Ngeli xesha izixhobo ezinkulu zeFederal Reserve (Fed) kunye ne-European Central Bank (ECB) khange zikwazi ukubamba izolo ukopha kwelinye icala nakwelinye iAtlantic. Kunye ukwehla kufutshane ne-10% kunye ne-15%, ngokulandelelana. Ngento yokunciphisa kwimeko yokuqala kuye kwakho ukwehla okungenani okungama-20% ukusuka kuwo onke amaxesha aphezulu. Okubi kakhulu kukulingana kwelizwekazi elidala eliye labonwa lingenamandla njengoko ibidiliza inkxaso yokuxhasa ngaphandle kokuxhathisa de kufike ixesha lokuthinjwa. Kodwa okwangoku, ukuthengwa kuyabonakala ngokungabikho kwabo kuzo zonke iimarike zezemali emhlabeni.
Enye into efanelekileyo kwezi ntsuku zimangalisayo kwimarike yemasheya kukuba lonke ukhuseleko bona ubuncinci iminyaka emininzi, emininzi. Kodwa ngaphandle kwalo mzuzu ngumzuzu wokungena ngokugqibeleleyo kwiimarike zezabelo, kokubini kuzwelonke nangaphandle kwelizwe lethu. Apho kungaziwa kakuhle ukuba umgangatho ungakanani kwi-indices zesitokhwe. Ngemibuzo engaphendulwanga efana nale ilandelayo: zingaphela ixesha elingakanani ziingxowa? okanye kuthatha ixesha elingakanani ukuphinda ufumane kwakhona?, phakathi kwezinye zezona zibalulekileyo.
Nokuba yeyiphi na indlela, inye into icacile kwaye kukuba uvalo lomelele kuzo zonke iimarike zezabelo. Njengoko ndandingazange ndenze ngaphambili, ukusukela ngoko iwela ngaphezulu kwe-14% zazingazange zibonwe ngaphambili kwimbali yotshintshiselwano ngeempahla. Ngaphandle kwayo yonke into, ayisiyonyani kangako ukuba kuye kwakho uthotho lweentengiso eziye zaxhathisa ngcono uxinzelelo olukhohlakeleyo lokuthengisa. Oko akuthethi ukuba imisebenzi yabo ihlawulwe ngophawu oluqinisekileyo, kodwa ilahleko khange zibe nkulu njengakwezinye. Ngokubanzi ngokuncipha okuye kwavela phakathi kwe-3% kunye ne-6%. Nangona iyakuba ngabo abaya kuthi bahlasele ngamandla amancinci ukusukela ngoku.
Amaxabiso asesichengeni: IViscofan
Kwisalathiso esikhethiweyo selizwe lethu le yeyona iye yaqhuba kakuhle kwezi ntsuku. Nokuba kwiseshoni engaqhelekanga ivaliwe kumhlaba olungileyo kwaye ikwazile ukwenza njalo yenza imisebenzi yakho ibe yinzuzo. Ngenye yeenkampani ezikhuselekileyo eziye zakwazi ukutsala inxenye yokuhamba kwemali kubathengi abambalwa ababoniswe ziimarike zezemali. Ngokuqinisekileyo akwanelanga ukuzola kwimarike yemasheya, kodwa ubuncinci bokubandezeleka kancinci kumzuzu odibeneyo wokudibana apho iimarike zentengiso zihlala khona ngalo mzuzu kanye. Ukuba lelona xabiso liphezulu le-Ibex 35 ukuza kuthi ga ngoku kulo nyaka kwaye enokuthi isebenze njengendawo ekhuselekileyo ngokubhekisele kolu didi lweeasethi eziyimali. Ukuza kuthi ga kwinqanaba lokuba abatyali mali bayo bangalala ngcono kwezi ntsuku zinzima kwilizwe lemali.
Iberdrola, inkampani efanelekileyo yombane
Ngaphandle kokuhla kwayo okukhulu kwixabiso layo, akukho mathandabuzo ukuba yeyona nkampani yombane ilungileyo kwezi ntsuku. Phambi kwabo bakhuphisana nabo kweli candelo, njenge Endesa okanye Naturgy. Kodwa ngaphandle kwayo yonke into, asinakulibala ukuba kwiintsuku ezimbalwa kuye kwahamba kuthengiswa i-euro ezili-11 kwisabelo ngasinye ukuya kufikelela kumanqanaba ee-euro ezisibhozo. Kodwa ngokuqina kokuwa okungaphantsi kwamaxabiso aseleyo esalathiso esikhethiweyo sengeniso yelizwe lethu. Ukongeza, kwaye njengento elungileyo, iphucule inzuzo yayo kwisahlulo kuba sele isondele kwi-10% kwiintsuku ezimbalwa. Ukuba sesinye sezindululo sokuba ngaphandle kwayo yonke into ibonelela ngokhuseleko olukhulu kubatyali mali abancinci nabaphakathi. Kodwa apho uxinzelelo lokuthengisa luye lwabekwa ngokucacileyo kumthengi kunye nomthamo wekhontrakthi obetha kakhulu.
I-Enagás njengexabiso lokusabela
Njengoko kulindelwe kule meko ikhetheke kakhulu, inkampani yegesi yenye yezo ziye zamelana kakuhle noqhwithela kunye noloyiko kwezi ntsuku zinzima zokurhweba. Kunqabile kakhulu ukuyibona ngexabiso lemihla ngemihla elingaphantsi kwe-5%, ngaphandle kweentsuku ezinqabileyo. Ihlala ikwiqela elikhethiweyo leenkampani ezintlanu ezilungileyo eziziphetheyo yonke imihla. Ngaphandle kokungazithembi kunakwelinye ukhuseleko lwesalathiso esikhethiweyo. Nangona ngaphandle kwayo yonke into ilinciphisile ixabiso layo kunye noqikelelo kwimarike yemasheya malunga neepesenti ezingama-20, nto leyo ethetha lukhulu kudidi lwezokhuseleko ezifana neli candelo lokhuselo okanye elilondolozayo. Ubuncinci isebenzile ulahlekelwe yimali encinci Kwiiseshoni zentengiso yesitokhwe eziye zacaca ngokungathethekiyo kwimidla yabatyali mali abancinci nabaphakathi.
Indra ukumangaliswa kwe-Ibex 35
Ngaphandle kokuhla kwexabiso kwiimarike ze-equity, eli xabiso lecandelo lobuchwephesha libambe ngcono kancinci kunamanye kwaye kule meko ngokuchasene nesifo sokuxela kwangaphambili Babonise ntoni abahlalutyi beemarike zezemali. Ngayiphi na imeko, yehle ngamandla kwaye yagqithisa inkxaso yokufaneleka okukhethekileyo, okusenza sikrokrele ukuhla okuthe kratya kwixabiso lalo ukusukela ngoku. Ukuba sisindululo kwiimarike ze-equity ezenza umngcipheko omkhulu kunayo yonke kwaye kunzima kakhulu ukuba ube nayo kwipotfoliyo ukusukela ngoku ngenxa yokungazinzi okuphezulu okunokuthi kubonakalise kwiintsuku ezizayo kwixabiso lazo. Kodwa bekungekho kwiqela eliholele ilahleko kwi-Ibex 35, njengoko bekubonakala ngathi kulindelwe ngaphambi kokuwa kweemarike zesitokhwe kwilizwe liphela.
Usuku kumhlaba oqinisekileyo
Kodwa nangayiphi na imeko, kuye kwakho ukhuseleko oluxabisileyo kwiintsuku ezinzima kwaye enye yezimbalwa ibe luthungelwano lokuhambisa oluye lwazuza kumanani aphindwe kabini kwaye kwabamangalisa abatyali mali abancinci nabaphakathi. Ngokubonisa uxinzelelo lokuthelekisa olungaqhelekanga kule mihla olukhokelele ekubeni yindawo yokusabela kwinxalenye enkulu yabatyali mali abathathe izikhundla kwiimarike zemali. Ngale ndlela, ayinakulityalwa ukuba eli xabiso linxibelelene nokutya kwaye libonile ukuba bangaphi abathengi abakhethe ukuthenga kwabo kwiivenkile esele zisasazeke kulo lonke ubume bendawo. Konke oku, ngamaxabiso asezantsi kakhulu kwikoteyishini yawo njengesiphumo senkqubo yokudityaniswa komhambisi wayo. Kodwa kule mihla ibe yinzuzo ekusebenzeni kwabatyali mali abancinci nabaphakathi. Ngokunyuka kufutshane ne-20%, into engazange ibonwe kwimarike yesizwe eqhubekayo ngeli xesha lokuwa kwemarike yemasheya efikelele kubo bonke abatyali mali.
I-Red Eléctrica imodareyitha ilahleko
Ukuya kwinqanaba elincinci, ibe lolunye ukhuseleko oluchaseneyo nokunyanzeliswa kweemarike zezabelo. Ngeli xesha lobunzima, i-16% yoqikelelo lwamaxabiso lushiye kwimarike yemasheya, ingaphantsi kakhulu kunabanye oogxa kwicandelo kwizalathiso ezikhethiweyo zezabelo kweli lethu. Nangona ibisebenza kakubi ngakumbi kunolunye ukhuseleko olunempawu ezifanayo ne-Enagás, nangona omabini la macala edityaniswe kwi phezulu ezintlanu zexabiso ye-Ibex 35 kwezi veki zinzima kubasebenzisi beemarike zentengiso. Akumangalisi ukuba yenye yezona zinto zibheja zincinci kwisitokhwe ukusukela kwaye sinokuthi sikhuseleke ngakumbi kule ntshukumo yehla ngenkohlakalo.
I-Ercros ngokuziphatha okungcono
Ewe asinakulibala ngeli xabiso lemarike yemasheya yethu kuba isebenza njengendawo yokusabela kwezi veki. Liqela lezemizi mveliso elinesiko elidala leenkulungwane ezahlukeneyo ukwahluka kwiindawo ezine zomsebenzi: Iikhemikhali ezisisiseko kunye nePlastikhi, ezenza iqela leshishini leli qela leshishini. Ngomsebenzi othengisa kancinci xa kuthelekiswa nezinye izitokhwe kwicandelo lazo. Kukuphi malunga nolunye lwezona zimanga zimnandi esizibonelelwe zezi asethi zemali. Ayothusi into yokuba kwintlanganiso yesiqhelo yabanini zabelo be-Ercros, ebibanjelwe e-Barcelona, ivume zonke izigqibo eziphakanyisiweyo eziqulathwe kwi-ajenda, phakathi kwazo apho imilinganiselo yomvuzo yabanini zabelo ibonakala, imali iyonke ukuya kwi-18 yezigidi zeerandi, ezilingana ne I-40% yenzuzo ka-2019, eyeyona pesenti iphezulu ebonelelwa ngumgaqo-nkqubo wemivuzo yabanini zabelo kuloo nyaka. Kodwa ngaphandle kokulibala ukuba yehle kanobom ukusukela ukuphela kukaFebruwari.
Ngamafutshane, ezinye zexabiso ezingakhange zohlwaywe ziimarike zemali. Oko akuthethi ukuba baxabisile, ngaphandle kwezinto ezinqabileyo. Apho abatyali mali abangakhange bazilahle izikhundla zabo bengenandlela yimbi ngaphandle kokunyamezela imvula. Ubuncinci iinyanga ezimbalwa.