Abathengi bathole ukuthi i-Camping World (NYSE: CWH), umsabalalisi wezimpahla zokukhempa kanye nezimoto zokungcebeleka (ama-RV), ube ngumuntu ohlomule ngqo kulolu bhubhane.
I-Camping World (NYSE: CWH), umsabalalisi wemikhiqizo yokukhempa kanye nezimoto zokungcebeleka (ama-RV), uhlomule ngokuqondile kulolu bhubhane njengoba abathengi bethola noma bephinde bathola ukuzijabulisa kwangaphandle.Ukususwa kwemikhawulo ye-COVID kanye nokusatshalaliswa kwemigomo akuzange kumise ukukhula kweCamping World.Abatshalizimali bayazibuza ukuthi ngabe kukhona yini okusha okujwayelekile embonini.Mayelana nokulinganisa, uma izibikezelo zingehliswanga, isitoko sihweba ngokushibhile kakhulu izikhathi ezingu-5.3 zenzuzo eya phambili futhi sikhokha izabelo zonyaka ezingu-8.75%.Eqinisweni, inenani elingaphansi kune-RV maker Winnebago (NYSE: WGO)'s 4.1 izikhathi 4.1 kanye nenzuzo ye-dividend yonyaka engu-1.9%, noma i-Thor Industries (NYSE: THO) 9x imali elindelwe..2x kanye ne-2.3x yenzuzo eya phambili.Imali engenayo ye-dividend yonyaka.
I-Fed inyuse inzalo ngo-3% ezinyangeni eziyisithupha ezedlule emzamweni wokunqanda ukukhuphuka kwamandla emali.Imiphumela yayiphuza ukuvela, noma kunjalo, njengoba inkomba yentengo yomthengi eyinhloko ifike ku-8.2% ngo-September, ngaphansi kokulindela kwabahlaziyi be-8.1% kodwa namanje ngaphezu kwe-Juni ephezulu ye-9.1%.Ukwehla kokuthunyelwa kwama-RV embonini ngo-Agasti (-36%) kungase kubonise ukwehla ekuthengisweni kwama-Campervan Camping World.Amathuba okujwayela kanye nokwehla kokuthengiswa okuzobikwa esitatimendeni semali engenayo esilandelayo kufanele enze abatshalizimali bacabangele ukuthenga isitoko.Ibhizinisi le-RV belilokhu lidabukile selokhu kwavala ubhubhane, okubonakala kuyinselele njengoba izinguquko ezingaba khona zendlela yokuphila yabathengi ziqhubeka nokuqhuba isidingo.Kodwa-ke, ukukhuphuka kwezinga lenzalo kanye nokunciphisa ukusetshenziswa kokuzikhethela komthengi kungase kube nesisindo esidingekayo, futhi abatshalizimali kufanele babheke ukushoda okungaba khona.Uhlu lwe-Auto luphindeke ngaphezu kokuphindwe kabili unyaka nonyaka, okubonisa ukwehliswa kwezithiyo ze-supply chain.
Isikhathi sokuthumela: Nov-07-2022