Duk da cewa hangen nesan masu adalci, na Ibex 35, bashi da tabbaci mai yawa, yana da matukar karfin kimantawa. Tare da matakan sama da 10% kuma koyaushe ana nufin matsakaici da dogon lokaci azaman ɗayan dabarun saka hannun jari da zaku iya amfani dasu daga yanzu. A kowane hali, waɗannan hannayen jarin ne waɗanda suka yi nesa da baya kuma cewa a kowane lokaci dole ne su mai da martani ga ƙaƙƙarfan matakan su.
Wani halayyar su shine cewa a mafi yawan lokuta ana lissafin su kamfanoni tare da gudummawar ƙima. A takaice dai, yana da daraja sosai a cikin kasuwannin daidaito kuma a halin yanzu yana nuna a babban ragi a cikin farashin su saboda dalilai daban-daban. A cikin abin da ke haifar da babbar damar kasuwanci idan ba za ku jagoranci aiyuka ba a cikin gajeren lokaci. Don haka ta wannan hanyar, kun kasance cikin matsayi don sa hannun jari ya sami fa'ida daga dabara mai ƙarfi.
Wannan bayan duk abin da zaku iya yi a cikin wasu ƙimomin da suka dace na Ibex 35, kuma daga cikinsu akwai wasu kwakwalwan shuɗi na daidaiton ƙasa. Duk da yake a ɗaya hannun, ana iya amfani dashi don ƙirƙirar jakar tanadi mai ƙarfi tare da ƙimar lokaci mai tsawo. Kodayake kuma gaskiya ne cewa farashin jarin tsaro za ku gani tare da ƙananan matakan a cikin watanni masu zuwa. Zuwa ga cewa shekara mai zuwa za su iya rage daraja sosai. Duk da haka dai, burinku ya tafi zuwa ga lokaci daban daban.
Telefónica a Yuro 8
Bayan faduwar ƙarshe a kasuwar hannun jari, haɗarin dake cikin matsayin wannan ƙimar na Ibex 35 ya faɗi ƙasa sosai. A cikin dabarun saka hannun jari dole ne 'makasudin farko ya kasance kusan kusan euro 8 ta kowane fanni, kodayake zai kasance na matsakaiciyar lokacin dorewa. Saboda yana gabatar da goyon baya mai ƙarfi akan euro 7,40 kuma hakan zai ƙara jinkirta motsi zuwa sama a cikin wannan ƙimar kuma mai yiwuwa cire siyan matsi a cikin ‘yan watanni masu zuwa. A kowane hali, ɗayan tsare-tsaren Ibex 35 ne waɗanda ke da ƙarfin haɓaka mafi girma daga matsayin yanzu.
Wani amintaccen hannun jari wanda ke da mafi tsayi don samun riba a cikin ayyukan siyar da hannun jari shine Endesa. Muddin suka tsaya sama da farashin da kuke da shi a matsayin ku free tashi, kusan Yuro 24,10. Idan an wuce shi, zai iya kaiwa matakin euro 27. A wasu kalmomin, har yanzu yana da ƙimar kimantawa kusan 20%, bayan duk ƙaruwar da aka samu tun lokacin bazarar shekarar bara.
Burin Santander akan Yuro 5
Burin Banco Santander an kiyasta kusan yuro 5 na kowane fanni, da kyau sama da 3,70 wanda a yanzu yake ciniki. Duk da yake a ɗaya hannun, dole ne a kuma nuna cewa banki ne ke da shi manyan shawarwari ta masu shiga tsakani na kudi. Inda zai iya zama damar siyan fili don matsakaici kuma musamman dogon lokaci. Kodayake tabbas yana iya rasa daraja a cikin kwanaki masu zuwa ko watanni.
Wani abu makamancin haka shine abin da ke faruwa tare da hannun jarin BBVA kuma cewa tsayawa don cimma farashin da manyan dillalai na duniya ke bayarwa shine a matakan euro 6 na kowane juzu'i. A wannan ma'anar, ba za a iya mantawa da cewa wannan ƙimar ta fito ne daga yuro 9 kuma a aikace yana nufin cewa hannun jarin ta ya ragu da kashi 50% a kan matsayin su a farkon wannan motsi na gyara. A gefe guda, yana ɗaya daga cikin hannun jari na banki wanda yayi rawar gani a wannan shekara.
Arcelor sama da euro 20
Daga dukkan tsare-tsaren, Arcelor shine wanda ke da mafi girman gefen haɓaka. Kodayake yana da darajar cyclicalA takaice dai, yana iya yin halin da ya fi na sauran yanayi mummunan yanayi don kasuwannin daidaito. Amma idan lokuta masu kyau suka zo don kaya, ba abin mamaki bane idan hannayen jarin sun wuce mahimman shinge akan Yuro 20 akan kowane juzu'i. Kasancewa ɗaya daga cikin damar kasuwancin har ila yau. Bawai don aiki na ɗan gajeren lokaci ba tunda a irin wannan yanayin haɗarin suna da yawa.
Duk da yake a gefe guda, yana da kyau a nuna zabin sayan a kamfanin man fetur na kasa na Repsol saboda yana wakiltar wani zaɓi mai matukar tasiri don samun ribar tanadi cikin shekaru biyu ko makamancin haka. Kazalika dogaro da shi da yawa akan farashin ɗanyen mai. Imididdiga daga manazarta adalci sun nuna cewa a cikin fewan kaɗan zaku iya cimma wani farashin kusan Euro 20 rabon daga Yuro 14 wanda aka lasafta shi a halin yanzu. Bugu da kari, shawara ce akan kasuwar hada-hadar hannayen jari wacce ke nuna wani bangare na fasaha wanda ba shi da matsala kuma hakan yana gayyatar kanana da matsakaitan masu saka jari don daukar matsayi koda kuwa daga dabarun da suka fi karfinsu.
Sabadell na iya wuce Euro
Tabbas, babu wata ma'ana fiye da sake karɓar rukunin euro guda a cikin wannan bankin ƙasa kuma hakan zai iya cimma shi a cikin watanni masu zuwa ko shekaru masu zuwa. Kodayake kuma ya zama dole ayi tunani cewa yana cikin aiwatarwa zuwa rukuni tare da sauran cibiyoyin bashi sabili da haka hakan na iya jirkita kimar sa a kasuwar hannun jari. Tare da manyan haɗari a cikin buɗaɗɗun wurare tun da ana iya ƙirƙirar wasu abubuwan al'ajabi game da waɗannan abubuwan a cikin ɓangaren.
Ba abin mamaki bane, ana hasashen cewa zai iya haɗuwa da Santander ko BBVA, wanda ke nufin cikakken sake fasalin cikin ɓangaren kuɗi. Tare da wacce mafi girman hankali a wannan lokacin zai kasance don kaucewa aiwatar da wani aiki a kasuwannin daidaito ta fuskar abin da ka iya faruwa. A gefe guda, yana daya daga cikin hannun jari na banki wanda yayi rawar gani a wannan shekarar.
Endesa akan yuro 27
Sakamakon Endesa na farkon watanni tara na shekara ya bi kyakkyawan layi wanda waɗanda aka gabatar har zuwa Yuni, wanda ke ba da damar cimma nasarar manufofin 2019 da kamfanin ya sanar da kasuwa a cikin tsarin dabarun ta. Kyakkyawan gudanarwa na kasuwa mai sassauci, a cikin yanayi mai rikitarwa, duka cikin kasuwancin wutar lantarki da na gas, ya ci gaba da kasancewa babban mahimmin abin da ke bayan waɗannan kyakkyawan sakamakon, waɗanda aka ƙara daidaituwar kasuwar da aka tsara da nasara a cikin tsadar farashin. ƙoƙari.
A gefe guda kuma, ya kamata a sani cewa an sami raguwa sosai a cikin bukatar wutar lantarki a cikin watanni tara na farkon shekara (-3% a daidaitattun sharudda) sakamakon tsananin yanayin lokacin da tasirin na tafiyar hawainiya a wutar lantarki tattalin arziki kan yawan kuzarin manyan kamfanoni. Inda Shugaban Kamfanin Endesa, José Bogas, ya tabbatar da cewa “saka hannun jari a cikin kuzarin da ake sabuntawa da kuma digitization da kamfanin ke fuskanta sune babban jigon ci gaba da samar da kyakkyawan sakamako a cikin kasuwa mai rikitarwa 50% na duk jarin mu da 80% na duk saka hannun jari na ci gaba a cikin waɗannan watanni 9 na farko sun kasance don ayyukan sabuntawa.
Inditex ya kafa kwatancen Euro 30
Cinikin Rukunin Inditex a farkon rabin 2019 - tsakanin Fabrairu 1 da 31 ga Yuli - ya karu da kashi 7%, ya kai euro miliyan 12.820 a karon farko. A farashin musanya na yau da kullun, juyawar ya karu da 7%. Tallace-tallace a cikin shagunan kwatankwacinsu, a halin yanzu, sun sake tabbatar da haɓakar haɓaka mai ƙarfi kuma sun haɓaka da 5%, tare da haɓaka mai kyau a cikin dukkan sifofin da a duk yankuna, da duka shagunan da kan layi.
Wannan ingantaccen aikin yayi nasarar kawo ribar da aka samu zuwa Yuro miliyan 1.549, wanda ya wuce 10% na Yuro miliyan 1.409 a farkon rabin shekarar 2018. Adadin ya nuna tasirin Dokar IFRS 16, in ba tare da wannan ba ribar zata kasance sun karu da kashi 7%. Tare da wannan layin, Ebitda da Ebit, waɗanda suka haɓaka da kashi 47% da 14% bi da bi, za su sami ci gaba mai kyau na 8% da 7%. Gudanarwar an nuna ta musamman a cikin tsabar kuɗi mai ƙarfi, wanda ya kai kowane lokaci, yana ƙaruwa da 13% zuwa euro miliyan 6.730.
A cikin kowane hali, ba yana nufin cewa waɗannan farashin za su haɗu a cikin shekaru masu zuwa ba. Idan ba haka ba, akasin haka, farashi ne wanda ke zama jagora don ayyukanku akan kasuwar hannun jari. Matsayina na ɗayan sigogi waɗanda zaku iya amfani dasu don ɗaukar matsayi a cikin wasu ƙimomin da aka fallasa. A kowane hali, waɗannan hannayen jarin ne waɗanda suka yi nesa da baya kuma cewa a kowane lokaci dole ne su mai da martani ga ƙaƙƙarfan matakan su. Don haka ta wannan hanyar, zaku iya shirya fayil ɗin saka hannun jari na gaba a cikin kasuwannin daidaito.