Siginecha ichine Matambudziko eBhuku reChikwereti

Nepo Sigineti (NYSE:SIG) yanga iri munhau nguva pfupi yadarika pamusoro pekupomerwa kwekuchinja kwemadhaimondi uye mhosva yekushungurudza pabonde pane dambudziko rakadzama nemhando yebhizinesi rekambani iro richiri kuhwanda pasi pedenga. Zvinoita sekuti Signet inoramba ichivimba nekuwedzera kutengesa kwechikwereti kuti ifambise kukura pachikamu chayo chikuru, Sterling Jewelers. Zvakare, makambani ane metrics pamwe nemamwe metrics echikwereti anoita senge achiratidza kuenderera mberi kwekuipa kwebhuku rechikwereti rekambani. Muchidimbu, zvinoita sekunge kambani iri kuwedzera kiredhiti kune vanokwereta vane riskier mukuyedza kuchengetedza kutengesa kuchikura.Kudzoka mune zvemari 2011 chete 53% yekutengesa kweSiginet yaivimba nemari yakapihwa nekambani. Nekukurumidza kusvika nhasi uye seyekambani ichangoburwa yegore remari yekutengesa kiredhiti yakakwira kusvika 62% kumakambani eSterling Jewelers Division. Sigineti yekare ye2011, isati yatengwa yeZales, inenge yakafanana neSterling Jewelers division yeSiginet nhasi. kusimukira). Chati iri pasi apa inoratidza nhamba chaidzo dzekwereti uye kukura kwekutengesa ex-kiredhiti.Dambudziko rekutengesa kiredhiti rinowedzera nekukurumidza kupfuura kukura kwese kwese kwekutengesa nderekuti rinogadzira kusingagoneki kukura kwesimba. Iko hakuna mufananidzo wakakura weiyi ipapo bubble remba uye kuparara kwakatevera. Kukura kwechikwereti chakazvimirira nenzira yemamortgages uye mitsara yekuenzana kwemba yechikwereti yakakura nekukurumidza kupfuura kukura kwehupfumi hwese. Izvi zvakakonzera kuti hupfumi hwenyika husimukire munguva pfupi pfupi sezvo dzimba dzainge dzakonzeresa kuti hupfumi hwenyika husimukire. Zvisinei, pane imwe nguva kukura kwechikwereti kunofanira kunonoka kana kumira. Pakupedzisira vatengi vanofanira kubhadhara mari yavakakwereta. Kana kukura kwechikwereti kunonoka, kukura kunomira uye bubble inodonha. Izvo zvakafanana zvakaitika mumusika wedzimba zvichaitika kune Signet. Ndapota musanzwisisa zvisizvo, mhedzisiro pahupfumi haigone kuita chero chinhu. Asi kuvaridzi veSigineti kuderera kwekutengesa uye mutengo wemasheya ungangove uri muchitoro. Funga nezvazvo nenzira iyi. Panguva ipi zvayo kune nhamba isingagumi yevanhu vanoda kutenga zvishongo. Nekupa nyore kiredhiti Sigineti iri kudhonza kumberi kudiwa. Vari kuwedzera kutengesa ikozvino pamutengo wekutengesa gare gare. Mutengi angave asina mari yekutenga chimwe chinhu iye zvino (munhu chete ane chikwereti cheimba aishandisa mari yakawanda kupfuura mari yaanowana) saka Signet inongovakwereta mari yacho. Mumwedzi 36 inotevera mutengi ari mushishi kubhadhara chikwereti. Sezvo vatengi vakawanda vanotenga zvishongo zvakawanda pachikwereti Signet iri kutora vatengi venguva yemberi uye kuvaendesa kune yazvino. Pakupedzisira Signet ichasvika pamuganho wehuwandu hwevatengi vezvishongo varipo uye maitiro acho anomhanya achidzokera kumashure. Vangangove vatengi iye zvino vakabatikana kubhadhara zvikwereti zvekare, kwete kutenga zvigadzirwa zvitsva.Ini handina ruzivo rwekuti misika yese ndeyei yezvingangoita Signet zvishongo zvekutengesa uye kana kudonha kwekutengesa kungaitika uye ini ndinokahadzika kuti chero ani zvake anoita. Zvisinei, dambudziko redzimba ndiwo muenzaniso mukuru wemashandiro anoita zvikwereti zvepachivande uye kuti mhedzisiro yacho ndeipi apo kukura kwechikwereti chega chega kunodarika kukura kwekutengesa (kana kukura kwehupfumi kana dambudziko redzimba). Imwe nyaya ine Signet ndeyekuderera mhando yechikwereti mune yayo chikwereti portfolio. Mumakore maviri adarika tinogona kuona kudzikira kwakadzikama munenge metric metric Signet report.Iyo pakati peavhareji yemari yekuunganidza pamwedzi iri kudonha uye zvikwereti zvakaipa uye kubhadharisa mari kuri kuwedzera. Bhizinesi reSigineti nderemwaka saka mamwe ekiredhiti metrics anosiyana kota kusvika kota. Machati ari pasi apa anoratidza mari inotambirwa uye kutengeswa kwemazuva kwasara kwekota yega yega yeFY2017 zvichienzaniswa neFY2016. (Nekuda kwekuti data yakapinda sei muExcel chati inoverengwa kurudyi kuenda kuruboshwe nenguva "4" inoenderana nechikamu chekutanga chegore, nguva "3" chikamu chechipiri chegore zvichingodaro). ese metrics akawedzera kuipa panguva yega yega kubva mugore rekupedzisira reSiginet rezvemari. Zvingazoonekwa zvichibva pachikwereti chemetrics Signet inoburitsa pamwe nekuongorora kwedu kuti Signet yanga ichigadzira zvikwereti zvine ngozi nekufamba kwenguva. Kana Signet ikaramba ichivimba nekuwedzera chikwereti kuti ifambise kukura kwekutengesa zvingangoita kuti chikwereti chavo chirambe chichidzikira. Nepo mari inobva kuportfolio (mubereko uye mubhadharo wekunonoka wabvisa kurasikirwa) yanga yakanaka kusvika pari zvino pane njodzi chaiyo yekuti zvinhu zvichashanduka zvisina kunaka mumakore anotevera. Izvo zvakare zvinomutsa mubvunzo wakaoma wekuti hutano huri pasi pebhizinesi reSiginet kana ichifanira kuramba ichiwedzera chikwereti kune vanombo kwereta vane njodzi kuti vatsigire kukura kwekutengesa. Tinoramba tichitenda kuti vatengesi vanofanira kugara kure kure neSiginet's stock.Kuzivisa: Ini / isu hatina zvinzvimbo mune chero masheya akataurwa, uye hapana zvirongwa zvekutanga chero zvinzvimbo mukati maawa makumi manomwe nemaviri anotevera. Ndakanyora chinyorwa ichi pachangu, uye chinotaura maonero angu pachangu. Ini handisi kugamuchira muripo pazviri (kunze kweKutsvaga Alpha). Ini handina hukama hwebhizinesi nechero kambani ine stock inotaurwa mune ino chinyorwa.