Iwo makambani anoumba indekisi inosarudza yeSpanish equities, iyo Ibex 35, inoenderana nekufamba uye chikamu chekushanya (Meliá, Aena, IAG uye Amadeus) varasikirwa anenge 1.600 mamirioni euros emari capitalization uyu Muvhuro nekuda kwekusanzwisisika kwekubhuroka kwaThomas Cook, mumwe wevanonyanya kushanya vashanyi muUnited Kingdom. Chidimbu chenhau chakabata chikamu chakanaka chevashambadzi vadiki nepakati nekushamisika. Kusvika padanho rekuti vamwe vavo vaida kutora mukana wekufamba kwakanaka kwekushanya muzhizha rino.
Iyi inhau dzinonetsa kwazvo kune iyo yekushanya uye yekufambisa chikamu nekuti kuSpain kune kunetsekana nezve kurova kune iyo kusvika kwevashanyi veBritish. Iine muzana iri 15% yehuwandu hwevashanyi vekunze uye mune chero mamiriro ezvinhu inotungamira kuvepo mune kwakapoteredzwa kwekushanya mukati medu nyika. Neichi chikonzero, hazvina kushamisika kuti Amadeus akagamuchira chirango chikuru kwazvo pane zvakakanganisa sevhisi yayo yekuchengetedza, ichidonha neinopfuura 3% uye iri imwe yemakambani akaderedza zvakanyanya pamusika wemasheya uyu mutema Muvhuro chikamu chevashanyi.
Chimwe chinhu chekufunga nezvacho inyaya yekuti iyo airport maneja Aena inenge 1% ichasara pasi pasi pakatarisana nekutyisidzira kuti kubhuroka kwaThomas Cook kunokanganisa kufamba kwemhepo. Izvo chaizvo izvi ndeimwe yemitemo iyo kusvika parizvino yakachengetedza yakajeka kumusoro kwetsika yezvose, asi izvo zvinogona kuchinja zano rayo rekudyara zvakanyanya kubva zvino zvichienda mberi. Kufanana nemapoka ehotera munyika medu anga ari pasi pekumanikidzwa kwakasimba kubva kune vatengesi kutengesa uye izvo zvinogona kuenderera mumazuva anotevera
Thomas Cook anoshamisika munhu wese
Nekudaro, pakave nemhedzisiro iyo yakashamisa vese vatengesi. Ichokwadi chekuti, nepo chikamu cheSpanish chekushanya chakatambura semumwe munhu mhedzisiro yekusagadzikana kusingatarisirwe kwaThomas Cook, mune musika weBritish, ese maindasitiri nemakambani ekushanya achagovana chikamu chemusika cheuyu opareta. Uye nekudaro, mutengo wezvikamu zvawo wakakoshesa mumaawa ekutanga evhiki. Musiyano uyo wave kunyatso kuoneka mumisika yemari.
Zvino, mumwe mubvunzo unorwisa vadiki nepakati varimi ndewekuti kudonha uku kucharamba kuchienderera mumazuva anotevera kana mavhiki kana zvinopesana ivo vari kuzomira izvozvi. Zvinotaridzika zvakanyanya kuomarara kuti yechipiri yezviitiko inogona kuvandudzwa nekuda kwemhedzisiro yavanayo pa Makambani eSpanish kusagadzikana kwaThomas Cook. Uyezve, zvese zvinoita kunge zvinoratidza kuti zvichawedzerwa, zvirinani panguva ino uye rinouya vhiki. Kunyangwe kiyi iri pakurara kana ichizenge iine simba rakafanana neMuvhuro uno. Kuve iri rakaipisisa chikamu cheSpanish equities, kunyangwe pazasi pemari uye cyclical tsika.
Chii chingaitwe nevarimi?
Takatarisana neichi chiitiko chepasirese chakapihwa nesimba rine simba rekushanya muSpain, chiyero chakanakisa icho vatengesi vadiki nepakati vanogona kutora siya tsika idzi uye tarisa akachengeteka masheya emasheya ekuchengetedza capital yedu mumusika wemasheya. Iri izano rekudyara iwe raunogona kuita mune anotevera kuitira kuti iwe ugone kuongorora kushanduka kwehunhu hwakakanganiswa neiyi nyowani bhizimusi kubhuroka. Uine mukana wekuti mumavhiki anotevera unogona kutenga mazita nemitengo yakawanda yekupinda kupfuura kusvika zvino. Zvichipa kumanikidzwa kunoonekwa kwenzvimbo dzekutengesa kupokana nevatengi.
Nepo kune rimwe divi, zvakare zvakareruka kuti iwe utarise kubva zvino zvichienda mberi kuti idzi tsika dzave kusarudzika mukuenderana kwemitengo yavo. Mune mamwe mazwi, ivo vaive vasiri pamusoro pemisika yenyika yequity. Iko kumwe kumanikidza kunoshanda zvinopesana nezvido zvavo uye nekudaro zvinoita kuti zvinyanye kuomarara kuita mashandiro munguva pfupi nepakati nepakati nekuda kwehunhu hwavo hwakakosha. mukati mekuongorora kwehunyanzvi. Izvo hazvigone kukanganwika kuti mazhinji acho ari kutarisana nezvitsigiro zvehumwe kukosha uye uko kwavo kumusoro kana kudzika maitiro kunoenderana nemwedzi iri kuuya kana kunyange makore.
MuBalearic neCanary Islands
Idzo nzvimbo dzakanyanya kukanganiswa nekusabatika kwaThomas Cook uye yakarova kushanya kweSpanish pamusika wemasheya ndizvo chaizvo zvitsuwa: Balearic neCanary Islands. Nepo pane izvo zvinopesana, dzimwe nzvimbo dzeSpanish jogirafi dzakachengetedzeka kubva pamhedzisiro inogona kuitika yeiyi kubhuroka mune yekushanya chikamu. Kuve ivo vamiriri venzvimbo yehotera vanonyanya kukanganiswa nechiitiko ichi. Kusvikira pakuti ivo vanofanirwa kumirira kwechinguva kuti vatore zvikwereti izvo makambani aya anazvo neanoshanda Thomas Cook. Kunyangwe ivo vasingazo fanoona vanenge 100% yavo, kana zvisiri pachikamu icho chingave chidiki.
Chokwadi ichi chinogona kuyera pane zvido zvemapoka ehotera akanyorwa pamisika yemari. Iine yakatemwa yakakosha mukukosha kwayo mumusika wemasheya uye iyo inogona kupa mitsva yekupinda nhungamiro, asi gare gare. Kwete panguva ino sezvo ivo vachionekwa seanopesana maitiro nekuda kwenzvimbo yakajairwa iyo chikamu chekushanya chakanyorwa panguva ino. Iwe haugone kukanganwa kuti iwe une zvimwe zvikamu pamberi pako zvine zvakawanda zvinoratidzira hunyanzvi chimiro pane mune ino. Zvimwe zvinonzwisisika kuitira kuti iwe ugone kutenga uine vimbiso huru yekubudirira mukutengesa pamusika wemasheya.
European makambani enharaunda
Zvingave sei neimwe nzira, kubhuroka kwaThomas Cook kwaitungamira mukubuda kwemikana mitsva yebhizinesi mumisika yemari. Uye neiyi pfungwa, vanobatsirikana zvikuru veichi chokwadi ndidzo ndege dzinogona kuchengetedza mabhizimusi niches weichi chiChirungu anoshanda. Mumwe wevabatsiri vakuru ndiye IAG kuti mazuva ano yakwira mumutengo wayo uye vafananisi vatsva vapinda munzvimbo dzendege yemureza. Kunge mamwe makambani anoshanda kuGreat Britain uye kuti kutsakatika kweyekare mushanyi wekushanya kwaive kwakanaka kwazvo kwavari. Nechokwadi chaicho chekuti zvikamu zvavo zvichadzokororazve mumazuva anotevera.
Kune rimwe divi, kubhuroka kwaThomas Cook kwakatungamira mukubatanidzwazve kwenzvimbo yekushanya uye izvo pasina mubvunzo zvinogona kuunza nhau dzekupera kwegore. Zvisinei nezvose, haisi chikamu chinokwezva kuve nacho pane radar sezvazvino. Kana zvisiri, pane kudaro, ndeye kungoita chaiwo mashandiro uye inogara yakanangana nenguva pfupi. Nekuti mutengo wayo unoshanduka unogona kugara uchiita uye kutsausa kupfuura mudiki uye wepakati investor. Iko kushomeka kunenge kuri imwe yemadinomine ayo akakosha kubva kune chero zano rezvekudyara.
Mahotera akanyanya kubatwa
Chimwe chinhu chekufunga nezvacho mushure mekuziviswa kwekubhuroka kwaThomas Cook nemhedzisiro yazvo pamusika wemasheya nekushanya kweSpanish ndeyekuti mamiriro e accounting emamwe emakambani akanyorwa anozoongororwa zvakadzama. Kunyanya, avo vanobva muchikamu cheboka rehotera icho, mushure mezvose, ndivo vakanyanya kubatwa neiyi bhizinesi kubhuroka. Chaizvoizvo muboka rezvemagariro iro nderimwe remakoshesesa munyika nekumiririra vanenge 15% yevose vashanyi vekunze. Pamberi peGerman neFrance uye ichi ndicho chimwe chezvikonzero nei alarm yakaiswa mune yekushanya chikamu chenyika yedu.
Kune rimwe divi, isu hatigone kukanganwa panguva ino kuti makambani akanganiswa nenjodzi yaThomas Cook anogona kunge achiderera pasi izvo zvinogona kukanganisa mashandiro pamusika wemasheya nevatengesi vadiki nepakati. Kwete nekudonha zvine chisimba, asi zvirinani nekugara-kupfuura-kujairika kugara. Icho chichava chimwe chinhu icho iwe pachako uchafanirwa kuvimba nacho kubva zvino zvichienda mberi. Vese kuvhura nekuvhara zvinzvimbo mune zvimwe zvekuchengetedzwa kwenzvimbo yekushanya yeSpanish. Zvese izvi, mushure merudzi rwenyika equity index, iyo Ibex 35, yakavharwa svondo rapfuura nekukwira kwe0,50%.
Maonero akajairika haana tarisiro yekutarisana nekugona kutengeserana pamusika wemasheya. Asi mune zvimwe zviitiko vanogona kumiririra mikana yechokwadi yebhizinesi yatisingafanire kurasikirwa nayo panguva ino. Pasinei nezvakange zvakaita chaizvo mazuva ano. Nenjodzi dzese dzinobatanidzwa nerudzi urwu rwechitoro mashandiro zvisinei nehutano hwakanaka hwevashanyi inoyerera munenge pasi rese. Saka kuti pakupedzisira iwe uite sarudzo yakanakisa yezvose.