Ukuxhathisa kwimarike yemasheya lelinye lamaqhekeza aphambili kuhlalutyo lobuchwephesha kwaye ukuba uyazi ukuba ungasebenza njani ngeli nqanaba lamaxabiso ungafezekisa iinjongo zakho. Ungasiphuhlisa esi sicwangciso sotyalo-mali ngeli xesha kunye nenkampani eyolukiweyo ye-Inditex njengoko isondele kakhulu kuhlobo lwayo lokuqala nolona lusondeleyo. Ukuba yinkampani enkulu evunyelwe ngabahlalutyi beemarike abaphambili abakhethe ukuyicebisa kunyaka olandelayo.
Kule nto kufuneka yongezwe into yokuba ukuthengisa kukaZara, okubandakanya neKhaya laseZara, kunyuke nge-7,2% kwisiqingatha sokuqala sonyaka-mali we-2019-2020 (ukusuka nge-1 kaFebruwari ukuya ku-Julayi 31), ukuya kuthi ga kwi-8.895 yezigidi zeerandi, ngokwe ulwazi oluthunyelwe yinkampani kwiKhomishini kaZwelonke yoThengiso lweNtengiso (CNMV). Iflegi yeInditex iyaqhubeka nokuba luphawu olunengeniso ephezulu kwiqela. Ezi ziindaba ezilungileyo kakhulu kubatyali mali abancinci nabaphakathi abanethemba lokuthatha izikhundla kwixabiso leminyaka embalwa ezayo.
Ngelixa kwelinye icala, akufuneki ilityalwe ukuba le nkampani idwelisiweyo yenye yeenkampani ezizinzileyo ezibandakanyiweyo kwisalathiso esikhethiweyo sezabelo zaseSpain, i-Ibex 35. Ngale ndlela, yeyesibini enongxowankulu abaninzi, ngaphezulu kwamaqela amakhulu ezemali, anje ISantander okanye iBBVA. Nangona kuyinyani ukuba inzuzo yayo kwiminyaka yakutshanje ibingafani nakudala. Kodwa nangaliphi na ixesha inokuphinda iqhubeke nendlela yayo yokuyenza ibe yenye yezona nkampani zinenzuzo enkulu kwizabelo zaseSpain.
I-inditex ithengisa ngee-euro ezingama-28
Okwangoku, ixabiso lezabelo zenkampani eyolukiweyo lingaphezulu kancinci kwe-euro ezingama-28 ngesabelo ngasinye. Ndiyathetha, isekhona into kude neendawo eziphakamileyo zexesha lonke apho yayikufutshane kakhulu ne-euro ezingama-40 kwiminyaka eliqela eyadlulayo. Emva kokulungisa ukunyuka kwayo, ifikile kule meko kwaye injongo yayo yokuqala kukugqitha kwinkxaso eyomeleleyo inayo kwi-30 euro. Ukuba uyoyisile ngevolumu ephezulu yeekhontrakthi, unokucinga ngokufezekisa amanqanaba eekowuteshini anzima ngakumbi. Kodwa eyona nto ibaluleke kakhulu kukuba imeko ephezulu iye yaqala kwakhona kwixesha eliphakathi nelide.
Kwelinye icala, kubonakala ngathi yenziwe ifayile ye- Inani lomhlaba kwii-euro ezingama-25 Kwaye ukuba eli nqanaba alophulwanga, ixabiso linokuqinisekiswa. Nangona yonke into ibonakala ibonisa ukuba kwiinyanga ezilishumi elinambini ezizayo inokuba yenye yezona zibhejethi zinenzuzo kwisalathiso esikhethiweyo sezabelo zaseSpain, i-Ibex 35. Ukuya kuthi ga ngoku ukuba uhlalutyo lwayo lobuchwephesha ngeli xesha lusinike zonke iziqinisekiso zokuza kwalo uphuhliso kwiimarike zezabelo. Ngobunyani bokwenyani bokufikelela kumanqanaba aphakathi kwama-33 ukuya kuma-35 eeuros ngesabelo ngasinye. Kuzo naziphi na iimeko, unokufumana inzuzo enkulu kwimisebenzi yakho ukusukela ngoku.
Isivuno sesahlulo esibuthathaka
Ngelixa ngokuchaseneyo, elinye lawona manqaku alo abuthathaka yinzuzo ebanika abanini zabelo kwizabelo ezikhutshwa minyaka le. Ngale ndlela, yenye yezona ziphantsi kwizalathiso ezikhethiweyo zee-equity zaseSpain, i-Ibex 35. malunga ne-3,5% nangaphantsi kweetshipsi eziluhlaza kwimarike yaseSpain. Kwelinye icala, kuyimfuneko ukugxininisa ukuba izabelo zeInditex zidweliswe ngokungazinzisi okuncinci phakathi kwamaxabiso aphezulu kunye neyona nto iphantsi kwaye le yinto yoxolo olukhulu kubatyali mali abancinci nabaphakathi.
Akumangalisi ukuba sithethe ngenye yeenkampani ezisehlabathini ezinomgca ohlanganisiweyo weshishini kwaye ezikhoyo phantse kuzo zonke iingqukuva ezibalulekileyo zehlabathi. Kwaye kule minyaka idlulileyo yomeleze ukwahlulwa kwayo kwi-Intanethi ukwenza ukuba ishishini lenze ingeniso ngakumbi ukunyuka kweenzuzo kwikota nganye. Nangona kungothusi kwiziphumo zayo, njengoko kwenzekayo kwiminyaka emi-5 okanye esi-8 eyadlulayo, apho yayine-rally ye-bullish ehlala ixesha elide evumela abanini zabelo ukuba benze olona londolozo lwabo, xa bafikelela kwixabiso elisondele kakhulu kwii-euro ezingama-40.
Amaqhinga okusebenza ngendwangu
Inkqubo yokungazenzi iimpazamo kwisigqibo esilandelayo esiza kusenza isekwe ekuyilindeleni ukuba idlule kumanqanaba inawo 30 euro ngenjongo yokuthatha isikhundla kwisitokhwe ngendlela enobundlongondlongo kunangaphambili. Ngenjongo yokufumana umvuzo ekusebenzeni ii-euro ezimbalwa ekusebenzeni kunye nexesha lesigxina elijolise kwiphakathi kunye nexesha elide. Kuba ngokusebenza, i-Inditex ayisiyo ukhuseleko lokwenza imisebenzi yokuqikelela. Hayi kangako. Ukuba akunjalo, ngokuchaseneyo, ifuna amagama amade ukuze iintshukumo zayo kwiimarike zezabelo zibe nengeniso.
Ngelixa kwelinye icala, ukuba kwenzeka nangayiphi na imeko, yaya ngaphantsi kwe-25 yeuros ngesabelo ngasinye, bekungayi kubakho khetho ngaphandle kokuhlengahlengisa izikhundla kuba kuya kubakho uxinzelelo lokuthengisa olunamandla olunokuthi linciphise ixabiso lalo kwimarike yemasheya. Ngaphandle kokudityaniswa kwayo kumgca weshishini ewenzileyo. Akumangalisi ukuba bekuya kubakho ithuba lokuthenga izabelo zabo amaxabiso aqine kakhulu nangokubaluleka kokuphononongwa okubaluleke ngakumbi kunangoku. Kuzo naziphi na iimeko, ayisiyiyo enye yezokhuselo ebonisa umngcipheko omkhulu ekusebenzeni ngabathengisi.
Ixabiso elicetyiswayo ngumhlalutyi
Elinye lamandla e-Inditex kukuba iyacetyiswa linani elikhulu labahlalutyi bezemali kwipotfoliyo yotyalo-mali kunyaka olandelayo. Emva kokungathathi cala ixesha elide kunye nokuthandabuza okuninzi malunga nesicwangciso esiza kusetyenziswa kwiminyaka ezayo. Ukusuka kule ndawo yokujonga, lixabiso ekufuneka libekho kwi-radar ukuthatha izikhundla ngokucacileyo nakwezinye iimeko kakhulu. Kwelinye icala, asinakulibala ngeli xesha ukuba le yinkampani elawulwa yimilinganiselo yokusetyenziswa, nayo yonke into ebonisa, kokulungileyo nokubi.
Ukusuka kolu luvo ngokubanzi, asiboni mngcipheko ugqithisileyo ukuba uza kuvula izikhundla ukusukela ngoku. Ngaphandle kotshintsho lwendlela kwii-indices kwihlabathi liphela. Ngale ndlela, olona tshaba lwayo luphambili lokuhlaziya kwiimarike zezemali kukuba ekugqibeleni kukho ukuwa okubukhali kwiimarike zamasheya zamanye amazwe. Ukuya kwinqanaba lokuba iya kuchaphazeleka nakwezi ntshukumo zesitokhwe, ngamandla enye okanye enye. Ngaphandle kozinzo olugqwesileyo oluboniswe kwiinyanga ezidlulileyo, ngoxabiso lonyaka lwe-6%.
Ukwandiswa kwamazwe ngamazwe
Enye into ekufuneka ixabisiwe kwi-Inditex kukuba zezokhuseleko ezimbalwa kwicandelo lempahla eyolukiweyo nefashoni ezidweliswe kwimarike yesizwe eqhubekayo. E-Spain akunakhuphiswano kwaye le yenye yezinto ezidlala ngayo. Ngokugxininisa iinjongo zotyalo-mali lwabatyali mali abancinci nabaphakathi.
Nangona ngokuchaseneyo, ayinangqinisiso ukulinganisa imeko yecandelo kwizabelo zeSpanish. Njengamanye amacandelo eshishini, njengeebhanki, iinkampani zombane, iinkampani zokwakha okanye iinkampani zonxibelelwano. Banabameli abaninzi abavumela ukwahluka okukhulu kutyalo-mali nangaliphi na ixesha kunye nemeko. Ngaphandle kwento yokuba le yinkampani ethe yanda ngokukhawuleza kuwo onke amazwe kwaye iyinike ukubonakala okukhulu phakathi kweemali zotyalo mali.
Ukuthengisa kukhula nge-7%
Intengiso yeQela le-Inditex kwisiqingatha sokuqala se-2019-phakathi kukaFebruwari 1 noJulayi 31- inyuke nge-7%, yafikelela kwi-12.820 yezigidi zeerandi okokuqala. Kwizinga lokutshintshiselana rhoqo, ingeniso ikhule nge-7%. Ukuthengisa kwiivenkile ezinokuthelekiswa, okwangoku, kwakhona, kugcinwe izinga lokuhluma eliqinileyo kwaye lonyuka nge-5%, ngokunyuka okuqinisekileyo kuzo zonke iifomathi nakuzo zonke iindawo zeendawo, kuzo zombini ezivenkileni nakwi-intanethi.
Ngale ndlela, umongameli we-Inditex, UPablo Isla, Iqaqambisile " yokusebenza yokusebenza olomeleleyo la manani athetha "kwaye akrwelele" ukubaluleka kwe- utyalo mali lwenziwe, kokubini kugcinwa nakwimpahla yokusebenza kunye netekhnoloji, ezizinto eziphambili kuphuhliso lwe iqonga lethu elidibeneyo yeevenkile nakwi-intanethi kwinkonzo yomthengi ”. Ngamathemba amahle kakhulu kule minyaka izayo kwaye isenokuba yinto ekusetyenzwa ngayo ngabatyali zimali abancinci nabaphakathi ukuphuhlisa iipotfoliyo zabo zotyalo-mali kule minyaka izayo. Ukuba yinkampani eye yanda ngokukhawuleza kuwo onke amazwe.