Riaan I-DETROIT – I-Ford Motor NgoMsombuluko izozama ukuguqula abangabazayo ngezinhlelo zayo zokukhula kwezimoto zikagesi, abanye abahlaziyi bakwaWall Street abazibiza ngokuthi “zinesifiso sokuvelela” futhi “ziyahlanya,” zibe amakholwa.
I-Detroit automaker izosingatha usuku lwayo lwezimakethe ezinkulu, lapho ithembise ukunikeza imininingwane yokuthi iFord ilindele ukufeza kanjani okuhlosiwe okushiwo ngaphambilini 8% Imajini ye-EBIT kuyunithi yayo yezimoto zikagesi kanye nenani lokukhiqizwa kwe-EV eyizigidi ezi-2 ngo-2026, lisuka ku-600,000 okulindeleke ekupheleni konyaka.
izindaba zokutshala izimali ezihlobene
“Sizokukhombisa ukuthi kungani sikholelwa ukuthi u-8% wemaliji ungokoqobo yize kunengcindezi yamanani esizoyithola ngokuphelele ngoba wonke umuntu ufuna ukukhula,” kusho isikhulu esiphezulu uJim Farley ngesikhathi kuqhubeka umcimbi wenkampani. ikholi yemali engenayo yekota yokuqala ekuqaleni kwale nyanga.
Umcimbi ubizwa “Ukudiliva i-Ford+,” ireferensi yokushintsha kukaFarley kanye nemizamo yokuhlela kabusha abanye abayigxekile ngokungabulawa ngokushesha ngokwanele. UFarley umemezele lolu hlelo ezinyangeni eziyisikhombisa isikhundla sakhe, ngoMeyi 2021.
I-CEO ye-automaker ichaze usuku lwezimakethe ezinkulu njengethuba lokubonisa ukuthi isu “lisebenza kanjani.” Le nkampani kulindeleke ukuthi iqhubeke nokwenza inzuzo emabhizinisini ayo endabuko e-“Ford Blue” ne-“Ford Pro” ngaphezu kwalokho. “Imodeli e” iyunithi yemoto kagesi.
AbakwaFord kulindeleke ukuthi bahlole kuqala imikhiqizo yabo yebhethri nobuchwepheshe besizukulwane sesibili, inkampani ethe kuzobaluleka kakhulu ekuzuzeni leyo ngxenye ye-EBIT engu-8%. Ibhizinisi le-EV kulindeleke ukuthi lilahlekelwe cishe amaRandi ayizigidi eziyizinkulungwane ezintathu kulo nyaka.
Phambilini iFord ithe ilindele shaya leyo nzuzo yemali ikakhulukazi ngesikali, ukuthuthukiswa kwebhethri le-EV kanye nempumelelo ekwakhiweni nasekunjiniyela.
“Nakanjani kukhona abahlaziyi abanokungabaza,” umhlaziyi weMorningstar uDavid Whiston utshele i-CNBC. “Ngicabanga ukuthi uMsombuluko uyithuba lokuzama ukukholisa abanye balabo abangabazayo ukuthi kungenzeka. Mina ngokwami ngizimisele ukubanika ithuba lokungabaza kulokho … kufanele uzuze abantu.”
U-Whiston uchaze umugqa wesikhathi wezinto ezihlosiwe ngokuthi “ziqinile.” Abanye bebegxeka kakhulu.
Umhlaziyi kaMorgan Stanley u-Adam Jonas ngesikhathi socingo lwekota yokuqala yemali etholwa ngabakwaFord uchaze ukwenyuka kokukhiqizwa kwe-EV njengokuthi “okuphezulu okuhlanyayo.” Umhlaziyi weBarclays uDan Levy encwadini yakhe eya kubatshalizimali kuleli sonto ukubize ngokuthi “isifiso sokuvelela.”
“Okwamanje, siyakungabaza ukuthi iFord ingakwazi yini ukufeza zombili lezi zinhloso, njengoba silindele ukuthi ikhethe ukulinganisa namathuba okwenza inzuzo,” kusho uLevy.
Abahlaziyi abalindele umnyakazo omkhulu esitokweni kusukela kumcimbi, ngaphandle uma abakwaFord bemangale ngomkhiqizo omusha noma ushintsho ezinhlelweni ezimenyezelwe ngaphambilini.
“Sekukonke, sicabanga ukuthi imigomo ebalulekile yakwaFord mancane amathuba okuthi ihluke esifundweni sayo sakamuva, kodwa abaphathi bazozama ukunikeza abatshalizimali ukunethezeka eduze kwabo,” kusho umhlaziyi weDeutsche Bank u-Emmanuel Rosner ngoLwesithathu encwadini yabatshalizimali, egcizelela ukudayiswa kwale nkampani. isilinganiso esitokisini.
Isitoko sakwaFord silinganiselwe ngokuthi “bamba” ngenani eliqondiwe elimaphakathi lika-$13.63 ngesheya ngalinye, ngokuvumelana nezilinganiso zomhlaziyi nezilinganiso ezihlanganiswe yi-FactSet.
Amasheya akwaFord akhuphuke cishe ngo-75% kusukela uFarley abe yi-CEO ngo-Okthoba 2020. Amasheya avaliwe ngoLwesihlanu ngo-$11.65 isheya ngalinye.
– CNBC’s UMichael Bloom ufake isandla kulo mbiko.
