Me yasa Repsol baya daina sauka?

Kasancewa ɗaya daga cikin ƙimar da mashahuran masu binciken kuɗi suka ba da shawarar, babban abin mamakin a cikin 'yan makonnin nan shi ne cewa farashin kayayyakinsu ba ya daina faɗuwa. Don zama a ciki Matakan euro 14, lokacin da 'yan kwanakin da suka gabata ya kasance sama da euro 15 a kowane rabo. A ƙasa za mu ba da wasu dalilai da ya sa Repsol ba ta sami gindin zama a kasuwannin daidaito ba. A cikin mahallin inda zaɓin zaɓin lambobin ƙasa ya zama mai kyau fiye da yadda aka zata da farko. A matakan da suke jujjuya tsakanin maki 9.000 da 9.400.

Amma a ƙarshe bai zama abin da ɓangare mai kyau na ƙanana da matsakaitan masu saka jari ke tsammani ba kuma waɗanda ke cikin matsayi don sa ribarsu ta ci riba. Ta hanyar samun naka farashin farashi sama da Yuro 17 a kowane fanni, a cikin sabbin rahotannin da masu shiga tsakani na kuɗi daban-daban suka yi. Amma halayyar ta ta fi sauran sauran hannun jarin da ke hade a cikin Ibex 35. Tare da bambancin a halin yanzu ya fi maki biyar.

A gefe guda, yana da mahimmanci a jaddada cewa wannan tsaro yana ba da ruwa mai yawa kuma wannan yana taimaka wa masu saka jari su daidaita farashin siye da siyarwa. Kamar taken su suna motsawa sau da yawa don canza hannaye. Ba abin mamaki bane, Repsol ɗayan ɗayan shuɗu ne mai launin shuɗi na Spanish, tare da sauran abubuwan tsaro kamar su Endesa, Santander, BBVA ko Iberdrola, daga cikin mahimman mahimmanci na Ibex 35. Kasancewa ita kaɗai darajar ɓangaren mai ƙarfi wanda ke da nasaba da kasuwancin mai, duk da rashin gasa daga wasu kamfanoni masu irin wannan halayen.

Repsol: ƙarfin gaba

Idan wannan kamfanin da aka lissafa yana da halin wani abu, saboda yana ɗaya daga cikin waɗanda ke ba da babbar damar sake kimantawa. Tare da matakan da suke sauka tsakanin 5% da 15%, dangane da rahotannin da wakilai daban-daban suka bayar waɗanda ke cikin kasuwannin daidaito. Da kyau, a wannan ma'anar ya kamata a lura cewa idan kun ɗauki mukamai kuna da asarar da yawa fiye da cin nasara a wannan lokacin. Sai dai idan akwai canji a yanayin, aƙalla a matsakaici da kuma dogon lokaci wanda zai sa ku kalli wannan da aka lissafa tare da ɗan ƙaramin fata. Kuma ta wannan hanyar suna cikin matsayi don isa farashin su a cikin morean gajeren lokaci kaɗan.

A gefe guda, dole ne a jaddada cewa wannan ƙimar tana da tasiri sosai ta hanyar buƙatar makamashi a cikin duniya kuma duk wani ɓata gari na iya haifar da raguwar gaske a kasuwannin daidaito. Musamman idan kuna tare da a farashin yanke na manyan alamomin kasuwar hannayen jari a duk duniya kuma, musamman, Mutanen Espanya. Su masu canji ne cewa a ƙarshe zasu zama masu mahimmanci ga farashin wannan mahimmancin darajar akan kasuwar hannun jari ta Sipaniya. Tare da hangen nesa na ɗan gajeren lokaci, don wannan lokacin mai tsananin rauni.

Dogaro da farashin mai

Wani bangare wanda farashinsa ya dogara da shi shine yanayin man fetur a kasuwannin kuɗi. A wannan ma'anar, matsakaicin farashin ganga na OPEC a watan Nuwamba ya tashi zuwa dala 62,76 ganga ya zuwa yanzu a watan Nuwamba, daga dalar Amurka 59,87 a watan Agusta, kashi 4,83%. A cikin watanni goma sha biyu da suka gabata farashin gangar mai na OPEC ya fadi da kashi 3,93%. Yayin da a gefe guda kuma, daga 2003 zuwa yanzu, dalar Amurka 131,22 ita ce mafi girman farashin da ake sayar da gangar danyen mai, a watan Afrilun 2003, yayin da a watan Afrilun 2003.

Wannan yana nufin a aikace cewa farashin danyen mai bai tashi ba kamar yadda wasu masharhanta kasuwa ke tsammani saboda haka bai fassara zuwa ci gaba a farashin wannan kamfanin mai ba. Idan ba haka ba, akasin haka, ta koma baya a kimantawa sabanin alamun masu shiga tsakani na kuɗi. Daga inda yakamata ku auna zuwa waɗanne matakan kamfanin mai na ƙasa zai iya kaiwa a waɗannan ƙayyadaddun lokacin. Tare da buɗaɗɗiyar hanyar da ragin zai iya kusantowa kusa da matakan da suke da kusan yuro 13,50 don kowane rabo.

Rarraba Yuro 0,45 a cikin rarar

Wani sabon abu da wannan kamfanin na Ibex 35 ya kawo mana shi ne, kwamitin gudanarwa na Repsol ya amince da biyan alawus ga masu hannun jari a karkashin tsarin 'Flexible Rarraba'a ƙarƙashin dabara na 'scrip dividend', kwatankwacin Yuro biliyan 0,45 babban juzu'i kuma an caji shi zuwa shekara ta 2019. Kamar yadda kamfanin ya sanar da Hukumar Kasuwancin Tsaro ta Kasa (CNMV), wajen aiwatar da ikon da babban taron masu hannun jarin ya wakilta, hukumar ta amince da saita darajar kasuwa na karin babban birnin akan Yuro miliyan 687,3.

Yana ɗaya daga cikin mafi kyawun cajin asusun a cikin zaɓi na zaɓin Mutanen Espanya sabili da haka ɗayan abubuwan ƙarfafa don ɗaukar matsayi a cikin hannun jari daga yanzu. Ta hanyar samar da shekara shekara kuma tabbataccen dawowar kowace shekara kusa da 6,50%, kuma a cikin manyan goma na kamfanonin Spain waɗanda aka haɗa a cikin Ibex 35. Don haka ta wannan hanyar, zaku iya samun riba a kan maimaitaccen lokaci kuma duk abin da ya faru a kasuwannin daidaito. Yayin da wani bangare, hasashensa na gaba ya nuna kuma dangane da makasudin saka hannun jari na jimillar wannan shekarar, ya sanya shi a Yuro miliyan 3.500, wanda Euro miliyan 2.300 ya yi daidai da 'Upstream' da Euro miliyan 1.200 zuwa ' Faɗakarwa '.

Lalacewar motar lantarki

Hakanan za'a iya bayanin wannan faduwa a cikin farashin tsaro na Repsol ta gaskiyar cewa lalacewar motar lantarki na iya amfanar kamfanonin lantarki, kamar yadda yake faruwa a wadannan watannin. Ta hanyar sake kimanta waɗannan sama da 20% a cikin watanni goma sha biyu da suka gabata. Wani abu da bai faru da kamfanonin mai ba, amma akasin haka sun fadi a matsayinsu a kasuwar hannayen jari. A matsayin tasirin kai tsaye kan canjin amfani da makamashi kuma hakan ya canza shawarar sayayya a cikin babban ɓangare na ƙanana da matsakaitan masu saka jari.

Wannan gaskiyar labarin yana nuna cewa a cikin shekaru masu zuwa ba za a sami dogaro da mai ba kuma wannan a cikin dogon lokaci ya kamata ya rinjayi farashinsa zuwa mafi girma ko ƙarami. Daga wannan ra'ayi, yana iya zama matsala ga kamfanoni a cikin wannan ɓangaren makamashi don cutar da lantarki. Yayin da a gefe guda, ya zama dole kuma a rinjayi wannan rukunin kamfanonin da ke da alaƙa da ɗanyen mai.Sun juya kallonsu zuwa kasuwancin wutar lantarki don ɗora motoci, kamar yadda aka yi a Repsol. A kowane hali, yanzu ya ɗan ci gaba daga farashin da aka sa niyya fiye da ɗaya daga cikin burinta na 'yan watanni masu zuwa.

Aƙarshe, ka tuna cewa wannan ƙimar ce mai sauƙin canzawa wanda ba a nufin shi don ƙarin bayanan kariya ko masu ra'ayin mazan jiya. Inda aka kirkiro manyan dabaru a kasuwar hannayen jari don kauce wa ayyukan da ba'a so a cikin ayyukan kuma hakan na iya haifar da asarar kuɗi masu yawa a cikin su. Don wanene zai iya zama mai amfani sosai don sanya umarnin ƙayyade asara don asarar ta wuce fiye da iyakokin da bukatunku na gaba ɗaya suka ba ku. Kuma ta wannan hanyar, zaku iya barin matsayinsu kuma ku koma ga wasu ƙimomin da a waccan lokacin suka fi kyau kuma suke da yuwuwar sa ribar ta zama mai riba daga yanzu. Kasancewa a ƙarshen rana ɗaya daga cikin manufofin kowane ƙaramin matsakaici da mai saka jari, kuma ban da sauran hanyoyin saka hannun jari a kasuwar hannun jari. A matsayin tasirin kai tsaye kan canjin amfani da makamashi kuma hakan ya canza shawarar sayayya a cikin babban ɓangare na ƙanana da matsakaitan masu saka jari.

Net ribar kusan miliyan 1.500

Kamfanin Repsol ya samu ribar da ta kai Euro miliyan 1.466 a farkon watanni tara na shekara, idan aka kwatanta da miliyan 2.171 a daidai lokacin na shekarar da ta gabata. A gefe guda, rashin samun ribar kuɗi, kamar su daga siyarwa a cikin 2018 na shiga cikin Naturgy, da ƙananan ƙididdigar ƙididdigar albarkatun hydrocarbon saboda faɗuwar farashin ɗanyen mai, yana da mummunan tasirin kwatankwacin sama da euro miliyan 600 idan aka kwatanta da shekarar da ta gabata.

Yayin da a gefe guda, daidaitaccen ribar da aka daidaita, wanda ke auna ci gaban kasuwancin kamfanin na musamman, ya tsaya kan euro miliyan 1.637, idan aka kwatanta da miliyan 1.720 da aka samu tsakanin watan Janairu zuwa Satumba na shekarar 2018. Gudun shigar da kuɗi yana ƙaruwa da 22%, ya kai Euro miliyan 4.074 . Ga Shugaban Kamfanin na Repsol, Josu Jon Imaz, "karfin tasirin tsabar kudi, a cikin karamin yanayin tattalin arziki, ya nuna karfin dabarunmu".


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