Zvinoenderana ne data rakapihwa neReuters, IAG, Endesa, Enagás neRapsol parizvino ndiwo masheya ane goho repamusoro rezvibodzwa mune yakasarudzika indekisi yeSpanish equity, iyo Ibex 35. iwo ari pakati pe6% ne8%. Kuburikidza nemubhadharo wakatarwa uye wakavimbiswa gore rega rega, chero chii chinoitika mumisika yemari uye kuburikidza nekugovera kuri semi-pagore kana kwegore zvichienderana nemutemo wemubhadharo wekambani imwe neimwe.
Chero zvazvingaitika, hafu chete iri mune yekudyara portfolio yevanonyanya kuongorora zvemari. Kunyanya, ivo vari IAG uye Repsol avo vanofarira kutendwa nevamiririri vemari. Nekurudziro yakajeka yekutenga kana uchifungidzira kuti ivo vachine mukana unoshamisa wekudzokorora kwavo. Nepo mumwe wavo, saEndesa, akatokwira zvakanyanya mumwedzi ichangopfuura uye ari mumamiriro ekugadziriswa kwehunyanzvi mukugadziriswa kwemutengo wayo pamusika wemasheya.
Chero zvazvingaitika, izvo zvinoumba mari inokwezva yemari kune avo vanochengetedza zvakanyanya kana vanodzivirira ma profiles. Hazvishamise kuti kuhaya kwavo chikamu chemazano ekutanga ekudyara kuti vagadzire mari yekudyara ye yakatarwa mari mukati meiyo kusiana. Nezve kudzoka pane kuchengetedza izvo zvisingakwanisike nechero nzira kuburikidza nechero ipi yemabhengi chigadzirwa (nguva yekuisa, mapepa ekuvimbisa kana maakaundi anobhadhara zvakanyanya) Muzviitiko izvo ivo vanongokwanisa kusvika pamatanho eane mwero 1%, zvinova izvo zvavanopa panguva ino.
Kufanirwa kwekugovera
Sezvatiri kuswedera kumwedzi-inodiwa-yakawanda yezhizha, avhareji yemugovano goho rakagoverwa nemakambani akanyorwa pamari yenyika chimwe chinhu chinopfuura 5%. Nekuvandudzwa kwezvishoma zvegumi muzana zvichienzaniswa nematanho epakati egore rimwe chete rapfuura. Mupfungwa iyi, imwe yemakambani anotungamira mukugovera zvikamu, senge kambani yemagetsi Endesa, iri munzvimbo dzekucheka mushure mekunge yasvika pagore nyowani uye nhoroondo yakawandisa ye23,30 yapfuura Kurume.
Panguva ino hapana chikonzero chekushushikana sekureba kwazvinenge zvasara pamusoro pe19,72 euros unova iwo muchinjikwa uyo mune iri nyore kufamba pakati pakati mazana maviri ezvikamu zvekutengesa. Kunyangwe yakarasika yakatenderedza chikamu chimwe muzana muzana mumwedzi miviri yekupedzisira. Nokunzwa kwekuneta kuri kumuendesa iye kuva akaipisisa emakambani emagetsi panguva ino. Zvakaoma kuti iye akwire uye kune panguva ino pachena kutengesa kumanikidza kumutengi. Mubvunzo izvozvi ndewekuti iyi pfupi-yenguva pfupi yekudonha ichagara kwenguva yakareba sei.
Repsol inoputsa nezvitsigiso zvayo
Kune rimwe divi, kambani yenyika yemafuta inoramba iri mune yakanaka toni mukuenderana kwemitengo yayo mumisika yemari. Iko kwakatombotyora zvitsigiro zvayaive nazvo kumberi uye kusvika pachinhanho chekuti chazove chimwe chemasimba akasimba kwazvo eiyo inosarudzika indekisi yeSpanish equities. Pakati pezvimwe zvikonzero, nekuda kwekutsamira kwazvo pamutengo wemafuta asina kuchena, sezvatakaona mumavhiki apfuura. Iko kune dhiramu remafuta riri pamatanho zvishoma pamusoro pemazana matanhatu emadhora.
Ichiri kune rimwe divi, ndechimwe chekuchengetedzwa kwemasheya chinopa goho repamusoro rezvikamu, rakatenderedza 6% pagore. Kuburikidza nemabhadharo maviri pagore rega uye izvo zvinogona kuve kukurudzira kuita zvibvumirano zvako kubva ikozvino. Chero zvazvingaitika, icho chimwe chezvirevo izvo pasina mubvunzo zvinofanirwa kunge zviri iripo mune yedu yekudyara portfolio. Sezvo vazhinji vevashandi vemusika vanoongorora vari kuyambira. Kunze kwekumwe kufunga kwehunyanzvi hunhu uye pamwe zvakare kubva pakuona kwezvakakosha.
IAG: tora mukana wedonhwe remafuta asina kuchena
Imwe yetsika dzinogovera mugove unokwezva ndeiyi yendege, iyo inochengetwa mu clear uptrend. Inogona kuve yakanakisa mukana wekudyara kana mutengo wemafuta unowira mumwedzi mishoma inotevera. Kusvika pakuti iwe unokwanisa kuwana kudzoka kwakakwirira mune ino mamiriro atinofunga. Kune rimwe divi, iwe unogona zvakare kubatsirwa nekuwedzera kwekushanya kunoyerera kune dzimwe nyika. Kuva imwe yemhando dzinonyanya kufadza dzeIbex 35.
Akapesana naye ane kukahadzika kunokwira naye Brexit uye kuti inogona kumisa kuwedzera kwayo kunokwanisika mukugadziriswa kwemitengo yayo. Chingave chimwe chezvinhu zvinogona kuripisa mutengo wayo zvakanyanya uye ichi ndicho chimwe chezvikonzero nei vatengesi vari kuita kuoneka mumisika yenyika yequity. Iko pasina kupokana kuti dzimwe njodzi dzinofamba dzichitenderedza ndege yekuEurope. Kunyangwe uine kukosha kwakanyanya panguva ino.
Iva neEnagás mubhedhuru
Chekupedzisira chekuchengetedzeka chinogovera chakanakisa mubairo panguva ino ikambani gasi yehurumende. Zvisinei nenyaya yekuti mumwedzi ichangopfuura anga aine rwizi runotyisa kwazvo. Asi iyi ndeimwe yematanho ekudzivirira ehumende yenyika. Kubudikidza neyakagadzika bhizinesi modhi iyo isinganyatso kubatsira kushamisa kukuru.
Kune rimwe divi, iri bheji rakakodzera kwazvo kugadzira bhegi rekuchengetedza rakadzikama repakati nepakati. Nekubhadharwa kwegore rega kwechikamu icho chakati kwirei kupfuura 6% kuburikidza nemabhadharo maviri gore rega. Ichi chikumbiro chekutsinhana kwemasheya hachifanirwe kushomeka mune chero ipi inodzivirira kana inochengetedza mari yekudyara portfolio uko kuchengetedzwa kwekuchengetedza kunofanirwa kukunda pamusoro pezvekuwedzera hasha kufunga. Ndokunge, haufanire kutarisira kudzoka kukuru, asi kana kukusiira maeuro mazhinji munzira. Kunyangwe parizvino uine kukosha kunokatyamadza kunogona kukubatsira mukutenga kwako.