An kafa shi a cikin 1993 ta 'yan'uwa Tom da David Gardner, Motley Fool ya taimaka wa miliyoyin mutane.

An kafa shi a cikin 1993 ta 'yan'uwa Tom da David Gardner, Motley Fool ya taimaka wa miliyoyin mutane samun 'yancin kuɗi ta hanyar gidan yanar gizon mu, kwasfan fayiloli, littattafai, ginshiƙan jaridu, nunin rediyo da ayyukan saka hannun jari.
An kafa shi a cikin 1993 ta 'yan'uwa Tom da David Gardner, Motley Fool ya taimaka wa miliyoyin mutane samun 'yancin kuɗi ta hanyar gidan yanar gizon mu, kwasfan fayiloli, littattafai, ginshiƙan jaridu, nunin rediyo da ayyukan saka hannun jari.
Kuna karanta labarin kyauta wanda ra'ayoyinsa na iya bambanta da na sabis ɗin saka hannun jari na ƙimar Motley Fool.Kasance memba na Motley Fool a yau kuma sami damar samun dama ga manyan shawarwarin manazarta, bincike mai zurfi, albarkatun saka hannun jari da ƙari.
Barka da yamma kuma na gode da goyon bayan ku.Barka da zuwa Tenaris SA's Q3 2021 kiran taro.[Umarori]
Yanzu ina so in mika taron ga mai magana na yau, Giovanni Sardagna.don Allah a ci gaba.
Hannun jari 10 Muna son Fiye da Biyan Tenaris don sauraron lokacin da ƙungiyar manazarta da ta sami lambar yabo ta ba da shawarar hannun jari.Bayan haka, jaridar Motley Fool Stock Advisor Newsletter da suka kwashe sama da shekaru goma suna aiki ya ninka kasuwa sau uku.*
Sun bayyana kawai hannun jari goma waɗanda suke tsammanin sune mafi kyawun siyayya ga masu saka hannun jari a yanzu… kuma Tenaris ba ɗaya daga cikinsu bane!Daidai ne - suna tsammanin waɗannan hannun jari 10 sun fi siyayya.
Na gode Gigi kuma maraba da zuwa kiran taron Tenaris Q3 2021.Kafin mu fara, Ina so in tunatar da ku cewa za mu tattauna game da bayanai na gaba yayin kiran, kuma ainihin sakamakon zai iya bambanta da wanda aka bayyana ko ya bayyana a cikin wannan kiran.Tare da ni a yau shine Paolo Rocca, Shugabanmu da Shugaba;Alicia Mondolo, CFO na mu;Guillermo Vogel, Mataimakin Shugaban kuma Memba na Hukumar Gudanarwa;Herman Kura, Mataimakin Shugaban Hukumar da Mambobin Hukumar;Gabriel Podskubka, Shugaban ayyukanmu na Gabashin Gabas da Luca Zanotti, shugaban ayyukanmu na Amurka.Kafin in ba Paolo jawabin buɗewa, zan so in ɗan yi sharhi game da sakamakonmu na kwata-kwata.Siyar da mu na kashi uku cikin huɗu ya kasance dala biliyan 1.8, sama da kashi 73% na shekara-shekara da 15% a jere, galibi saboda manyan tallace-tallace a cikin Amurka sun fi waɗanda ke Gabas ta Tsakiya girma saboda ci gaba da ɓarna da raguwar tallace-tallace.Ragewar tallace-tallace ya yi tasiri da abubuwan yanayi na yanayi a Turai.EBITDA ɗin mu na kwata ya karu da kashi 26% zuwa dala miliyan 379, yana nuna ƙima mafi girma, mafi kyawun farashi da ƙarfin aiki mai ƙarfi.
Gefen EBITDA ɗin mu ya haura zuwa sama da 20% godiya ga mafi girman ASPs, yayin da haɓakar farashi ke haifar da haɓaka haɓakawa a cikin ayyukan aiki da ingantaccen ɗaukar hoto.Matsakaicin farashin siyarwa a cikin bututunmu ya karu da 10% kowace shekara da 6% kwata-kwata-kwata.A cikin kwata-kwata, aikin tsabar kudi ya kai dala miliyan 53 kuma kashe babban birnin ya kai dala miliyan 74.Kuɗin kuɗin mu na kyauta ya ɗan yi mummunan rauni.Kudade daga ayyukan aiki sun karu da dala miliyan 276 a cikin kwata, musamman saboda ci gaba da ci gaba da manyan ayyukan kasuwanci a Amurka.Matsayinmu na tsabar kuɗi a ƙarshen kwata ya ragu zuwa dala miliyan 830 daga dala miliyan 854 a cikin kwata na baya.Hukumar gudanarwar ta amince da biyan rabon rikon na wucin gadi na $0.13 a kowace hannun jari ko kuma $0.26 a kowace ADR a ranar 24 ga Nuwamba.
Na gode Giovanni barka da safiya.A cikin 'yan watannin da suka gabata, mun ga tasirin da kasuwannin makamashi masu tsauri ke haifarwa yayin da bukatar duniya ta sake farfadowa yayin da tattalin arzikin kasar ya ragu sakamakon annobar bara.Farashin man fetur ya haura sama da matakan da aka riga aka bullo da shi yayin da kayayyaki ke kasa da yadda aka saba kuma kasashen OPEC+ da ma'aikatan shale mallakar gwamnatin Amurka suna kula da tsarin samar da kayayyaki.Farashin iskar gas, musamman LNG a kasuwannin tabo, suna mayar da martani ga matsalolin samar da kayayyaki, wanda ya bar wasu daga cikin karfin ajiya na Turai ba komai kafin lokacin sanyi.Ga abin da ke faruwa lokacin da masana'antu suka shiga cikin bincike yayin da taron shugabannin duniya ya kai ga yin la'akari da yadda za a karfafa da kuma hanzarta daidaita canjin makamashi.Ko da yake maƙasudin a bayyane yake, taki da alkiblar motsi ba su da tabbas, tare da tarkacen motsi da yawa a kusa da su.Wadannan sauye-sauyen makamashi, haɗe tare da rushewar sarkar samar da kayayyaki da ci gaba da tasirin cutar, suna haifar da haɗari da dama ga Tenaris.A gefe guda, mun fuskanci hauhawar farashin kayan albarkatun ƙasa, makamashi da dabaru, da kuma wasu matsaloli a cikin tsare-tsaren samarwa da shirye-shiryen hako abokan ciniki.A gefe guda kuma, buƙatu na karuwa yayin da ayyuka ke ƙaruwa don tallafawa albarkatun mai da iskar gas.
A karkashin waɗannan sharuɗɗan, sakamakonmu yana ci gaba da nuna ƙarfin farfadowa mai ƙarfi, tare da tallace-tallace na karuwa kwata-kwata-kwata-kwata-kwata-kwata-kwata-kwata-kwata-kwata-kwata.Gefen EBITDA ɗinmu a halin yanzu ya wuce 20% godiya ga mafi girma girma, farashi mafi girma da sarrafa farashi.A nan gaba, muna sa ran wannan yanayin zai ci gaba.Tallace-tallacen mu a Arewacin Amurka a cikin kwata na uku sun kasance wani 28% a jere kuma sama da 155% sama da shekara.Muna sa ran ƙarin ci gaba mai ƙarfi a cikin kwata na gaba yayin da muke biyan buƙatun abokin ciniki da kuma hana hauhawar farashin kasuwa.Kamar yadda muka ambata a cikin kiran da suka gabata, muna haɓaka samarwa a cikin Amurka kuma muna fitar da sabis na Rig Direct don biyan buƙatu da buƙatun abokan cinikinmu.A watan Agusta, mun sake buɗe masana'antar sarrafa bututun mu a Ambridge, Pennsylvania.A watan Oktoba, mun sake buɗe cibiyar kula da zafi da horo a Baytown, Texas.Abubuwan da ake samarwa a wurin mu na Bay City na ci gaba da girma.Muna aiwatar da wannan faɗaɗa a cikin ƙalubale na kasuwar ƙwadago wanda muka kafa kamfaninmu - tun daga watan Oktobar bara mun ɗauki sabbin ma'aikata 1,000 kuma muna sa ran kawo jimlar zuwa 1,000 nan da Yuni 2022, mutane 1,600.Karfe na Amurka da wasu kamfanonin bututun walda da dama sun gabatar da binciken hana zubar da ruwa kan bututun mai da aka shigo da su daga Mexico, Argentina da Rasha, da kuma binciken hana tallafin tallafi kan Rasha da Koriya ta Kudu.Ma'aikatar kasuwanci ta Amurka ta amince da kudirin bude bincike, kuma hukumar cinikayya ta kasa da kasa ta Amurka za ta fitar da matakin farko na lalacewa a ranar 19 ga watan Nuwamba.
Mun yi imanin cewa koken ba shi da tushe kuma za mu yi tambaya da gaske kan duk wata shawara cewa ana zubar da kayan da muke shigo da su ko cutarwa ko barazana ga masana'antar cikin gida - a yi hakuri da cutar da masana'antun cikin gida.A cikin shekaru 15 da suka gabata, Tenaris ya saka hannun jari fiye da kowane kamfani a cikin siye da haɓakawa don gina ingantaccen tsarin masana'antar OCTG a Amurka.Duk da yake ba za mu iya yin hasashen tasirin wannan binciken ba, muna da tabbacin cewa za mu iya ci gaba da bauta wa abokan cinikinmu ba tare da la’akari da sakamakon da zai yiwu ba.A safiyar yau mun sanar da ma'aikatan mu na Japan cewa yana da nadama cewa mu da abokin aikinmu JFE mun yanke shawarar kawo karshen ci gaban hadin gwiwa da NKKTubes da kuma rufe mana bututun mu zuwa watan Yuni 2022. Wannan ya biyo bayan sanarwar da JFE ta yi a baya a watan Yuni 2020 na rufe Keihin karfe niƙa, inda mu shuka is located, wanda ke ba da karfe da kuma muhimman ayyuka [naudible].NKKTubes ya kasance babban mai ba da gudummawa ga Tenaris har ma da JFE a cikin shekaru 20 da suka gabata, amma rufewar ya kusa.Bayan an rufe masana'antar, za mu kera manyan samfuran chromium gami da NKKTubes ke samarwa ga abokan ciniki a duk faɗin duniya a masana'antar mu.JFE za ta tallafa mana a cikin wannan sauyi tare da misalan ruhun haɗin gwiwa wanda koyaushe ya kasance irin na haɗin gwiwa.Ma’aikatanmu a Japan sun nuna jajircewa sosai lokacin da muka ba da sanarwar a safiyar yau kuma za mu tallafa musu a cikin watanni masu zuwa.
A watan Oktoba, mun tsawaita dangantakarmu da Sandvik don samar da CRA ko bututun bakin karfe na wasu shekaru biyar.Anan mun haɗu da fasahar kayan Sandvik tare da ƙwarewar haɗin yanar gizon mu da fasaha mara ƙarfi don haɗa waɗannan bututun na musamman na ci gaba a cikin [tsarin tsari].Wannan sashin kasuwa ne mai girma.A Qatar, mun sami kwangilar dala miliyan 330 don samar da bututun walda da maras kyau don samar da iskar gas a ƙarƙashin kwangilar LNG.An shirya fara jigilar kayayyaki a cikin rabin na biyu na 2020. Wannan ya cika kwangilolin da muke da shi na samar da bututun OCTG a yankin.Wannan yana ƙara littafin mu na oda a Gabas ta Tsakiya, wanda tasirinsa zai kasance a bayyane a cikin sakamakonmu wanda zai fara a cikin kwata na biyu na 2022. A Argentina, mun amince da YPF don tsawaita yarjejeniyar mu na dogon lokaci don ƙarfafa rigs don wani 5. shekaru na hidimar kai tsaye daga 22 ga Afrilu.Muna ci gaba da ci gaba da shirye-shiryenmu don rage ƙarfin carbon na ayyukanmu.Muna kammala saka hannun jari don faɗaɗa girman girman injin ɗinmu na matsakaiciyar diamita a Dalmina don haɗa bututu har zuwa diamita 18 inci, yana haifar da gagarumin makamashi da tanadin carbon don wannan babban diamita samfurin.Hakanan muna neman saka hannun jari ko samun makamashi mai sabuntawa ga yawancin tsire-tsirenmu a duniya, gami da Italiya, Argentina, Romania da Amurka.A lokaci guda kuma, muna fadada sayar da tankunan ajiyar hydrogen don hakar mai a Turai da California, kuma mun sami kwangila tare da samfuran Air don samar da bututun iskar hydrogen ga Saudi Arabiya.A cikin yanayi mai ƙalubale da saurin canzawa, Tenaris yana cika wajibai ta hanyar inganta ayyukan kuɗi da kuma riƙe matsayi mai ƙarfi don tallafawa abokan cinikinsa a duniya.
[Umarin Mai Gudanarwa] Tambayarmu ta farko ta fito ne daga Ian McPherson na Piper Sandler.Layinku yanzu yana aiki.
Sannu.Na gode.Paolo, ina tsammanin ku - mun tattauna kwata na ƙarshe cewa za ku iya tsammanin ci gaban yawan kudaden shiga mai lamba biyu a kashi na uku da na huɗu.Kun karya shi a cikin kwata na uku da kashi 15%.Shin - kun shigo da wani kudin shiga?Ko har yanzu kuna tsammanin haɓakar kudaden shiga mai lamba biyu a cikin kwata na huɗu?
Na gode Jan. Ina tsammanin ya kamata mu sake ƙara yawan kuɗin shiga a cikin wannan kewayon, a cikin kewayon matasa.Ina nufin, kasuwa yana girma a yankuna daban-daban, musamman a Arewacin Amurka.Don haka muna tunanin za mu iya yin hakan.Kuma ina tsammanin wannan yanayin zai iya ci gaba zuwa kwata na gaba.
KYAU Don haka, wannan shine kamar ASP ya girma 6% ko 7% a cikin kwata na uku, sauran kuma za su kasance saboda girma?A sakamakon haka, girma a cikin kundin da farashin ya kasance daidai.
Ainihin, zai kasance - watakila ƙarin bambance-bambance.Amma kamar yadda kuke gani, haɓakar Pipe Logix a wannan watan yana da mahimmanci.Kamar yadda kuka ce, wannan kuma sannu a hankali zai tallafawa karuwar kudaden shiga a cikin kwata na hudu da kuma farkon farkon shekara mai zuwa.
KYAU Wannan yana taimakawa sosai.Sannan kuma ina so in yi tambaya game da karshen NCC.Shin za ku iya magana kaɗan game da mahimmancin haɗin gwiwar Japan idan aka kwatanta da lambobi na 2021 da abin da ya kamata mu yi tunani game da juyawa bayan tsakiyar shekara mai zuwa?
To, haɗin gwiwar ya ba da gudummawa sosai a lokacin da aka kafa ta a shekara ta 2000. A wannan lokacin, ya taimaka mana da yawa don kammala aikinmu da shiga kasuwar Japan.Amma a cikin shekarar da ta gabata, jimillar abin da ake nomawa ya ragu sosai.Jimillar matakin samar da kayayyaki a bara ya kai ton 50,000 a kowace shekara.A wata ma'ana, mafita na yanzu yana da iyakacin iyaka, kamar yadda a cikin 2020 JFE ya yanke shawarar rufe rukunin yanar gizon da kayan aikinmu yake, kuma ba za a kashe nan da nan ba, amma a cikin 2023, samar da kayan gini don ginin, muna fuskantar matsalar. babu makawa – Babu makawa an tilasta mana mu yanke wannan shawarar.Ba zan ce yana da tasiri mai mahimmanci a kan ma'auni na mu ba saboda muna kuma da tanade-tanade wanda wani muhimmin sashi na farashin yana da alaƙa da wannan rufewar.Matsalar za ta kasance cewa a shirye muke don sake mayar da hankali kan samar da kayayyaki, musamman ma ci-gaban albarkatun ƙasa, don sauran tsarin masana'antar mu.
Ee.Na gode sosai.Abin sha'awa, ban tabbatar da abin da za ku ce ba a wannan lokacin ban da yin tsokaci kan yuwuwar yarjejeniyar ciniki.Babu shakka kun jaddada abin da kuke ganin cancanta ne.Shin akwai wani bayanan da za a nuna, ko kawai wasu bayanan masana'antu waɗanda ke nuna ko goyan bayan matsayin ku?
Ee.Mahimmanci, shin akwai wani bayanai a cikin ayyukan ku ko a kasuwa da ke goyan bayan ra'ayin ku cewa da'awar ba ta da tushe.Ainihin kawai kuna mamakin ko zaku iya faɗaɗa gwargwadon yadda zaku iya tallafawa matsayin ku.
Oh iya.Godiya ga Connor To, gabaɗaya, a cikin shekaru 15 da suka gabata mun kashe kuɗi da yawa a cikin Amurka a duka saye da haɓakar da ba na zahiri ba.Baya ga siyan, mun shigar da sabon wurin fasahar fasaha a Texas.Zuba jarinmu ya zarce dala biliyan 1.8.Mun shiga don faɗaɗa ƙarfin tsoffin tsire-tsire na Maverick da Hydril, da kuma waɗanda IPSCO ta samu.Don haka muna da karfin masana'antu sosai a Amurka kuma muna kara samar da kayan da muke samarwa a cikin gida tare da shigo da kayayyaki ko kayayyaki wanda a wasu lokuta ma yakan haifar da gazawa ko samar da sassan kasuwanninmu inda babu abin da ake nomawa a cikin gida, babu abin da ake samarwa a cikin gida, abin da ake samarwa a cikin gida shine. har yanzu bai isa ba, abin da ake samarwa a cikin gida bai isa ba.Wannan shine matsayinmu a cikin wannan yanayin, yana da zafi, ba mu cutar da na ciki ba (INAAUDIBLE) ƙarƙashin kwangilar.Mu wani bangare ne na ciki [mara ji].
Mu ne ainihin tunaninmu da nufinmu - muhawarar da za mu yi don kare manufarmu ita ce DOC a gefe guda kuma cutar da ITC a daya bangaren.Muna da shari'a mai ƙarfi sosai.A lokaci guda kuma, muna shirye don haɓaka kayan aikin gida kamar yadda ake buƙata - yayin da kasuwar haɓaka ke ci gaba da buƙata - ta hanyar haɓaka buƙatun kasuwa.Kamar yadda na ambata a cikin jawabina na farko, muna haɓaka tun watan Oktobar bara - za mu haɗa kan ma'aikata sama da 1,600 don tallafawa faɗaɗa samarwa a wurarenmu.Wannan bayani ya kasance mai zaman kansa daga kowane lamari ko kasuwanci kuma za a inganta shi don samar wa abokan cinikinmu tsaro na wadata a gefenmu don duk kwangilar da muke da shi.Shafukan takwas da muke aiki a halin yanzu, a zahiri, shafuka takwas ne a Amurka.Waɗannan su ne aikin ƙarfe na Bay City, Hickman da McCarthy, Baytown, Conroe, Koppel, da yuwuwar bututun mai na Blytheville.Ina nufin, shine mafi ingantaccen tsarin masana'antu mara sumul da walda a cikin Amurka.Don haka idan muna tunanin shari'ar kasuwanci ba ta da tushe, za mu kare shi da karfi.Hakanan dangane da farashi, kun ga cewa Pipe Logix yana haɓaka 98% idan aka kwatanta da bara.Don haka a wannan yanayin, haɓakar farashin kashi 100 yana da wahala don gyara lalacewar.Bugu da kari, kamar yadda kuka sani, kamfanonin karafa na Amurka yanzu suna nuna lambobin rikodin.Don haka za mu kare kanmu tare da Ma'aikatar Shari'a a kan wani rauni na mutum.
Wannan na gode sosai godiya ga launi a can.Don haka, tsayawa kan kasuwar Amurka, ɗaya daga cikin tambayoyin da muke yawan samu ita ce ta yaya HRC, ƙananan farashi ko ƙarin farashin walda za su zama abin ƙarfafawa don sake farawa masana'antu a can.Kawai idan aka ba ku ƙwarewar walda ta ci gaba, menene kuke buƙatar gani a kasuwa don tabbatar da sake kunna kowane ɗayan waɗannan iyakoki?
To, kun ga hauhawar farashin mai ƙarfi wanda zai haifar da ƙaddamar da masana'antar bututun walda, babu shakka game da hakan.Za mu ... za mu yi shi a cikin Hickman.HRC ta kai wani matsayi, watakila iyaka, kuma za mu iya tunanin cewa idan aka yi la'akari da gaba, farashin HRC na iya raguwa da ɗan lokaci a cikin 2022. Amma, a ganina, hauhawar farashin kayan tubular ƙasar mai zai ƙarfafa kaddamar da iya aiki.Duk da haka, idan muka ɗauka cewa buƙatar ya karu - kamar yadda muke sa ran adadin rigs zai ci gaba da girma a cikin kwata na gaba, muna sa ran yawan adadin, kuma muna sa ran yawan adadin, kuma abokan cinikinmu sun tabbatar da wannan ra'ayi na wasu. manazarta.daga yanzu, ƙara rigs 100 a cikin rabin na biyu na 2022. Don haka, tare da karuwar kasuwa na OCTG, farashin na'urar na'ura mai zafi zai ragu a hankali a nan gaba, kuma muna ganin cewa nau'in walda za su shiga kasuwa.Koyaya, buƙatu za ta ci gaba da matsi wadata.A ra'ayi na, farashin zai ci gaba da ingantaccen ƙarfinsa.
Barka da safiya.Don haka a karon farko cikin dogon lokaci, na tuna da sanarwar da kuka fitar kan ci gaban teku a yankuna da yawa.Idan na tuna daidai, kasuwanci mai karfi a cikin teku ya kasance muhimmiyar mahimmanci a turawa EBITDA margins sama da 25% a cikin sake zagayowar ƙarshe kuma ba mu ga hakan ba tun 2014. Don haka, nawa kuke tsammanin dawowar teku a 2022?Idan kuna tsammani, yaushe za mu ga tazarar sama da 25%?
To, mun yarda cewa muna ganin kasuwancin teku ya fara farfadowa.Daga farkon kwata na shekara mai zuwa, za mu iya ganin ƙarin wannan farfadowa ya fara.Wannan zai zama billa na farko, amma sai tsarin zai ci gaba.Muna sa ran wasu manyan ayyukan da za su yanke shawarar saka hannun jari na ƙarshe a cikin 2022 kuma a hankali suna shafar matsayinmu da tallace-tallace ko buƙata a cikin rabin na biyu na 2022 da 2023. Yana ɗaukar lokaci.A yau muna ganin ƙarin sha'awa.Kasuwancin ketare yana tasowa, musamman a Latin Amurka, Mexico, Brazil da Guyana.A cikin waɗannan wuraren, alal misali, alamun farfadowa sun fara nunawa.Amma ina tsammanin cewa a cikin 2023 wasu yankuna ma za su shiga - za a sami sabbin manyan ayyuka a Gabashin Hemisphere, Afirka, waɗanda za su zo don yanke shawara na saka hannun jari da zartarwa.Haka ne, yana samun sauki…
mai girma.A matsayin bayanin kula ga tambayar Connor game da kasuwancin ciniki, shin za ku iya yin ɗan taƙaitaccen bayani kan adadin tallace-tallacen ku na Amurka a halin yanzu a Amurka?Ganin cewa masana'antun ku na Amurka sun fara aiki da cikakken ƙarfi, menene buƙatu a cikin Amurka - buƙatar Amurka na abin da kuke siyarwa, menene zaku iya samarwa a cikin gida?Shin akwai nau'ikan bututu da ba za a iya samar da su a nan ba kuma dole ne a shigo da su?
Hello Igor.Wataƙila layin a Buenos Aires ba ya aiki, ban sani ba, watakila Luca ko Herman za su amsa wannan tambayar.
Duk muna cikin wannan tare.To, na gode, Igor, kuma muna cikin Jamusanci.Lokacin da muka sake buɗe layin daga Buenos Aires, zan ce, da farko, cewa muna shirin buƙatar mu sami cikakkiyar damar yin hidima ga abokan cinikinmu da suke da girma.Kamar yadda muka sanar a cikin 'yan makonnin da suka gabata, a halin yanzu muna da wurin Amurka inda muke shirin daukar mutane 1,000 aiki.Muna da kusan adadin guda don haɓaka iyawar mu na ciki.Igor, ba mu yawanci bayyana asalinsu da dai sauransu amma dole ne ka yi la'akari da Tenaris a matsayin duniya masana'antu tsarin da ya ta halitta gina sosai m gida masana'antu iya aiki kamar yadda muka sanar ta hanyar wani zuba jari na kan dala biliyan 10.Har ila yau, yana haɓaka samar da kayayyaki daga sauran sassan tsarin masana'antu na duniya, kuma muna da niyyar yin haka ta wannan hanya.Da fatan wannan zai magance matsalar ku.
Na gode.Tambayarmu ta gaba ta fito daga Alessandro Pozzi na Mediobanca.Layinku yanzu yana aiki.
Sannu, na gode don karɓar tambayata.Kun ambaci cewa a cikin kwata na huɗu za ku iya gani - girma a kusa da samartaka.Ina mamakin watakila a wannan matakin ku ma kuna da kyakkyawar fahimta game da karuwar girma a cikin kwata na farko, kuma ina mamakin ko zai yiwu a kara yawan girma a cikin kwata na farko.Wataƙila a matsayin mai biyo baya, na yi imani kun ambaci cewa farawa a cikin kwata na biyu na shekara mai zuwa, za ku iya ganin tasiri mai kyau na karuwar tallace-tallace a Gabas ta Tsakiya.Ina mamakin ko za ku iya ba mu ƙarin bayani game da farfadowar da kuke gani a Gabas ta Tsakiya da kuma shekara mai zuwa.
tabbas.tabbas.Yayin da muke jiran Paolo, zan amsa tambaya ta biyu game da Gabas ta Tsakiya, inda muke ganin ci gaba da hana hakowa.Ya zuwa yanzu, mun ga murmurewa kaɗan.Idan aka kwatanta da farkon shekara, adadin na'urorin hakar ma'adinai a Gabas ta Tsakiya ya karu da kashi 5 cikin dari kacal.Har yanzu muna kusan kashi 35% ƙasa da matakan rigakafin cutar, amma muna ganin wannan yana canzawa.Muna ganin raguwar adadin ma'aikatun kuma muna tsammanin hakowa za ta yi sauri a ƙarshen wannan shekara ta 2022 bisa ga tsare-tsaren kashe kuɗi don haɓakawa da haɓaka samarwa.Wani muhimmin yanki da ke iyakance kudaden shigar mu a Gabas ta Tsakiya shine canjin tsarin samar da kayayyaki a cikin UAE.Kun san muna ƙaura zuwa Rig Direct, don haka akwai raguwar kaya.Bugu da kari, akwai tazara tsakanin tsoho da sabbin kwangilolin Kuwait.Don haka hakan kuma ya shafi buƙatu da ake gani a cikin ƴan ƴan ƴan ƴan kwata na ƙarshe da kuma kashi biyu na gaba.A cikin wannan mahallin, kamar yadda kuka ambata, muna sa ran tallace-tallacenmu a Gabas ta Tsakiya zai kasance da kusan iri ɗaya a cikin kashi biyu masu zuwa idan aka kwatanta da na baya.
Amma, kamar yadda aka bayyana yayin kiran ƙarshe, muna sa ran tsalle mai dacewa zai fara a cikin Q2 22 da kuma bayan haka yayin da muke da adadi mai yawa na kwangilar da ake jira a yankin.Don ƙara launi a gare ku, a Saudi Arabiya, mun samar da ci gaban da ba a saba da shi ba na ajiyar Jafura.Mun ga yadda Saudi Aramco ta sake fara wasu manyan ayyukan fadada tekun.A Kuwait, mun sami odar mu ta farko na sokewa, wanda ya ba mu rashin tabbas game da isar da kayayyaki a cikin kwata na biyu na shekara mai zuwa saboda abubuwan kara kuzari na shekaru da yawa da muka yi tsokaci a kan wasu bariki da suka gabata.Bugu da ƙari, aiki a cikin UAE ya kasance mai ban sha'awa, tare da Rig Direct isarwa zuwa ADNOC da aka shirya don haɓakawa a cikin 2022. Mun kuma ga binciken gas mai ban sha'awa a cikin UAE, ba kawai a Abu Dhabi ba har ma a Ras Al Khaimah da Sharjah, yana da kalubale sosai. rijiyoyin da ke buƙatar wadataccen abinci.A ƙarshe amma ba kalla ba, a cikin jawabinsa na farko, Paolo ya ambaci Qatar, wanda kwanan nan ya sami babban kwangilar bututun Qatar kuma ya kara OCTG a cikin kundin kwangilar mu.Har yanzu muna nan kuma wannan kasuwa ma za ta kasance mai ƙarfi a gare mu a nan gaba.Saboda haka, na yi imani cewa daga kashi na biyu na 2022 za a sami ci gaba mai dacewa da kuma sabon ma'auni a Gabas ta Tsakiya.
Yaushe muke tsammanin Gabas ta Tsakiya za ta yiwu ta koma matakan pre-COVID-19?Shin 2022 ko wani abu ne a shekara mai zuwa?
Ee.Zuwa 2022, wannan tsalle ya kamata ya dawo da mu zuwa layin kudaden shiga na 2020 kuma da fatan har ma 2019, amma zuwa waɗannan matakan.
KYAU Komawa ga tambaya ta farko game da yuwuwar ƙarin haɓakar kudaden shiga a cikin kwata na farko, ya kamata mu yi tsammanin haɓakar kudaden shiga mai lamba biyu a farkon 2022?
KYAU A'a, wannan shine sharhin da na ambata a baya, mun kiyasta cewa karuwar kudaden shigar mu a cikin kwata na farko na 2022 zai kasance a tsakiyar matasa.
Na gode.Tambayarmu ta gaba ta fito ne daga Frank McGann a Bankin Amurka.Layinku yanzu yana aiki.
Ok, na gode sosai.Tambayoyi biyu kawai, idan zan iya.Na farko, dangane da abin da kuka gani.Kamar yadda kuka ambata a baya, kun ambata a cikin sanarwarku cewa masu samarwa masu zaman kansu sune manyan abubuwan haɓaka haɓaka.Ina mamakin yadda abin ke gudana - yaya kuke ganin yana ci gaba?Wannan ya fara canzawa?Shin kuna ganin ƙarin kamfanoni na jama'a suna fara buɗewa aƙalla kashe kuɗin su kaɗan?Sannan, dangane da matsi na farashin da kuke gani, a bayyane farashin ya tashi da sauri ta yadda ya zama kamar ya fi daidaitawa, wanda ya haifar da haɓakar girma sosai.Amma - kuna ganin bambancin farashi wanda ya fara zama matsala bayan kashi biyu ko uku?
Na gode Frank.Da kyau, da farko, Ina so in tambayi Luca Zanotti don yin sharhi game da yadda kamfanoni masu zaman kansu da na jama'a ke saka hannun jari daban-daban a kwanakin nan.
Ee.Na gode Paul Ina nufin, duba, hasashen da abokan cinikinmu ke yi har yanzu sun dogara ne akan farashin kayayyaki, wanda a yanzu yana da cikakkiyar tasiri ga yanayin ingantaccen yanayi da muke gani a yanzu.Don haka wannan na iya canzawa.A halin da ake ciki yanzu, mun ga cewa kamfanoni masu zaman kansu suna ci gaba da taka rawa mafi girma a wannan ci gaban da aka samu.Amma kuma, idan ka karanta manyan masu zaman kansu, manyan masu zaman kansu, za ka ga cewa suna nuna cewa gaba na iya canzawa dangane da yanayin.Kamar yadda na ce, yanayin yana da kyau fiye da na baya.Bugu da ƙari, akwai wani abin da za a yi la'akari da shi, wanda shine M&A har yanzu yana ci gaba, wanda kuma yana iya ɗan canza hangen nesa na gaba.Ina fatan wannan yayi muku aiki.Ee.Na gode Luka.Dangane da farashi, kuna sane da cewa muna cikin wani yanayi na matsananciyar rashin ƙarfi saboda manyan canje-canjen farashin karafa da makamashi, da kuma abin da ke faruwa a Turai a yau.Amma, alal misali, ta fuskar karafa, farashin tama ya tashi da sauri, sannan kasar Sin ta yanke shawarar rage yawan karafa ba zato ba tsammani, da yawa, har ta kai ga rage farashin karafa da yawa.Yanzu haka dai kwal yana kara tsada, yana kara tsada saboda takurawa da kuma cikas a bangaren makamashi.Aure ya karu, amma kwanan nan dukiyar ta ragu.Don haka akwai wasu gyare-gyare tsakanin masu canji da muka yi amfani da su tare a da, don haka ba shi da sauƙi a iya hasashen.Amma a yanzu, farashi - gaskata farashin albarkatun ƙasa, makamashi, da dabaru - yana kan jerinmu.A cikin kwata na hudu, ina tsammanin cikakken tasirin zai kasance a cikin farashin tallace-tallace.Ana biya shi, kamar yadda kuka faɗa, ta hanyar ƙarancin samarwa da mafi kyawun assimilation.Idan na duba nan gaba, ina tsammanin cewa wasu daga cikin waɗannan sauye-sauye za su zama al'ada, alal misali, muna sa ran raguwa a hankali a farashin makamashi, watakila bayan bazara - bazara na Turai, bayan hunturu.Don haka ko da tsadar za ta kasance - sarkar samar da kayayyaki za ta amsa kuma muna iya ɗaukar kaɗan daga cikin waɗannan matsananciyar rikice-rikice da rashin kwanciyar hankali da muka gani a cikin watan da ya gabata.A cikin rahotonmu, Ina tsammanin wannan zai kasance cikakke a cikin kwata na huɗu da kwata na farko na 2022.
Na gode.Tambayarmu ta gaba ta fito ne daga Stephen Gengaro na Stifel.Layinku yanzu yana aiki.
Godiya ga.barka da rana.Jama'a barkanmu da warhaka.Kun amsa da yawa.Ina sha'awar yadda wannan ya shafi harka kasuwanci lokacin da kuke tunanin samar da ku cikin gida ko Amurka tare da samfurin wasu kasuwanni.Na san ba kwa son bayyana cikakkun bayanai na waɗannan kundin.Amma lokacin da kuke tunani game da yuwuwar fa'idar farashin, na san cewa a cikin 'yan shekarun da suka gabata, idan waɗannan lamuran suka cika, farashin kasuwannin Amurka yakan tashi.Menene tasirin yanar gizo akan ribar ku.Shin akwai wata hanyar da za a iya bayyana wata mu'amala tsakanin fa'idar samar da Amurka da kuma rage farashin harajin da ke kwarara cikin kasar?
To, kun yi gaskiya, kamar yadda a baya, wannan na iya shafar farashin.Amma, kamar yadda kuka sani, farashin Amurka yana tashi a cikin watanni 13 da suka gabata.Watanni da watanni, farashin yana tashi da ƙarfi yayin da farashin Pipe Logix ya tashi 12% a watan da ya gabata.Don haka akwai haɓakar haɓakar farashi.Yanzu - tare da wannan yanayin, duk wani ƙuntatawa na samar da kayayyaki ko raguwa a cikin shigo da kaya, musamman ga samfurori, na iya haifar da karuwa.Wannan ma yana iya faruwa.Amma ga alama a gare ni cewa kayayyaki sun matse.Dangane da tasirin kayayyaki, kayayyaki sun kasance a matsayi mai girma a farkon wannan shekara, wanda har ya kai ga raguwar hauhawar farashin kayayyaki yayin da kayayyaki ke ƙaura daga buƙata zuwa amfani.Yanzu an rage kayayyaki zuwa watanni hudu, watanni 4.5.Don haka, matakin hannun jari na al'ada ne ko kaɗan a matakin da ake tsammani na amfani.Don haka wannan ma wani abu ne wanda ke tasiri sosai ga farashin.Don haka yana gani a gare ni cewa ko da ba tare da la'akari da yanayin ciniki ba, za mu ga matsin farashin.Bayan haka, watakila, shari'ar ciniki na iya tabbatar da ƙarin karuwa a wasu wuraren amfani.
Na gode.Tambayarmu ta gaba ta fito ne daga zuriyar Vaibhava Vaishnava daga Cocker Palmer.Layinku yanzu yana aiki.
Assalamu alaikum jama'a barkanmu da amsa tambayata.Na farko, kawai batun bayani.Ina tsammanin ku mutane kuna niyya matsakaicin haɓakar kudaden shiga na Q4, amma kuna kuma kuna magana ne game da matsakaicin haɓakar kudaden shiga na Q1 22?
Ko da yake Gabas ta Tsakiya lebur ne.Me ke motsa su?Akwai da yawa daga cikinsu a Arewacin Amirka?Ko me ya kai su?
To, tabbas Arewacin Amurka yana taka rawa.Kuma ina nufin a Latin Amurka ayyukan hako ma'adinai na karuwa.Farashin mai kusan dala 80 yana da mahimmanci idan aka kwatanta da inda muke a bara.Farashin gas na Amurka yana kusa da $5 kuma LNG kuma yana tallafawa babban matakin aiki.Don haka tuƙi - Kanada al'amari ne.Lokacin da na ambaci kudaden shiga, na haɗa da farashin.Don haka idan akwai yawa, akwai farashi.Haɗin girma da farashi, buƙata da yawa, yana haifar da haɓakar samun kudin shiga.