Ofaya daga cikin abubuwan sakamako tare da fitowar kwayar cutar corona shine cewa ana samar da sababbin ƙididdiga a cikin lambobin tsaro waɗanda aka lissafa a cikin kuɗin ƙasarmu. Abin takaici, a kan raguwa, kodayake saboda ƙarancin farashin da suke da shi a halin yanzu, babu ƙarancin wasu kamfanonin da aka lissafa waɗanda ke gabatar da juyi yuwuwa mai ban sha'awa. Wani abin da ke damun wanda ake fama da shi a yanzu shi ne, akwai wasu taken lakabi wadanda ke sanar da dakatar da ribar da suke samu, yayin da wasu ke tabbatar da ita. Yanayi ne mai matukar canzawa wanda ya wuce matakan matsewa daga kanana da matsakaitan masu saka jari.
Wannan shi ne tasirin wannan yanayin cewa tun PayPal Suna aikawa dukkan masu amfani da sanarwar inda suke nuna cewa “muna cikin wani lokaci na tarihi wanda ba’a taba ganin irin sa ba, inda annobar COVID-19 ke tasiri sosai ga lafiyar ƙaunatattunmu, kuma tana shafar kamfanonin da muka dogara da su, kyakkyawan yanayin tattalin arzikin duniya, da kuma rayuwarmu ta yau da kullun "Wannan kamfani ne wanda aka jera a kasuwar musayar hannayen jari ta Amurka, kasancewar tsarin biyan kudi ne na yanar gizo wanda ke tallafawa musayar kudi tsakanin masu amfani da shi kuma ya zama madadin lantarki ta hanyoyin biyan kudi na gargajiya kamar cak da kuma umarnin kudi.
Domin yana iya zama bayan warware wannan mummunan lamarin na lafiya, kasuwannin daidaito ba za su ma koma yadda suke ba. Har zuwa wasu kamfanoni daina ciniki daga yanzu. Yayin da sauran zasuyi haka tare da ƙimar darajar kasuwar hannayen jari fiye da har zuwa fewan watannin da suka gabata. Daga wannan ra'ayi, komai yana nuna cewa zai kasance kasuwa mai canzawa sosai wanda zai zama dole ayi aiki tare da saurin gudu tunda kuɗin yana cikin haɗari. Babu shakka za a samu a gaba da bayan, kamar yadda a cikin tsarin siyasa da zamantakewar jama'a. Babu wani abu da zai dawo zai zama daidai daga waɗannan ranakun ko makonni.
Shin ƙasa ta kafu?
Ofaya daga cikin fannonin da suka fi sha'awar ƙarami da matsakaita masu saka jari shine shin Ibex 35 ya kafa bene ko kuma, akasin haka, har yanzu zamu ga ƙananan matakan a cikin makonni masu zuwa. An tsara matakin maɓalli a cikin maki 6.000 kuma wannan shine asalin inda sake dawowa na makon da ya gabata ya fara. Idan aka rusa shi, zai iya zuwa kusa da maki 5.000, wanda zai iya zama matakin da aka saita a 2002. A wannan ma'anar, ɗayan maɓallan da babban ɓangare na masu nazarin sha'anin kuɗi ke yin ishara da shi cewa maɓallin na iya kasancewa a cikin kasancewar akwai ci gaba a yaki da kwayar ta kwayar cuta dangane da yawan mutanen da abin ya shafa da kuma wadanda suka mutu.
Duk da yake a ɗaya hannun, abin da ke faruwa a cikin makonni biyu ko uku masu zuwa zai zama mai yanke hukunci don nuna yadda yanayin kasuwancin daidaito zai kasance baya ga wannan lokacin. Saboda ba za a iya kore shi ba cewa na yanzu ne sake dawowa Yunkuri ne don share ƙaƙƙarfan nauyin da aka ƙimar ta ƙimomin. Amma ba a matsayin aikin da ke nuna canji a yanayin da zai iya ƙarfafa buɗe matsayi. Sai kawai a cikin ayyukan ɗan gajeren lokaci akwai garantin nasara na lokaci-lokaci matuƙar ya faru tare da babban daidaitawa a farashin siye da siyarwa. Saboda tsananin fa'idar da kasuwannin kuɗi ke gabatarwa a waɗannan kwanakin. Tare da matakan sama da 10% akan yawancin lokutan.
A gefe guda, ba duk ƙimomin zasu sami ɗabi'a ɗaya ba tunda bambance-bambance tsakanin ɗayan ko ɗayan na iya kaiwa matakan 4% ko 5%. Inda zaɓin su zai kasance wani ƙayyadadden ƙimar fa'idar aikin, aƙalla cikin gajeren lokaci. A wannan ma'anar, ba za a manta da cewa duk da komai akwai ƙimomi tare da daidaitattun daidaito a cikin waɗannan kwanaki masu wahala. Kamar yadda a cikin takamaiman lokuta na Grifols ko Viscofan waɗanda aka ƙarfafa kaɗan daga farkon Maris. Kuma wannan a halin yanzu suna aiki ne a matsayin mafaka mafaka kan babban ɓangare na gudanawar kuɗaɗen manyan kuɗaɗen saka hannun jari.
Ayyuka sun tabbata
Da yake fuskantar rikicin Covid-19 kuma tare da ƙwararan matakan da ake amfani da su a duk Turai, musayar Hannun jari sun tattara don nasarar aiwatar da tsare-tsaren ci gaban kasuwancin su don tabbatar da ci gaban kasuwanni. Tun farkon rikicin Covid 19, Musayar Hannun Jari suna aiki sosai kuma sun aiwatar da tsare-tsaren ci gaban kasuwancin su, daidai da tanadin da ya dace. Kasuwa suna buɗe wa kowa kuma suna yin aiki mai kyau a cikin waɗannan matsanancin yanayin kasuwancin. Wadannan tsare-tsaren suna tabbatar da cewa komai yayi aiki mai gamsarwa, gami da yanayin ka'idoji na 'aiki daga gida', kuma an aiwatar dashi tare da haɗin gwiwa tare da hukumomin kulawa.
A cikin kasuwannin daidaito, a gefe guda, a matsayin ƙungiyoyi masu tsari sosai, ƙarfin ƙarfin aiki ba kawai zaɓi ba ne, amma sadaukarwa da buƙata. Ana ci gaba da musayar musayar tare da sa ido na yau da kullun don tabbatar da cewa mun kasance masu ƙarfi da abin dogaro a cikin yanayi daban-daban, gami da annoba.
Binciken wasu dabi'u
Bankin bincike na Bankinter yana nazarin matsayin wasu kudaden da aka lissafa a kasuwannin hada-hada. Fuskar ta wakilci kamfanin wutar lantarki Endesa cewa mtana riƙe da alƙawarin ta na biyan kuɗi ga mai hannun jarin ya kasance a cikin shirinta na dabaru na jimillar jimla daidai da shekara ta shekara ta 2019 na euro 1,475 ta kowace juzu'i. Wannan yana wakiltar ƙaddamar da rarar sama da euro miliyan 1.500 ga masu hannun jarin ta. Enel, mai mallakar kashi 70% na hannun jari na kamfanin, zai karɓi kusan yuro miliyan 1.100. Ta wannan hanyar, Endesa za ta gabatar da babban taronta na masu hannun jari, wanda aka tsara a ranar 5 ga Mayu mai zuwa, biyan ƙarin rarar da za a biya a watan Yuli, kuma hakan, tare da Euro 0,7 da aka biya a watan Janairun da ya gabata akan asusu, zai haɓaka jimlar albashin shekara ta 2019 zuwa Yuro dubu 1,475 a kan kowane juzu'i, wanda ke wakiltar ƙarin kashi 3% a kan rarar da aka ɗora kan sakamakon 2018.
Daga Bankinter sun nuna cewa Endesa yana da manyan abubuwa guda uku waɗanda suka sanya shi cikin kyakkyawan yanayi don samun damar kiyaye rarar duk da matsalar coronavirus. Na farko, kashi 63% na EBITDA ya fito ne daga ayyukan rarraba wutan lantarki, wanda aka kafa bisa laákari da komawa kan tushen kadara kuma wanda ke da 'yanci ga juyin halitta. Matsalar samar da wutar lantarki mai sassaucin ra'ayi da kasuwancin kasuwanci rikicin zai shafe su, amma ba kamar sauran masana'antu ba.
Aƙarshe, Endesa tana da kyakkyawan yanayin kuɗi tare da ƙimar Bashi / EBITDA ƙasa da 1,7x. Nuwamba na ƙarshe, Endesa ta sabunta tsarin dabarun ta na lokacin 2019-2022, wanda a ciki yake shirin rarraba kimanin Yuro miliyan 5.970 a cikin rarar tsakanin masu hannun jarin a cikin waɗannan shekaru huɗu. Kudin rabon da ake tsammanin za'a rarraba kan sakamakon shekarar 2020 shine Yuro 1,60 a kowane fanni, wanda za'a biya a shekarar 2021. Sakamakon haka, sun zabi siyan jarinsu tare da farashin da aka sanya akan Yuro 27,30 akan kowannensu.
Giciyen shine AENA
Bankin bincike na Bankinter kuma game da wannan kamfanin da aka lissafa bashi da kwarin gwiwa. Ta hanyar kiyasta cewa yawan fasinjojin Aena tara digo -45,5% ya zuwa yanzu a cikin Maris, kodayake ya haɓaka zuwa -97% a cikin 'yan kwanakin nan. Sabili da haka, hasashen zirga-zirgar su na shekara ta 2020 baya aiki (+ 1,9%). Don rage tasirin, Aena ta sake tsara ayyukan tashar jirgin ta da nufin rage farashin na ɗan lokaci da kusan Euro miliyan 43 a wata. Kari akan haka, ta nakasa shirin saka jari na dan lokaci (Yuro miliyan 52 a kowane wata). Aena tana da ruwa na euro miliyan 1.350, tare da yiwuwar ƙaruwa da Euro miliyan 900 tare da shirye-shiryen Kasuwancin Yuro (ECP) da kuma sanya hannu kan sabbin wurare da lamuni. An ɗage shawarar yanke hukunci har sai an gudanar da taron, ba tare da kwanan wata a wannan lokacin ba.
Ra'ayin mahaɗan da ke kula da gudanar da binciken shi ne cewa "duk da cewa har yanzu bai yi wuri ba don kimanta tasirin cutar na ƙarshe, idan muka ɗauka cewa kuɗin shiga na watanni 3 ya ɓace gaba ɗaya kuma aikin yana daidaita bayan haka, tasirin Coronavirus akan AENA's EPS 2020, kuma mai yiwuwa kuma a cikin ribarsa, zai kusan zuwa -65% kuma bashin bashi zai haɓaka + 10% zuwa kusan Yuro miliyan 7.300. Koyaya, tasirin akan kimar zai zama kawai -4%. Muna kula da shawarwarin tsaka tsaki ”. Tare da ƙimar farashin yuro 171,90 don kowane rabo. Saboda tsananin fa'idar da kasuwannin kuɗi ke gabatarwa a waɗannan kwanakin. Tare da matakan sama da 10% a yawancin lokuta kuma wanda ke hana kyakkyawan ɓangare na ayyukan akan kasuwar hannun jari.