Makambani ekuvaka akakosha zvakanyanya muSpain, uye ari chikamu cheinosarudzika indekisi yeSpain equity, iyo Ibex 35, yakanyoresa mukati memwedzi mitanhatu yadarika a kuwedzera mumutengo wayo wemusika yeanopfuura mamirioni mazana mashanu emauro. Uye zvakare, mamwe akanyorwa kunze kweichi index akaunza zvakare kuwongorora kunofanirwa kuverengerwa sekunakidza kwemaitiro evadiki vepakati nepakati. Kuve imwe yeanonyanya kuratidzira zvikamu zveyeti kuita sarudzo dzakasarudzika munzvimbo dzavo.
Asi usavhiringidzika mune yako sarudzo nekuti kusiyana pakati pemakambani ari muchikamu chezvidhinha kwakanyanya. Havasi vese vane kukosha kwakaenzana uye nepo dzimwe dziri sarudzo yekutenga yakajeka mune vamwe sarudzo yakanakisa ndeyekusavapo pazvinzvimbo zvavo. Uye kana ikatengwa, hakuzovi nesarudzo kunze kwekuita iyo yakakodzera kutengesa, kungave zvishoma kana zvachose. Hazvishamise kuti chikamu chehupfumi chakasiyana kwazvo uye kwete zvese zvekuchengetedza zvinopa mamiriro akafanana muhunyanzvi hwavo uye pamwe kunyangwe nemaonero ezvakakosha zvavo.
Kubva pane ino maonero mazhinji, zvinobatsira kwazvo kusimbisa kuti haazi ese maitikiro emakambani ekuvaka eSpanish ane zvakafanana hunhu. Kwete zvakanyanya kushoma, sezvo iwe uchizokwanisa kuongorora kubva zvino zvichienda mberi. Kune zvimwe zvekuchengetedza zvinogona kutengwa, asi zvinopesana zvinoitika mune vamwe. Izvo zvinodikanwa kuti uzive iyo mamiriro chaiwo yeichi chakakosha chikamu cheSpanish hupfumi. Zvekuti kubva ikozvino uchigona kuvandudza zvine hungwaru uye zvine mwero mari yekudyara iyo ichaita kuti iwe chengetedza mari yako ibatsirwe kubva panguva dzino chaidzo.
ACS: inodiwa yevanogovana
Kutengesa kweACS Group mumwedzi mipfumbamwe yekutanga yegore kwakasvika 27.091 mamirioni euros, ayo anomiririra a 5,2% uye 11,4% kuwedzera mumazwi akafanana, ndiko kuti, pasina kufunga nezve kusiyaniswa kwemutengo wekutsinhana unokosheswa nekutenda kweiyo euro kutarisana nedzimwe mari mumwedzi gumi nembiri yapfuura. Uku kushanduka kwakanaka kwezviitiko zvese kunotsigirwa nekukura kwemisika yeNorth America, Australia neSpanish.
Iyo yekuparadzirwa kwenzvimbo yekutengesa inoratidza yakafara kusiyanisa kweboka, uko North America inomiririra 45% yekutengesa, Europe 21%, Australia 19%, Asia 8%, South America 6% uye Africa iyo yasara 1%. Kutengesa kuSpain account ye14% yekutengesa kwese. Chero zvazvingava, mutengo wemasheya ayo wakagadzirwa nenzira yakajeka kumusoro uye kusvika pakuve imwe yeanonyanya kukoshesa masitoko ekuvhura nzvimbo kubva ikozvino. Neyekurudziro yekutenga kubva kune vazhinji vevashambadzi vemusika vanoongorora.
Acciona, chifukidziro cheiyo chikamu
Shure kwekambani yaFlorentino Pérez, Acciona anomira nekuve kambani yechipiri ku zvimwe zvakawedzera musika wayo mumwedzi ichangopfuura. Uye kuti ine mukana wakakura wekuongorora uye mune chero mamiriro ezvinhu pamusoro pemamwe makambani akanyorwa muchikamu chayo. Izvo hazvigone kukanganikwa kuti ndeimwe yemaitiro akakurudzirwa nevanoongorora veSpanish equities. Mune yakajeka uptrend iyo inogona kukutungamira iwe kuti uwane zvakanyanya kukosha zvakakwirira kubva zvino zvichienda mberi.
Kune rimwe divi, Acciona istock exchange iyo yasvika pachibvumirano kuitira kuti kupa simba rinowedzerwazve kuTelefonica mugore rino razvino. Mupfungwa iyi, kondirakiti inofungidzira huwandu hwesimba hwe345 GWh, iyo inodzivirira kuburitswa kwemakumi mashanu nemakumi mashanu ematani eCO107.000. Panguva ino, kugovera kunomiririra 2% yemagetsi ese anoshandiswa eT Telefonica uye 23% yezvaanoda mumagetsi akakwirira. Acciona inosimbisa bhizinesi rayo rekushambadzira simba kune vatengi vakuru muSpain nePortugal, iyo yakasvika 58 GWh muna 5.900, kuwedzera kwe2018%.
Ferrovial, netarisiro huru
Imwe yemakambani ekuvaka ari kuenda panguva iri nani ndeayo anotungamirwa naRafael del Pino, uye kuti mumaonero evanoongorora zvemari vane upside zvinogona padhuze ne20% mazinga. Parizvino iri kuvandudza isina mwero kumusoro maitiro ayo angaite kuti kukosha uku kunakidze kuve mune yekudyara portfolio kwenguva pfupi nepakati. Iko kune zvimwe zvakawanda izvo vashoma uye vepakati varimi vanogona kuwana pane kurasikirwa.
Mukati meichi chiitiko chakazara, kambani yekuvaka yeSpanish yakapihwa iyo kuwedzera uye kuvakazve ye 6,7-mamaira (10,3-kilomita) chikamu cheIH 35, muWaco, Texas, pamadhora mazana matatu nemakumi mana nemakumi mana emadhora, akaenzana nemamirioni e341. Chibvumirano ndicho chikuru mubairo munhoroondo yeWebber. Iko, chirongwa ichi zvakare chinosanganisira kuitwa kwemabhiriji makumi maviri nemaviri. Iwo mabasa, ayo achatanga muchirimo 297, ane nguva yekupedzisa yemwedzi makumi mana nematanhatu.
Muchinjikwa mumakambani ekuSpanish ekuvaka
Haasi ese ese ari mashoko akanaka kune ino inoenderana chikamu chekuenzana kwenyika. Nekuti zvirizvo, kune akati wandei emakambani anounza ne mamiriro akaomesesa uye izvo zvinogona kuvatungamira kudzikira zvakanyanya mumisika yemari kubva zvino zvichienda mberi. Iyi ndiyo chaiyo nyaya yeOHL, iyo isati yamisa yayo ine simba yekutengesa maitiro. Iine akateedzana enzira uye zviitiko izvo zvisiri kubatsira kuti vawane kuvimba kwevadiki nepakati varimi. Iko kune njodzi huru yekurasikirwa nemaeuro mazhinji munzvimbo dzavo.
Zvese izvi kunyangwe hazvo izvo izvo OHL yakawedzera zvibvumirano zvitsva muUnited States kweanopfuura mamirioni 130 maeuro. Mupfungwa iyi, inofanirwa kujekeswa kuti kambani yekuvaka yeVillar Mir yanga iriko muUS kubvira 2006 uye pari zvino inoshanda kumatunhu mapfumbamwe - Florida, New York, New Jersey, Texas, California, Illinois, Connecticut, Virginia neMassachusetts- uye iyo Dunhu kubva kuColumbia. Asi zvinoita sekunge iyi mhando yenhau iri kusimudzira kuenderana kwemitengo yayo. Panyaya iyi, maitiro ayo mukuongorora kwehunyanzvi ari pasi mune ese nguva yekugara: ipfupi, iri pakati nepakati. Nechekutengesa odha yevatengesi vakatora zvinzvimbo mumusika uyu kukosha.
Sacyr akanyanya kusimba mumusika wemasheya
Chimwe chinhu chakafanana ndizvo zvinoitika kuna Sacyr, kambani iri kunze kweinosarudzika index uye iyo yarasikirwa nesimba rakawanda mumakore apfuura. Yabva pakuva imwe yemakambani anotungamira muchikamu chekuvaka kuenda kune imwe yeavo vane isina kusimba tekinoroji yezvose. Kunyanya, kubvira payakasiya iyo portfolio yeIbex 35. Ehe saizvozvo, haipe mitsara yekuvimba yakadai kuti inogona kuve chinhu chekudyara nevaponesi. Kana zvisiri, pane kudaro, zvinonyanya kubatsira kugara padivi pane ako mashandiro.
Nezve mubairo wakaziviswa nezuro neInternational Chamber of Commerce (ICC) yeMiami, Sacyr akajekesa mamiriro ayo maererano nekufambira mberi kwe Panama Canal. Iko kunojekesa kuti yateedzera zvisungo zvayo zvinoenderana nemubairo uyu. Chibvumirano pakati peGPPC neACP chakasimbisa musi waJune 2018 wekudzoka kwekufambira mberi. GUPC zvakadaro yakakumbira kuyananiswa kuti kuperekedze kudzoka kweizvozvo zvataurwa kufambiswa kwehunyanzvi arbitrations. Chero zvazvingaitika, kutevedzera mubairo naSacyr hakuzokanganisa chirevo chemari kana pabumbiro remubhadharo.
FCC munzvimbo yemunhu
Iyi yekuvaka kambani iri, kune rimwe divi, mune yakanyanya anodyne mamiriro ayo asingazopedzisi kuzvitsanangura. Hazvishamisi kuti yakanyudzwa mune inoenderana chaizvo nzira yekupedzisira mukati memwedzi yekupedzisira. Kwete kuva imwe yesarudzo dzakanakisisa kutora chinzvimbo mukati meichi chikamu chakakosha chebhizinesi. Pane zvinopesana, mashandiro ekutengesa ndiwo akanyanya kunetsekana kuitira kuti kuchengetedza kugone kuitwa kunobatsira kubva ikozvino. Kunyanya nekuti ndeimwe yematura anonyanya kushanduka uye izvo nekudaro haina kuitirwa kudzivirirwa kana kuchengetedza profiles yevatengesi.
Imwe yenyaya dzakakosha kwazvo kubva kuFCC ndeyekuti yakaverengerwa mune yakakurumbira yekusimudzira stock index FTSE4 Yakanaka Index, Yakagadzirirwa biannually kuratidzira mashandiro emakambani anoratidza maitiro akanaka mune zvakatipoteredza, zvemagariro uye zvemakambani hutongi (ESG) nyaya. Iyi indekisi inogona kushandiswa nemhando dzakasiyana siyana dzevatori vechikamu mumusika mukuita sarudzo dzekudyara dzinoenderera.
Sezvaungave iwe wakaona muchinyorwa chino, muchikamu chekuvaka pane zvese, zvakanaka uye zvishoma zvakanaka. Mune rimwe remapazi akabatana zvakanyanya nematanho ezvehupfumi uye ichi ndicho chimwe chezvikonzero zvekushushikana pakatarisana nekudzikira kwehupfumi hwenyika uyezve hwenyika. Nenjodzi iri pachena yekuti kukosheswa kwemasheya ayo kunogona kudzikira mune ino mamiriro ekubatana. Kunyanya nekuti ndeimwe yematura anonyanya kushanduka uye izvo nekudaro haina kuitirwa kudzivirirwa kana kuchengetedza profiles yevatengesi.