Yakave nguva yakareba kubvira pakave nekuchengetedzwa katatu kubva kubato rezvemafoni mune yakasarudzika indekisi yeSpanish equities, Ibex 35. Kuvapo kusingaperi kweTelefonica kwakabatana naMás Móvil naCellnex, zvinova zviri zvimwe zvezvakazarurwa zvikuru zve gore razvino rekutengesa. Kuve maviri emakambani akanyorwa akawedzera, vakaonga munguva ino. Kusvika padanho rekuti kupihwa kweiyo telecos kwakawedzerwa uye kuiswa padanho remamwe madhipatimendi emakambani ekondinendi yekare.
Nepo kune rimwe divi, hazvigone kukanganwika kuti mune zvese zviitiko vane yakanyanya kukwirira yekuongorora mikana uyezve yakakwira kupfuura iyo yemamwe matunhu emusika wemasheya. Yakanyanya kukurudzirwa nevanoongorora vakuru mumisika yemari iyo yakaraira kuti iko kutenga kwemakore mashoma anotevera. Inotaridzawo chokwadi chekuti idziviriro dzakamutsa kufarira kwemari hombe dzepasi rose uye kuti neimwe nzira vakatora zvinzvimbo zvine hukasha mumakambani aya mumwedzi ichangopfuura. Kusvika padanho rekuti nzvimbo idzi dzinogona kudzokororwa kuti kuchengetedza kunobatsira kubva ikozvino zvichienda uye nemikana mikuru yekuzviwana.
Zvakare nekukwanisa kwayo kuchinjira kune itsva tekinoroji mamiriro echikamu chino uye izvo zvinoita kuti ive inonetsekana zvikuru mukugadzira mitsara mitsva yebhizinesi iyo inogona kusimudzira mitengo yayo pamusika wemasheya kubva zvino zvichienda mberi. Telefónica haisisiri yega telecommunication opareta inoshanda pamusika wemasheya, asi inotsigirwa nezvirongwa zviviri zvitsva uye zvinovimbisa zvekudyara mumisika yemari. Kunyangwe iine mukana wekuwana chinonakidza chakamisikidzwa uye chakavimbiswa chikamu chakavanzika gore rega. Pasi rese kutenderedza 4% kupfuura kwavo nzvimbo mumisika yemari. Kuve imwe yemapazi ayo anofanirwa kuiswa pane radar kubva zvino zvichienda nekuda kwehunhu hwayo hwakakosha.
Telecos: zvibvumirano muTelefonica
Wayra Barcelona, Telefónica yakavhurika hunyanzvi hub, yakasaina chibvumirano chekudyara naAbhiquo kusimudzira bhizinesi rekuvandudza pamwe neboka uye kubatanidza kukosha kwayo muzvikamu zvakasiyana zvebhizimusi zveTelefonica. Chimwe chezvinangwa zvikuru zveichi chiratidzo ndeche invest in tech startups kuti vanogona kuita bhizinesi neTelefonica uye, nenzira iyi, vanogona kukwira nekupa yavo tekinoroji mhinduro kune network yevanopfuura mamirioni mazana matatu evatengi vane iro boka kutenderera pasirese.
Iko kudyara muAbhiquo kunobatsira kusimudzira iyi sevhisi nyowani, yatovepo muSpain, uye iyo mukati megore rose ichawedzerwa kune mamwe ese Vashandi veLATAM. Pakutanga, sevhisi ichapa mukana kuAmazon Web Services, Microsoft Azure uye Telefónica's VDC sevhisi, nemukana wekuwedzera mamwe emasevhisi akakosha uye inosanganisira yakavanzika makore uye mamwe ma hyperscalar makore. Sezvazviri neGoogle Cloud Platform, ini ndichangobva kuwedzerwa kuTerefonica's Ruzhinji rwegore services catalog.
Unganidza kutangisa kwekutanga
Abiquo achangobva kutora chikamu muchirongwa cheazvino cheTelefonica Bhizinesi Rekuvandudza Zuva, iro rinotarisira kuunza pamwe nekubatanidza matangiro akaiswa mari naWayra Spain ane akasiyana mabhizimusi eTelefonica. Pamusoro pezvo, kuve chikamu cheWayra kuchabvumidza Abiquo kusangana neese matangiro akabatanidzwa neiyo hub hub uye pinda pasirese network ye 11 Wayra hubs munyika gumi. “Nekutsvaga mari kutsva uku, kubva kuWayra tinoenderera mberi nezano redu rekusimudzira kusimudzira bhizinesi rekutanga mari kuburikidza neTelefonica. Zvakare, chokwadi chekuti Nauta Capital, investor waAbiquo parizvino, inopa rutsigiro rwemari rwakawanda, inosimbisa kuzvipira kwaWayra mukusimudzira kufambiswa kwemari uye kudyidzana ", anotsanangura kudaro Julián Vinué, director weWayra Barcelona.
“Nhau dzakanaka kuve neWayra neTelefonica seshamwari dzekufamba mune ramangwana reAbhiquo. Iyo kambani yakaratidza hutungamiriri hwakajeka mukati gore manejimendi indasitiri pamwe nekushanduka kwayo kwese kudzamara uine yakanakisa yakawanda-yegore-yega kuzviitira sevhisi chirevo. Rutsigiro rwaTelefonica rwuchabatsira mukusimbisa chinzvimbo ichi mumusika nekukura nekukwirisa ”, anodaro Carles Ferrer, mubatsiri mukuru weNauta Capital.
Mamwe masevhisi muMore Mobile
Kutanga nhasi, sevhisi yeNetflix, ine akasiyana siyana akateedzana, mafirimu uye zvinyorwa, yave kuwanikwa paAgileTV, chikuva cheterevhizheni icho Yoigo ichigovera kune vese vatengi vayo. Nekudaro, vatengi veYoigo vanonyorera kuNetflix sevhisi vanozove nyore kuwana kuzere katarogu ye akateedzana, mabhaisikopo, zvemukati zvevana uye zvinyorwa inopihwa neiyi chikuva. Pakati pezvimwe zvirimo, vatengi vachakwanisa kunakidzwa neNetflix yepakutanga akateedzana se: La Casa de Papel, Stranger Zvinhu uye Narcos, mafirimu ayo akaita seTriple Frontier kana Emboscada kana zvinyorwa zvakaita seEl Caso Alcàsser. Seimwe yemafungiro ayo imwe yeterevhizheni nyowani yakanyorwa mune yakasarudzika indekisi yeSpanish equity, Ibex 35, yasarudza.
Kuwana ma premieres uye zvemukati zvitsva
Kune rimwe divi, ivo vachatorawo kwavo kwese kuratidzwa kwekutanga kuchauya. Uye zvakare, kugadzirisa ruzivo rwevashandisi, iyo Vatengi veYoigo Ivo vanozokwanisa kuwana iko kunyorera zvakananga kubva kure kure neine bhatani, kana kubva kune huru peji reiyo AgileTV sevhisi, uye ivo vanozokwanisa kubhadhara kunyorera kweNetflix pane yavo Yoigo bhiri.
Nekuwedzera uku kutsva, Agile TV, iyo inotova nemapuratifomu emahara - akadai seYouTube kana Youtubekids- uye mapuratifomu akabhadharwa - seAmazon Prime Vhidhiyo kana Sky-, inowedzera zvakanyanya kupa kwayo zvemukati nemasevhisi. Nekudaro, vatengi veYoigo vanogona ikozvino kunakidzwa, kuburikidza neAgileTV, mapuratifomu akanakisa, neakanakisa mushandisi ruzivo uye mune imwechete kuwana, kuitira kuti kushandiswa kwayo kuve nyore uye kujeka. Iyi TV inobvumira vatengi veYoigo kumisikidza yavo yekupa uye kusarudza zvavanoda kutarisa nerusununguko rwakazara uye kushanduka. Uye zvakare, ivo vanogona kunakidzwa nehunyanzvi hwekuita uye mushandisi mushe chiitiko neakanangana nemabasa kuburikidza neremote control.
Cellnex inokosheswa kwazvo mumusika wemasheya
Cellnex Telecom yakaratidza mhedzisiro yehafu yekutanga ye2019. Mari yakasvika pamamirioni emamiriyoni makumi mana nemasere (+ 11%) uye ebitda yakasvika 321,3 mamirioni (+ 11%). Iyo mhedzisiro mhedzisiro yakavharwa mu equilibrium (0 mamirioni euros) zvichienzaniswa nekurasikirwa kwemamiriyoni makumi matatu emamiriyoni euros muhafu yekutanga yegore ra31. Pamwe pamwe nekukura mashandiro ayo anosanganisira kudyara kutsva kweanopfuura mamirioni e2018 euros -pakati pekubhadharwa kwekutenga zvinhu uye kudyara mukuisirwa mari kusvika muna 4.000-, uye shanduko yakanaka yezviratidzo zvekukura kwebhizimusi pamwero wenguva dzose, zvakafanira kuratidza, nekuda kwekukosha kwavo, kuomarara kwekanzuru yekambani uye kushomeka ”, akadaro Tobias Martinez, Director Delegate yekambani.
"Mupfungwa iyi," inoenderera ichidaro CEO weCellnex, "mumwedzi minomwe yapfuura yegore isu takasimbisa kutengeswa nemari c. Mabhiriyoni euros, kusanganisira 4.000 bhiriyoni kubva mukuwedzera kwemari munaKurume apfuura, kusvika pamamiriyoni mashanu ezviuru zvemamiriyoni. Neiyi nzira takavimbisa simba rakakura rezviwanikwa zvedu; mamiriro ari nani maererano nehupenyu uye avhareji mutengo wechikwereti; "uye, zvimwe zvakatonyanya kukosha, kuwana zviwanikwa zvinodiwa kuti usangane nezvibvumirano zvakawanikwa nekuchengetedza kushanduka uye kuwanikwa kunodiwa kuti urambe uchitora mikana iyo misika inogona kutipa."
Mazhinji masheya anobatsira muna 2019
Kune rake divi, Franco Bernabè, Mutungamiriri mutsva weCellnex, yakaratidza "kugutsikana nedata uye zviratidzo zvakataurwa nekambani pakupera kwemesester yekutanga. Ini ndakakwanisa kunyatsoteedzera kuvandudzwa kwekambani kubva IPO yayo muna 2015 uye zvinoita kwandiri kunge muenzaniso wakanaka wekushandurwa kwemabhizinesi modhi, yekuvaka zvechokwadi European scale bhizinesi chirongwa, uye kugona uye kugona mukuita nechikwata chevakuru. "Ndine chokwadi chekuti Cellnex ine hunyanzvi uye zviwanikwa zvekuramba ichitungamira mukubatanidzwa kwechikamu muEurope uye kunyanya munyika nhanhatu dzatatovepo."
Mupfungwa iyi, haigone kukanganikwa kuti iri kuve imwe yehunhu hweIbex 35 iyo imwe purofiti yakapa mumwedzi gumi nembiri yekupedzisira. Kusvika padanho rekuti yave iri pamusoro mishanu yemisangano mumisangano mizhinji yekutengesa. Iine huwandu hwechengetedzo yakatengeswa iyo yakave zvakare yakanyanya kukwirira pane mazhinji mazuva akanyorwa. Chokwadi chakakwevera tarisiro yechikamu chikuru chevashambadziri vadiki nepakati vakasarudza kutenga zvikamu zvavo kuti zviite kufamba uku pamusika wemasheya kubatsire.
Chero nzira, uye pasirese, ndiyo imwe yemasekete anofanirwa kutariswa nekusiyanisa kwayanopa stock. Chimwe chinhu icho hachina kuitika mumakore apfuura uye ichi chinhu chinobatsira mafambiro avo mumisika yemari. Icho chokwadi chakakwevera kutarisisa kwechikamu chakanaka chevashambadzi vadiki nepakati avo vakasarudza kutenga masheya avo kuita kuti kufamba uku pamusika wemasheya kubatsire.