Chimwe chezvikamu zvemusika wemasheya chingangosangana nekuita kwakaipisisa pachiitwa ichi chatichangotanga icho chemagetsi. Iko makambani akaita seEndesa, Gasi Natural, Iberdrola, Red Eléctrica Española kana kunyangwe Enagás anomiririrwa. Dzese dzakabatanidzwa mune yakasarudzika indekisi yemari yenyika, iyo Ibex 35. Nechihuremu chakakosha kwazvo zvichienzaniswa nehumwe hunhu hweichi chinongedzo sosi yeakakosha kwazvo masitoko mune yeEuropean mamiriro. Iine yakawanda kwazvo vhoriyamu yekubvumirana zuva rega rega uko kwakawanda mashandiro ekutenga nekutengesa masheya anopindana
Mukati megore rapfuura, chikamu chemagetsi chaive chimwe chezvakanakisa kuita musarudzo dzeSpanish. Nemitengo yaive nemutengo pamusoro pemadhigirii maviri, semakesi chaiwo eEndesa, Gasi Natural uye Iberdrola. Nekuwedzera kweiwo mamwe emakambani akanyorwa akagovera zvakanakisa zvikamu pakati pevachagovana navo. Nebatsiro reizvi mubhadharo uri pamusoro pe5% imwe yepamusoro-soro yeIbex 35. Kunyangwe zvegore rino ichaona shanduko diki mukugovera.
Chero zvazvingaitika, uye sevazhinji vanoongorora zvemari vachinongedza, mitengo yezvikamu muchikamu chemagetsi iri kudhura zvishoma mushure mekuwongorora mukati memwedzi gumi nembiri yekupedzisira yekutengesa. Kuneta mune dzakawanda zviitiko iyo upside zvinogona iyo yavakapa kusvika makore mashoma apfuura. Kusvika pakuti vamwe vacho vatove pamusoro pavo, nemitengo iriko mumisika yemari. Nemamiriro ezvinhu aya, hazvishamise kuti chikamu chakanaka chevashambadzi vadiki nepakati havaedzwe kuti vapinde munzvimbo dzavari.
Magetsi: kururamisa pamberi
Tichifunga nezvekuvandudzwa kwekirasi iyi yemakambani, zvingangove chokwadi kuti ivo vanozove nekucheka kwakakomba mumitengo yavo kubva zvino zvichienda mberi. Iko kumanikidzwa kwekutengesa kunogona kuitiswa pamwe nekureruka kune vatengi, sezviri kuratidzwa muzvikamu zvekutanga zvekutengesa zvegore idzva iri. Kunyangwe izvozvi chinhu chakanyanya kukosha chichava chekutarisa kusvika pamatanho api anogona kudzikisa zvigaro zvavo mumisika yemari. Mushure mekukosha kweiyi magetsi chikamu mune ese zviitiko mune yakajeka uye diaphanous bullish, inosimudzirwa kunyanya mugore rekupedzisira rekutengesa.
Kune rimwe divi, hazvigone kukanganwika kuti chikamu chakanaka cheaya machengetedzo ari kutengesa neakajeka kufutisa mumitengo yavo. Ichi chinhu mukuita zvinoreva kuti kubva zvino zvichienda havana chavangasarudza kunze kwekudzika, kudzika nekuramba vachidzika. Kunze kwekunge paine mamiriro akasarudzika mumisika yemari. Kwete mu misika yenyika, asiwo kune avo vanobva kumiganhu yedu. Kunze kwekumwe kufunga kwehunyanzvi hunhu uye kunyangwe kubva kwakakosha maonero.
Kudonhedza mumitengo yezvinangwa
Chimwe chinhu chinokanganisa kucheka uku nemagetsi kukosha pasina mubvunzo kudzokorora kwakadzikira kunogadzirwa nevamiriri vakuru vemari. Chinhu chisina nzvimbo chinokanganisa aya maitiro atiri kubata nawo muchinyorwa chino uye ayo anoreva akakosha magetsi chikamu chemunyika equities. Naizvozvo, kungwara uye kungwarira kunofanirwa kuve chimwe chezvinhu zvinozivikanwa zvezviito nevatengesi vadiki nepakati. Chinhu chiri kudhonza pasi iyo mutemo wekugovera uye wekuda emakambani aya akaongororwa.
Kune rimwe divi, chimwe chikamu chichafanira kuongororwa kubvira zvino ndechekuti iyo nzira yavanayo pamberi mugore rino razvino, kana riripo, ishoma kwazvo. Kusvika padanho rekuti varimi muzvikamu zveSpanish vane zvakawanda zvekurasikirwa pane kubhadhara. Nepo chimwe chikamu, chiri zvakare kucherechedzwa chokwadi chekuti
Mutemo wedunhu remagetsi
Ehezve, ndeimwe yenzira dzemashoko dzaunofanira kufunga nezvadzo kubva panguva chaidzo idzi ndeyekuti mukuru wenyika arikufunga kupa mutemo mutsva kubasa remagetsi nechinangwa che mitengo yakaderera yeiyi bhenefiti yekubatsirwa. Chero zvazvingaitika, vaongorori vezvemari vanotya kuti danho iri harigamuchire zvakanaka nekuchengetedzwa kwechikamu icho chinogona kugadzirisa mitengo yavo zvobva zvadzikira mugore rino idzva rekutengesa. Kunyanya, zvakapihwa shanduko yemutemo umo misiyano mitsva inotorwa mukufungisisa izvo zvisingabatsire makambani akanyorwa.
Mupfungwa iyi, maonero emakambani emagetsi haasi kuvimbisa zvakanyanya mumwedzi iri kuuya. Iine mukana wekutemerwa kwakakomba kune iyo chikamu izvo zvinogona kutungamira kune avo masheya arasikirwe kwakatenderedza 10% kana kunyangwe kupfuura kukosha kwavo kwazvino. Iyi mamiriro, ehe, anoonekwa munguva pfupi. Chimwe chinhu chakasiyana kwazvo chii chinogona kuitika mukati nepakati uye pakareba apo tarisiro yekukura yakagadzikana, kunyanya mumakambani ari muchikamu ane chikamu chakaderera chechikwereti.
Ivo vanoshanda senhare yekutizira
Zvakare iwe haufanire kukanganwa kubva panguva dzino kuti, seyakanaka poindi, iri kirasi remitemo tsika tsika kuita basa re hupoteri hunhu panguva dzekusagadzikana kukuru mumisika yemari. Zvakanaka, kana ichi chaive chiitiko chaicho chakapihwa nemusika wemasheya mu2019, zvinogona kunge zvichipedzisira shanduko yaro isingave isina kunaka zvachose, sekuratidzwa nenhamba huru yevaongorori vezvemari. Nechikonzero chakareruka sekunge aya maitiro ane mashandiro ari nani pane mamwe ese panguva dzino dzekuderera mumusika wemasheya.
Pakati pemazuva ekupedzisira egore rapfuura, iwe unenge wakwanisa kuona kuti zvaiwanzoitika sei kuti kana sarudzo yekusarudzika yemusika weSpanish yakadonha, aya magetsi emagetsi akasimuka mukukoshesa kwavo uye zvinopesana. Mukufamba kwakanyatsoenzana kune kusimba kwekukwira kana kwekudzika. Hazvishamisi kuti ivo vaenda zvishoma zvinopesana nezvazvino kupfuura makuru ekuyera indices akaratidzirwa. Pamusoro pehumwe kufunga kwehunyanzvi uye pamwe zvakare kubva kune yakakosha nzvimbo yekutarisa. Sechimwe chezviratidzo zvayo, izvo zvinozivikanwa zvikuru nevashambadzi vadiki nepakati.
Yakakwirira chikamu chemugove
Humwe hunhu hweanonzi kuchengetedzeka chikamu chemagetsi ndechekuti ivo vanopa mugove wakakwira kwazvo kune avo vagovana navo uye pamusoro peiyo inogadzirwa nemamwe maratidziro emakambani eSpanish. Nechido chinoshambadza muforogo icho anotangira pa4% kusvika 7% zvinova zvinopihwa nekambani yeEndesa parizvino. Nekudaro, dzimwe nhau dzakaipa kune vashoma uye vepakati varimi gore rino nderekuti zvikamu zvinodzikiswa nekuda kwemazano anoshandiswa nemakambani. Ichi chakakosha chinhu chinogona kumisa kupinda kwevatyairi vatsva kumakambani.
Mumwe weiyi mienzaniso wakashongedzwa nekambani yeEndesa yakazivisa mwedzi mishoma yapfuura kuti Iwe unongogovera 80% yemabhenefiti ako kune uyu mugovani mubhadharo. Kana kusvika zvino zvaive zvazara, ndokuti, 100%. Izvi pasina mubvunzo zvinogona kuyera kukosha kwayo mukati megore rino uye zviri kufungidzira kuti zvicharatidza chiyero ichi kusvika padanho hombe kana diki uye zvinoenderana nezvimwe zvinowirirana zvakawandisa kumisika yemari. Mukukura kwakafanana nemamwe makambani ari muchikamu seRed Eléctrica.
Zvishoma zvikamu kubva muna 2021
Endesa yazivisa nezvechikamu chemutemo wayo wemakambani kukambani kutanga muna 2021 kusimbisa mutemo wayo wekukura uye kushandisa mikana yakavhurwa nekambani. shanduko yesimba kukambani. Kambani yemagetsi yakazivisa muMilan kudzikiswa kwemubhadharo - chikamu chemubhadharo wepagore uyo waunogovanisa pakati pevaigovana nawo - kubva parizvino 100% kusvika 80% muna 2021, kunyange ichizogovera purofiti yayo yese mumakore maviri anotevera. uye huwandu hwe5.900 mamirioni mumakore mana anotevera.
Nenzira iyi, inotungamira kambani yemagetsi yeSpanish nenhamba yevatengi ichagadzirisa mutemo wayo wedividendi kumarekodhi emakambani akafanana neakadai. Iberdrola kana Naturgy, ne 'kubhadhara kunze' padhuze ne70% muna 2017. Masheya ekambani ari kutengesa nekutapudza kweanopfuura 2% zvichienzaniswa neChipiri. "Ndinofanira kusimbisa kuti mutemo wedivi reEndesa unoramba uchingova unokwezva kwazvo muchikamu ichi," akadaro CEO wayo, José Bogas, mumusangano nevanoongorora.
Endesa inotarisira kuti purofiti yayo mambure inokura ne7% paavhareji yegore rose munguva ye2018-2021, ichisvika 1.800 mamirioni euros mugore rapfuura, maererano neshanduro yehurongwa hwayo. Nekudaro, kune 2021 inoronga kucheka iyo bhenefiti yakatemerwa chikamu kubva ku100% kusvika ku80%, maererano neruzivo rwunotumirwa kuNational Securities Market Commission (CNMV). Iyo kambani yemagetsi inoruramisa iyo nyowani mutemo mukutsigira kukuru kweiyo "nyowani yekukura mbiri yekambani".