Asbis: sprzedaż w Polsce wzrosła o 200 proc.
W II kw. br. Asbis zwiększył przychody w Polsce o 229 proc. w porównaniu z II kw. ub.r. Druga połowa roku również powinna przynieść znaczną poprawę wyniku.

W pierwszej połowie 2014 r. sprzedaż Asbisu w Polsce wyniosła 57,4 mln dol. (po aktualnym kursie jest to ok. 180 mln zł), tj. o 200 proc. więcej niż w I poł. 2013 r. W II kw. br. wzrost przychodów w naszym kraju był jeszcze większy. Wyniosły one 40,4 mln dol., czyli 229 proc. na plusie w odniesieniu do II kw. ub.r. Według dystrybutora tak duża poprawa została osiągnięta głównie dzięki markom własnym (Prestigio i Canyon). Generują one większość sprzedaży Asbisu w Polsce. Firma nawiązała współpracę z operatorami sieci komórkowej. Urządzenia Prestigio są obecnie w ofercie 3 z 4 największych telekomów w naszym kraju, jak również we wszystkich największych sieciach.
Dystrybutor spodziewa się, że przychody w Polsce będą również znacząco wyższe w II poł. br., w porównaniu z II poł. ub.r. W bilansie całego 2014 r. spodziewa się co najmniej podwojenia sprzedaży w naszym kraju.
Pierwsze półrocze na minusie
Jeśli chodzi o globalne wyniki Asbis Enterprises w minionym kwartale, to pozostawały one pod wpływem konfliktu na Ukrainie, co skutkowało również dużym spadkiem sprzedaży w Rosji. Ze względu na zawirowania na tych dwóch rynkach przychody spółki w II kw. br. zmniejszyły się o 22,19 proc. w porównaniu z ub.r., do 361,5 mln dol. Spadły zysk brutto (o 22,5 proc.) i marża brutto (o 0,43 proc.), w związku z pozbywaniem się zapasów, które pozostały w magazynach po załamaniu popytu na wschodzie. Spółka informuje, że dużą część tych zapasów upłynniła w kwietniu i maju br. W całym pierwszym półroczu 2014 r. marża zysku brutto była o 4,82 proc. wyższa niż w tym samym okresie 2013 roku. Asbis oczekuje, że marża zysku brutto znów wzrośnie w III kw. 2014 r.
Strata netto w II kw. br. wyniosła 1,44 mln dol., podczas gdy rok wcześniej był zysk. Według spółki widać jednak wychodzenie z dołka. Mimo że drugi kwartał jest w branży z reguły najsłabszy w roku, strata netto była niższa, niż w I kw. (3,4 mln dol.). Bilans poprawił się także po stronie przychodów (o 5,59 proc. w odniesieniu do I kw.), dzięki częściowemu przekierowaniu sprzedaży utraconej na Ukrainie i w Rosji na inne rynki (w tym polski). Nasz region zyskał na znaczeniu w dla Asbisu.
– Wierzymy, że większa koncentracja naszej sprzedaży w krajach Europy Środkowo-Wschodniej i zwiększanie udziału w tych rynkach by zastąpić biznes utracony w Rosji i na Ukrainie, pozwoli nam podwójnie skorzystać w przyszłości. Będziemy mieli większy udział rynkowy w Europie Środkowo-Wschodniej, a gdy popyt w Rosji i na Ukrainie zacznie znów rosnąć, będziemy z tego korzystać w obu regionach – mówi Siarhej Kostewicz, dyrektor generalny i przewodniczący rady dyrektorów Asbis Enterprises.
Ponadto, spółka rozpoczęła działania zmierzające do redukcji kosztów. Efekty działań oszczędnościowych mają być widoczne w większym zakresie w III kw. br. (choć w II kw. już spadły koszty ogólnego zarządu i koszty sprzedaży, zarówno w porównaniu z II kw. ub.r. jak i I kw. br.). W ramach cięć z firmą pożegnało się ok. 200 pracowników.
Cały rok z zyskiem
Asbis komunikuje, że mimo zawirowań nie zmienia filarów swojej strategii – jego biznes nadal opiera się na dystrybucji i markach własnych. W II kw. br. generowały one blisko 24 proc. przychodów dystrybutora i ich sprzedaż powinna przyczynić się do wyjścia firmy z dołka. Spółka liczy także na smartfony – na przykładzie marki Prestigio widać wzrost sprzedaży tych urządzeń zarówno w odniesieniu do II kw. 2013 r., jak i I kw. 2014 r. Zdaniem przedstawicieli Asbisu trend wzrostowy utrzyma się w kolejnych kwartałach, podczas gdy popyt na tablety ustabilizował się. Przewidywany jest jednak wzrost zbytu modeli z WIndowsem. Asbis sygnalizuje także rosnącą sprzedaż tablic interaktywnych. Zmniejsza się natomiast popyt na czytniki e-booków i nawigacje. Spółka poszerza portfolio o nowe produkty. Przewiduje, że niemały zysk brutto (2,5 – 3 mln dol. w 2014 r.) przyniesie sprzedaż nowych linii: digital signage, Smart Health, Smart Home i lamp LED marki Canyon.
Asbis zakłada, że wynik netto będzie na plusie w II poł. br. Podtrzymał prognozę na cały 2014 r. – przychody powinny wynieść 1,6 mld – 1,75 mld dol., a zysku netto 4 – 5 mln dol. (rok wcześniej – 12,7 mln dol.).
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170 mln zł sprzedaży Asbisu w Polsce
Polska awansowała na liście Top 10 krajów, w których Asbis osiąga największe przychody.
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Asbis powiększa portfolio sieciówki w Polsce
Zawarto umowę dystrybucyjną z producentem przełączników i routerów.