Da alama dukkansu Endesa da Iberdrola sun isa mafi girman ɓangaren tashar bijimansu. Amma ana ganin cewa matsin siyan su ya wuce gaba kuma suna jagorantar kamfanonin biyu da aka jera su kai farashin da ba'a tsammani yan shekarun baya ba. Kasancewa babu shakka biyu daga cikin manyan taurari a cikin jerin abubuwan da ke tattare da daidaitattun Sifen, Ibex 35. Ta hanyar yin ciniki sama da 25 da Euro 11 ga kowane rabo, bi da bi. Kuma tare da sake dubawa ya zuwa wannan shekara na 12% da 8% a cikin kowannensu. Dukansu a cikin yanayi mai bayyane na haɓakar kyauta, mafi kyawun abin da ƙanana da matsakaitan masu saka jari zasu iya samu. Saboda ba su da juriya a gaba kuma ana buɗe hawan mara iyaka daga yanzu.
Wadannan dabi'u guda biyu na Ibex 35 sun sake baiwa duk masu ba da kudi mamaki saboda yadda za su dakatar da bijimansu wanda kamar ba shi da iyaka. Aƙalla a cikin gajeren lokaci kuma suna ci gaba da hawa sama a cikin kasuwannin daidaito. A cikin mahallin da zaɓin zaɓin kasuwar hannun jari ta Sifen ya wuce matakin tunanin mutum na 10.000 maki. Inda bangaren wutar lantarki na ɗaya daga cikin waɗanda ke adana kyandir mai ƙarfi a cikin shekaru biyu da suka gabata kuma inda Endesa da Iberdrola su ne manyan hajoji biyu. Kusan ninka darajar shi akan kasuwar hannun jari idan aka kwatanta da 2018.
Duk da yake a gefe guda, suna cin kasuwa akan kasuwar hannun jari waɗanda ke da ƙarin darajar rarar rarraba mai bayar da shawarar, tare da matsakaita da ribar shekara-shekara kusa da 6%. Sama da matsakaici wanda a halin yanzu yake 4,85%, ɗayan mafi girma a cikin alamun Turai. Don haka ta wannan hanyar, ƙanana da matsakaitan masu saka jari na iya ƙirƙirar fayil ɗin saka hannun jari mai tsayayye a cikin canji. Duk abin da ya faru a cikin kasuwannin adalci don haka a ƙarshe za ku iya zama mai nutsuwa yayin ciniki akan kasuwar hannun jari.
Farashin farashin Endesa ya tashi
Kasuwannin RBC Capital suna ba da amincewarsu ga juzu'in da Endesa ta yi game da kuzarin sabuntawa kuma sakamakon hakan ya yanke shawarar ɗaga kwamitinsa daga mara nauyi zuwa 'kamar kasuwa' da farashin da aka sa gaba, daga Yuro 21 zuwa 25,50 euro kan kowannensu. Kodayake damar sake kimantawa ba komai bane daga farashinta na yanzu, gaskiya ce da zata iya taimakawa haɓaka ƙarin ƙaruwar wutar lantarki daga yanzu. A cikin wannan ma'anar, ya kamata a lura cewa manazartan ƙungiyar sun yarda cewa "muna ƙara zama masu kyakkyawan ra'ayi game da masu samar da Sifen, musamman Endesa, wanda yakamata ya sami fa'ida sosai daga sassaucin tsarin da ƙimar."
A wani bangaren kuma, Endesa shima wani cacar kudi ne da Bankin Amurka ya zaba ya zama wani bangare na tsarin hadahadar sa, a wannan yanayin saboda kyakkyawan rarar da yake samu. Tare da wasu ƙimomin na Ibex 35, kamar su Amadeus da Inditex. A lokacin da kamfanin wutar lantarki ke gab da wuce matsayin euro 26 a kowane fanni kuma tare da hannu kyauta don ci gaba a cikin makonni masu zuwa ko ma watanni saboda tsananin karfinsa a kasuwannin hada-hadar kudi. Zuwa ga cewa wasu manazarta kasuwa suna ganin yuwuwar ƙimar har zuwa Yuro 30 ko 31 don kowane rabo.
Sirrin yana cikin abubuwan sabuntawa
Don bayyana wannan motsi da Endesa ke yi, ya zama dole a fahimci canjin da ake samu a bangaren wutar lantarki. Saboda a zahiri, wannan canjin can sama wanda wannan kamfanin da aka lissafa yana haɓaka saboda gaskiyar cewa yana ɗaya daga cikin shawarwari akan kasuwar hannayen jari wanda ke samun mafi girma a cikin "haɓaka cikin sabuntawar" a Spain. Ba a bayyana sa gudu ba tare da kusan babu gyara ba tare da fahimtar wannan tsari da ke kawo sauyi a fannin ba a cikin waɗannan watannin. Bayan kasancewa, ba haka ba da daɗewa ba, a matakan kusan Euro 15. A wata ma'anar, mun riga mun kusan kusan nunka farashinsa kuma, mafi mahimmanci, a hankali kuma ba tare da yawan surutu ba, sabanin wanda yake fafatawa a harkar wutar lantarki.
A kowane hali, kuma saboda halin da yake ciki a yanzu, ba zai iya sanya iyakan tafiya ba tunda ba shi da ma'ana saboda gaskiyar cewa yana cikin mafi kyawun yanayi, hawan kyauta. Kuma zaka iya nutsuwa a cikin darajar muddin bai wuce tallafi da yake dashi a halin yanzu ba kimanin Euro 22,35. Matakan da zasu zama alama ce ta fahimtar riba kuma a cikin mafi munanan matsayi azaman siginar shiga don jiran yiwuwar sake dubawa daga wannan lokacin. Ala kulli halin, tsaro ne ke samar da ƙanana da matsakaitan masu saka hannun jari.
Iberdrola baya dakatar da loda abubuwa
Ya zama kamar ba zai yiwu ba, amma a ƙarshe taken wannan wutar lantarki ya riga ya wuce euro 11. Lokacin da kawai 'yan makonnin da suka gabata farashinsu ya ƙasa da euro 9 don kowane rabo. A farkon shekaru biyu da revaluation yana sama da 13%, ɗayan mafi girma a cikin zaɓin zaɓi na daidaiton ƙasa. Bayan ya zarce sauran tsare-tsaren Ibex 35 dangane da matakan karfin su, har ma sama da Inditex ko Banco Santander. Zuwa ga cewa yana ɗaya daga cikin ƙimar da ƙanana da matsakaitan masu saka jari ke bi duk da farashin da aka lissafa shi a halin yanzu. A cikin abin da aka saita cutar rashin tsayi.
Duk da yake a gefe guda, an kuma haɗa shi "haɓakar sabuntawar" a cikin Spain kuma yana iya kasancewa ɗayan manyan hanyoyin samun kuɗaɗe na shekaru masu zuwa. Kuma tabbas wannan gaskiyar ana dasa ta zuwa yadda farashin su yake kuma babu kokwanto cewa zasu iya hawa cikin farashin su. Wataƙila yana iya kusan 13,14, 15 ko fiye da yuro, idan komai ya bunkasa kamar yadda yake zuwa yanzu. Wani abu da ba za a taɓa tsammani ba a cikin lokutan da suka gabata kuma wannan ya kasance ɗayan manyan abubuwan mamakin da kasuwannin daidaito suka kawo mana a cikin 'yan shekarun nan.
Fare akan motar lantarki
Wannan wani tabbataccen bayani ne wanda ke bayanin wannan ci gaban sama a ƙimar wutar lantarki kuma hakan na iya ɗaukar ƙari da yawa daga kimar sa daga wannan lokacin daidai. Saboda a zahiri, ba za ku iya manta cewa wannan fare akan kasuwar hannun jari yana ɗayan zaɓuɓɓukan ba ƙananan haɗari samar da matsayinsu domin
Bugu da kari, yanzu haka ta sanar da cewa tana ci gaba a cikin tsarinta na jagorantar sauyin makamashi a Spain tare da fara gina matattarar hoto ta farko a Aragon, tare da 50 MW na shigar da aka sanya, wanda ke cikin karamar hukumar Azaila, a Teruel. A cikin wanna, tsire-tsire masu daukar hoto, wanda ya kunshi kayayyaki na hotovoltaic 142.740 na kwayoyin silikan na monocrystalline tare da tsayayyen tsari, zai samar da ayyuka sama da 140 a yayin aikinsa a lokacin tsawan lokacin aiki. Kuma, da zarar an fara aiki, zai samar da makamashi mai tsabta ga yawan jama'a daidai da gidaje 24.290 a kowace shekara, ban da guje wa fitowar wasu ton 19.000 na CO2 a kowace shekara. An shirya aikinsa a ƙarshen 2020, inda tuni zai fara aiki.
Kana bukatar shan iska
A wannan makon, ƙimar darajar hannun jari ta karu da fiye da 3% kuma a matsayin ɗayan manyan sassa na daidaito a ƙasarmu. Zuwa ga cewa tuni akwai wasu masu nazarin kudi wadanda suke sa ran za a samu manyan gyare-gyare daga yanzu. Kamar motsawar lafiya don zasu iya ɗauka sabon tunani cikin 'yan watanni. Kamar gaskiyar cewa zasu iya motsawa cikin babban haɗin kai a cikin zama na gaba akan kasuwar hannayen jari. Kowane ɗayan waɗannan motsi na iya faruwa kwanakin nan bayan tsananin binge na wannan makon.
A gefe guda, dole ne a nanata cewa rikicin da ke China, sakamakon bayyanar coronavirus, na iya fifita halayyar waɗannan kamfanoni a cikin harkar wutar lantarki a kwanakin nan. Ta hanyar yin aiki a matsayin ƙa'idojin mafaka na aminci yayin fuskantar wannan abin da ba zato ba tsammani a cikin kasuwannin hada-hadar kuɗi kuma inda yawan kuɗin kuɗi ya tafi ga waɗannan kamfanonin biyu waɗanda ke jagorantar ƙaruwar wannan makon. Amma yanayi ne wanda ba zai iya daɗewa ba saboda tsayuwar waɗannan ƙarin.
Ba a banza ba, an lissafa su waɗanda ke ƙara ƙoƙari don maye gurbin tsohuwar fayil ɗin su bisa tushen makamashin nukiliya da kwal zuwa wanda ya dogara da sabuntawar. Kuma wannan shine abin da ƙanana da matsakaitan masu saka jari ke fifitawa a cikin sha'awar su don ɗaukar matsayi a cikin ƙira azaman dabarun don samar da wadataccen kuɗin su. Tare da nasara a cikin shawarwarin su, aƙalla na ɗan lokaci, tunda suna haɓaka ƙimomi kuma mafi mahimmanci a cikin haɓaka kyauta. Wani abu da ba za a taɓa tsammani ba a cikin kwanakin da suka gabata kuma wannan ya kasance ɗayan manyan abubuwan mamaki