Wararka - Warshadaha maraakiibta khadka ayaa qarka u saaran inay helaan sanadkii ugu faa'iidada badnaa tan iyo markii uu faafay Covid

Warshadaha maraakiibta khadka ayaa ku socda wadadii ay ku heli lahaayeen sanadkii ugu faa'iidada badnaa tan iyo markii uu cudurku bilaabmay. Xogta Blue Alpha Capital, oo uu hoggaamiyo John McCown, waxay muujinaysaa in wadarta dakhliga saafiga ah ee warshadaha maraakiibta weelka ee rubuci saddexaad uu ahaa $26.8 bilyan, 164% ayaa kordhay $10.2 bilyan oo la sheegay rubuci labaad.
Marka la barbardhigo rubuci saddexaad ee sannadkii hore, dakhliga saafiga ah ee rubucan wuxuu kordhay $24 bilyan, ama 856%, laga bilaabo $2.8 bilyan.
Marka loo eego dhinaca rubuci saddexaad, $26. bilyan ee dakhliga ayaa ka badan laba jibaar dakhliga sanadlaha ah ee warshadaha maraakiibta weelka sannad kasta ka hor masiibada.
Dakhliga la yaabka leh ee xooggan ee 204 waxaa sabab u ah dhibaatada maraakiibta badda cas iyo ganacsiga xooggan ee dhammaan waddooyinka ganacsiga.
Dakhliga rubuci saddexaad ee $26.8 bilyan ayaa laba jibaar ka badan dakhliga sannadlaha ah ee warshadaha maraakiibta weelka sannad kasta ka hor masiibada.

Falanqeeyayaasha Linerlytica, ee falanqayntooda ku saabsan shirkadaha maraakiibta ee liiska caalamiga ah ', waxay xuseen in EBIT xad-dhaafka ah ee sagaalka shirkadood ee liiska ugu weyn ay ka korodhay 16% rubuci hore ilaa 33%. Si kastaba ha ahaatee, waxaa jira farqi weyn oo u dhexeeya kuwa ugu waxqabadka wanaagsan iyo kuwa ugu liita, iyadoo Hapag-Lloyd iyo Maersk ay aad uga dambeeyaan asxaabtooda. Celcelis ahaan xadka EBIT ee labada lammaane ee Isbahaysiga Gemini ee dhawaan la sameeyay wuxuu ahaa 23%, in ka yar kala badh margin Evergreen 50.5%.
Warbixintii shalay, Blue Alpha Capital waxay tiri, "Waxaa jira calaamado muujinaya in rubuci saddexaad ee 24 uu yahay midka ugu sarreeya, laakiin waxaa jira waxyaabo badan oo dhawaanahan ah." Falanqeeye ka tirsan sirdoonka badda ayaa qaba aragti isku mid ah, isagoo ku xusay warbixintoodii toddobaadlaha ah ee dhowaan: "Waxaan hadda si cad uga gudubnay meeshii ugu sarreysay ee 2024, taas oo ay taageerto dhibaatada Badda Cas."
Inkasta oo tusmooyinka dhibcaha kala duwan ay hoos uga dhaceen heerarkii ugu dambeeyay, Blue Alpha Capital waxay filaysaa dakhli xoog leh rubuci afraad, isbeddel ayaa lagu xaqiijiyay dekedaha adduunka.
Tusaale ahaan, labada dekedood ee ugu waaweyn Maraykanka, dekedaha Los Angeles iyo Long Beach, ayaa dhigay rikoodh cusub Oktoobar.
Agaasimaha Fulinta Dekadda Los Angeles Gene Seroka ayaa faallo ka bixisay, "Xeerka xamuulka xooggan iyo kuwa joogtada ah waxay u badan tahay inay sii socdaan bilaha soo socda sababtoo ah macaamiisha xooggan, sanadka cusub ee dayaxa cusub, welwelka soo dejinta ee arrimaha shaqada ee aan la xalin ee xeebaha bari, iyo canshuuraha cusub taasi waxay kordhin kartaa kharashka gaadiidka sanadka soo socda."
Warbixin dhowaan la soo saaray, shirkadda dallaalka ee Braemar ayaa xustay, "Suuqa hadda jira ma aha mid ay wadaan baahida oo kaliya laakiin sidoo kale taxane isdaba-joog ah oo yar-yar ayaa ilaalinaysa suuqyada xamuulka iyo kireysiga ee firfircoon."
Siidaynta maanta ee Tusaha Koonteenarka Isku-dhafka ah ayaa hoos u dhacay $28 ilaa $3,412.8 halkii FEU, 67% ayuu ka hooseeyaa masiibadii ugu sarreysay ee ahayd $10,377 bishii Sebtembar 2021, laakiin 40% ayaa ka sarreeya celceliska cudurka ka hor ee $1,420 sanadkii 2019