Enagás yanga iri imwe yemari dzekuSpain dzakakoshesa zvakanyanya mumwedzi gumi nembiri yapfuura. Kusvika padanho rekupa iyo purofiti ingori pamusoro pe20% munguva ino uye pamusoro pezvimwe zvakakosha zvikuru pamusika wemasheya. Chero zvazvingaitika, shanduko yemamiriro akave akacherechedzwa muzvirongwa zvekutengesa zvenguva pfupi izvo zvinogona kukanganisa maitiro akajeka kumusoro, zvirinani mukati nepakati nepakati. Chero nzira, ndeimwe yemitengo iyo inofanirwa kuchengetwa pa radar kuitira kana zvichidikanwa kuti izviise muchikwama chemasheya kwemwedzi mishoma inotevera.
Kugadziriswa kwayakagadzira mumavhiki apfuura kwave kuve kwakanyatsoita sezvo vakagadzirisa mutengo wayo pamazana gumi muzana. Kuratidza kumwe kushaya simba munzvimbo dzekufananidza idzo dzakange dzakaiswa nehunyoro hukuru pakutanga kwegore. Mukati meyakajairwa mamiriro, mune chikamu chinova chimwe chezvinhu zvakanyanya kusimba senge simba, pamwe nemamwe maitiro akadai se Tsvuku Eléctrica Española, Endesa, Iberdrola uye Naturgy uye uko mamwe acho akaiswa mumufananidzo wekusununguka wakasununguka. Iyo ndiyo yakanakisa pane ese kune zvido zvevashambadzi vadiki nepakati sezvo zvichiratidza kuti hapana kuramba mberi.
Ndichiri kune rimwe divi, Enagás ndomumwe weavo vanofungidzirwa sa kuzvidzivirira kana kuchengetedza. Kuita senzvimbo yakachengeteka mukutarisana nekusagadzikana zviitiko mumisika yemari. Iko chikamu chakanaka cheguta revashambadziri vadiki nepakati chinoenda kunopa runyararo rwepfungwa kuzvinzvimbo zvavo pamusika wemasheya. Hazvishamise kuti ichi hachisi chengetedzo inomira pachena nekuda kwekunyanyisa kwayo mukugadziriswa kwemitengo yayo. Kunyangwe paine chokwadi chekuti mumaseji ekupedzisira emusika wemasheya yakagadzira kufamba kwakanyanya kupfuura kwakajairika muchikamu ichi chemari dzeSpain.
Kugoverwa kwemugovano unobatsira kwazvo
Chimwe cheakakura maitiro eiyi kukosha kweIbex 35 ndiyo high profitability iyo yainayo mugove iyo yainogovera pakati pevagovani vayo. Nechibereko chemari icho parizvino chiri 6% uye pamusoro pevaya vanopa uyu mubairo. Iko mubhadharo wepagore wakatsiga kwazvo gore rega rega uye unogoverwa kaviri pagore. Iine purofiti yakakwira zvakanyanya kupfuura iyo inopihwa nemidziyo mikuru yemabhangi. Pakati pavo, yakatarwa-temu dhipoziti, maoffic-emari maakaundi kana kunyange emakambani zvisungo ivo pachavo
Ichi ndicho chimwe chezvikonzero zvikuru nei chiri kukosha kwakabvumiranwa zvakanyanya kwema profiles anodzivirira zvakanyanya. Kugadzira bhegi rakachengeteka uye rakachengeteka kwenguva yepakati nepakati zvinova, shure kwezvose, chimwe chezvinangwa zvacho. Tiri kune rimwe divi, isu hatigone kukanganwa chokwadi chekuti iyi ikambani ine mutsara unodzokorodza webhizimusi uye nekudaro mashoma mashura asina kunaka anogona kuitika kubva ikozvino zvichienda mberi. Iko kukosha uku kusingatarisirwe kuve nekudonha kwakakura mumusika wemasheya, asi kwete kuwongorora kukuru kubva ikozvino.
Kuve nazvo mune yako portfolio
Kana kukosha kwakakosha kweIbex 35 kuchizivikanwa nechimwe chinhu, imhaka yekudzikama kwainogona kupa panguva ino kune portfolio yekudyara. Ehe, iri bheji inogona kuve inobatsira kwazvo kwenguva yakareba kwazvo yenguva. Pane rimwe divi, kazhinji inokoshesa rinenge gore rega rega, nazvo ichokwadi kuti kwete nesimba guru. Ehezve, nemutengo uyu wemusika hauzove mamioneya husiku hwese. Sezvazvakaita nevamwe vanofungidzira vamiririri venyika kuenzana uye izvo zvinogona kuwedzera (kana kudzika) mari yako kubva kune idzi nzira dzekudyara. Ichi hapana mubvunzo chinhu chaunofanira kufunga nezvacho kubva zvino zvichienda mberi.
Ndichiri kune rimwe divi, zvakafanirawo kusimbisa chokwadi chekuti Enagás aripo kwazvo mune yekuchengetedza portfolio ne vamiririri vezvemari kana vamiririri. Vashoma vavo vanotora maziso avo kubva paukoshi uhu ndeimwe yeakagadziriswa mumabroker ekubheja, sezvo iwe uchizokwanisa kuona chero nguva yegore. Chero zvazvingaitika, pakupedzisira chisarudzo chauchazofanira kuzviitira wega sezvo paine mari yakawanda iri panjodzi yerudzi urwu rwekushanda mumisika yezvemari muzvikwereti. Kunze kwekuti zvikamu zvako zvingashanduke sei muzvikamu zvinotevera pamusika wemasheya.
Target pamitengo yako
Chero zvazvingaitika, chinangwa chakakosha paEnagás kusvika kana kusvika nzira mazinga e30 euros pamugove. Chinangwa chinogona kuzadzikiswa mukati memakore mashoma nekureruka kukuru. Iko hakuna zvimwe zvinangwa zviripo nekuti zvitsigiro uye kupokana kwavo kwakanyatso tsanangurwa uyezve ivo havana zvishamiso zvakakura pane zvido zvevadiki nepakati varimi. Chero bedzi ivo vachiziva, inodudzira shanduko yeiyi kukosha muhunyanzvi hwayo kuongorora. Kune rimwe divi, hazvina kunyanya kuomarara kuita sarudzo chaiyo nguva dzese, zvinova, shure kwezvose, zvinobatanidzwa mumamiriro ezvinhu aya.
Izvo zvinofanirwawo kucherechedzwa kuti kukosha uku kwesimba remagetsi hakubatsiri zvakanyanya mukuvandudza mashandiro ekutengesa nekuda kwemusiyano mudiki uyo unowanzo kuve uripo pakati pemitengo yayo yepamusoro neepasi. Kupi kazhinji haipfuure 2% kana kunyangwe 3%. Mupfungwa iyi, haina kupa hukuru kushamisika mune zvinotarisirwa nevadiki nepakati varimi. Kana zvisiri, pane kudaro, ivo vanopa chengetedzo yakawanda kupfuura mune mamwe machengetedzeka asina kugadzikana uye izvo zvinobvumidza kuita mashandiro pamusika wemasheya kuve anochinjika. Ichi ndicho chimwe chezvinhu zvaunofanirwa kufunga nezvazvo kubva zvino zvichienda mberi kana iwe uchida kushanda uine vimbiso yekubudirira mune ino nyika equity chikumbiro.
Kune rimwe divi, Enagás iri pamubhadharo wesarudzo idzo dzinotevera hurumende dzichaumbwa dzinogona kutora. Sezvo isu tisingakwanise kukanganwa kuti ivo vari muchikamu chinodzorwa zvakanyanya uye chinhu ichi chinogona kukuvadza zvido zvekambani mukuenderana nemitengo yayo kumusika. Zvakawanda kupfuura iwe zvaunogona kufunga kubva pakutanga, sevatsoropodzi mumusika wequity vanonyevera. Ne kushamisika kusinganzwisisike pakatarisana kwemakore mashoma anotevera uye izvo zvinogona kukanganisa kukosha kwayo pamusika wemasheya. Kusvika padanho rekuti inogona kupinda munguva ine njodzi kune vanoita mari vakatora zvinzvimbo muukoshi mumakore achangopfuura.
Mhedzisiro uye kudyara muEnagás
Iyo gasi kambani yakawana purofiti mushure memutero (BDI) ye2019 mamirioni euros mukota yekutanga ye103,9. Iyi nhamba inomiririra 0,2% yakakwira kupfuura iyo yenguva yakafanana yegore rapfuura. Iko kunoratidzwa kuti mhedzisiro yakanyoreswa mukota yekutanga ye2019 iri zvinoenderana nezvinangwa zvakamisikidzwa yegore rose uye zvinonyanya kukonzerwa nekuita kwakanaka kwemupiro wemakambani ekudyara mari, ayo akatenderedza 25% yeiyo BDI, uye nekudzora kwakazara kwekushandisa uye kwemari mari.
Panyaya yekudyara, chinonyanya kukosha cheEnagás mukota yekutanga yaive mubatanidzwa neBlackstone Infrastructure Partners uye Singapore Changamire Fund (GIC) kuwana danda mukambani yeUS Tallgrass Energy. Uku kuvhiya kunosimbisa hurongwa hwekukura kwekambani uye iyo dividend kuenderera munguva yepakati nepakati.
Uye zvakare, chirongwa cheTrans Adriatic Pipeline (TAP), icho chinobatanidza Turkey neItari kuburikidza neGirisi neAlbania, chine degree rekufambira mberi mukuvakwa kwayo kwe85,7%. Enagás ine 16% yematanda mune ino yakakosha zvivakwa yekuchengetedza kwesimba kugovera muEurope. Ichi ndicho chimwe chezvikonzero nei chikamu chakanaka chevashambadziri vadiki nepakati vatendeudzira maziso avo kukambani iyi inosanganisirwa mune yakasarudzika indekisi yemari yenyika, iyo Ibex 35. Nemhirizhonga kubva munzvimbo dzekuenzanisa zvine chekuita nevakadzi vevatengesi
Kudiwa kweGesi
Chidimbu chese gasi rechisikirwo muSpain chakawedzera 2,4% mukota yekutanga zvichienzaniswa nenguva yakafanana yegore rapfuura. Maindasitiri anodikanwa, ayo akaverengera ingangoita 55% yezvese zvinoda gasi chaiyo mukota yekutanga, inoenderera mberi nekushanduka kwayo kwakanaka uye yakakura zvakakomberedza 5% mazinga. Mupfungwa iyi, zvinofanirwa kucherechedzwa kuti kusvika parizvino gore rino, huwandu hwese hwegasi riri kukura ne3,9% uye kuwedzera kwekudiwa kwebazi remaindasitiri kuri pamatanho ari padyo ne4,4%. Nesimba kubva kumatanho enzvimbo zvine chekuita nevatengesi. Uku kuvhiya kunosimbisa hurongwa hwekukura kwekambani uye iyo dividend kuenderera munguva yepakati nepakati.