Imwe yeakanyanya kusimba masheya seki mumavhiki apfuura iri, kushamisika kukuru kwevatengesi vazhinji, iyo magetsi nesimba. Nemakambani maviri, senge mune zviitiko zveEndesa neIberdrola, izvo zviri kubatsira kubva pakutenga kwekuyerera mumisika yekudyidzana yenyika yedu. Kana kusvika mazuva mashoma apfuura maitiro ake aive akanyatsopesana. Semhedzisiro yekurangwa mumabhajeti akafanoonekwa akapihwa nehurumende yeSpain. Asi matambudziko ekutenderwa kwawo akapa zvitsva zvinotarisirwa kuitira kuti mitengo yayo igone kudzikisira mumazuva anotevera.
Chero zvazvingaitika, kurudziro yekutenga iri kumisikidzwa mazuva ano nechikamu chikuru chevamiriri vezvemari. Ndiani akasimudza yavo mutengo wakanangwa pamusoro pezviri kutengeswa nemakambani panguva ino chaiyo. Kunze kwekumwe kufunga kwehunyanzvi hunhu uye pamwe kunyangwe kubva kwakakosha kwemaonero. Kuunzwa kwemhedzisiro yebhizinesi yekota yechitatu yegore rino kune zvakawanda zvekuita neizvi.
Iyo tarisiro yenguva pfupi iri yakanaka kwazvo uye pamusoro peiyo inogadzirwa nemamwe akakosha zvikamu muzvikamu zveSpanish. Zvakasiyana zvakanyanya kubva pane zvinogona kuitika mukati nepakati nepakati izvo zvichatotenderera pane mamwe mamiriro akasiyana sekutarisa kupinda kwenzvimbo mune imwe yemakambani maviri aya akanyorwa muSpanish inosarudza index, iyo Ibex 35. Uye zvakare, inofanirwa kutariswa kuti vanogona kuve vamwe vevanonyanya kubatsirwa kubva kumusangano wakamirirwa kwenguva refu wezororo reKisimusi uyo wakamirirwa zvakadaro nevashambadzi vadiki nepakati.
Endesa iri kuyedza makumi maviri emaeuro
Imwe yenyaya dzakakoshesesa dzeiyi yekukwira maitiro mune imwe yemasangano akakosha emari yenyika ndeye Endesa. Mhedzisiro yayo yebhizinesi yakashamisa misika yemari. Pakati pemakota matatu ekutanga egore, anga ari mumwe wevanobatsirwa mumusika wakasununguka mune ino chikamu chakakosha chehupfumi hweSpain. Uye ivo vakabatsira yavo yekumisikidza mitengo yakawedzera mazuva ano. Kusvika pamatanho akakosha seaya akasimbiswa mu 20 euros pamugove.
Endesa yagadzira mune ino ongororo nguva a mambure purofiti ye1.193 mamirioni euros, ayo mukuita anomiririra kuwedzera padhuze ne10% zvine chekuita nenguva yakafanana yegore rapfuura. Kunyangwe hazvo simba rekutyaira seri kweiyi bullish mamiriro ari kuwanikwa mukudzoserwa kweiyo gasi bhizinesi margin, kambani yakashuma. Izvi zvakakonzera kufamba kwekutenga kuve kuri kuisa mazuva ano pane yekutengesa maitiro ayo airatidzika kunge akasimbiswa mazuva mashoma apfuura. Kunyanya mumwedzi waGunyana uye nemazuva ekutanga aGumiguru.
Mari yaro inosvika pamamirioni gumi nemashanu, mazana matatu nemakumi matatu nematatu
Imwezve data inoburitsa pachena pamhedzisiro yebhizinesi rekambani yemagetsi Endesa inyaya yekuti mari yekambani yemagetsi munguva kubva muna Ndira kusvika Nyamavhuvhu yaisvika 15.353 mamiriyoni emamiriyoni. Ndokunge, 4% kupfuura mumwedzi mipfumbamwe yekutanga ya2017 uye ayo akaunganidzwa nevashambadzi vadiki nepakati. Kune rimwe divi, hazvigone kukanganwika kuti mumazuva ekupedzisira aZvita ichagovera mugove pakati pevachagovana navo nemari iripedyo chaizvo kusvika 7%. Chokwadi icho chisina kuenda chisina kucherechedzwa nevashambadziri, vese vekunze uye kubva kunze kwemiganhu yedu.
Kune rimwe divi, chimwe chezvikonzero icho chave chichifarirwa nevamiriri vakasiyana vehupfumi inyaya yekuti chinangwa chayo chitsva chinobvumidza boka kuzadzisa chinangwa chemubhadharo wegore wepati wemamiriyoni e1.400. Chinhu chakakurudzira iyo kupinda kwemari nyowani mumisika yemari inogona kutungamira kuzviito zvavo kutodarika akakosha mazinga e20 euros pamugove. Hazvishamise kuti mutengo wakanangwa unopihwa nevamwe vamiririri vezvemari uri pakati pe20 ne21 euros. Neiyo Endesa migove yaizoramba iine yakakosha kumusoro kumusoro kumberi.
Zvinyorwa kubva kuna JP Morgan
Kubva kune broker uyu akapa maonero ake paEndesa, kunyangwe zvaive zvisati zvaitika bhizinesi rake rechitatu chegore rakaburitswa. Ichicherekedza mukutaura kwayo kwakawanda kuti "kushanda kwakasimba kwezvakakosha zvekambani mukota yechitatu uye mhepo yekumashure (munguva pfupi) yechina yechina yegore inotsigira maonero edu ekuti Endesa ichapfuura zvaifungidzirwa neEbitda zve2018". Kunyangwe kune rimwe divi, inoratidza kuti mutengo waro wakatarwa pari zvino 20,50 euros uchienzaniswa ne19,55 euros pakavharwa musangano neChitatu chapfuura. Nezvako zvako upside zvinogona yaizosvika pamatanho zvishoma pamusoro pe5%.
Mhedzisiro iyi yakanyanya kufurirwa nekuti neiyo yekuvandudza kwayo Strategic Chirongwa, iva mumamiriro ezvinhu akanakisa kusimudza zvinangwa zvako uchifunga nezvekupera kwegore rave kuda kupedzwa. Iine tarisiro yakanaka kwazvo yegore rese remari ra2018. Chinhu chinogona kuratidzwa mumutengo wezvikamu zvaro nechinangwa chekunopera kwegore uye icho chinogona kushandiswa kutora chinzvimbo nechinangwa chekuita kuti mari ichengetwe mu gore rakaomesesa kuenzana kwenyika. Sezvo mune mamwe epasi rese misika yemasheya uye izvo zvinogona kuve neinonakidza kwazvo epilogue kune vadiki nepakati varimi.
Iberdrola mune chinzvimbo chisina kusimba
Kune iro chikamu, imwe hombe kambani mune yeSpanish magetsi chikamu iri mune yakati fananei mamiriro kune yapfuura iyo, asi iine dzakateedzana ruzivo iwe hwaunofanira kufunga nezvayo kana iwe uchizotora chinzvimbo mumazuva anotevera. Kutanga, ini handina kugadzira mumazuva ano mafambiro akasimba akonzerwa naEndesa. Hazvishamisi kuti yakafamba mumutengo wayo pasi pemakona madiki akaisirwa pakati pe 6 ne6,50 euros mugove. Iko kugadzikana kwayo kwave kuri imwe yemasangano akajairika kuhurongwa hwayo mumisika yemari.
Chero zvazvingaitika, ichiri imwe yemakambani ayo anogona kusimudzira inonakidza inokwira kumusoro mumwedzi iri kuuya. Iine tarisiro mumaketi ayo emusika wemari iri padyo padyo ne7 euros. Naizvozvo, ichine kukwira kufamba kana ikasatera kune imwe yepakati nepakati-refu rutsigiro rweimwe kukosha. Kunyangwe zvingave pakati pekuvandudza kumwe kugadziriswa kwekumwe kufunga. Kwemakore makumi maviri, kukosheswa kwaro kwabva kubva pamusoro pemadhora maviri chete kuenda kuma20 euros kwazviri kunyorwa parizvino. Mune mamwe mazwi, kuongororwa kweanopfuura zana%.
Kukosha kwakatsiga pamusika wemari
Chero zvazvingaitika, kana migove yekambani yemagetsi inoonekwa mune chimwe chinhu, ndeyekuti ivo vakagadzikana kwazvo. Iko hakuna kukuru kusagadzikana mumusiyano pakati pemitengo yavo yepamusoro uye yepasi muchikamu chimwe chete chekutengesa uye izvi zvinobatsira chikamu chakanaka chevanozvidzivirira kwazvo mumusika kuti vapinde munzvimbo dzavo. Nekuti inopawo vagovani vayo mugove wakasarudzika unokamurwa. Uine dzoka pane kuchengetedza kwakatenderedza 5% uye pamusoro pemamwe emakosheni akakosha eiyo bhenji index yeSpanish equities. Kuva chimwe chezvinhu zvinokwezva kutora chinzvimbo mukambani iyi kwemakore mashoma anotevera.
Iko kuchengetedzeka uko kwakanyanya kutarisirwa kune zvinzvimbo zvakanangana nepakati nepakati refu nekuda kwehunhu hwayo. Sezvo mupfupi havawani zviwanikwa sezvo zvichinyanya kuomesa kuita kwekufamba kunobatsira nekuda kwekudzikira kwavo kushoma. Chero zvazvingaitika, haisi yekufungidzira kukosha kwavanogona kugadzirwa nako intraday mashandiro kana mune imwecheteyo yekutengesa chikamu. Mupfungwa iyi, unogona kuve neIberdrola inogoverana zvakakwana mune yako portfolio yekudyara nekuti ivo havazokupe iwe wakanyanya kutemwa nemusoro kubva ikozvino.
Mune imwe yepamusoro
Chero zvazvingaitika, aya makambani maviri anochengetedza yakajeka kumusoro maitiro uye ayo anogona kunge ari mazano ako egore rinotevera. Kunyanya kana izvo zvinotarisirwa zvikaitika zvekuti vanogona kunge vari vakaomarara kosi yemusika wemari kupfuura iwo apfuura. Nekusagadzikana kukuru mumisika yezvemari uye izvo zvinogona kukanganisa iyo njodzi yekutengesa yepasi rose yakakura kudarika dzimwe nguva.
Mupfungwa iyi, makambani maviri emagetsi aya anogona kukupa kumwe kugadzikana kune yako yekudyara portfolio. Nemikana mikuru yavanoramba vachikoshesa mumwedzi iri kuuya. Kunyangwe izvi zvinowedzera zvaisazogadzirwa nemasimba akasimba, sezvazvinowanzoitika kumakambani emagetsi eSpanish. Kunze kwekumwe kufunga kwehunyanzvi uye pamwe zvakare kubva pakuona kwezvakakosha. Kune rimwe divi, ivo vakaramba vari padanho rakanaka kwemwedzi yakati wandei. Unogona kuve neIberdrola inogoverana zvakakwana mune yako portfolio yekudyara nekuti ivo havazokupe iwe wakanyanya kutemwa nemusoro kubva zvino zvichienda mberi.