukuwohloka okukhulu komnotho, i-United States of America namanye amazwe amakhulu angase akwazi ukukugwema ngenxa yezizathu ezithile.

Ekugcineni, inkomba yentengo yomthengi (CPU) iyakhuphuka. Ngenhlanhla, hhayi njengoba inhlolovo ye-Wall Street Journal yayibikezele ekuqaleni. Ngakho-ke kuhle ukuzwa ukuthi singagwema ukuwohloka okukhulu komnotho. Ngokusho kosomnotho bamabhange okutshala imali ahamba phambili izinga lokwehla kwamandla emali lizofinyelela cishe ku-35% esikhundleni sama-65% ayebikezelwe ekuqaleni. Ngakho-ke, abatshalizimali bangakhululeka emakethe evele inzima.

Izitoko ezihamba phambili zenzuzo ngo-2023

Naphezu kokuwohloka komnotho, wonke umuntu unethemba lokuqala okuhle ku-2023. Ngenxa yalesi sizathu, kungcono ukuya kulokho okubizwa ngokuthi amasheya anamandla angakwenza ucebe ngo-2023. Yingakho siletha lapha uhlu lwamasheya angaba khona angakulethela inzuzo ehloniphekile onyakeni ozayo.

I-Ambev SA (ABEV)

Kungumkhakha wokuphisa utshwala ozinze eSao Paulo. Ukusebenza kwezezimali kwale nkampani kunyukile ngokuhamba kweminyaka futhi imali engenayo ikhule yafinyelela ku-11,3% unyaka nonyaka. Ngakho-ke abahlaziyi balindele ukuthi ukuthengiswa konyaka nonyaka kunyuke ngo-7,6%.

Inkampani engu-Universal Logistics Holdings, Inc. (ULH)

Le nkampani ethile yezokuthutha kanye nempahla ihlinzeka ngamasevisi ayo kumakhasimende ayo ngendlela efanele. Ngakho-ke, imali engenayo kanye nemali engenayo ikhule ngo-58,7% CAGR kanye no-10% ngokulandelana.

Ngaphezu kwalokho, lokhu kuwukuhlaziya kuphela iminyaka emithathu edlule, okubonisa ukukhula okukhulu nangonyaka olandelayo.

I-Cardinal Health, Inc. (CAH)

Lo mhlinzeki wezinsizakalo zezempilo usebenza eYurophu, eCanada, e-United States nase-Asia. Umkhakha wezokwelapha kanye nemithi uzohlala uhamba, kungakhathaliseki ukuthi isimo somnotho sinjani. I-EPS ye-CAH kanye nenzuzo ngesheya ngalinye kukhule ngo-5,8% CAGR no-14,4%, ngokulandelana. Osomnotho balindele ukukhula okwengeziwe kwemali engenayo ngokuhamba kwesikhathi kulo nyaka, okwenza umhlinzeki wezempilo abe yithuba elihle kubatshalizimali.

Ngaphezu kwalokho, ungakwazi futhi ukugxila I-Upstart Holdings (UPST), I-Redfn (RDFn) kanye nenani labanye abavela I-Meta Platforms.

Isikhathi sokuqala ukugxila onyakeni omusha. Ngakho-ke yisikhathi sokwakha kabusha isu lokutshala izimali eselihlakazekile. Kubaluleke kakhulu futhi endleleni yokuceba ngo-2023 umthengisi omuhle kakhulu.