Huwandu hwezvibvumirano ndohwo hunosarudza neimwe nzira inova hunhu hwezviyero zveSpanish izvo zvinonakidzwa kana kwete kufanofungidzirwa kune vevashambadzi vadiki nepakati. Asi zvakare iri paramende ine simba kwazvo yekuziva iyo yakanganwika yeSpanish stock stock. Nekuti zvirizvo, kune akateedzana ehunhu husina kuverengerwa mune yakasarudzika indekisi yemari yenyika dzinogona kusanganisira mabhizimusi mikana kwemwedzi mishoma inotevera. Mune mamwe emakesi kuburikidza nemakambani akanyorwa ayo kusvika nguva pfupi yadarika aive nezita rakakurumbira panguva yekutengesa.
Saka zvirinyore kuti titarise kune aya akakosha mazano nekuti tinogona kuwana mamwe matombo anoteedzerwa kwazvo nevashambadzi vadiki nepakati. Kuyedza kupindura kune ichi chidikanwi chine vatengesi vazhinji, isu tichaenda kuratidza mamwe maitiro anoratidza hunhu hwakakosha. Asi nekuda kwezvikonzero zvakawanda usafarire misika yemari kana zvirinani kwete nesimba ravanofanira kuita izvozvi. Chero zvazvingaitika, aya machengetedzo akabatanidzwa muchikamu chemakambani madiki uye epakati-emari.
Ichi chikamu chebhizinesi chinozivikanwa nekushomeka kwemari uye chakanyanya kudzikisira ndechekuti zvakanyanya kuomarara kugadzirisa mitengo yekubuda uye yekubuda nevatengesi vadiki nepakati. Kufanana neyako kukwirira kusagadzikana mumisika yekutengesa kuisa mitengo yavo. Nekuti ichokwadi kuti vanopa misiyano mikuru pakati pemitengo yavo yepamusoro uye yepasi uye kuti pane dzimwe nguva vanowanzo pfuura nhanho dze5%. Uye zvakare, ivo havana kunyatsoteverwa nevamiriri vezvemari uye zvakanyanya kunetsa kuve nereferensi yekuona pakupedzisira kuti yako yakatarwa mutengo chii. Nechinangwa chikuru chekuvandudza imwe mhando yeinvestment strategy kuita kuti mari yakadyarwa ibatsire.
Natra akarangwa zvakawandisa
Iyi ndiyo imwe yetsika dzakauya zvimwe zvishoma mumakore achangopfuura. Yaive imwe yematokisi epamusoro nevashambadzi vanofungidzira makore mashoma apfuura. Asi kana kufanofungidzira kwanga kuchidzika kusvika pa mashoma huwandu mukuhaya kwako. Chero zvazvingaitika, panguva ipi neipi inogona kubuda zvakare, yatove yakabatana nechimwe chezvinhu zvakanyanya kusheedzera mumakore apfuura, senge cocoa. Kusvika pakuti inogona kupa unopfuura mufaro mumwe kune vashoma uye vepakati varimi. Kunyangwe hazvo dzimwe nzira dzekuchengetedza dzichatofanira kutorwa kudzivirira mamiriro asingadiwe mumwedzi iri kuuya.
Chero zvazvingaitika, uku kuchengetedzwa kwekutora chinzvimbo munguva ipfupi uye izvo zvinoda kurapwa kwakasiyana zvakanyanya kubva kune mamwe makambani akanyorwa. Nepo kune rimwe divi, iri zvakare kukosha kuita mashoma-kukosha mashandiro nekuda kwenjodzi inobatanidzwa mukufamba kwayo. Nekuda kwekushomeka kwakanyanya mukuenderana nemitengo yayo uye izvo zvinoratidzira kusiyana kwakasiyana pakati pekukwirisa uye kushoma kukosha.
Azcoyen yakasimbiswa nechikamu chayo
Ichi chimwe chekuchengetedzwa kwemasheya chine nhoroondo refu kwazvo mumisika yenyika yequity uye zvakatungamira kune vakawanda vanoita mari vakavimba nenzvimbo dzavo. Panguva ipi neipi iwe unogona kuenda kuboka revachengeti vane zvibvumirano zvakanyanya pamusika wemasheya. Chokwadi ichi chinotsanangurwa nekuti chinopa imwe yeiyo zvikamu zvepamusoro Munyika yedu. Nechibereko chemari iri pamusoro pe9%, iri kutaura zvakawanda panguva ino. Nekuti zvinoreva yakakwira kwazvo nhanho yemari gore rega uye izvo zvinoenda zvakanangana neako account account yekuchengetedza.
Kune rimwe divi, iri kumirira chiratidzo chesimba kutora nzvimbo kubva ipapo zvichienda mberi. Ndiine chinangwa chinogona kuve chakakosha kwazvo nekuda kwekukura kwazvo upside zvinogona izvo zvinogona kutungamira kune ane hukasha marongero ekudyara mari pane zvimwe zvirevo mumisika yemari yenyika yedu Nedzidzo yekuwedzera iyo iyo dividend iyo yainogovera pakati pevashandi vayo ichakupa. Sechimwe chinhu chekuwedzera kune chero mhando sisitimu yekuita kuti capital iiswe mari kusvika ipapo inobatsira.
Ebro imwe yemaitiro akatsiga
Ndiyo imwe yetsika dzekare dzakabatanidzwa mune yakasarudzika indekisi yemari yenyika. Nechivharo chakakwira kwazvo chakabvumirana icho chaive chakakwira kupfuura akawanda ezvekurumbidza zvikuru zvekuisa mari yedu. Asi nekuda kwezvikonzero zvakawanda akavasiya kuti vagare mumamiriro ezvinhu kwenguva refu. Nepo kune rumwe rutivi, inogadzira chikamu nemubatsiro kutenderera 3%. Mune mamwe mazwi, ishoma kana ichienzaniswa nezvimwe zvirevo pamusika weSpanish wemusika.
Tinofanira zvakare kusimbisa kuti kukosha kwemusika uyu ibheji rakachengeteka chaizvo kugadzirisa yedu inotevera portfolio yekuchengetedzeka. Nekuda kweiyo kugadzikana iyo inogadzirwa mumitengo yavo uye izvo zvinopa kuti yakagadzikana kwazvo mari yekuchinjana inogona kugadzirirwa yepakati uye kunyanya kwenguva refu. Hazvishamisi kuti, paine misiyano mishoma mukuchinja kwemitengo yavo uye nekudaro hapazove nesarudzo kunze kwekuva nemoyo murefu kwazvo mumhedzisiro yekushanda. Hazvina kumbobvira zvaitwa zvehunhu hwekufungidzira uye kune imwe nhevedzano yemaitiro ekusarudza kubva pakugadzira zvakatengwa.
Atresmedia yakamirira kukwikwidza
Kana paine chikamu mumisika yemakambani chisiri kuenda panguva dzakanakisa dzayo, izvo hazvisi izvo kunze kweiyo inomiririrwa nevekuteerera uye nekutaurirana midhiya. Yakagadzirwa neAresmedia iyo parizvino iri munyowani yakadzika yekudzika uye neimwe yemitengo yakaderera mumakore apfuura. Asi izvo panguva imwechete zvinopa mukana wekukwirisa, sekureba sekunge paine chinja muitiro, kuenda kubva ku bearish kuenda kune yakasarudzika uye nekudaro yaizopa mukana wakazara kumatarisiro ayo mumisika yemari.
Logista kukosha kwekuchengeta
Iko kubhejera pamabhizimusi eSpain ekuchengetedza kupfuura kutenga kana kutengesa. Nekudaro, panguva ino isu taizomirira chero kudzoreredzwa zvakare kuti tiwedzere zvinzvimbo mudura. Nekuti inogona kuratidza yakakosha inokwira kumusoro chero nguva kubva patinofanira kubatsirwa munzvimbo dzakavhurika. Chero zvazvingaitika, zvinoshamisira kwazvo kuongorora kuti mutengo wako wekutenderedza wakakomberedza iyo 24 na25 ma euro. Ndokureva, tichiri nekwanisi yekuwana mari inowanikwa mukufamba kwatinogona kutora munguva ino yakaoma kwazvo kune vashoma nevapakati varimi.
Logista yakawedzera huwandu hweMitero ne6,7% kusvika ku4.764,6 mamirioni euros nekuda kwekuita kwakanaka kwese kwakanyorwa nezviitiko uye shanduko yemitero yekuverenga yeRevenues muPortugal, kuti zvienderane neboka rose. Kusanganisira zvinoitwa neshanduko iyi, iyo inongokanganisa huwandu hweMari, izvi zvakawedzera ne4,5%
Economic Sales zvakare yakawedzera 4,1% kusvika 567,4 mamirioni euros uchienzaniswa nehafu yekutanga yegore rapfuura, nekuwedzera mumabhizinesi ese muIberia neFrance, pamwe nekuderera kudiki muItari. Izvo zvakakosha kuratidza kukura mune zvirinyore zvigadzirwa mune dzese nyika, muLogista Pharma uye munzvimbo Yekutakura.
Semazuva ese, Logista yakachengetedza mutemo wayo wakasimba wekudzora mutengo, uyo wakawedzera ne2,4%, pazasi pekukura kwakanyoreswa muEconomic Sales. Nekuda kweizvozvo, Yakagadziriswa Inoshanda Inobatsira (Yakagadziriswa EBIT) yakawedzera 10,5% kusvika 126,1 mamirioni euros, Operating Profit (EBIT) yakawedzera 7,6% kusvika 93,6 mamirioni euros uye muganho weEconomic Sales wakakwira kubva pa20,9% kusvika pa22,2%. Mari dzekugadzirisazve, nekuda kwekugadziriswa kwezvivakwa muFrance kusvika padanho nyowani rebasa, dzaive dzakakwirira zvakanyanya kupfuura gore rapfuura, zvekuti iyo Net Profit yakamira pamamirioni e74,1 euros, ichinyora kukura kwe5% zvichienzaniswa nehafu yekutanga. ya2018.
Azkoyen adzoka munzira
Grupo Azkoyen, wepasi rose weSpanish anogara muNavarra, awana purofiti yemamirioni e9,5 mamirioni pakupera kwekota yechitatu ye2019, iyo inoshandura mukuwedzera kwe4,8% zvichienzaniswa nenguva yakafanana yegore rapfuura. Mari yakazara yeAzkoyen Boka rekuwedzera yakawedzerawo zvine chekuita nemwedzi mipfumbamwe yekutanga yegore rapfuura ne6,3% (yakafanana muzana pamitengo yenguva dzose yekuchinjana) kusvika 106,6 mamirioni euros. Uku kukura kuri kukonzerwa nekuita kwakanaka kwechikamu cheTime & Security, icho chakawedzera kutengesa kwacho ne11,1%, pamwe nechikamu chePayment Technologies, icho chakanyoresa kukwira kwe6,6%.
Kana isu tikatarisa mari yakasanganiswa nenharaunda, mumwedzi mipfumbamwe yekutanga yegore rezvemari re2019, 18,8% yemitero inobva kuSpain, 75,7% kubva kuEuropean Union yose uye 5,5% yasara kubva kune dzimwe nyika mune iro Azkoyen Boka ine huvepo hwekutengesa. Uku kugoverwa kwenzvimbo kwenzvimbo kunodzokorora hunhu hwepasi rose hweAzkoyen Boka. Kune rimwe divi, chikamu chakakura muzana chakakura (kubva pa43% mugore rapfuura kusvika pa43,5% nhasi), nemusanganiswa wakasiyana wemabhizimusi uye zvigadzirwa.