Nekusvika kwegore idzva, inguva yekumisikidza portfolio yekudyara yakaenzana uye iine mukana wekudzokorora. pamusoro pevhareji. Nekuti yakanakisa nzira yekudyara haisi yekuisa mari mune imwechete stock. Kana zvisiri, pane kudaro, kiyi yekubudirira iri mukuumba tswanda yemasheya ayo anogona kuita kuti kuchengetedza kwedu kubatsire nenzira inogutsa zvido zvevashambadzi vadiki nepakati. Kurova mhedzisiro inogona kugadzirwa nemisika yemari munguva ino.
Kugutsa ichi chishuwo, hapana chinhu chiri nani pane kutaura kuti ndedzipi tsika dzeSpanish stock stock iyo inogona kuita zvirinani kupfuura zvimwe zvese kubva mumwedzi waNdira. Mugore izvo zvinoita kunge zvisina kunyarara kune vanoita mari. Nekuda kwazvo kune iyo dambudziko rezvemari izvo zvatovepo mune hupfumi hwenyika dzese uye izvo zvinogona kuita sechinokonzeresa madonhwe anogona kuitika anogona kuomesa kudyara kwevatengesi.
Kune rimwe divi, isu tinofanirwa kutarisa kumakambani akanyorwa ane mukana mukuru wekudzokorora mumwedzi inotevera. Kuziva kuti hazvizove nyore kuzadzisa ichi chishuwo chekutanga pane ese evashandisi vemusika wemusika. Iko imwe yekiyi dzebudiriro ichave iri mukuita a sarudzo yakanaka mumitengo izvo zvinofanirwa kugadzira yedu yekudyara portfolio. Ndokunge, shure kwezvose, chimwe chezvinangwa zvedu zvekutanga zvegore rino izvo zvava kuda kutanga.
Santander yakagadziriswa yegore idzva
Mutengo weBanco Santander wegore rino wakaiswa pamadhora mashanu pasero, pamusoro peiyo 5 pariri kutengeswa parizvino. Kwete pasina, yave iri imwe yemitengo yemusika wemasheya kukuvara zvakanyanya mukati megore rino uye kunyangwe paine tarisiro yakanaka yandaive nayo yegore rino. Mupfungwa iyi, haigone kukanganwika kuti ndicho chimwe chezvirevo mumisika yemakambani zvine mazano akawanda kubva kuvamiririri vezvemari. Ukangoti uzviite nemazvo, unogona kuzadzisa zvinangwa zvatakazvigadzirira.
ACS inogona kushamisika
Iyo yekuvaka kambani ndeimwe yemitemo iyo isingafanire kunge isipo mune yedu dziva yegore iro tsime. Nekuda kwekusiyana kwakanaka kwainako mumitsara yebhizinesi uye izvo zvinogona kutungamira kune ino kukosha, zvirinani kuti uswedere padyo ne 40 euros. Ndichiri kune imwe, zvinofanirwa kucherechedzwa kuti iyi kambani inonyatso kutarisirwa uye chinhu ichi chinofanirwa kuratidzwa mukugadziriswa kwemutengo wayo mumisika yemari. Iyo zvakare ine mugove wekugovera unokwezva kwazvo kune zvido zvevashambadzi vadiki nepakati. Sezvo yave iri imwe yetsika dzakarangwa muchikamu chechipiri chegore rino.
Vhura bheji rine hukasha
Kuti tipe chimiro chine hukasha kune yedu yekudyara portfolio, iri bin rinogona zvakare kuiswa. Nekuti, uye pakati pezvikonzero, chakarangwa zvakaomarara mukati megore rino razvino, uye pane chero imwe nguva inogona kuburitsa kudzokorodza kweimwe kuenderana iyo inogona kuipa iko kunyatso kujeka kwemutengo wayo. Chero zvazvingaitika, chichava kukosha kwatinopa mari yacho kunyanya kuzvininipisa pane zvese. Nekuti ikambani yakanyorwa yakachinja-chinja uye izvi zvinodzivirira kupinda kwevatyairi vatsva uye izvo zvinogona kukanganisa kukwira kwemisika yemakambani isiri kuwedzera.
Bankinter: yakakurudzirwa kwazvo
Mukati mebhengi chikamu ichi chimwe cheiyo inosarudzwa nevanoongorora yeSpanish equities. Icho chiri munzvimbo yakanaka kwazvo kukwira zvigaro kubva munaNdira nekuratidza rakanaka kwazvo bhizinesi dhata iro rinogona kutungamira mukukoshesa kwezvikamu zvaro. Kunyangwe paine chokwadi chekuti chikamu chayo hachisi chepamusoro-soro mubhengi. Chero zvazvingaitika, inogona kupokana kuva chimwe chezvishamiso zvikuru zvegore rinotevera. Kunyanya, kana kudzoreredza mune ino chikamu chemusika wemasheya kukaumbwa, mumwe weakanyanya kubatwa mukati megore rino, sechikamu chikuru chevatengesi vayo vakakwanisa kuongorora.
Mapfre yakamirira 3 euros
Mukati medziviriro cutoff tsika, iyi inishuwarenzi kambani ine ese mavhoti ekuita zvakanaka mumwedzi inotevera. Nechinangwa chekutanga chakaiswa pa2,90 euros kubva ku2,50 euros kwazviri kunyorwa parizvino. Kupfuura izvozvo panogona kuve nekucheka mune dzimwe nguva dzegore. Asi mune zvese zviitiko ndeimwe yemitengo yakatarwa yekuisa mune yedu inotevera yekudyara portfolio. Iko kumwe kwekukwezva kwayo kukuru kwekubhadharwa nevashambadzi vadiki nepakati iri chikamu chakakwira icho chinopa vanogovana navo Iine avhareji uye yegore pundutso yechimwe chinhu zvinopfuura 6%, imwe yepamusoro-soro mune yakasarudzika indekisi yeSpanish equities, iyo Ibex 35.
Kumirira Solaria
Kunze kwesarudzo yenyika inosarudzika, hatifanire kukanganwa nezve iyi kambani yakapa mufaro wakawanda kuvashambadzi vadiki nepakati mumakore apfuura. Nekuti mune ino pfungwa, zvinofanirwa kucherechedzwa kuti kugona kwayo kwekudzokorora parizvino kwakanyanya nekuti tarisiro yayo yebhizimusi iri kuvimbisa kwazvo mune yepakati uye kunyanya kwenguva refu. Kunyangwe iine iyo kusagadzikana mumitengo yavo izvo zvinofanirwa kutaurwa kana uchiratidza mafambiro ekuchinja anogara aripo uye izvo zvinoita kuti zviome kwazvo kuvashambadzi vadiki nepakati kutora chero zano rekudyara. Iko zvinangwa mumitengo yezvigadzirwa zvavo zvakaomesesa kuona.
Muzviitiko zvese, zvinoumba imwe yemhando dzatinogona kuendesa kunze kuti tiwane purofiti pamaakaundi edu ega ega mumwedzi gumi nembiri inotevera uye nekumwe kufunga kwehunyanzvi.
Endesa zvakare mukumuka kwemahara
Zvekare, kambani yemagetsi iri mune yakanakisa mamiriro ekuwedzera mutengo wayo kotesheni. Nekusvika pamatanho ari pamusoro makumi maviri nemana euros pamugove, kunyangwe padivi rakashata inyaya yekuti pane zvishoma mukana wekutarisazve kumberi. Zvinoenderana nekufungidzira kwakaitwa nevanoongorora vane mukurumbira mumisika yemari, chinangwa ndechekuti dzakakomberedza mazana mana emaeuro. Ndokureva kuti, ine kukoshesa kwakapfuura zvishoma pane 6%, ine chikamu chinopa chiyero chemubereko padyo ne6%. Imwe yeanopa zvakanyanya pane yakasarudzika indekisi yemari yenyika, Ibex 35.
Nepo kune rimwe divi, hazvigone kukanganwika kuti zvawanikwa naEndesa zvemwedzi mipfumbamwe yekutanga yegore zvakateera mutsara wakanaka wakatarwa nevaya vakapihwa kusvika muna Chikumi, izvo zvinobvumidza kutarisira kuzadzikiswa kwezvinangwa zve2019 zvakataurwa nekambani kumusika. mukati mehurongwa hwayo Strategic Chirongwa. Iko manejimendi manejimendi emusika wakasununguka, munzvimbo yakaoma kwazvo, zvese mumabhizimusi emagetsi nemagetsi, inoramba iri chinhu chakakonzera mibairo iyi yakanaka, uko kugadzikana kwemusika unodzorwa uye nekubudirira kwemutengo kudzikamisa.
Inguva yeTelefonica
Imwe yemaitiro anogona kuita zvirinani kupfuura mamwe ese mukati megore rinotevera telecom par kugona, Telefónica, nekuti panguva ya2019 yakadzikira zvakanyanya kusvika padanho rematanhatu euros pamugove. Neichi chikonzero, zviri nyore zvishoma kusvika pakukwira zvinzvimbo mumwedzi gumi nembiri iri pamberi. Uye kune iyo inofanirwa kuwedzerwa chikamu chakasimba icho chazvino chine mugove gore rega re 0,40 euros kuburikidza nekunyoresa kaviri kwegore. Kushanda sechikurudziro mukutenga nevashambadzi vadiki nepakati mumwedzi iyi isingatarisiri munhu wese. Kunyangwe nekupokana kwakasimba kwainako mukushora kuri pa6,85 euros, asi kana ikapfuudzwa inogona kunge iri chiratidzo cheyakasara yegore rinotevera, sezvo kugona kwayo kwekuwedzera kwakawedzera mumwedzi ichangopfuura.
Iko kupi mune yekupedzisira trimester, Telefónica atyaira kukura kwemari (+ 1,7% yakashumwa) ichienzaniswa nechetatu chegore ra2018, nekuda kwekuvandudzwa kweSpain, Brazil neGerman, kushanda kwakasimba kweUnited Kingdom, uye kunyangwe paine kukanganiswa kwemari. Mune organic mazwi, ivo vakakura 3,4%. Zvakare kucherechedzwa ndiko kuwedzera kwevhareji yemari pamutengi wekota (+ 4,3% organic gore-pa-gore) uye nekuvandudzika kweiyo churn / churn mwero. Mimwe mhedzisiro, iyo yechinguvana, isina uye isina kushanda senzira yekukwirisa kusimudzira kwemitengo yavo pamusoro pe7 euros. Neimwe yezvipo zvinopa rupo rweinosarudzwa indekisi yemari yenyika, Ibex 35.