ACS ta sake dawowa daga ƙasƙantar da ita a tsakiyar Maris da kawai sama da 20%. Tunda yana ɗaya daga cikin amincin da abin ya shafa a cikin zaɓin zaɓin canjin canjin ƙasarmu, mai lamba 35. kusa da Yuro 40 a karshen shekarar da ta gabata. Wannan abin da ya faru a kasuwannin hada-hadar kuɗi ya ɗan iya faɗi kamar yadda yake kasuwanci ƙasa da darajan littafinsa kuma tare da fa'idar riba ta musamman. A cikin kamfanin da ke kula da tsammanin sa a cikin lamuran kasuwancin sa na fewan shekaru masu zuwa.
Hakanan ta fa'idantu da gaskiyar cewa an sami fitacciyar nasara a cikin Ibex 35 a cikin makonni biyu da suka gabata. Inda matsin lamba ya ragu kuma, mafi mahimmanci, matakin rashin ƙarfi ya ragu a cikin kamfanonin da aka lissafa a kasuwannin daidaito. A cikin wannan mahallin gabaɗaya, ya kamata a tuna cewa ramawar makon da ya gabata ya riga ya kai kashi 22%, kuma komai yana nuna cewa yana ci gaba da tafiya cikin ɗan gajeren lokaci. A zahiri, har yanzu ana ɗaukarta a matsayin mafi yuwuwar yanayin motsi a kaikaice tare da ɗan gangara zuwa sama kuma tare da maƙasudi a maki 7.500. A wasu kalmomin, tare da waɗannan tsammanin har yanzu akwai yuwuwar sake kimantawa.
A cikin wannan yanayin a cikin jerin zaɓaɓɓu na hannun jarin Mutanen Espanya, babu wata shakka cewa ɗaya daga cikin amintattun da suka fi amfana shi ne ACS, saboda yana bayyana a cikin kwanakin nan. Kasancewa ɗayan kamfanoni bakwai da aka lissafa waɗanda suka fi yabawa, kuma sama da manyan kwakwalwan shuɗi daga Ibex 35. Kodayake yanzu tambayar da babban ɓangare na ƙanana da matsakaitan masu saka jari suka gabatar ita ce shin wannan motsi na sama ya ƙare ko, akasin haka, yana da damar ci gaba da hawa matsayin. Tare da manufa ta ɗan gajeren lokaci kusan € 22-23 a kowane rabo, kodayake har yanzu da nisa daga ainihin matsayin su.
ACS: bullish a cikin gajeren lokaci
A kowane hali, kamfanin gine-ginen da Florentino Pérez ke shugabanta shine wanda ke da matsin lamba mafi girma a kwanakin nan. Ba a banza ba, a cikin ɗan gajeren lokaci ya tafi daga Yuro 11 zuwa 19 don kowane rabo. Matsayi mai mahimmanci don rage asarar ku a cikin kasuwannin kuɗi kuma hakan na iya ƙarfafa ƙanana da matsakaitan masu saka jari don yin tuntuɓar farko da matsayin wannan kamfanin da aka lissafa. Yanzu abin da ya rage a bincika shi ne shin waɗannan ƙungiyoyi na daga cikin mahimmin koma baya ko idan, akasin haka, wani abu ne mafi girma. Misali, sauyi a yanayin cikin mafi kankanin lokaci da kuma la'akari da cewa hannun jarin ACS ya kasance daya daga cikin wadanda suka fi fadawa cikin rikicin coronavirus.
A cikin wannan mahallin, da babban tsattsauran ra'ayi a cikin ƙungiyoyi wannan yana nuna kwanakin nan. Dukansu a wata ma'anar kuma a wata ma'anar kuma a wata hanya ta ba da mamaki ga ƙanana da matsakaitan masu saka jari. Saboda a zahiri, ya haifar da bambance-bambance tsakanin matsakaicinsa da ƙaramin farashinsa a cikin zaman ciniki ɗaya na fiye da 10%. Tare da matakai masu kamanceceniya da dabi'u daga ɓangaren yawon buɗe ido, wanda babu shakka mafi girman tasirin wannan kwayar cutar ta mamaye duniya. Mai yaudara ta wata hanyar ayyukan masu amfani da kasuwar jari.
Yi harbin kuɗin ku har zuwa 13%
Ofaya daga cikin mahimman tasirin wannan rushewar a cikin ƙimar kasuwar hannun jari shine gaskiyar cewa yawan kuɗaɗen ribar ACS ya haura zuwa matakan. kusa da 13% daga 6% na baya. A gefe guda, ya kamata a san cewa a halin yanzu kamfanin da aka lissafa ne ke ba da mafi girman sakamako ga masu hannun jari. Kodayake an rage wadannan gefunan sakamakon ramawar da ta samu a kwanakin baya. Tare da samun riba sama da wanda kamfanonin wutar lantarki ke samarwa. Misali, a takamaiman batun Iberdrola, Naturgy ko Endesa, wanda ke ba da kuɗin ruwa kusan 6% ko 7%. A duk waɗannan sharuɗɗan, an kiyaye rarar fa'ida ga ƙungiyoyin kuɗi waɗanda suka zaɓi dakatar da wannan ladan.
Duk da yake a gefe guda, ACS ba ta da zaɓi sai dai kawai ci gaba da uptrend Saboda zai yi musu wahala su samar da riba sama da kashi 10% daga yanzu, kamar yadda yake faruwa a yanzu. A kowane hali, akwai abu guda a bayyane kuma shine cewa fa'idar wannan kamfanin gine-ginen ya riga ya kasance ɗayan mafi girma a cikin zaɓin zaɓi na daidaito a ƙasarmu. A cikin abin da aka saita a matsayin ɗayan manyan abubuwan ƙarfafa don ƙanana da matsakaitan masu saka jari don shiga matsayin su. Tare da burin ƙirƙirar ƙarami ko stableasa da musayar tanadi na matsakaici kuma musamman na dogon lokaci. Musamman ga masu amfani tare da bayanin kariya ko ra'ayin mazan jiya.
Hanya mafi kyau fiye da sauran
Mafi kyawun alama ita ce, Ibex 35 yana kusa da maki 7000 yayin zaman makon da ya gabata shine sake dawowa yana da iyaka har zuwa 7400 kuma a can don ganin idan sake dawowa ya ci gaba. Inda ɗayan ƙimar da yafi iya aiwatarwa shine ainihin wannan kamfanin ginin. Tare da karkacewa cikin farashin da zai iya kasancewa tsakanin maki ɗaya zuwa biyu dangane da matsayin wasu taken na lamuran zaɓe na kasuwar hannun jari ta ƙasarmu. A gefe guda, babu mahimmin mahimmanci shine gaskiyar cewa mafi munin ga ACS kamar ya faru kuma ta wannan ma'anar kawai ya rage don ci gaba a matsayinta. Tare da yuwuwar kimanta darajar kimantawa daga yanzu zuwa sama da ƙimar masana'antar kasuwanci ɗaya.
Ya kamata kuma a san cewa a wannan lokacin komai yana hannun motsi a cikin kasuwannin daidaito. A takaice, ba ya dogara da damar ku a kasuwannin kuɗi. Idan ba haka ba, akasin haka, abinda ke nuna kimar kamfanoni shine kwayar cutar da kanta da kuma iyawar ta tun daga wannan lokacin zuwa yanzu. Amma tabbas aikin ACS ya kasance mai gamsarwa a waɗannan kwanakin kuma ta wata hanyar da ba a tsammani ga kyakkyawan ɓangare na ƙanana da matsakaitan masu saka jari. Kamar gaskiyar cewa tana gabatar da wasu mahimman asali. Kuma idan kafin ya kasance yana kusan kusan Yuro 40, ba zai iya zama haka yanzu ba ƙimar ƙasa da euro 20 ga kowane rabo. Wato, tare da ragi sama da 50%.
Bugu da kari, akwai gaskiyar cewa har zuwa 'yan watannin da suka gabata kimar ta masu shiga tsakani na kudi sun gamsar sosai ga bukatun kananan da matsakaitan masu saka jari. A cikin dukkan lamura tare da ragi sama da euro 30 kuma tare da kyakkyawan fata na shekaru masu zuwa. Inda ya kasance ɗayan ƙa'idodin ƙaƙƙarfan martaba a cikin Ibex 35 kuma saboda haka yana ɗaya daga cikin waɗanda dillalan ƙasa da waɗanda ke kan iyakokinmu suka fifita. Kasancewa a cikin kyakkyawan ɓangare na ayyukan saka hannun jari waɗanda aka gudanar da manajan asusun saka hannun jari. Kasancewa ɗaya daga cikin ƙimar ƙa'idodi masu tasiri idan ya shafi tsara tashoshin saka hannun jari don samun fa'idodin tanadin abokan cinikin ƙungiyoyin kuɗi. Kodayake har yanzu akwai sauran makonni da yawa don ganin wace hanya zai bi na 'yan shekaru masu zuwa.
Girma 7% a cikin 2019
Tallace-tallace na Kungiyar ACS a cikin 2019 sun kai yuro miliyan 39.049, wanda ke wakiltar karuwar 6,5% saboda ƙarfin da Kasuwancin Arewacin Amurka, Ostiraliya da Spain suka nuna, waɗanda sune mahimmancin ƙungiyar. Talla a Arewacin Amurka suna wakiltar kashi 50% na duka, Turai 20%, Australia 19%, Asiya 6%, Kudancin Amurka 6% da Afirka sauran 1%. Tallace-tallace a cikin Spain suna da kashi 14% na duka.
Ta ƙasa, Amurka, Ostiraliya, Spain, Kanada da Jamus suna ba da gudummawar 82% na jimlar tallace-tallace. Duk da yake a gefe guda, fayil a ƙarshen 2019 ya tsaya akan euro miliyan 77.756, yana haɓaka 7,7% (6% yana kawar da tasirin canjin). Inda babban ribar aiki (EBITDA) ya kai euro miliyan 3.148, yana ƙaruwa da kashi 7,0% kuma yana haɓaka ragi da 10 bp zuwa 8,1% akan tallace-tallace. A nasa bangare, ribar ribar aiki (EBIT) na Euro miliyan 2.126 ya karu da kashi 3,7%. Yankin gefen tallace-tallace yana tsaye da 5,4%. A cikin abin da aka saita a matsayin ɗayan mafi girman ƙwarin gwiwa ga ƙanana da matsakaitan masu saka jari don shiga matsayinsu. Tare da burin ƙirƙirar ƙarami ko moreasa da musayar tanadi don matsakaici kuma musamman dogon lokaci. Musamman ga masu amfani tare da bayanin kariya ko ra'ayin mazan jiya.