Kunyangwe paine chokwadi chekuti tarisiro yeiyo inosarudza equity index, iyo Ibex 35, haina kunyanyisa kunaka, ine mikana inonakidza yekuongorora. With mazinga ari pamusoro pe10% uye inogara yakanangana nepakati nepakati seimwe yemaitiro ekudyara aunogona kushandisa kubva zvino zvichienda mberi. Chero zvazvingaitika, aya masheya akasaririra kumashure zvakanyanya uye kuti chero nguva achafanirwa kuita kumazinga avo akasimba akawedzeredzwa.
Chimwe chehunhu hwavo ndechekuti muzviitiko zvakawanda ivo vakanyorwa makambani ane mupiro wekukosha. Mune mamwe mazwi, inokosheswa kwazvo mumisika yemari uye parizvino inoratidza a kuderera kukuru mumitengo yavo nekuda kwezvikonzero zvakasiyana. Mune izvo zvinoita mukana wakakura webhizinesi kana usiri kuzotungamira mashandiro munguva pfupi. Saka kuti nenzira iyi, iwe uri muchinzvimbo chekuita kuti mari yakaiswa mari ibatsire kubva kuchisimba chakanyanya zano
Izvi ndezve shure kwezvose iwe zvaunogona kuita mune mamwe akakosha kukosha eIbex 35, uye pakati pavo mamwe eayo machipisi ebhuruu yehurumende yenyika. Ichiri kune rumwe rutivi, inogona zvakare kushandiswa kugadzira hombodo ine simba yekuchengetedza ine mutengo wenguva refu. Kunyangwe ichokwadi zvakare kuti mitengo yemasecurity iwe uchakwanisa kuona nemazinga akaderera mumwedzi iri kuuya. Kusvika padanho rekuti rinotevera gore vanogona kudzikira zvakanyanya. Zvisinei, zvinangwa zvako zvinoenda kune akasiyana nguva dzakatarwa
Telefonica pa8 euros
Mushure mekudonha kwekupedzisira mumusika wemasheya, njodzi muzvinzvimbo zvekukosha uku kweIbex 35 dzawa zvakanyanya. Mukati memazano ekudyara 'chinangwa chekutanga chinofanira kunge chiri padyo nemazana masere euros pamugove, kunyangwe chichava chenguva yepakati yekugara. Nekuti inopa rutsigiro rwakasimba pa8 euros uye kuti ichawedzera kunonoka kumusoro kumusoro mune iyi kukosha uye kuti inogona bvisa kutenga kumanikidza mumwedzi mishoma inotevera. Chero zvazvingaitika, ndechimwe chekuchengetedzwa kweIbex 35 vane mukana wakakura wekudzokorodza kwepamusoro kubva pazvinzvimbo zvazvino.
Chimwe chekuchengetedzwa kwemasheya chine nguva refu yekumhanyisa kuti chiitise mari mukutenga kwekugovana ndeye Endesa. Chero bedzi ivo vachigara pamusoro pemitengo iwe unayo mune yako chinzvimbo che sununguka kusimuka, kutenderedza 24,10 euros. Kana ikapfuura iyo, inogona kusvika zvakakwana padanho remakumi maviri nemaviri euros. Mune mamwe mazwi, zvingave zvichiri nekukwanisa kuongororwazve padyo ne27%, mushure mekuwedzera kwese kwakaitika kubvira zhizha regore rapfuura.
Chinangwa chaSantander pa5 euros
Chinangwa cheBanco Santander inofungidzirwa kutenderedza ma5 euros pamugove, pamusoro peiyo 3,70 pariri kutengeswa parizvino. Nepo kune rimwe divi, rinofanirwa zvakare kuratidzwa kuti ndiro bhangi rine mazano makuru nevamiririri vezvemari. Iko kungave kuri pachena kutenga mukana wepakati uye kunyanya kwenguva refu. Kunyangwe hazvo ichizogona kurasikirwa neukoshi mumazuva anouya kana mwedzi.
Chimwe chinhu chakafanana ndicho chinoitika nezvikamu zveBBVA uye kuti kumira kuzadzisa mutengo wakatarwa unopihwa nevatengesi vepasi rese uri pamatanho e6 euros pamugove. Mupfungwa iyi, haigone kukanganikwa kuti kukosha uku kunobva kuma9 euros uye kuti mukuita zvinoreva kuti zvikamu zvaro zvakadzikira ne50% pamusoro pezvinzvimbo zvavo pakutanga kwesangano rekugadzirisa. Kune rimwe divi, ndeimwe yemabhengi masheya emabhiza anga aine kuita kwakaipisisa gore rino.
Arcelor pamusoro pemakumi maviri ema euro
Pazvivigiro zvese, Arcelor ndiye ane muganhu wepamusoro pakusimuka. Kunyangwe iri cyclical kukoshaMune mamwe mazwi, inogona kuzvibata zvakanyanya kupfuura mamwe ese ari mumamiriro akashata emisika yemari. Asi kana nguva dzakanaka dzasvika kuchitoro, hazvingashamise kana zvikamu zvaro zvichipfuura chakakosha chinodzivirira pamakumi maviri emadhora pamugove. Kuve mumwe wemabhizinesi mikana zvakare kwenguva refu kwazvo. Hazvina kumboitika kwenguva pfupi kwazvo mashandiro nekuti mune yakadaro kesi njodzi dzakanyanya kwazvo.
Nepo kune rimwe divi, zvakafanira zvakare kuratidza sarudzo yekutenga mukambani yenyika yemafuta Repsol nekuti inomiririra imwe nzira inoshanda kwazvo yekuita kuchengetedza kunobatsira mukati memakore akati wandei kana zvakadaro. Zvakare nekunyanyisa kwayo kutsamira pamutengo wezvisina kuchena. Kufungidzira kwevaongorori veEquity kunoratidza kuti mukati mevashoma iwe unogona kuwana mutengo uri padhuze ne20 euros mugove kubva kuma14 euros pawakanyorwa panguva ino. Pamusoro pezvo, ichi chikumbiro pamusika wemasheya chinoratidza hunhu husina tsarukano hwehunyanzvi uye hunokoka varimimari vadiki nepakati kuti vatore zvinzvimbo kunyangwe kubva pamazano ane hukasha.
Sabadell anogona kudarika euro
Ehezve, hapana chimwe chinangwa kunze kwekutora imwe yuniti yuniti mubhanga renyika uye kuti inogona kuzviwana mumwedzi kana makore anotevera. Kunyangwe isu tichifanira zvakare kufunga kuti zviri muchiitiko ku boka nemamwe masangano echikwereti uye izvo nekudaro zvinogona kukanganisa kukosha kwayo mumusika wemasheya. Nenjodzi huru munzvimbo dzakashama sezvo zvimwe zvinoshamisa zvinogona kugadzirwa nezvezviitiko izvi muchikamu.
Hazvishamise kuti zvinofungidzirwa kuti zvinogona kusangana neSantander kana BBVA, zvinoreva kuti kugadzirisa patsva muchikamu chemari. Nechiyero chakangwara kwazvo panguva ino kungave kurega kuita chero mashandiro mumisika yemari mukutarisana nezvingaitika. Kune rimwe divi, ndeimwe yemabhengi masheya emabhiza anga aine kuita kwakaipisisa gore rino.
Endesa kwema 27 euros
Mhedzisiro yeEndesa yemwedzi mipfumbamwe yekutanga yegore yakateera mutsara wakanaka wakatarwa nevaya vakapihwa kusvika muna Chikumi, izvo zvinobvumidza kutarisira kuzadzikiswa kwezvinangwa zve2019 zvakaziviswa nekambani kumusika mukati mehurongwa hweStategic Plan yayo. Iwo manejimendi akanaka emusika wakasununguka, munzvimbo yakaoma kwazvo, zvese mumabhizimusi emagetsi nemagetsi, inoramba iri chinhu chakakosha pamhedzisiro iyi, iyo yakawedzerwa kugadzikana kwemusika wakarongedzwa uye kubudirira mumutengo. kudzikamisa kuyedza.
Kune rimwe divi, zvinofanirwa kucherechedzwa kuti kwave nekuderera kwakanyanya mukudiwa kwemagetsi mukati memwedzi mipfumbamwe yekutanga yegore (-3% mune zvakagadziriswa mazwi) semhedzisiro yetembiricha yakakwira munguva uye nemhedzisiro yekudzikira kwemagetsi. hupfumi pane kushandiswa kwesimba kwemakambani makuru. Iko CEO weEndesa, José Bogas, akatsigira kuti "kudyara musimba rinowedzerwazve uye mukuita digitization iyo kambani yakatarisana nayo chinhu chakakosha chekuenderera mberi nekupa mibairo yakanaka mumusika unowedzera kuoma. 50% yezvese zviwanikwa zvedu uye 80% yezvese mari yekuvandudza mumwedzi iyi mipfumbamwe yekutanga yanga iri yemapurojekiti anodzoreredzwa.
Inditex inoisa kosi ye30 euros
Iyo Inditex Boka rekutengesa muhafu yekutanga ye2019 - pakati paFebruary 1 naJuly 31- yakawedzera ne7%, ichisvika mamirioni e12.820 emamiriyoni kekutanga. Pakugara kwekutsinhana mitengo, mutero wakakura ne7%. Kutengesa muzvitoro zvakafanana, zvechikamu chavo, zvakare vakachengetedza yavo yakasimba kukura mutinhimira uye yakawedzera ne5%, iine kuwedzera kwakanaka mune ese mafomati uye munzvimbo dzese dzenzvimbo, uye zvese zviri muchitoro nepamhepo.
Uku kushanda kwakasimba kwakakwanisa kuunza purofiti kune 1.549 mamirioni euros, ichidarika ne10% iyo 1.409 mamirioni euros muhafu yekutanga yegore ra2018. Chiverengero chinoratidza kukanganisa kweFRS 16 Regulation, pasina iyo purofiti yaizove iyo zvakawedzera ne7%. Pakati pemitsetse imwechete, Ebitda neEbit, iyo yakakura ne47% uye 14% zvichiteerana, ichave nekukura kwakanaka kwe8% uye 7%. Iwo manejimendi anonyanya kuratidzwa mune yakasimba mari kuburitsa, iyo inosvika kune yayo-yenguva-refu kukwirira, ichikura ne13% kusvika 6.730 mamirioni euros.
Muzviitiko zvese, hazvireve kuti mitengo iyi ichasangana mumakore anotevera. Kana zvisiri, pane kudaro, iwo mutengo unoshanda segwara rezviito zvako pamusika wemasheya. Seimwe yematanho aunogona kushandisa kutora chinzvimbo mune mamwe eanowanikwa maitiro. Chero zvazvingaitika, aya masheya akasaririra kumashure zvakanyanya uye kuti chero nguva achafanirwa kuita kumazinga avo akasimba akawedzeredzwa. Saka kuti nenzira iyi, iwe unogona kugadzirira inotevera inoteedzera portfolio mumisika yemari.