Nhasi kune ruzivo rwakawanda rwatinoiswa pasi zvekuti zvakatiomera kuti tiwane kuti ndeapi makambani kana zvikamu zvingave zvakanaka kuisa mari mazviri. Kazhinji kacho pfungwa inomira kuve zano kana isu tanzwa nekuti capital yatosvika. Naizvozvo, isu tichaenda kunoona sarudzo yevamwe isina kukoshesa pfungwa dzekambani pamwe neanogona chii chiripo chemazuva aya.
Kana iwe usingazive, ivo varipo zvakare share vanotsvaga izvo zvinotibvumidza isu kuti tiwane iyeyo sarudzo inosangana nezvatinoda. Nayo, isu tinogona kutarisa pane izvo zvimiro zvatinoda. Panguva imwecheteyo, isu tinofanirwa kungwarira, nekuti makambani mazhinji anogona kushomeka nekuda kwezvikonzero zvatisingazive. Semuenzaniso, tarisiro yakaipa yezvehupfumi, dambudziko, pamwe chikwereti chakakura, kana kukura kudiki kana kusavapo kunovaita kuti vakwezve. Nekudaro, tichifunga nezve zviyero zvakaita seNet Equity zvinoenderana nemari yayo, iyo PER, kana izvo zvingangonakidza mune izvi inflation mitengo, tiri kuenda kunoona sarudzo yemakambani asina kukosheswa.
Kaisa Prosperity Holdings Ltd (2168)
Kaisa Prosperity yakawana mukurumbira wakawanda mune mamwe masocial network nekuda kwemaneja Alejandro Estebaranz chirevo chekudyara mazviri. Ini handina kukwanisa kubvumirana zvakanyanya naye, uye ndinotaura zvakare kuti ndeimwe yemakambani andichangobva kuisa mari mairi.
Kaisa ine mari yemusika yeHK $ 2.860 bhiriyoni. Mutengo waro wave kudzikira kubva muna Chikumi wegore rino, uko kwasvika 34'00 HKD. Parizvino iri kutengesa kuma18'50 HKD. Yayo mambure inokosha iri pedyo nemamiriyoni gumi nemana, uye inotengeswa pa imwe pedyo ne8. Izvi zvinogona kunge zviri nekuti ikambani ine hukuru hukuru kune real estate chikamu, asi kwete sekambani yekuvaka. Iyo yakatsaurirwa kuvaka chivakwa, smart mhinduro, ine yekubvunza masevhisi, uye inobata dzakasiyana nzvimbo dzakanangiswa pazvivakwa.
Chikwereti chako chakaderera kwazvo, tinogona kutaura kuti hapana. Uye zvakare, mutero wayo wanga uchikura mumakore achangopfuura padanho rakanyanya, izvo zvinoratidza kuti yakanyatsogadziriswa. Nekudaro, Kaisa anotora chinzvimbo chekutanga cherondedzero iyi.
Kuende (KUE)
Kana tichitaura nezveBIC, mapeni ayo anouya mupfungwa. Icho chiratidzo chine nhoroondo yemakore mazhinji uye nemusika wakasimbiswa. Kunze kwepeni, anozvipira kune zvimwe zvakawanda zvigadzirwa, zvese zvaanotengesa nemutengo wakaderera. Kunyange chiri chokwadi kuti zvinhu zvekumira zvinotora makumi mashanu kubva muzana ezvavanotengesa, 50% inogarwa nemagetsi, 25% nezvisvo, 19% ne nautical varaidzo uye 5% nezvinhu zvakasiyana-siyana.
BIC zvikamu zvinounganidza kuderera kweanopfuura 65%. Zvikamu zvaro zvaitengesa makore matanhatu apfuura pamusoro pe6 euros, uye parizvino ivo vangangoita makumi mashanu euros. Iyo zvakare ikambani isina chikwereti, uye yavo musika capitalization parizvino ndeye 150 mamirioni euros. Yake mambure kukosha yakawedzera zvishoma pamusoro pegore rino, ichisvika 50 bhiriyoni emadhora. Kuderera kwezvikamu zvaro kungangove kuri nekuda kwekuderera kwemubhadharo wayo wemambure kupfuura mashandiro ayo. Iine mugove we2.190 euros gore rino, izvo zvinoita kuti itendeke 1.640% uye nzvimbo yakasimba, ndeimwe yemakambani asingakoshese anogona kupa mhedzisiro yakanaka. Neichi chikonzero, zvinofanirwa kucherechedzwa kuti nekuda kwemusika wayo watokura, haina tarisiro yakakura yekukura.
British American Fodya (BATS)
Mabheti ndeimwe yemakambani makuru epamakambani efodya pasi rose. Kubva pakukwirira kwayo kwegore ra2017, stock yakadonha kupfuura makumi mashanu muzana. Parizvino ari kutenderera makirogiramu makumi maviri nematanhatu. Zvikonzero zvekudzikira kwaro zvine chekuita netarisiro yakaipa yeramangwana remubato wefodya pane mashandiro ekambani.
Mukati mechikamu chayo, ndeimwe yemakambani asingakoshesi zvakanyanya. Chiyero chayo chechikwereti, pamwe nemari yadzo uye PER pairi kutengeswa, chisiire icho 30% yakachipa ichienzaniswa nevezera rayo. Chikamu chayo che8'30% chinokwezva kwazvo, uye vanga vachichiwedzera kwemakore akawanda. Mhinduro chete yandaizowedzera ndeyekuti zvichave zvakafanira kuona kugashira kuri kuita chikamu chemhepo uye zvigadzirwa zvakagadzirwa. Zvakare, kana chikamu chacho chikaramba chichiwedzera, pane poindi apo chisina kugadzikana nenzira ine hutano, sezvo chiri kutoda zvakanyanya.
Kuende (KUE)
Kambani hombe yeRussia uye igasi kambani hombe pasirese, pamwe ne imwe yekambani isingakoshesi zvakanyanya, Gazprom. Zviri pasina mubvunzo nyeredzi yangu yekudyara yegore, uye kunyangwe iine simba kuwedzera muzvikamu zvaro, ini ndichiri kufunga kuti iri pazasi peiyo mwero yazvinofanira kuve iri. Zvikonzero zvacho?
Pakutanga, inodzora 15% yegasi inochengeterwa pasirese, uye nhasi ndiyo imwe yezvinhu zvinonyanya kudiwa mbishi iyo kukosha kwayo kwakwira zvakanyanya. Kwete chete gasi, zvakare ine yakawanda inochengeterwa mafuta. Ndiyo kambani inotengesa gasi rakawanda kuEurope. Austria inogamuchira 60% yegasi kubva kuGazprom, Germany 35% (iyo zvakare ine 6% yekambani), 20% muFrance, nedzimwe nyika dzakaita seEstonia kana Finland zvizere.
Gazprom parizvino iri kutengesa ku367 Russian rubles, pa chikamu che5 .47, chikamu chakakwirira kwazvo chazvino uye yako mambure kukosha kuri pazasi pemari yako. Shanduro yaro inotarisirwa kuramba ichisimuka mugore rinouya, uye sekambani isingakoshese mukana wekukwira wakakura. Pakati penjodzi dzayo kunyungudika kwepafafrost uko kunogona kukuvadza zvigadzirwa zvako uye yatove chimwe chinhu chiri kuitika. Saizvozvo, zvinofanirwa kutaurwa kuti ikambani ine akawanda emhepo CO2, izvo mune ramangwana hachisi chinhu chinoteedzerwa.
Tencent Holdings Ltd (0700)
Kuti tizviise pachedu, Tencent ikambani inogona kufananidzwa neGoogle. Masheya avo akarasikirwa ingangoita 50% kubva pakukwirira kwavo, yaive gore rino, kunyangwe akawanazve imwe nzvimbo yakarasika. Iyo poindi ndeyekuti kutya kwave kuri kubata vanobhadhara mari mushure memitemo yeChinese kune tekinoroji chikamu. Nenyaya imwe neimwe nezvezvirambidzo zvakaziviswa neHurumende yeChina, kukosha kwavo kwakadzikiswa. Nekudaro, izvi hazvireve kuti kambani iri kuratidza zviratidzo zvekushaya simba uye inopokana kuti inokwanisa kuenderera nenzira yayo yekukura.
Izvozvi inotengesa paPER yemakumi maviri. Izvo hazvisi zvakanyanya kudhara kubvira kukura kwayo kwepakati ndeimwe yepamusoro uye zvakare yakasimudzira nekufamba kwenguva. Iyo ndeimwe yemakambani makuru emitambo yemavhidhiyo pasirese, uko zvakare ine mitsara yebhizinesi muE-Commerce, mameseji epakarepo, kukosha-kwakawedzerwa masevhisi munhare mbozhanhare uye nhare. Muna 2019 kambani inobata yakazivisa kuve nemakambani anodarika mazana matanhatu. Kana ikaramba ichiratidza zviratidzo zvekukura uye kusahadzika kunowira pairi kwakagadziriswa, iyo yemukati mikana iyo inobata inoitawo kuti inakidze kwazvo.