Masheya Abwino Kwambiri Omwe Angakupangitseni Kulemera mu 2023

Tikayang'ana m'mbuyo, 2022 sichinali chaka chosangalatsa kwambiri kwa osunga ndalama. Tsopano, kumapeto kwa chaka, titha kuyang'ana m'mbuyo ndikuwona bwino kuti magawo ambiri adagwa mosasangalatsa.

Mwachitsanzo, S&P 500, Nasdaq Composite, ndi Dow Jones Industrial Average anali ma index omwe amawonedwa kwambiri pamsika waku US mu 2022, koma adakumanabe ndi kuchepa. Izi, ndithudi, zinapangitsa kukhumudwa ndi kukhumudwa kwa osunga ndalama omwe adaikapo ndalama mu magawo.

Chaka chino chakhalanso chowawa kwa osunga ndalama pazifukwa zofunika kwambiri. Ma index omwewo adatsika ndi 22% mpaka 38% pakukwera kwawo.

Izi zinachitika pa zifukwa zingapo. Mulimonsemo, ngati mukufuna kupeza magawo oyenera a chaka chamawa, chomwe chidzakhala chopindulitsa kuyikapo ndalama, ndiye kuti m'pofunika kuyang'ana malo omwe alipo pamsika.

Chifukwa chiyani 2023 ndi chaka chodalirika kwa osunga ndalama?

Kuphatikizidwa ndi zotsatira zofooka za 2022 ndizovuta zachuma komanso zandale zomwe zapangitsa kuti izi zitheke.

Kumbali ina, m'pofunikanso kuganizira za kukwera kwa inflation padziko lonse. Pofuna kuchepetsa, kukonzanso kwakukulu kwa msika kunayenera kuchitidwa, zomwe zinapangitsa kuti chiwongoladzanja chiwonjezeke kwambiri ndi mabanki apakati.

Ntchito yotereyi imakwiyitsa ngakhale amalonda okha, omwe, chifukwa cha momwe zinthu zilili, amayesa kugulitsa magawo awo, mwabwino kwambiri, pamtengo wapamwamba kwambiri, kuti apeze phindu pamapeto pake. Komabe, tsopano mabanki apakati akuchedwetsa kukula kwa chiwongoladzanja, chomwe kusintha kumayimira vuto kwa kampani yathu ndi osunga ndalama. Zotsatira zake, tili ndi chuma chomwe chikulowa m'mavuto pang'ono chaka chamawa.

Ngakhale kuti akatswiri azachuma akulosera za kugwa kwachuma kwakukulu, n’zotheka ndithu kuti United States of America ndi mayiko ena akuluakulu adzatha kupeŵa zimenezi pazifukwa zina.

Pomaliza, index ya mtengo wa ogula (CPU) imakwera. Mwamwayi, osati monga momwe kafukufuku wa Wall Street Journal adaneneratu poyambirira. Choncho ndi bwino kumva kuti tingapewe vuto lalikulu la zachuma. Malinga ndi akatswiri azachuma ochokera ku mabanki otsogola kutsika kwachuma kudzafika pafupifupi 35% m'malo mwa 65% zomwe zidanenedweratu. Chifukwa chake, osunga ndalama amatha kumasuka pamsika wovuta kale.

Zogulitsa zabwino kwambiri zopangira phindu mu 2023

Ngakhale kutsika kwachuma, aliyense akuyembekeza kuyamba kwakukulu kwa 2023. Pachifukwa ichi, ndi bwino kupita kuzinthu zomwe zimatchedwa kuti masheya amphamvu omwe angakulemeretseni mu 2023. Ndicho chifukwa chake tikubweretsa pano mndandanda wazinthu zomwe zingatheke zomwe zingakubweretsereni phindu labwino m'chaka chomwe chikubwera.

Ambev SA (ABEV)

Ndi gawo lopangira moŵa ku Sao Paulo. Kayendetsedwe kazachuma ka kampaniyi kachulukira m'zaka zapitazi ndipo ndalama zake zakwera mpaka 11,3% pachaka. Choncho akatswiri amayembekezera kuti malonda a chaka ndi chaka awonjezeka ndi 7,6%.

Malingaliro a kampani Universal Logistics Holdings, Inc. (ULH)

Kampani yonyamula katundu ndi yonyamula iyi imapereka chithandizo kwa makasitomala ake moyenera. Chifukwa chake, ndalama zonse zomwe amapeza komanso ndalama zake zidakula ndi 58,7% CAGR ndi 10% motsatana.

Komanso, uku ndi kusanthula kwa zaka zitatu zapitazi, zomwe zikuwonetsanso kukula kwakukulu m'chaka chotsatira.

Malingaliro a kampani Cardinal Health, Inc. (CAH)

Wothandizira zaumoyoyu amagwira ntchito ku Europe, Canada, United States ndi Asia. Gawo lachipatala ndi mankhwala lidzakhala likuyenda nthawi zonse, mosasamala kanthu za chuma. EPS ya CAH ndi zopeza pagawo lililonse zidakula ndi 5,8% CAGR ndi 14,4%, motsatana. Akatswiri azachuma amayembekeza kuwonjezereka kwa ndalama kumapeto kwa chaka chino, zomwe zimapangitsa wothandizira zaumoyo kukhala mwayi waukulu kwa osunga ndalama.

Komanso, mukhoza kuganizira Malingaliro a kampani Upstart Holdings (UPST), Redfn (RDFn) ndi ena ambiri ochokera Meta Platforms.

Yakwana nthawi yoti muyambe kuganizira kwambiri za chaka chatsopano. Chifukwa chake ndi nthawi yoti tikonzenso njira yoyendetsera ndalama yomwe yabalalika kale. Ndikofunikiranso kwambiri panjira yolemera mu 2023 wabwino broker.