Kubonakala ngathi bobabini u-Endesa kunye no-Iberdrola bafikelele kwelona nqanaba liphezulu lejelo labo lenkomo. Kodwa kuyabonakala ukuba uxinzelelo lwabo lokuthenga luye lwaya kude kwaye bakhokelela kuzo zombini iinkampani ezidwelisiweyo ukuba zifikelele kumaxabiso ebekungalindelwanga kwiminyaka embalwa edlulileyo. Ngaphandle kwamathandabuzo zimbini zeenkwenkwezi ezinkulu kwisalathiso esikhethiweyo sezabelo zaseSpain, i-Ibex 35. Ngokurhweba sele ngaphezulu kwe 25 kunye nama-11 euros isabelo ngasinye, ngokulandelelana. Kwaye ngokuhlaziywa ukuza kuthi ga ngoku kulo nyaka we-12% kunye ne-8% kulowo nalowo. Zombini zikwimeko ecace gca yokunyuka simahla, eyona ilungileyo ukuba abatyali mali abancinci nabaphakathi babe nayo. Kuba abasenayo inkcaso phambili kwaye ukunyuka okungenamda kuyavulwa ukusukela ngoku.
La maxabiso mabini e-Ibex 35 ayothusa kwakhona zonke iiarhente zezemali ngenxa yenkunzi yenkomo enganqandeki ebonakala ngathi ayinasiphelo. Ubuncinci kwixesha elifutshane kwaye bayaqhubeka benyuka benyuka kwiimarike ze-equity. Kwimeko apho isalathiso esikhethiweyo kwimarike yesitokhwe saseSpain sidlulile kwinqanaba lengqondo le Amanqaku e-10.000. Apho icandelo lezombane yenye yezo bezikade zigcina ikhandlela lokunyusa kule minyaka mibini idlulileyo kwaye apho i-Endesa kunye neIberdrola zezona ndawo zimbini zibalulekileyo. Ngokwenyani ukuphindaphinda amaxabiso ayo kwimarike yemasheya xa kuthelekiswa ne-2018.
Ngelixa kwelinye icala, zibheja kwimakethi yesitokhwe enexabiso elongeziweyo lokuhanjiswa kwezahlulo ezicebisayo, ngomndilili nangenzuzo yonyaka kufutshane kakhulu ne-6%. Ngaphezulu komndilili okwangoku yi-4,85%, yenye yezona ziphezulu kwii-indices zaseYurophu. Ukuze ngale ndlela, abatyali mali abancinci nabaphakathi banokwenza iphothifoliyo yotyalo mali eqingqiweyo ngaphakathi kokungafaniyo. Nokuba kwenzeka ntoni kwiimarike ze-equity ukuze ekugqibeleni ube nokuzola ngelixa uthengisa kwimarike yemasheya.
Ixabiso ekujolise kulo u-Endesa lenyuka
I-RBC yeNtengiso yeeMarike inika imvume yayo kwithuba lokuba i-Endesa ithathe amandla ahlaziyekayo kwaye ngenxa yabo bagqibe kwelokuba baphakamise ibhodi yabo ukusuka kwisisindo esiphantsi ukuya 'kwintengiso' kunye nexabiso ekujoliswe kulo, ukusuka kwi-21 euro ukuya kwi-25,50 yeuros ngesabelo ngasinye. Nangona ukubanakho ukuphonononga kwakhona kunguziro kumaxabiso akhoyo ngoku, yinyani enokunceda ukukhulisa ukwanda kombane ukusukela ngoku. Ngale ndlela, kufanele ukuba kuqatshelwe ukuba abahlalutyi bequmrhu bayavuma ukuba "siba nethemba ngakumbi malunga nabanikezeli ngeenkonzo baseSpain, ngakumbi i-Endesa, ekufuneka izuze ngakumbi kwinkululeko yommiselo kunye namaxabiso."
Kwelinye icala, i-Endesa yenye yeebhejethi ezikhethwe yiBhanki yaseMelika ukuba yinxalenye yeepotifoliyo zayo zokhuselo, kule meko ngenxa yesahlulo sayo esihle. Kunye namanye amaxabiso e-Ibex 35, anje nge Amadeus kunye ne-Inditex. Ngexesha apho inkampani yamandla imalunga nokudlula kwinqanaba lama-26 euros ngesabelo ngasinye kunye nesandla sasimahla sokuqhubeka phambili kwiiveki ezizayo okanye kwiinyanga ngenxa yamandla amakhulu kwiimarike zezemali. Ukuya kwinqanaba lokuba abanye abahlalutyi beemarike babone ukubakho kwixabiso ukuya kuthi ga kwi-30 okanye i-31 yeuros kwisabelo ngasinye.
Imfihlelo iyahlaziywa
Ukuchaza le ntshukumo yenziwe ngu-Endesa, kuyafuneka ukuba uqonde utshintsho olwenzekayo kwicandelo lombane. Kungenxa yokuba olu tshintsho lwenyukayo olu luhlu lwenkampani luphuhlisiwe kungenxa yokuba sesinye sezindululo kwimarike yemasheya ethi izuze lukhulu kwi "boom in revwables" eSpain. Inkunzi yakhe yenkomo ayichazwa phantse akukho zilungiso ngaphandle kokuyiqonda le nkqubo iguqula icandelo kwezi nyanga. Emva kokubekwa, kungekudala, kumanqanaba asondele kakhulu kwii-euro ezingama-15. Ngamanye amagama, sele sikufutshane kakhulu ukuphinda-phinda amaxabiso kwaye, okona kubaluleke kakhulu, kukucotha kwaye ngaphandle kokwenza ingxolo eninzi, ngokungafaniyo nomntu okhuphisana naye kwicandelo lombane.
Ngayiphi na imeko, nangenxa yemeko yakhe yangoku, akanakubeka mida kunyuko lwakhe kuba ayenzi ngqondo mbulelo kwinto yokuba ekwimeko ezilungileyo, ukunyuka simahla. Kwaye unokuzola kwixabiso okoko nje ingadluli kwinkxaso ekhoyo ngoku malunga nee-euro ezingama-22,35. Amanqanaba aya kuba ngumqondiso wokufezekiswa kwenzuzo kunye nezona zikhundla zihlaselayo njengomqondiso wokungena ukulinda ukuhlaziywa kwakhona ukususela kuloo mzuzu. Ngayiphi na imeko, lukhuseleko olwenza uninzi lotyalo-mali oluncinci noluphakathi lube sisityebi.
UIberdrola akayeki ukulayisha
Kwakubonakala kungenakwenzeka, kodwa ekugqibeleni izihloko zalo mbane sele zingaphezulu kwe-euro ezingama-11. Xa kwiiveki nje ezimbalwa ezidlulileyo amaxabiso abo ayengaphantsi kwe-9 yeuros kwisabelo ngasinye. Kwiminyaka emibini yokuqala yokuhlaziywa kwayo ingaphezulu kwe-13%, yenye yezona ziphezulu kwisalathiso esikhethiweyo kwii-equities zesizwe. Ukuba ugqithile kolunye u-Ibex 35 securities ngokwenqanaba labo le-capitalisation, nangaphezulu kwe-Inditex okanye iBanco Santander. Ukuza kuthi ga kwinqanaba lokuba lelinye lamaxabiso alandelwa kakhulu ngabatyali zimali abancinci nabaphakathi naphezu kwamaxabiso abhalwe ngawo ngalo mzuzu. Kwinto emiselweyo ukugula kobude.
Ngelixa kwelinye icala, ikwadityaniswa "kukuphinda kuhlaziyeke kwakhona" eSpain kwaye inokuba yenye yezona mithombo zayo zinkulu zengeniso kule minyaka izayo. Kwaye le nyani iyatshintshelwa kuqwalaselo lwamaxabiso abo kwaye akukho mathandabuzo okuba banokuya phezulu kumaxabiso abo. Mhlawumbi inokuba malunga ne-13,14, 15, XNUMX okanye i-euro engaphezulu, ukuba yonke into iyaqhubeka njengokuba bekukho ukuza kuthi ga ngoku. Into engacingekiyo kwaphela kumaxesha adlulileyo kwaye ibiyenye yezinto ezimangalisayo ezithe zangeniswa yimarike yezemali kwiminyaka yakutshanje.
Ukubheja kwimoto yombane
Le yenye yeenyani ezichaza le meko inyukayo kwixabiso lombane kwaye inokubamba ngakumbi kuqikelelo lwalo mzuzu kanye. Ngenxa yoko, awungekhe ulibale ukuba ukubheja kwimarike yemasheya yenye yeendlela onokukhetha kuzo umngcipheko omncinci zivelisa izikhundla zazo kuba
Ukongeza, ibhengeze nje ukuba iqhubela phambili kwinkqubo yayo yokukhokelela kutshintsho lwamandla eSpain ngesiqalo sokwakhiwa kwesityalo sayo sokuqala se-photovoltaic eAragon, kunye ne-50 MW yamandla afakiweyo, abekwe kumasipala waseAzaila, e Teruel. Apho, isityalo se-photovoltaic, esenziwe ngeemodyuli ze-142.740 zeemodeli zeemonocrystalline zesilicon ezinesakhiwo esimiselweyo, ziya kuvelisa ukuya kuthi ga kwimisebenzi eyi-140 ngexesha lokwakhiwa kwayo ngexesha lomsebenzi. Kwaye, nje ukuba isebenze, iya kuvelisa amandla acocekileyo kubemi abalingana namakhaya angama-24.290 ngonyaka, ukongeza kuthintelo lokukhutshwa kweetoni ezingama-19.000 ze-CO2 ngonyaka. Ukumiselwa kwayo kucwangciselwe ukuphela kwe-2020, apho sele iza kusebenza khona.
Kufuneka uphefumle
Kule veki, omabini amaxabiso esitokhwe axatyiswe ngaphezulu kwe-3% nanjengelinye lamacandelo aphambili ezabelo kweli lethu. Ukuza kuthi ga ngoku sele kukho abanye abahlalutyi bezemali abalindele ukuba izilungiso ezinkulu zenzeke ukusukela ngoku ukuya phambili. Njengokuhamba okunempilo ukuze bakwazi ukuthatha iimpembelelo ezintsha kwisithuba seenyanga ezimbalwa. Njengento yokuba banokuhamba emva kwexesha elihle kwiiseshoni ezilandelayo kwimarike yemasheya. Nayiphi na kwezi ntshukumo inokwenzeka kwezi ntsuku emva kokuzinkcinkca kule veki.
Kwelinye icala, kufuneka kugxininiswe ukuba ingxaki e-China, ngenxa yokuvela kwe-coronavirus, inokuthanda indlela eziqhuba ngayo ezi nkampani kwicandelo lombane kwezi ntsuku. Ngokusebenza njengamaxabiso akhuselekileyo kwindawo ekungalindelwanga kuyo kwiimarike zezabelo kwaye apho ukuhamba kwemali okuninzi kuye kwezi nkampani zimbini zikhokelela kunyuso kule veki. Kodwa yimeko engenakuhlala ixesha elide ngenxa yokuma nkqo koku konyuka.
Ayothusi into yokuba zidwelisiwe ezongeza iinzame zokutshintsha iphothifoliyo yabo yakudala ngokusekwe kumandla enyukliya kunye namalahle ukuya kwelinye ngokuxhomekeke ekuvuseleleni. Kwaye yile nto abatyali mali abancinci nabaphakathi bayixabisayo kwiminqweno yabo yokuthatha izikhundla ngexabiso njengesicwangciso sokwenza imali yabo efumanekayo ibe yinzuzo. Ngempumelelo kwizindululo zabo, ubuncinci ngalo mzuzu, kuba banyuka amaxabiso kwaye eyona nto ibaluleke kakhulu kukunyuka kwamahhala. Into engenakucingwa kwaphela kumaxesha adlulileyo kwaye iyeyona yenye yezinto ezimangalisayo