Zvaitaridza kuti vese Endesa naIberdrola vaive vasvika pachikamu chavo chepamusoro soro renzira yavo. Asi zvinoonekwa kuti kumanikidzwa kwekutenga kwavo kwakatopfuura uye vari kutungamira makambani ese ari maviri kuti asvike pamitengo yanga isingatarisirwe makore mashoma apfuura. Kuve pasina mubvunzo mbiri dzenyeredzi hombe mune yakasarudzika indekisi yeSpanish equities, iyo Ibex 35. Sezvo iri kutotengesa pamusoro pe 25 na11 ma euro pachikamu chimwe nechimwe, zvichiteerana. Uye nekudzokorora kusvika parizvino gore rino re12% uye 8% mune yega yega. Zvese zviri mune yakajeka mamiriro eiyo yekusununguka yemahara, akanakisa ayo madiki nepakati varimimari vanogona kuve nawo. Nekuti ivo havasisina kuramba kumberi uye kusingagumi kukwira kunovhurwa kubva zvino zvichienda mberi.
Aya maitiro maviri eIbex 35 ari kushamisika zvakare vese vanoita zvemari kune yavo isingamiswe nzombe kumhanya iyo inoita kunge isina magumo. Zvirinani munguva pfupi uye vanoramba vachikwira nekukwira mumisika yemari. Muchirevo mune iyo inosarudzika index yeSpanish stock market yadarika iyo yepfungwa danho reiyo 10.000 points. Iko chikamu chemagetsi chiri chimwe cheavo anga achichengeta kenduru yekusimudzira mumakore maviri apfuura uye uko Endesa neIberdrola ndiwo maviri ayo anomiririra masheya. Inenge yakapetwa kaviri kukosha kwayo pamusika wekutengesa uchienzaniswa ne2018.
Nepo kune rimwe divi, ivo vachibhejera zvinhu pamusika wemasheya izvo zvine huwandu hwakawedzerwa hweanogovaniswa zvikuru mugove wedividhi, iine avhareji uye yegore purofiti padhuze ne6%. Pamusoro pevhareji iri parizvino 4,85%, imwe yepamusoro-soro mukati meEuropean stock indices. Zvekuti nenzira iyi, vashoma uye vepakati varimi vanogona kugadzira yakatarwa mari yekudyara portfolio mukati meiyo kusiana. Chero chii chinoitika mumisika yemari kuitira kuti pakupedzisira ugone kudzikama uchinge wakamira pamusika wemasheya.
Mutengo weEndesa unokwira
RBC Capital Markets inopa kubvumidzwa kwaro kutendeuko iyo Endesa yatora kune simba rinowedzerwazve uye semhedzisiro yavo vafunga kukwidza bhodhi rayo kubva pasi pehuremu kuenda 'semusika' uye mutengo waro wakanangwa, kubva pa21 euros kusvika 25,50 euros pamugove. Kunyangwe kugona kwayo kwekudzokorora kuri zero kubva pamitengo yayo yazvino, ichokwadi icho chinogona kubatsira kukurudzira kuwedzera kuwedzera kwemagetsi kubva zvino zvichienda mberi. Mupfungwa iyi, zvinofanirwa kucherechedzwa kuti vanoongorora vebato vanobvuma kuti "isu tave kuve netariro nezvevatengesi veSpanish, kunyanya Endesa, iyo inofanirwa kubatsirwa zvakanyanya kubva mukuregedzwa kwemitemo nemitero."
Kune rimwe divi, Endesa iriwo imwe yemabheti anosarudzwa neBhangi reAmerica kuve chikamu chechengetedzo yayo portfolio, mune iyi kesi nekuda kwayo yakanakisa chikamu. Pamwe pamwe nemamwe kukosha kweIbex 35, senge ari Amadeus uye Inditex. Panguva iyo iyo kambani yemagetsi yave kuda kupfuura chikamu chemakumi maviri nematanhatu emugove uye neruoko rwemahara kuenderera kumberi mumavhiki anotevera kana kunyangwe mwedzi nekuda kwesimba rayo rakakura mumisika yemari. Kusvika padanho rekuti vamwe vaongorori vemusika vanoona mikana muukoshi hunosvika pamakumi matatu kana makumi matatu emadhora echikamu chimwe nechimwe.
Chakavanzika chiri mune zvinogadziriswa
Kutsanangura kufamba uku kwave kuitwa neEndesa, zvakakosha kuti unzwisise shanduko irikuitika muchikamu chemagetsi. Nekuti zvirizvo, shanduko yekukwira iyo kambani yakanyorwa yanga ichigadzira inyaya yekuti ndicho chimwe chezvisungo pamusika wemasheya chiri kuwana zvakanyanya mu "boom in renewable" kuSpain. Nzombe yake inomhanya haina kutsanangurwa pamwe nekusagadziriswa tisinganzwisise maitiro aya ari kuvandudza chikamu mumwedzi iyi. Mushure mekuve uri, kwete kare kare, pamatanho ari padhuze ne15 euros. Mune mamwe mazwi, isu tatova padhuze nekuwedzera mutengo wayo uye, zvakanyanya kukosha, zvishoma nezvishoma uye tisingaite ruzha rwakawanda, kusiyana neanokwikwidza naye munharaunda yemagetsi.
Chero zvazvingaitika, uye nekuda kwemamiriro azvino ezvinhu, haakwanise kuisa miganho pakukwira kwake nekuti hazviite chero pfungwa nekuda kwekuti ari mune akanakisa emamiriro ezvinhu, kukwira kwakasununguka. Uye iwe unogona kudzikama mumutengo chero bedzi usingapfuure rutsigiro urwo irwo parunove painosvika makumi maviri nemaviri emaji. Matanho ayo anozove mucherechedzo wekuziva purofiti uye munzvimbo dzinotyisa seyero yekupinda yekumirira kuongororwa kubva panguva iyoyo chaiyo. Chero zvazvingaitika, iko kuchengetedzeka kuri kuita kuti vazhinji varimari vadiki nepakati varimi vapfumi.
Iberdrola haimire kuisa
Zvaiita kunge zvisingaite, asi pakupedzisira mazita emagetsi aya atove pamusoro pe11 euros. Pakangove nemavhiki mashoma apfuura mitengo yavo yaive pazasi pe9 euros pachikamu chimwe nechimwe. Mumakore maviri ekutanga kuongororwa kwayo iri pamusoro pe13%, imwe yepamusoro-soro mune yakasarudzika indekisi yemari yenyika. Zvapfuura mamwe maIbex makumi matatu neshanu maererano nenhanho yavo yemari, kunyangwe pamusoro peInditex kana Banco Santander. Kusvika padanho rekuti ndiyo imwe yetsika dzakateedzerwa nevashambadziri vadiki nepakati kunyangwe iwo mitengo iyo yakanyorwa panguva ino. Mune izvo zvakagadziriswa kukwirira kwekurwara.
Ichiri kune rimwe divi, zvakare yakabatanidzwa "boom yezvinodzoreredzwa" kuSpain uye inogona kuve imwe yemanyuko ayo makuru emari mumakore anotevera. Uye zvechokwadi chokwadi ichi chiri kuisirwa kune kumisikidzwa kwemitengo yavo uye hapana mubvunzo kuti vanogona kuenda kumusoro mumitengo yavo. Pamwe zvinogona kunge zvakatenderedza 13,14, 15 kana anopfuura maeuro, kana zvese zvichikura sezvazvave kuita kusvika zvino. Chimwe chinhu chisingafungidzike munguva dzakapfuura uye icho chave chiri chimwe chezvishamiso zvikuru zvakanaka izvo misika yeutengi yakatiunzira mumakore achangopfuura.
Kubheja pamotokari yemagetsi
Ichi ndicho chimwe chezvechokwadi chinotsanangura ichi chinokwira mumutengo wemagetsi uye chinogona kubata zvakanyanya mukukoshesa kwayo kubva panguva ino chaiyo. Nekuti zvazviri, haugone kukanganwa kuti kubheja uku pamusika wemari ndeimwe yesarudzo iyo njodzi shoma gadzira zvinzvimbo zvavo nekuti
Uye zvakare, ichangobva kuzivisa kuti iri kufambira mberi mukufamba kwayo kwekutungamira shanduko yesimba kuSpain nekutanga kwekuvakwa kweiyo yekutanga fotivoltaic chirimwa muAragon, ine 50 MW yesimba rakaiswa, iri munzvimbo yeAzaila, mu Teruel. Imomo, iyo fekitori yefotovoltaic, inoumbwa ne142.740 photovoltaic module emonocrystalline silicon maseru ane dhizaini yakagadziriswa, ichaunza anosvika kumabasa zana nemakumi mana panguva yekuvakwa kwayo panguva yepamusoro yebasa. Uye, kana ichinge yashanda, ichaburitsa simba rakachena kune huwandu hwevanhu hwakaenzana nedzimba dze140 pagore, kuwedzera pakudzivirira kuburitswa kwemamwe matani 24.290 eCO19.000 pagore. Kutumirwa kwayo kunotarisirwa mukupera kwa2, uko kwave kutove kushanda.
Unofanira kutora mweya
Vhiki rino, ese maviri masheya kukosha akoshesa neinopfuura 3% uye seimwe yezvikamu zvinotungamira zvematongerwo enyika munyika yedu. Kusvika padanho rekuti kune vatove vanoongorora zvemari vanotarisira kuti zvakakosha kugadziriswa kuti zviitwe kubva ikozvino. Kunge mafambiro ane hutano saka vanogona kutora mafungiro matsva mukati memwedzi yakati wandei. Kufanana nenyaya yekuti vanogona kufamba mukufamba kwenguva muzvikamu zvinotevera pamusika wemasheya. Chero ipi yeaya mafambiro anogona kuitika mazuva ano mushure mekusimudzira binge kwesvondo rino
Kune rimwe divi, zvinofanirwa kusimbiswa kuti dambudziko muChina, semhedzisiro yekuonekwa kwecoronavirus, inogona kufarira hunhu hwemakambani aya ari muchikamu chemagetsi mazuva ano. Nekuita senzvimbo dzakachengeteka dzekutarisana neichi chiitiko chisingatarisirwi mumisika yemari uye uko kwakawanda kuyerera kwemari kwaenda kumakambani maviri aya anotungamira kuwedzera svondo rino. Asi iwo mamiriro asingakwanise kugara kwenguva refu nekuda kwekumira kweizvi kuwedzera.
Hazvishamisi kuti iwo akanyorwa ari kuwedzera kuyedza kutsiva yavo yekare portfolio zvichibva pasimba renyukireya uye marasha kune imwezve inoenderana neyakagadziriswa. Uye izvi ndizvo zvinodyarwa nevadiki vepakati nepakati mune chishuwo chavo chekutora zvinzvimbo mukukosha senge zano rekuita kuti yavo inowanikwa mari ibatsire. Nebudiriro muzvirongwa zvavo, zvirinani zvenguva, nekuti ivo vari kukwira tsika uye chinhu chakakosha mukusununguka kwemahara. Chimwe chinhu chisingafungidzike munguva dzakapfuura uye icho chave chiri chimwe chezvishamiso zvikuru