Hapana mubvunzo kuti Telefónica ndiyo imwe yenzvimbo dzekuchengetedza dzine mashandiro makuru pamusika weyese inosarudzika indekisi yeSpanish equities, iyo Ibex 35. Iko kufarira kune vanoita mari kune iyi benchmark teleco kunoonekwa munhandare yepasi rose. Iko parizvino iri kunetseka kukunda kupokana kwakakosha kwainako pa7 euros chiito uye nekushanduka kwacho kuchatsamira kubva ikozvino Mushure mekutengesa kwakawanda kwezhizha rino pazasi pe6 euros. Matanho akange asati amboita uye akatungamira mukusuwa nevashambadzi vadiki nepakati.
Kune rimwe divi, zvinofanirwa kucherechedzwa kuti iyi telecommunication kambani ndeimwe yemakambani anofambisa mazita mazhinji muzvikamu zvese zvekutengesa. Nemanani chete mukati mekusvikira kweakanyanya capitalization tsika uye izvo zvinoita kuti ive mvura kwazvo. Ndokunge, iyo yekupinda uye yekubuda mitengo yezvinzvimbo inogona kugadziriswa uye nekudaro varimi havagone kukochekedzwa pane iyo kukosha. Mupfungwa iyi, haigone kukanganwika kuti kambani iyi ndeimwe yemabhuruu machipisi emari yenyika pamwe nekuchengetedzeka senge BBVA, Endesa kana Santander, pakati pevamwe.
Izvo zvinofanirwawo kucherechedzwa kuti kukosha uku kwaive kutengesa mu 8, 9 kana kutodarika maeuro. Uye kamwe kamwe yakadonha kusvika kumatunhu azvino mumutengo. Kusvika padanho rekuti chikamu chakanaka chevashambadzi vadiki nepakati vari kuongorora kuti kwavo kuchengetedzeka kwakachipa here nechinangwa chekuvhura zvigaro kubva kune chero mhando nzira yekudyara. Kunyangwe iyo nharembozha isiri kuenda kuburikidza neakanakisa enguva, nekuti muchokwadi izvi hazvisizvo. Kana zvisiri, pane kudaro, iri kuenda kuburikidza nedambudziko chairo nekuda kwechikwereti chihombe chine ino kirasi yemakambani akanyorwa.
Telefónica pakati pe6 ne7 euros
Parizvino, telecom yenyika iri kunetsekana kuti ibve pamatanho ainayo pamatanhatu euros. Asi zviri kumutorera simba rakawanda nekuda kwekapu hombe ine dzinenge 6 euros pagoresi apo pane pepa rakawanda pakati. Nepo kune rumwe rutivi, zvinova pachena kuti imwe yemakiyi ndeyekuti chiito chinopindura sei kune zvinokurudzira zvemisika yemari. Mupfungwa iyi, maonero evamwe vaongorori vanokosha mumisika yemasheya anoratidza kuti Telefónica inogona kuve nayo markup kusvika kutenderera 7,50 euros. Iye zvino isu tinongoda chete kuona kana ichizokwanisa kusvika iwo iwo mazinga munzvimbo isina kureba zvakanyanya.
Nepo kune rimwe divi, hazvigone kukanganwika kuti Telefónica ndiyo imwe yetsika dzakadonha zvakanyanya mumazuva achangopfuura uye mushure mekuburitswa kwenyaya dzayo, idzo musika usati wadudzira sezvakanaka. Asi kana idzi data dzikaongororwa zvakanyanya, mhedziso yekupedzisira inogona kusvikwa kuti pane kuwedzera kudiki mumari. senge kuderedzwa kwechikwereti chinova chimwe chezvinhu izvo zvinonyanya kunetsa vanoongorora zvemari panguva ino uye izvo zvavanokurudzira zvakanyanya kutengesa pane kutenga.
Iine mugove we6%
Ehezve, imwe simba rekambani nderekuti rinopa vagoveri varo mugove wakakura wemadhora. Muchikwiriso chepamusoro cheIbex 35 kuburikidza nemubhadharo wakatarwa uye wakavimbiswa gore rega uye izvo panguva yacho zviri 0,40 euros pamugoven. Sechirongwa chekugadzira yakamisikidzwa mari portfolio mukati mechinjika. Asi, inoitirwa vatyairi vanochengetedza kana vanodzivirira vanotsvaga, pamusoro pezvose, kuchengetedzwa kwekuchengetwa kwavo pamusoro pezvimwe zvinotyisa. Iine chimiro chakanyatso tsanangurwa pane vashandisi vanoisa kuvimba kwavo mune yakakosha iyi kukosha muSpanish equities.
Nderipi zano rinogona kushandiswa?
Zvakajairika kuti zviuru nezviuru zvevatengesi vazvibvunze panguva ino kuti vanogona kuitei nemasheya avo. Kunyangwe ichokwadi kuti izvozvi zvave nemitengo yakachinjika uye inokwezva kune vashoma uye vepakati varimi, chokwadi chekuti iko kuvhiya kunotakura dzimwe njodzi nekuda kwekushomeka kwechikamu chemafoni mukati mekondinendi yeEurope hakugone kutarisirwa. Uye izvo zvinogona kutungamira kumatengo avo akananga kuzasi pane ayo aratidzwa izvozvi. Nezvavaigona kuunganidza urema mune mari yekudyara yevashandisi.
Nepo kune rumwe rutivi, zvinofanirwawo kusimbiswa kuti iyi ndiyo imwe yetsika dzakadzikira zvakanyanya mumakore gumi apfuura. Izvo zvakaringana kutarisa kuti makore gumi neshanu apfuura mutengo wemasheya ayo wanga uri pamatanho e15 euros. Ndokureva, zvakapetwa kaviri pane zvavari parizvino uye izvo zvakakonzera kuti vamwe vatengesi vaparadzwe munzvimbo dzavo. Kusvika padanho rekuti ndechimwe chekuchengetedzwa kwakanyanya kurangwa nemisika yemari, kunyangwe iyi data yakaenda isingazivikanwe nechikamu chikuru chevamiriri vezvemari.
Unogona here kudzokera ku9 euros?
Uyu mumwe mubvunzo unobvunzwa nevashandisi vemusika wemasheya, kunyanya avo ivo vari mukurasika pari zvino. Nepo chiitiko ichi chekushomeka chiri kushanda, runyararo rwevashambadziri vadiki nepakati haruzogutsi zvachose. Kana zvisiri, pane kudaro, vangangotya kutsva kutsva mumutengo vasingazvirasire panguva ipi neipi inogona kuenda kune yakadzika yegore neyezvakaitika. Chingave chiratidzo chitsva chekushaya simba chingabvisa maaramu ese uye zvingaite sei neimwe nzira chingave chikonzero chekubvisa mari yekudyara nekukurumidza sezvazvinogona.
Pane zvinopesana, kana kuramba kwazvino kuri pa7,50 euros kuchikundwa, inogona kuve chiratidzo chakanakisa cheicho chainogona kuita mumwedzi inotevera. Iko iko kwakanyanya kukosha chinhu kudzikama uye kuziva kushandisa mikana iyo isina chokwadi ichauya kwatiri neichi chiito, kunyangwe vakatora nguva yakawanda kupfuura zvavanofanira. Zvakanaka, ino nguva inogona kugara kwenguva yakareba kupfuura vazhinji vatengesi vadiki nepakati vanotarisira. Asi chero zvakadaro, izvo zvinonyanya kuomarara ndezvekuti inogona kusvika pamatanho ayo ine pa14 euros uye ayo akasvikwa makore mazhinji apfuura.
Yakakura vhoriyamu yekutora
Chero zvazvingaitika, teleco ndeimwe yemareferenzi sosi yemukati meiyo yakasarudzika indekisi yeSpanish equities. Nekuti ndechimwe chekuchengetedzeka nemari yepamusorosoro uye zvinokonzeresa zviuru nezviuru zvemazita kutenderera zuva rega rega muzvikamu zvese zvekutengeserana zvinopfuura kubva kune mumwe muridzi wemari kuenda kune mumwe. Kusvika padanho rekuvandudza mutemo wekupa uye kudiwa kwekambani yakakosha iyi muchikamu chekufona. Ndokunge, hauzombove uine chero rudzi rwematambudziko ekupinda kana kubuda munzvimbo dzavo uye chero nguva yezuva
Ichiri kune rimwe divi, haigone kukanganikwa kuti ndeimwe yemaitiro akateedzerwa nevashambadzi uye kuti saka inoongororwa nehumwe huwandu Nekugoverwa kwemutengo wakanangwa kuitira kuti iwe uve nereferensi kune kukosha kwayo mumisika yemari. Saka kuti nenzira iyi uve nerutsigiro paunenge uchipinda mumusika wemasheya, pasina kuenda bofu kuita mamwe mabasa kuitira kuti mari ichengetwe.
Telefónica inowedzera kukura kwayo
Telefónica inowedzera kukura kwemari (+ 1,7% yakashumwa) ichienzaniswa nechetatu chikamu che2018, nekuda kwekuvandudzwa kwe Spain, Brazil neGermany, kune yakasimba kushanda kweUnited Kingdom, uye kunyangwe hazvo kukanganisa kwakakonzerwa nemari. Mukutaura kwehupenyu, ivo vakakura 3,4%. Zvakare kucherechedzwa ndiko kuwedzera kwevhareji yemari pamutengi wekota (+ 4,3% organic gore-pa-gore) uye nekuvandudzika kweiyo churn / churn mwero. Mukutaura, iyi yakanga isiri mhedzisiro yakashamisa misika yequity. Kana zvisiri, pane kudaro, ivo vakakwaziswa nekudonha kwakakosha mumapaki.
Nezve chikwereti cheterevhizheni, imwe yemitoro yayo mikuru yekuti inyorwe pamatanho epamusoro, iyo data haina kunaka. Mupfungwa iyi, zviri pachena kuti chikwereti chemambure chakamira pa38.293 mamirioni euros (-8,1% gore-ne-gore), nekuda kwechizvarwa chemari chakakura 40,3% uye chakasvika mamirioni e4.150 emamiriyoni kubva muna Ndira kusvika Gunyana. Kusanganisira zviitiko mushure maGunyana 30, chikwereti chingave chingangoita 37.600 bhiriyoni euros. Iko, fiber yaTelefonica inosvika miriyoni gumi nemaviri emisha, iyo 123 M (+ 54,5%) inopfuura netiweki yayo, uye kufukidzwa kwe11G kuri padyo ne4% yadzo.