Sarudzo yeEuropean Central Bank (ECB) kunonoka iyo simuka muzvibereko munzvimbo yeeuro iri kuita musiyano wakasiyana zvichienderana nedanho riri kutaurwa. Asi kazhinji haisi nhau dzakanaka kuvashambadziri vadiki nevepakati nekuda kwehuremu hwakakura hunowanikwa nevemabhangi mukati meye nyika stock index, iyo Ibex 35. Hazvishamise kuti mabhanga akarasikirwa nemari yakawanda kubvira pakaitwa sarudzo iyi kubva nzanga masangano.
Ichi ndicho chiyero chauchazofanira kuongorora kubva zvino zvichienda mberi kuti uite chero mhando dzemaitiro ekudyara. Nekuti iri mamiriro ekuti pakupedzisira anozotora mimwe mwedzi mishoma. Zvirinani kusvika kutanga kwegore rinotevera remari pachave neshanduko mu mafambiro emitemo yemari yenzvimbo yakajairika yeEuropean. Hazvishamise kuti ichi chinhu chiri kuzoisa mutengesi kumanikidza pane mamwe machengetedzo akanyorwa pamisika yemari. Naizvozvo, hapana chaungaita kunze kwekungwarira pakuita mashandiro ekuti mari dzako dziwane purofiti.
Mukati meichi chirevo chizere, haufanire kukanganwa kuti matanho aya anokonzeresa misika yemari ku vanogona kutora imwe nzira kana imwe kubva zvino zvichienda mberi. Kunyangwe ivo vaine iko kwekutanga kunzwa kuti yakaderera mitero mitengo inobatsira misika yemasheya kukwira mukukosha kwavo. Kunze kwekumwe kufunga kwehunyanzvi hunhu kana kunyangwe kubva pakuona kwezvakakosha. Chero zvazviri, ichokwadi kuti iwe uchafanirwa kunge uchinyatsoziva nezve kuita sarudzo mune inogara yakaoma nyika yekudyara.
Draghi haikwidzi mitengo mu2019
Sarudzo yemutungamiriri weEuropean Central Bank (ECB), Mario Draghi, yekusakwidza mwero yemubhadharo munzvimbo ye euro mukati megore rino yakave nekukosha kwakakosha mumisika yemari mukondinendi yekare. Mupfungwa iyi, ichi chiziviso chepamutemo chakatungamira kumazuva akaipisisa kuiswa mumabhangi eSpanish. Ivo varasikirwa pakati pe7% uye 3% yemari yavo yemutengo, ndokuti, anopfuura mamirioni 5.000, mushure mekuziviswa kwemurume ane simba rose wezvemari dzeEuropean kuti haazokwidze mwero wemitero, zvirinani gore rino. Mutungamiri weECB achapinza imwe mari muhupfumi hweEuropean kubva munaGunyana.
Mune more tarisiro tariro kupfuura zvakajairwa, mubhangi weItaly akatsanangura kuti Dare Rinodzora rakasarudza "vachibvumirana" kunonoka "zvirinani kusvika kumagumo e2019" kukwira kwekutanga kwemitero. Sekupembedzwa kweiyo nyowani yekumutsidzira matanho akaziviswa, Draghi akabvuma kuti mafungidziro matsva eECB anomiririra "zvakanyanya" kuderedzwa kwekutarisira kwekukura zvichienzaniswa neizvo zvakaburitswa muna Zvita wapfuura, achibvuma kuti kudzikira kwakakosha munzvimbo ye euro muchikamu chekupedzisira che2018 icho zvinoita sekunge ichawedzera kusvika 2019.
Tsaona mumabhangi eSpain
Mhedzisiro yekutanga kwemazwi aya kubva kuEuropean Central Bank (ECB) yanga iri yekumisikidza emabhangi ese ari muchikamu, pasina kana chakasarudzika. Nekuderera kweanosvika pamasere masere muBanca Sabadell uyezve nehukuru hwakanyanya mune zvimwe zvese kuchengetedzeka kwechikamu chakakosha cheiyi nyika mari inowanikwa. Kusava netariro kwakazoguma mumabhangi ese uye zviri kuda mari yakawanda kwavari kuti vachinje maitiro avo mumwedzi yese yasara yegore rino rakaomarara. Kune rimwe divi, isu hatigone kukanganwa kuti aya makambani akanyorwa anoenderana nemitero yekukwira kuenda kunatsiridza yako purofiti margins. Mushure mekunge izvi zvadzikira mumakamuri achangopfuura kusvika kumatanho ari kunetseka zvakanyanya kune vashoma uye vepakati varimi.
Mukati meichi chirevo chizere, zvinofanirwa kucherechedzwawo kuti mabhangi ndiwo akanyanya kunetsekana pamusika wemari kumhando iyi yematanho emari. Mushure me muongorori wezvemari kukanganisa Kuti mwedzi mishoma yapfuura vakafunga kuti zvaizove muna Zvita 2019 apo shanduko iyi muitiro wemitero yemitero yaizoitika. Sezvo vazhinji vevachumi makumi mashanu nevashanu vakaongororwa neBloomberg vakawana. Nechikonzero ichi, sarudzo yeMutungamiri weEuropean Central Bank (ECB), Mario Draghi, yakashamisa munhu wese.
Mamiriro akashata ehupfumi hweEuropean
Asi danho iri rinopfuura zvinangwa zvemari, nekuti zvinokanganisa kudzikira kwehupfumi hwenzvimbo yeuro. Mupfungwa iyi, ivo vanofunga kubva kuECB kuti njodzi dzehupfumi hwenzvimbo ye euro dzakashanduka nenzira yakaipa. Hazvishamise kuti zvataurwa munguva pfupi yapfuura neMutungamiriri weEuropean Central Bank (ECB), Mario Draghi anoenda nenzira iyi nekusimbisa izvo iyo yazvino data ichiri isina kusimba pane zvaitarisirwa, ichisimbisa kuti njodzi kumatarisiro enzvimbo yeyuro "dzakachinjira kune rakaderera."
Iyi nhau haisi nhau dzakanaka dzemabhangi akanyorwa pamisika yemari uye nekudaro zvese zvinzvimbo mubazi rezvemari zvinofanirwa kuchinjika. Hazvishamise kuti pachave nenguva yekufarira hunhu uhu kana zvanyorwa nemitengo yakaderera pane yazvino. Uine iyo iyo kugona kuchave kwakakwirira mune yepakati uye kunyanya kwenguva refu. Asi kwete munguva dzino chaidzo nekuti pane zvakawanda zvaunogona kurasikirwa pane kuwana. Uye aya ndiwo mangani madhizimusi madiki nepakati arikuzvinzwisisa, vari kusiya zvigaro zvavo mumasecurity aya pakatarisana nekutya kuwedzera kuderedzwa kwemitengo yavo mugore rino rakaoma remusika wemari.
Santander anoramba zviri nani
Boka rezvemari rakabudirira kupedzisa hurongwa hwaro hwemakore matatu, hwakanangana nekuvimbika kwevatengi, izvo zvakabvumidza kuti irambe iri rimwe remabhangi anobatsira uye anoshanda pakati pevakwikwidzi, iine dzoka nemari inobatika (RoTE) ye11,7% uye chiyero chinoshanda che47%. Kune rimwe divi, Santander zvakare yakabatsira mukufambira mberi kwevanhu nemakambani mukati megore uye yakabatanidza vamwe 2,6 mamirioni vatengi. Kiredhiti nezviwanikwa zvakawedzera 4% muma euro anogara aripo.
Mune imwe nzira yezvinhu zvine chekuita nebhizinesi mhedzisiro, zvinofanirwa kusimbisa kuti iyo nhamba yevatengi yainoshandisa digital services yakawedzera nemamiriyoni 6,6, kusvika pamamirioni makumi matatu nemaviri. Iri boka rakaenderera mberi nekushandurwa kwedhijitari nekuvhurwa kwemabasa matsva uye ari nani kune vatengi, izvo zvakabvumidza bhangi kuverengerwa pakati pezvikamu zvitatu zvepamusoro zvekugutsikana kwevatengi mumisika nomwe yayo mikuru. Ichiri kune rimwe divi, iro repagore rinopihwa mubhizimusi purofiti rakawedzera mumisere gumi yemisika mikuru muma euro anogara aripo (kusanganisa zvinoitika pamutengo wekutsinhana).
Iwo makambani emagetsi iwo makuru vanobatsirwa
Nepo kune rimwe divi, makambani ari muchikamu chemagetsi ndivo vanobatsirikana zvikuru nezviyero izvi zvinofungidzirwa neEuropean Central Bank (ECB). Nekuda kwechikwereti chavo chakakura uye kuti vakagashira kufarirwa nevashambadzi vadiki nepakati neyakafungidzirwa yekutenga. Pakushanda nekubata muviri pokugara kukosha mukutarisana nekushomeka uye kusagadzikana zviitiko mumisika yequity.
Iko kukosha kweichi chakakosha chikamu yakakoshesa pakati pe2% ne4%, Mukati mechikamu chaive chatove munzvimbo ine bullish. Kunyangwe nevamwe vevamiriri vayo mune yemamiriro ekumuka akasununguka, zvinova izvo zvinogona kunyatsoitika kune zviwanikwa zvemari. Hazvishamise kuti ivo havasisina zvinopesana zvinoenderana kumberi uye nekudaro vanogona kukura zvakanyanya mukukoshesa kwemitengo yavo. Kuve imwe yesarudzo dzinogona kudzivirira zvakanakira zvido zvevashambadzi vadiki nepakati panguva ino chaiyo. Nemitero yakaderera kwazvo yemitero iyo inobatsira matekiniki emakambani emagetsi nekuda kwehunhu hwavo hwakakosha.
Kutengesa pamusika wemasheya
Mukati meichi chirevo chizere, zvinofanirwa kucherechedzwa kuti yeSpanish stock stock kutengeswa nezvikwereti 32.319 mamirioni euros mumwedzi wapfuura akaongororwa, zvinoreva kuti 22% yakaderera pane muna Ndira uye 30,6% yakaderera pane iyo nhamba yemwedzi mumwecheteyo we2018. Nhamba yekutaurirana yaive 2,8 mamirioni, 21,8% yakaderera pane mwedzi wapfuura uye 37% yakaderera pane izvo zvakanyoreswa munguva yakaongororwa gore rapfuura.
Kune rimwe divi, muchikamu che magwaro uye zvitupa 24 mamirioni euros akakurukurwa, 31,8% pasi pemwedzi wapfuura uye 47,4% pasi peiyo nguva imwe chete ya2018. Huwandu hwekutaurirana hwakamira pa5.826, inomiririra 7,5% pazasi paNdira uye 36,4% yakaderera pane iwo iwo mwedzi wapfuura gore. Iko, pakupedzisira, huwandu hwenyaya dzakabvumidzwa mukutengesa dzakasvika 1.186, ndiko kuti, hapana pasi pe108% kupfuura gore rapfuura. Kuve imwe yesarudzo dzinogona kudzivirira zvakanakira zvido zvevashambadzi vadiki nepakati panguva ino chaiyo. Nemitero yakaderera kwazvo yemitero iyo inobatsira matekiniki emakambani emagetsi nekuda kwehunhu hwavo hwakakosha.