Cellnex pasina mubvunzo yave imwe yezvakanyanya kushamisika mune akaenzana mumwedzi ichangopfuura. Kubva payakatanga kunyorwa pamisika, yakave neyakajeka kumusoro iyo yakatungamira kuti ive imwe yeiyo kuchengetedzeka kunobatsira kune vashoma uye vepakati varimi. Asi kusvika riini mamiriro aya anozogara mukugadziriswa kwemutengo wezvikamu zvawo? Nekuti isu takatarisana nechimwe chezvishamiso zvikuru mumakore achangopfuura muhuwandu hwenyika.
Kune rimwe divi, ikambani yakanyudzwa mune bullish yazvino yehukuru hwakanyanya uye zvakajairika kuona kukosha kuri pamusoro pemitengo yezuva nezuva. Ichiri kune rimwe divi, iri kuwana yayo yekutengesa vhoriyamu yakakwira chikamu mushure mekutengesa chikamu. Kunze kwekumwe kufunga kwehunyanzvi uye pamwe zvakare kubva pakuona kwezvakakosha. Uye zvakare, njodzi hadzina kukwirira sezvakaita mamwe makambani akanyorwa pane dzakasarudzika dzeSpanish equities. Iine tarisiro inovimbisa kwazvo yemakore mashoma anotevera.
Kubva pane ino maonero mazhinji, hazvigone kukanganwika kuti Cellnex Telecom inzvimbo isina waya yekufambisa nhare nekambani yemabasa ine ine nzvimbo dzinopfuura 27.000 muEurope yose. Kuve imwe yemakambani ayo parizvino ane mukana mukuru wekuongorora. Kusvika padanho rekuti kubvira 2016 mutengo wemasheya ayo wakapetwa kaviri, pamwe nekuwongorora kuri padyo ne90%, imwe yepamusoro-soro yakaverengerwa mune yakasarudzika indekisi yemari munyika medu.
Cellnex: matambudziko evashandi
Chero zvazvingaitika, hapana mubvunzo kuti nhau dzichangoburwa dzirikunetsekana nekuda kwevanodyara zvidiki nepakati. Nekuti zvinotsanangurwa sekunyepedzera kwe cheka mihoro yemakore maviri apfuura uye izvo zvakapa mufaro wakawanda kuchikamu chakanaka chevatengesi vevatengesi. Izvo zvakare zvinokanganisa vashandi vanoita basa ravo rehunyanzvi mune ino incipient kambani mune yefoni chikamu. Nekuti zvirizvo, Cellnex Telecom inogona kuremerwa neichi chiitiko mumuviri wayo wehunyanzvi.
Kune rimwe divi, zvinofanirwa kucherechedzwa kuti Cellnex Telecom yakavhara 2018 na kurasikirwa kwemamiriyoni gumi nemashanu ema euro zvichienzaniswa nezvakawanikwa nemamirioni makumi maviri nematanhatu zvakanyoreswa gore rapfuura, mutsauko uyo unokonzereswa nekukanganisa kwehupfumi kweERE kumasevhisi ayo eTradia neRetevisión. Kunyangwe mari yakawanikwa yakwira 26% kusvika 14 mamirioni euros. Kubva kuCellnex vakafurira kuti gadziriro yakaitwa mukota yekutanga yemakumi mashanu emamiriyoni ekudzingwa kwevamwe vashandi zana nemakumi masere, ine simba risingadzokere pamhedzisiro yegore.
Net mhedzisiro yemamirioni makumi matatu nemaviri
Pasina kutora zvinhu izvi zvisinganzwisisike, Cellnex ingadai yakawana 31 mamirioni euros. Zvakare kushanda mari kwaderera, kubva pamamiriyoni 129 kusvika 113. Hazvishamise kuti kupihwa kwemutengo weERE kuchagovewa pakati pa2018, 2019 nemwedzi yekutanga ye2020. Kunyangwe, hunyanzvi hunobva pane izvi huchaonekwa kubva muna2020. Kambani yekuterevhizheni yakavhara gore ne Inofananidzwa mambure mhedzisiro yemamiriyoni makumi matatu emamiriyoni euros, uye inoenderera ichiratidza mhedzisiro yekukwirisa uye mari yemari yakawedzera 31% kana ichienzaniswa na36.
Iyi mhedzisiro yemabhizimusi yetecco nyowani yemari yenyika yakaenda zvishoma isingazivikanwe nevashambadzi vadiki nepakati. Imomo, kune rimwe divi, mamiriro ehunyanzvi ayo kukosha kuri kupfuura akakunda panguva ino. Kuve uchitaridzirwa zvakawandisa seakanaka kwazvo nevekuongorora vaenzanisi. Kunyudzwa mune isina chakakwirisa chiteshi Izvo zvinogona kutungamira iyo kukosha kukwira kune yakatonyanya chinzvimbo chinzvimbo. Kunyangwe paine njodzi iri pachena yekuti chero nguva ingangotanga kugadziriswa kumisheni ichangoburwa yakaitika muzvikamu zvishoma zvekutengesa.
Wedzera kupihwa kweterecos
Chimwe chezvinhu zvakanakisa zvekubatanidzwa kweCellnex Telecom mune yakasarudzika indekisi yeSpanish equities, iyo Ibex 35, ndeyekuti inosimbisa zvinzvimbo zvechikamu chakakosha chehupfumi senge makambani ekufonera. Iko kusvika zvino, kwaingova neiyo Telefónica kuvapo uye izvo zvakambokuvadza zvishuwo zvevashambadzi vaida kuzviisa pachikamu chebhizinesi ichi. Nechipo chekuti pakupera kwezuva chakasiya chakanyanya kudikanwa nekuti zvese zvirevo zvaive zvakanangana netereco yekureva.
Zvakanaka, ikozvino mikana yekuita iyo mari inobatsira kuburikidza nemakambani ari muchikamu ichi awedzera. Kwete sevazhinji vevatengesi vangangoda, asi zvirinani kuti zvigaro hazvichadzorwa neTelefonica. Kunyangwe iri nyaya yeCellnex Telecom inoreva bhizinesi niche rine chekuita nebasa uye nekambani yezvivakwa waya dzeserura. Musiyano mudiki uye nezve kufunga nezvazvo kubva ikozvino zvichienda mberi kana iwe uchida kuvhura zvinzvimbo mune ino nyowani kukosha kweenyika equities.
Nhoroondo yeKambani
Iyi yakanyorwa kambani inopa kurenda kwemasaiti yevashandi vezvekufambiswa kwemashoko uye inopa masevhisi epamusoro-soro ekuteerera kune vateereri venyika, vematunhu uye vemunharaunda. Iyo zvakare inovandudza mhinduro mumunda we "smart maguta" mapurojekiti, ayo anokwidziridza masevhisi kune mugari, kuburikidza nemasaiti uye masevhisi ayo anofambisa manejimendi manejimendi
Munzvimbo ino, Cellnex Telecom iri kuendesa nenjere yekutaurirana netiweki iyo inobvumidza kubatana pakati pezvinhu uye, nekudaro, kuvandudzwa kweiyo ecosystem yakasimba yeInternet yezvinhu (IoT) kuSpain. Izvo mukufunga kwechikamu chakakura chevaongorori vezvemari zvinoreva kuti kukwirisa kwayo kugona kuchine simba kwazvo. Nerwendo rwekumusoro uye kuti chero zvakadaro runogona kupa akawanda mafaro kune vashandisi kubva zvino zvichienda mberi. Kunyanya, nekuda kwekukwira kwemutengo wayo wakanyorwa.