Abatyali-mali bahlala beqhutywa ngumbono wokufumanisa “into enkulu elandelayo”, nokuba oko kuthetha ukuthenga “izitokhwe zembali” ezingavelisi ngeniso, singasathethi ke ngenzuzo. Kodwa, njengoko uPeter Lynch watshoyo kwi-One Up On Wall Street, "Umbono phantse awuzukuhlawula."
Ke, ukuba lo mbono unobungozi obuphezulu, umvuzo ophezulu awukho kuwe, unokuba nomdla ngakumbi kwinkampani enengeniso, ekhulayo njengeMarriott Vacations Worldwide (NYSE:VAC). Nokuba inkampani ifumana ixabiso lemarike elifanelekileyo, abatyali-mali baya kuvuma ukuba ingeniso ezinzileyo iya kuqhubeka nokubonelela uMarriott ngeendlela zokuhambisa ixabiso lezabelo zexesha elide.
Abatyalomali kunye neengxowa-mali zotyalo-mali basukela umvuzo, oko kuthetha ukuba amaxabiso esitokhwe athambekele ekunyukeni ngengeniso entle ngesabelo ngasinye (EPS). Kungenxa yoko le nto i-EPS ikhula kakhulu. I-Marriott International inyuse ingeniso yayo ngesabelo ngasinye ukusuka kwi-3.16 yeedola ukuya kwi-11.41 yeedola ngonyaka nje omnye, nto leyo encomekayo. Nangona eli nqanaba lokukhula lingaphinda liphindwe, likhangeleka njengempumelelo.
Kudla ngokuba luncedo ukujonga imivuzo phambi kwenzala kunye neerhafu (EBIT) kunye nokukhula kwengeniso ukufumana enye inkangeleko kumgangatho wokukhula kwenkampani. Uhlalutyo lwethu lubonisa ukuba ingeniso yokusebenza ye-Marriott International ayiquki yonke ingeniso yayo kwezi nyanga zili-12 zidlulileyo, ngoko ke uhlalutyo lwethu lwemida yalo lusenokungabonakalisi ngokuchanekileyo ishishini layo eliphambili. Ukuvuyisa abanini-zabelo behlabathi be-Marriott Vacations, imida ye-EBIT inyuke ukusuka kwi-20% ukuya kwi-24% kwezi nyanga zili-12 zidlulileyo, kwaye ingeniso ikwizinga eliphezulu nayo. Kuzo zombini ezi meko, kumnandi ukubona oko.
Ungajonga ingeniso yenkampani kunye neendlela zokukhula kwemivuzo njengoko kubonisiwe kwitshathi engezantsi. Ukubona amanani okwenene, cofa kwigrafu.
Ngethamsanqa, sinokufikelela kuqikelelo lomhlalutyi lwemivuzo yekamva yeMarriott Vacations Worldwide. Unokwenza i-forecast ngokwakho ngaphandle kokujonga, okanye unokujonga izibikezelo zeengcali.
Abatyali-mali baziva bekhuselekile ukuba abangaphakathi banezabelo zenkampani, ngaloo ndlela belungelelanisa umdla wabo. Abaninizabelo baya kuvuyiswa kukuba abangaphakathi banexabiso elikhulu leMarriott Vacations Worldwide stock. Ngapha koko, batyale imali eninzi ngoku emi kwi-103 yezigidi zeedola. Abatyalomali bayakuxabisa ukuba abaphathi banomdla kakhulu kumdlalo njengoko ubonisa ukuzibophelela kwabo kwikamva lenkampani.
Kuhle ukubona abantu bangaphakathi betyala imali kwinkampani, kodwa ngaba amanqanaba omvuzo afanelekile? Uhlalutyo lwethu olufutshane lomvuzo we-CEO lubonakala lubonisa ukuba oku kunjalo. Kwiinkampani ezineentengiso phakathi kwe-200 yezigidi kunye ne-6.4 yeebhiliyoni zeedola, ezifana ne-Marriott Vacations Worldwide, imbuyekezo ye-CEO ephakathi imalunga ne-6.8 yezigidi zeedola.
Ukutyhubela uDisemba ka-2022, i-CEO ye-Marriott Vacations Worldwide ifumene intlawulo yembuyekezo efikelela kwi-4.1 yezigidi zeedola. Oku kungaphantsi komndilili weenkampani ezinobungakanani obufanayo kwaye kubonakala kusengqiqweni. Ngelixa inqanaba lomvuzo we-CEO akufanele libe yinto enkulu echaphazela umfanekiso wenkampani, umvuzo omncinci yinto entle, njengoko ibonisa ukuba ibhodi yabalawuli ikhathalele umdla wabaninizabelo. Ngokuqhelekileyo, inqanaba elifanelekileyo lomvuzo linokuthethelela ukwenziwa kwezigqibo ezilungileyo.
Ukukhula kwengeniso-ngesabelo-mali seMarriott Vacations Worldwide kuyancomeka. Ibhonasi eyongeziweyo kwabo banomdla kukuba abaphathi banomlinganiselo obalulekileyo wezabelo kwaye i-CEO ifumana umvuzo olungileyo, obonisa ukuphathwa kakuhle kwemali. Ukutsiba okukhulu kwimivuzo kungabonisa ukukhula okuhle kweshishini. Ukukhula okukhulu kunokukhokelela kubaphumeleleyo abakhulu, yiyo loo nto i-omens isixelela ukuba iMarriott Resorts International ifanele ukuhoywa ngononophelo. Nangona kunjalo, ngaphambi kokuba ube nemincili kakhulu, siye sabona iimpawu ze-2 ezilumkisayo (i-1 yazo incinci!) ye-Marriott International resorts omele uyiqaphele.
Ubuhle botyalo-mali kukuba ungatyala imali phantse kuyo nayiphi na inkampani. Kodwa ukuba ukhetha ukugxila kwizitokhwe ezibonise ukuziphatha kwangaphakathi, nalu uluhlu lweenkampani ezenze ukuthenga ngaphakathi kwiinyanga ezintathu ezidlulileyo.
Nceda uqaphele ukuba urhwebo lwangaphakathi oluxutyushwa kweli nqaku lubhekiselele kwiintengiselwano ezixhomekeke ekubhaliseni kwiindawo ezifanelekileyo.
I-Marriott Vacations Worldwide Inc. yinkampani yolawulo lweholide ephuhlisayo, ithengise, ithengise kwaye ilawule ipropati yeeholide kunye neemveliso ezinxulumeneyo.bonisa ngakumbi
Nayiphi na impendulo kweli nqaku? Unexhala malunga nomxholo? Qhagamshelana nathi ngokuthe ngqo. Kungenjalo, thumela i-imeyile kubahleli (at) Simplywallst.com. Eli nqaku kwiSimply Wall St libanzi. Sisebenzisa indlela engakhethi cala kuphela ukubonelela ngophononongo olusekwe kwidatha yembali kunye noqikelelo lomhlalutyi, kwaye amanqaku ethu ajongelwanga ukunika iingcebiso zemali. Akusiyo ingcebiso yokuthenga okanye ukuthengisa nayiphi na isitokhwe kwaye ayithatheli ingqalelo iinjongo zakho okanye imeko yakho yezemali. Injongo yethu kukubonelela ngohlalutyo olugxininise lwexesha elide olusekwe kwidatha esisiseko. Nceda uqaphele ukuba uhlalutyo lwethu lusenokungazithatheli ngqalelo izibhengezo zamva nje zeenkampani ezingakhathali ngamaxabiso okanye izinto ezisemgangathweni. I-Wall St elula ayinazo izikhundla kuzo naziphi na izitokhwe ezikhankanywe ngasentla.
I-Marriott Vacations Worldwide Inc. yinkampani yolawulo lweholide ephuhlisayo, ithengise, ithengise kwaye ilawule ipropati yeeholide kunye neemveliso ezinxulumeneyo.
I-Simply Wall Street Pty Ltd (ACN 600 056 611) ngummeli ogunyazisiweyo we-Sanlam Private Wealth Pty Ltd (AFSL Nomb. 337927) (Inombolo yoMmeli oGunyaziweyo: 467183). Naliphi na icebiso eliqulethwe kule webhusayithi liqhelekileyo ngokwendalo kwaye alibhalwanga malunga neenjongo zakho, imeko yezemali okanye iimfuno. Akufanele uthembele kuyo nayiphi na ingcebiso kunye / okanye ulwazi oluqulethwe kule webhusayithi kwaye ngaphambi kokuba wenze nasiphi na isigqibo sotyalo-mali sincoma ukuba ucinge ukuba ngaba kufanelekile kwiimeko zakho kwaye ufune iingcebiso ezifanelekileyo zemali, irhafu kunye nezomthetho. Nceda ufunde iSikhokelo seeNkonzo zezeMali ngaphambi kokuba uthathe isigqibo sokuba ungazifumana na iinkonzo zemali kuthi.
Ixesha lokuposa: Jun-30-2023