Cellnex pakati pezvinodiwa zvemabhangi ekudyara

Chimwe chezvishamiso zvikuru zvakanaka gore rino maererano nekuchengetedzeka kunoita indekisi inosarudzika yeSpanish equities hapana mubvunzo kuti Teleco Cellnex. Kwete chete ivo vari kuratidza isina chakakwirisa uptrend. Kana zvisiri, kune rumwe rutivi, zvine imwe yeakakosha kukosha ekuongorora nemabhangi ekudyara. Kusvika padanho rekuti ndechimwe chekuchengetedzeka chakasarudzwa kuita portfolio yemhando yemari mumakore mashoma anotevera.

Uye zvakare, hazvigone kukanganwika kuti ndeimwe yemabheti emusika wemasheya akaonga zvakanyanya gore rino, nekukura kwemadhijiti maviri mugore risiri nyore kuvashambadzi vadiki nepakati. Kunyangwe hongu kune avo vakavhura nzvimbo munzvimbo ino yekugara-pfupi mumisika yequity. Asi izvo hazvina mubvunzo zvakavhurwa mukaha pakati pezvinodiwa zvechikamu chikuru chevamiriri vemari. Kuva kukosha kunogona kuita zvirinani pamusika wemasheya kupfuura zvimwe zvese.

Nepo kune rumwe rutivi, iyo inokosha vane tarisiro yakanaka kwazvo mumabhizinesi avo uye izvo nekudaro zvinogona kutambira zvakanyanya kuzviisa mu radar kune ese mazwi ekugara: mapfupi, epakati nepakati. Hazvishamisi kuti inounza njodzi shoma munzvimbo dzakatorwa kubva zvino zvichienda nekuda kwehunyanzvi hwetekinoroji iyo yainopa panguva ino yegore. Kunze kwekumwe kufunga kwehunyanzvi hunhu uye pamwe zvakare kubva pakuona kwezvakakosha. Chero nzira, kukosha kuti urambe uchifunga kubva ikozvino.

Cellnex yakasarudzwa naGoldman Sachs

Iyi kukosha kwemusika wemari iri kugamuchira yakanaka kwazvo nhau kubva kumabhanga epasirose ekudyara. Uye neiyi pfungwa, inosimbisa izvo Goldman sachs yakasarudza mana eSpanish masheya kubva pane ayo runyorwa rweanodiwa emasheya eEurope kwemwedzi mishoma inotevera. Izvi ndizvo Banco Santander, Ferrovial, Aedas Dzimba uye chaizvo Cellnex. Ivo vese vakaverengerwa mune yakasarudzwa 'yekutongwa runyorwa' rweUS yekudyara bhangi. Idzi ndidzo nhau dzakakurudzira iyo yakanyorwa kambani kuti ienderere mberi nekukwira kwayo kumusoro uye nenzira inogutsa yevatyairi.

Bhizinesi repasi rese rekudyara, Goldman Sachs, inopa zviyero zviri kumusoro kwe50%. Mune mamwe mazwi, mutengo unenge wakapetwa kaviri mitengo yazvino mumisika yemari. Izvo zviri kutaura zvakawanda uye zvakanaka nezve ichi chikumbiro chekuita mari inobatsira kubva ikozvino. Kusvika padanho rekuti Cellnex inoonekwa seimwe yevanodiwa naGoldman mumusika weSpain. Kune chero mhando yemari yemari, kubva kune vane hasha kusvika kune vane mwero kana vanochengetedza. Nekuti maitiro ayo mumisika yezvemari kubva ikozvino zvichienda zvingave zvirinani kupfuura mune mamwe machengetedzo.

Yakamira zvakanaka muchikamu

Cellnex Telecom ikambani yeSpain yemasevhisi uye zvigadzirwa zve waya dzeserura iyo ine nzvimbo dzinopfuura 27.000 muEurope yose. Iyo zvakare inovandudza mhinduro mumunda we "smart maguta" mapurojekiti, ayo anokwidziridza masevhisi kune vagari, 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.

Ichiri kune rimwe divi, iyo kambani yakanyorwa pamusika unoramba uripo weSpanish stock stock uye iri chikamu cheanosarudza Ibex 35 uye EuroStoxx 600 uye iyo MSCI Europe index. Icho zvakare chiri chikamu chechengetedzo indices FTSE4GOOD, CDP (Carbon Disclosed Project), Sustainalytics uye "Standard Ethics". Cellnex's mareferenzi vanogovana vanosanganisira ConnecT - vane vagovana vavo Edizione (60%), Adia (20%) uye GIC (20%) - ine 29,9% yedanda mumugove wemari, pamwe neThreadneedle Asset Management, CriteriaCaixa neBlackrock, nevashoma. matanda.

Iine mugove wakaringana mugove

Kunyangwe ihwo hupenyu hupfupi mumisika yequity, yatove imwe yezvivigiro zvinogovera zvikamu pakati pevachagovana navo. Kunyangwe iyo purofiti yacho isiri yeimwe inokwikwidza kwazvo mukati meinosarudzika indekisi yemusika wemari yenyika. Iine yakatarwa uye yakavimbiswa kufarira gore rega rega kutenderedza 3%. Pazasi peiyo Ibex 35 avhareji, kunyangwe zvichionekwa kuti inogona kuiwedzera mumakore anotevera, zvirinani kuunza kumahombekombe ayo iri pakati pe4% ne5%. Chero zvazvingaitika, ndeimwe yedzimwe nzira dzekuumba yakagadziriswa mari yemari mukati meiyo kusiana. Chero chii chinoitika mumisika yezvemari uye izvo ndezvekufarira vashoma uye vepakati varimari nekuda kwekugadzikana kwainopa mukuchinja kwemitengo yavo.

Kune rimwe divi, inogona kuve pokugara kukosha kutora zvinzvimbo panguva dzekusagadzikana kukuru mumisika yemari. Sezvazvakaitika mumwedzi yapfuura apo yavo yekumanikidza yekumanikidza yakamisikidzwa nekujeka kukuru kumutengesi. Nekuwedzera kunoshamisa kwekutengeserana vhoriyamu munzvimbo dzese dzekutengesa. Izvi zvinoratidza kufarira kuri kukura kune chikamu chevashambadzi vadiki nepakati. Kusvika padanho rekuti ichi ndicho chimwe chezvaanofarira zvakanyanya mugore rino.

Tenga kurudziro

Kunyangwe paine kuwedzera mumwedzi ichangopfuura, kurudziro kubva kune vamiririri vemari nevatengesi iri pachena: tenga pamusoro pezvose. Iwe hausati wasvika pamutengo wako uye une zvakawanda zvekutaura mukumisikidza mitengo yako. Kunyangwe zvakajairika kuti zvigadziriswe zveimwe zvakadzika zviitike mukukoshesa kwazvo kwe kuenderana nemutemo wekupa uye kudiwa kwevatengesi. Parizvino unogona kuve mukana webhizinesi kana chako chishuwo chiri chekuita kuti mari ibatsire, zvirinani mukati nepakati nepakati. Nenjere dzinonzwisisika mukirasi ino yekushanda mumisika yequity.

Tiri kune rimwe divi, isu hatigone kukanganwa kuti Cellnex ndeimwe yeiyo Ari kubuda mumatura paIbex 35. Kusvika padanho rekushamisa chikamu chakanaka chevashambadziri vadiki nepakati, uko vamwe vaisatomboziva nezve kuvapo kwayo nekuti yanga iri yekupedzisira kukosha kwemasheya kumhara muchikamu ichi. Kune rimwe divi, kuongorora kwaro kuri kuwedzera kukosha nevanoongorora zvemari uye chinhu ichi chiri kubatsira kuti chizivikanwe zviri nani pakati pevamiriri vemusika wemari. Muchikamu chakadai sekufona, mune Telefónica chete iripo.

Chero nzira, ichi chinofanirwa kunge chiri chikumbiro chekutarisa mumwedzi iri kuuya nechinangwa chekuvandudza chikamu cheakaundi account yedu. Nenjodzi shoma pane kumwe kuchengetedzwa, zvirinani panguva ino. Chokwadi chinopa chivimbo chakaringana kuvhura nzvimbo kubva izvozvi zvichienda mberi, zvinova ndizvo zvazviri chaizvo nezvazvo.

Kuchinjika chisungo kuburitswa

Cellnex Telecom yakaisa mamiriro eChitsva kuburitswa kwevakuru vanoshandurwa uye vasina kuchengetedzeka mabhandi ekambani. Kuiswa kwacho kwasvika mamirioni mazana masere nemakumi mashanu ema euro. Izvo zvikamu zviri pasi pezvisungo zvakaenzana ne5,0% yemari yekambani. Mutengo wekutanga wekushandurwa kwezvisungo, izvo zvinoenderana neshanduko dzakajairika, zvakaiswa pa57,1756 euros, iyo yakaenzana nepremiamu ye70% pamusoro pemutengo wepakati unoremerwa nevhoriyamu yekutengesa chikamu pakati pekuvhura nemusika. vhara nhasi. Semhedzisiro yemutengo wekubvumirana wekuregererwa (108,57%), mutengo unoshanduka unoshanduka uchave 62,1 euros.

Iyi nyaya yakawedzerwa kune iyo kutanga kuburitsa zvisungo zvinoshandurwa yakaitwa nekambani, kubvira IPO yayo muna 2015, kweinosvika mamirioni mazana masere euros, uye yakashanduka miviri muzvikamu zviviri: kuiswa kwekutanga kwemari inosvika mamirioni mazana matanhatu emamiriyoni muna Ndira 800; inoteverwa nekuwedzera kuiswa kwemamirioni mazana maviri munaNdira 600 (fungible neiyo yaNdira 2018). Muchikamu chakadai sekufona, mune Telefónica chete iripo.

Zvinoenderana nekuiswa kweiyi Nyaya nyowani, José Manuel Aisa, Cellnex CFO uye M & A Director, yakaratidza "kugamuchirwa kwakanaka kwemusika kune iyi nyowani yezvisungo zvinoshandurwa. Icho chokwadi chinowedzera kune yakanakisa mhinduro yeavo vagovani vedu uye musika kune ichangopfuura capital kuwedzera kwemamirioni 1.200 emamiriyoni akaitwa munaKurume apfuura. Nenzira iyi, isu tinotora mukana weakanaka mamiriro anopihwa nemusika kusimbisa chimiro cheyedu bhajeti, kudhara kwekambani uye mamiriro echikwereti chedu maererano nemutengo uye neavhareji hupenyu, zvichipiwa chakakosha chikamu chemapurojekiti akaonekwa (Mapaipi) yeCellnex yekutenga mashandiro ”.


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