Ndeapi maitirwo ebhuruu machipisi pamusika weSpanish wemusika?

Kazhinji iwe unogashira ruzivo runotaura nezvebhuruu machipisi muSpanish equities. Asi iwe unogona kusaziva kuti ndeapi nhengo dzayo, kana zvirinani iwe unokakavara muridzi wevamwe vacho. Iwe unofanirwa kuziva kuti izvi zvakakosheswa chii kana iwe uchida kuve neakajeka maonero emusika wemusika kuti uvandudze hupfumi hwako mune ino sitoko musika nekubudirira kukuru. Kuti utange, ndiwo akanyanya anomiririra kukosha kweayo makuru index index, iyo Ibex-35, uye izvo zvinotorwa kubatanidza mapotifoliyo evakuru vemaneja maneja.

Kana tichireva nezwi iri, makambani makuru muhupfumi hweSpain ari kutumidzwa mazita. Ndokunge, ku Banco Santander, BBVA, Iberdrola, Telefonica uye Repsol. Pakati pavo vese, vanofambisa huwandu hwekuchengetedzeka munzvimbo dzese dzekutengesa, zvichitonga kudyara, kwete chete kubva kuvashambadzi vakuru, asiwo kubva kune vashoma nepakati saver. Shanduko yaro inobata zvakananga Ibex-35, uye zvese kuwongorora kwayo uye kudzikira kunoenderana nekushanduka kweiyi tsika. Izvo zviri nyore, kana iwe uchida kuswedera padyo neicho chokwadi chemusika uyu wezvemari.

Izvo hazvigoneke kuti indekisi yenyika ikwire isina mupiro wemakambani aya, uye nechikonzero chimwe chete, kudzikisa iwo. Kuitika kwavo kwakanyanya, uye pasina kupokana, ndizvo zvinozoona shanduko yemusika weSpanish wemusika wega gore rega. Kusvikira seyakazara, ivo vanomiririra zvinopfuura makumi masere muzana ezana rekutsinhana kwekuchengetedzeka mumisika yemari yenyika. Sezvinoonekwa mune chero chikamu chekutengeserana, ese ari mukusimudzira, kusimba kana kunyange lateral macircuit. Uye zvakare, kushanda seye poindi yekureva kune imwe misika yepasi rose, kunyanya yeEurope.

Kusvika padanho rekukufurira iwe kuti utendeuke kumakambani aya nguva dzese dzaunoda kuzviisa iwe mumisika yemari. Ivo vanokupa iwe kuvimba kwakanyanya, kwechokwadi, uye izvo zvinoshandura kuita kuve yeimwe yemaitiro akanyanya kubvumiranwa nevaponesi veSpanish. Pamaprofiles ese, kubva kune avo vanoda kuchengetedza mari yavo, pasina njodzi dzakanyanyisa, kune vamwe vane chinangwa chavo chete kuwana yakanyanya kunaka mibairo inowanikwa.

Ivo kashoma kukupa iwe mamiriro ekushomeka kukuru, kunze kwekunge zvikamu zvavo zvichitambura nezvinetso zvenguva pfupi (sezviri kuitika nguva pfupi yadarika nekambani yemafuta Repsol). Asi hazvisi zvakajairwa kuti muchiitiko chimwe chete chinosanganisira kurasikirwa kukuru. Hazvishamise kuti, masangano ekudyara emasangano anowanzozvimisikidza nehumwe huwandu mune iri boka remamwe makambani anosarudza.

Kuti uone chokwadi chiitiko ichi, Iwe unongofanirwa kutarisa kuti vangani vehama dzako uye mhuri vane mamwe maitiro avo mune yavo yekudyara portfolio. Zvisinei neicho chimiro charinopa, uye kunyangwe mipiro inoitwa mune yega yega mashandiro ayo. Kuitika kwayo pakati pevaponesi kwakanyanya, uye chero zvakadaro, pamusoro pemamwe maitiro.

Ivo vanoona kushanduka kweIbex-35

Ino ndiyo nguva yekuziva nhengo dzekirabhu diki iyi inosarudza yemari yenyika. Wakanyarara, nekuti hapana akawanda uye akaderedzwa kuita chaiwo zvikamu, izvo zvine huremu chaihwo mukushanduka kwemisika yemari yenyika. Iwo makambani epamusoro-soro anofambisa mamirioni emauro mukuita kwavo kwezuva nezuva. Uye pane izvo zvinoenderana, padanho repamusoro, hupfumi hweSpain.

Iwe wakanyatsonzwa mamwe emakambani aya, sezvo aripo mune ese akakosha midhiya. Asi, kune rimwe divi, unogona kusaziva kuti ndevapi nhengo dzekirabhu inosarudzika yehupfumi hweSpain. Zvirokwazvo iwe wakaisa mari yako, kanopfuura kamwe, mune iri boka remakambani akanyorwa, kana iwe uchiziva kuti iwo bhuruu machipisi. Ehe, dzimwe nguva nerombo rakanaka, uye dzimwe nguva kwete zvakanyanya.

Kubva ikozvino zvichienda mberi hausisina zvikonzero zvekuona makambani aya, kunyangwe kuziva zvishoma zvishoma zvaari uye maitiro ekuti zviite zvinobatsira. Kubudikidza nenhevedzano yehunhu hwakajairika kune vese. Y kubviswa zvachose kubva kune mamwe mabhizimusi mamodheru akanyorwa pamisika mikuru yemari.

Ndivanaani vari nhengo dzayo?

Ichave nguva yekuziva mazita, uye nei zvisingaite, humbowo hweiyi tsika, kana iwe uchida kuzviisa mazviri. Izvo hazvizoda nguva yakawandisa pane yako chikamu, nekuti iboka diki remakambani, asi ine simba rakakura pakati pevatengesi pasi rese. Kuumba nzvimbo yekudyara yemaneja makuru emari.

• Telefónica: iyo hegemonic kukosha kwekutaurirana muSpain, pasina chero vapikisi vanobvunza hutungamiriri hwavo muchikamu. Izvo zvinewo nechimwe chezvikamu zvinokwezva kwazvo mune yekupa masheya yenyika, kuburikidza nemabhadharo maviri egore anotarisa goho rayo padyo ne7%. Uye neyakagadzikana bhizinesi niche iyo inoita kuti chikamu chakanaka chevatengesi vatarise mazita avo kuti mabasa avo abatsire. Muchokwadi, iyo ndeimwe yemakambani akakurudzirwa zvikuru nevamiriri vezvemari mumakore achangopfuura.
• Banco Santander: yechinyakare mubazi rezvemari kwemakore mazhinji ikozvino, uye kune vakawanda vatyairi vadiki senge iwe vanouya kuzoita mari yavo. Nekudaro, chinzvimbo chayo chakaganhurwa nekucheka chikamu chayo mumwedzi ichangopfuura, uye ndizvo zvave zviripo yakadzoserwa nekuda kwekuratidzwa kwayo kwakananga kune mimwe misika iri kubuda, kunyanya Brazil. Uye izvo zvakatungamira kumutengo wemasheya ayo usingapfuure chipingamupinyi chemashanu maeur muna 5.
• BBVA: rimwe sangano remari rakabatanidzwa muboka iri rekuchengetedzwa. Kunyangwe iri mune ino chaiyo kesi, ine yakaderera kujekesa kune yakapfuura geographic nzvimbo. Pasinei nezvose zvazviri imwe yeakakosheswa kukosha mune chero hupfumi portfolio yakakosha munyu wayo. Kubudikidza nerimwe remapoka emabhangi ane huremu hwakanyanya munyika medu, iyo zvakare inogovera mibairo kune vanogovana navo gore rega rega.
• Repsol: Mumwe chete kambani zvine chekuita nemafuta ayo akanyorwa pane yakasarudzika yenyika, uye kuti muna 2015 yaive nezvayo Annus horribilis, ine donhwe mumutengo wayo unopfuura makumi matatu%, semhedzisiro yekudzikira kwakasimba kwemafuta asina kuchena mumisika yepasi rose. Pasinei nezvose, inoramba ichipa varimi vayo chimwe chezvikwereti zvakakwirira pamusika wemari, ichisvika pachikumbaridzo che8%, chakakamurwa kuita zvikamu zviviri zvegore.
• Iberdrola: uye pakupedzisira imwe yemakambani emagetsi akanyorwa mumari inoshanduka, iyo inochengetedza kugadzikana kukuru mukati merondedzero inosarudzika. Kugovera mubhadharo wakaenzana unokwezva, izvo zvinoita kuti ive imwe yemaitiro akakosha ekuumba portfolio yekudyara chero nguva, zvese kune varidzi vanozvidzivirira uye nekucheka zvine hukasha. Kupa inobata zvakanyanya yekudzivirira kune yako mari.

Mashandiro nemaitiro aya?

Bhuruu machipisi anopa akateedzana maitiro anovaita kuti vasave vasinganzwisisike kune chikamu chikuru chevanogashira kuti vaite mabasa avo mumisika yemasheya. Uye izvo zvakajairika kune vese, pasina kusarudzika, kunyangwe ichibva kumatunhu akasiyana zvachose. Kwete pasina, vanogona kuve chinhu chaunotenga kubva ikozvino zvichienda mberi, kunyangwe iwe uchifanira kutora mipiro yavo mukutarisa kuti uone mashandiro aungaite mumisika.

1. Iwo makambani makuru, ane hombe capitalization, iyo inofambisa mazita mazhinji muzvikamu zvese, uye uko kutenga uye kutengesa kuri kuramba kuchikosha, zvese nevashambadzi vemasangano, pamwe nevashambadzi vadiki nepakati.
2. Makambani ese aya anowanzo kuve e vane rupo zvakanyanya kana zvasvika pakugovera zvikamu pakati pevachagovana navo, ine goho kubva ku4%, uchivagovera kakawanda pagore.
3. Haasi iwo mikana mikuru yekuve mamirionea husiku hwese, hongu. Asi pachinzvimbo iwe uchave uine chokwadi chakazara kuti kurasikirwa kwavo hakuzokanganisa iwe, uye havazove vane bulky zvakanyanya.
4. Eheka Izvo hazvisi kuchengetedzeka kwekufungidzira pamusika wemasheya, asi zvinopesana, ivo vanokurudzirwa kwazvo kuti vazvichengete mukati nepakati nepakati. Chaizvoizvo zviitiko zvavanofamba zvirinani mukushanduka kwavo.
5. Ivo havawanzo kutambura zvakanyanya kuwedzeredza mumitengo yavo, kuchengetedza kumwe kugadzikana mumitengo, kunze kwekunge yagadziriswa mune chaiwo mamiriro, uye kwete kazhinji kazhinji.
6. Ivo vanonyanya kuratidzwa kugadzira bhegi rekuchengetedza kwenguva yakati rebei, uye ikabatsirwa nezvikamu zvakagoverwa gore rega rega, izvo zvinodhinda kuwanda kwemari kuaccount yazvino yevasevha.
7. Ivo vanomiririra iripedyo uye rakanyanya kunongedzera pamusoro pekushanduka kwehuwandu hwenyika, zvekuti kana ikakwira, haigone kudaro pasina rutsigiro rwemhando idzi, uye zvinopesana. Kuvimba kwavo kwakanyanya.
8. Ivo vanoongororwa neakanyanya kukosha vamiriri vezvemari, iyo inoramba ichiratidza shanduko yavo mumisika yemari, kunyangwe kugadzirisa ruzivo rwavo kuburikidza nemitengo yechinangwa yavanopihwa.
9. Iri iboka diki kwazvo remakambani ane kukwikwidza kwakakwirira, uko kukurudzira mhando dzakagadzikana dzebhizinesi, nekuvapo kwakasimba muhupfumi hweSpain, uye mune dzimwe nguva kunyangwe mune imwe kondinendi.
10. Maitiro avo akawandisa mumabhizinesi avo mamodheni ndeimwe dhinomineta inowanikwa neaya makambani anotungamira muhupfumi hweSpain, ichiita kufamba kwekambani nekuwanda kukuru. Kuvabatsira, kana kuvakuvadza mukutaurwa kwemitengo yavo.
11. Uye pakupedzisira, kana izvo zvaunoda pakupera kwemaitiro kuita mari nekukurumidza, zvirokwazvo haisi iyo yakanyanya kunaka sarudzo yaungawana parizvino iri kugoverwa kweSpanish equities. Uye zvichave zviri nani kuti iwe usarudze mamwe maitiro anonyanya kutapurwa neaya mamodheru ekudyara.