Ibex 35 iyakufikelela nini kwinqanaba lama-8000?

I-European Central Bank (i-ECB) iphinde yabonisa ukuba ikulungele ukunceda uqoqosho loLuntu ngamaxesha anqabileyo njenganamhlanje. Kuba, ngokukuko, umzimba wezemali uyamkele inkqubo entsha yemali mboleko kwiibhanki ukuze kuqinisekiswe ukuhlawulwa kwemali eyimfuneko. Ukuya kwinqanaba lokuba eyona nto ibalulekileyo kuye kwehlisa inzala kwi-TLTRO III yemali mboleko yexesha elide ukuya -1%. Inyani enokukhuthaza iimarike zezabelo ukusukela ngoku ukuya phambili kwaye ngakumbi inokuthi ithathe i-Ibex 35 iye kumanqanaba amanqaku ayi-8000, eyinjongo yayo elandelayo ukufikelela.

Ngamaxabiso akhoyo kwimarike yemasheya kwilizwe lethu, ngaphandle kwamathandabuzo injongo elandelayo ye-Ibex 35 kukufikelela kwinqanaba lamanqaku ayi-8000. Kodwa ngaba eli nqanaba liyenzeka ngokwenene kwisalathiso esikhethiweyo sezabelo zaseSpain? Ukufikelela kweli nqanaba kuya kuthetha ukongezwa okwandisiweyo kufutshane ne-10% kwaye ke oko kuya kufuna ithemba elikhulu phakathi kwabatyali mali abancinci nabaphakathi. Nangona kwixesha elifutshane kunzima kakhulu ukuyifezekisa, ayifakwanga kude phakathi kwaye ngakumbi ixesha elide. Ayothusi into yokuba yenye yezona nkxaso zibalulekileyo ukuba isalathiso sinesalathiso ngalo mzuzu. Ke ngoko, linqanaba ekufuneka libekwe esweni ngononophelo ukusukela ngoku.

Kwelinye icala, ayinakulityalwa ukuba ubuthathaka babafazi baseYurophu yinto eqhelekileyo kwinkcazo yabo. Apho, le ntshukumo kufuneka ikhatshwe yidatha elungileyo esiyifumana inzima kakhulu kwimeko yangoku. Ewe kunjalo, into ebangela ukuba ufezekise ezi njongo iya kuba kukufunyanwa kwesitofu sokugonya okanye ichiza kunyango lwe-coronavirus. Kule meko, iimarike zentengiso zinokuba nesaphulelo esibaluleke kakhulu kwaye kwimeko yokulingana kwilizwe lethu kunokukhokelela kumanqaku ayi-8000 okanye amanqanaba afunwa nangakumbi. Kwaye le nyani inokwenzeka nangaliphi na ixesha kwaye ngendlela engalindelekanga ngabatyali mali abancinci nabaphakathi.

Izidingo zamanqaku ayi-8000

Enye yeemfuno zokufikelela kula manqanaba entengo kwimarike yaseSpain, njengoko besesitshilo, kukuba ukuthanda kuya kuba kukufunyanwa kwesitofu sokugonya okanye isiyobisi kunyango lwe-coronavirus. Le yimfuno ekufuneka ifezekiswe kuninzi lwezinto eziguqulelwa ngabahlalutyi kwiimarike zezabelo. Nangona iyinto exogenous apho iiarhente ezahlukeneyo zemali zihlala ziseta. Ke ngoko, kunzima kakhulu kubatyali mali abancinci nabaphakathi ukuba babone kwangaphambili xa besenza imisebenzi yabo ukuze babe nenzuzo yokonga kwabo. Ngaphandle kokukwazi ukusebenzisa iindlela ezininzi kutyalo-mali, ubuncinci kwixesha elifutshane ukusuka kumanqanaba abo akhoyo.

Ngelixa kwelinye icala, ayinakulityalwa ukuba enye yeemfuno zale meko kukuba imisebenzi yezoqoqosho iphinde iqale kwilizwe lethu. Isimo esinokuthi sisebenze ngoJuni olandelayo, njengoko urhulumente welizwe lethu ehlalutye. Kwelinye icala, kuya kufuneka kubonwe ukuba yintoni impendulo kwicala lomthengi ngokubhekisele kubasebenzisi kwaye inokuba nefuthe elikhulu kwindaleko yesalathiso esikhethiweyo sengeniso yelizwe lethu. Ngokukodwa, ukufikelela kumanqanaba amanqaku angama-8000, eyinqanaba lokuqala lokubuyiselwa kwimarike yesitokhwe kuzwelonke kuhlalutyo lobuchwephesha.

Amacandelo aya kuphakama

Nje ukuba i-Ibex 35 ifikelele kwinqanaba lamanqaku ayi-8000, kuyakufuneka kuhlolisiswe ukuba ngawaphi amacandelo emarike yemasheya anokuthi aphendule ngokukuko kule meko kwiimarike zengeniso eziguquguqukayo. Ewe, ngokusisiseko, abona bantu bohlwaywayo ukuza kuthi ga ngoku ngabo banokwenza ngcono kule meko intsha kunye nengqikelelo eboniswe kwi-Ibex 35. Ukhuseleko, olufana nokujikeleza, ukubhankisha kwaye ngakumbi abo bezolonwabo kunye necandelo lokhenketho. Ukuza kuthi ga kwinqanaba lokuba baya kuba nakho ukulandela umkhondo wezikhundla zabo kancinane ukusuka kuloo mzuzu wexesha. Ngale ndlela, kubalulekile ukugxininisa ukuba banokwenza ukonyuka kwimigangatho yorhwebo engaphezulu kwe-10% kwaye ke kube lula ukwenza inzuzo kula maxesha ohlalutyo.

Kwelinye icala, kufuneka kugxininiswe ukuba elinye lamaxabiso anokwenza ngcono kwezi veki zizayo lelo limelwe ziinkampani zokwakha. Apho kukho amaxabiso anje nge-ACS eye yaxabisa imali engaphantsi kwe-40 euro ukuya kwi-12 euro ngeentsuku ezimbalwa. Nangona kule meko, sele ifumene amanqanaba asonelisekanga kakhulu kwimidla yabatyali mali abancinci nabaphakathi xa izabelo zayo zithengwa ngexabiso elingaphezulu kwe-euro ezingama-20. Into efana ncam nale yenzekileyo kwezi ntsuku kwezinye iinkampani ezidityanisiweyo kwelinye lamacandelo amele ubulungisa kwilizwe lethu.

Amanqanaba kuqoqosho

Akungabazeki ukuba enye into eya kuba nefuthe ekuveleni kwesalathiso esikhethiweyo sezabelo zamazwe, i-Ibex 35, sithathwe kumanqanaba okudodobala kuqoqosho lwelizwe lethu. Kuba, enyanisweni, umsebenzi wayo uya kuba mbalwa kunokuba ubalulekile ukusuka kulo mzuzu ungoyena kwaye ke ingangomnye wabaxhamli beli phulo litsha loqoqosho oluthiwe thaca kwiinyanga ezizayo. Kwaye kule ndawo, akukho mathandabuzo ukuba izabelo zabo zinokuhla kwakhona kwiimarike ze-equity kwiinyanga ezizayo okanye nakwezona meko zilungileyo kule minyaka izayo. Ukuba lelinye lamacandelo ekufuneka lithathelwe ingqalelo ukuze lihlanganiswe kwipotfoliyo yethu elandelayo yotyalo-mali. Ukusuka kulo naluphi na uhlobo lweprofayili kubatyali zimali abancinci nabaphakathi, ukusuka kweyona nto iphakathi ukuya kweyona inamandla kwaye kungabikho namnye umntu okhetha naluphi na uhlobo.

Kwelinye icala, ayinakulityalwa ukuba ukuze kubekho ukuzola ukusukela ngoku ukuya phambili, iinkampani ezinale nkangeleko yeshishini akufuneki zingabikho kwipotifoliyo yesitokhwe. Kukho ezinye ezinemigca eyahlukeneyo yeshishini elinceda ukukhusela isikhundla ekuthengeni okuqhutywa ngabasebenzisi besitokhwe. Ngokwenyani yokuba ekugqibeleni siza kuqala kwezi ntshukumo kwiingxowa. Kuba emva kwayo yonke into ebandakanyekayo kolu hlobo lokusebenza ngamaxesha anzima kakhulu kwiimarike ze-equity ngokubanzi. Ngomngcipheko omkhulu kunamanye amaxesha ezembali kuba kwixesha elifutshane akukho mkhuba ocaciswe ngokucacileyo kulo naluphi na uhlobo lwendlela yokuhlangana kolu hlobo lobudlelwane nelizwe elihlala linzima lemali.

Buyela esiqhelweni

Ewe iya kuba yenye yezona zinto zibalulekileyo ukuze i-Ibex 35 ikwazi ukufikelela kwinqanaba elibalulekileyo lamanqaku ayi-8000. Ukuze ngale ndlela, amanqanaba afunekayo angathathelwa ingqalelo kwiinyanga zasehlotyeni kwaye yenye yeenjongo ezikhawulezileyo kubatyali mali abancinci nabaphakathi. Ngaphakathi kulo mxholo ngokubanzi, kuya kuba yimfuneko ukucinga malunga nezi ntsuku xa kuya kubaluleka kakhulu ukubuyela kule meko ngaphambi kokwandiswa kwe-coronavirus. Ngexesha apho iimarike zokulingana zinokuziva ngoku ukuba abatyali mali basebenzise ithuba lokunyuka bethengisa izikhundla zabo kwimarike yemasheya. Kwinxalenye ephezulu yejelo eliye laphuhliswa emva kokuphinda kuthathe isalathiso esikhethiweyo semarike yemasheya kwilizwe lethu ukuya kumanqaku angama-6000 amanqaku.

Ngaphakathi kule meko ngokubanzi, ukuze ukwanda kuthembeke ngakumbi, ngekhe kubekhona imeko ibhetele yokubuyela esiqhelweni, ubuncinci ngokubhekisele ekubuyeni emsebenzini nakwimveliso yezoqoqosho. Ukuba ayikho ngale ndlela, ukunyuka kweemarike zentengiso akuyi kulungelelana ngokwaneleyo ukuba kuthathelwe ingqalelo imeko esezantsi eyaqala kwiiveki zokuqala zika-Matshi yoyisiwe. Kungenxa yokuba okuninzi ukubuyela kwakhona kuveliswe ngamandla amakhulu. Apho kungenakulibaleka ukuba ukudodobala kwehlabathi, iYurophu kunye nokudodobala kweSpain kungena ngokupheleleyo kwiipanorama zeenkampani ezidweliswe kwiimarike.

Kwaye into efunekayo kukuba ukuqheleka emsebenzini kuyinyani kwaye ngale ndlela, i-Ibex 35 inokuyithatha le meko ngokuhambelana namaxabiso ayo. Ukuba kunokwenzeka ukuba ibhekiswe kumanqanaba aphezulu kunalawo akhuliswe kweli nqaku. Ngapha koko, yenye yeenjongo eziphambili zabatyali mali abancinci nabaphakathi ukusukela ngoku.

Inkqubo yokuhlela umgca

UPhononongo loTyalo-mali lweLinexabiso yeyona nto idume kakhulu ngenkqubo yokuBeka ixesha elifanelekileyo ebeka malunga ne-1.700 yamasheya ngokumalunga nokusebenza kwexabiso kwiinyanga ezintandathu ukuya kwezili-12 ezizayo, kunye noKhuseleko ™. Umgangatho weXabiso lobuGcisa kwiNqanaba lenzelwe ukuqikelela ukunyuka kwamaxabiso esitokhwe kwithuba leenyanga ezintathu ukuya kwezintandathu. Kwimeko nganye, amasheya abalwa ukusuka kwi-1 kuye kwi-5, kunye ne-1 yeyona ndawo iphakamileyo.

Uluhlu lweLine Value Line. Ukusuka kolu luvo, kufanele kuqatshelwe ukuba inqanaba lomgangatho wexabiso ngokwamanyathelo exesha elifanelekileyo lisebenza ngokuhambelana kwamaxabiso ezabelo ezimalunga ne-1.700 kwiinyanga ezintandathu ukuya kwezili-12 kwisikali esiqondakala ngokulula esisuka ku-1 (ubuninzi ukuya kwi-5 (ubuncinci). Izixhobo zenkqubo yokulinganisa ixabiso kwixa elifanelekileyo zibandakanya izinto ezinje ngeminyaka eli-10 yokufumana kunye namaxabiso ahambelanayo, umvuzo wamva nje kunye notshintsho lwamaxabiso, kunye nemimangaliso yokufumana umvuzo.

Yonke idatha iyinyani kwaye iyaziwa. Inkqubo yekhompyuter idibanisa ezi zinto kwingqikelelo yotshintsho lwamaxabiso esitokhwe ngasinye, xa kuthelekiswa nazo zonke ezinye izitokhwe ezihleliweyo kwiinyanga ezintandathu ukuya kwezili-12 ezizayo. Isabelo se-1.700-share Value Line sibonisa malunga neepesenti ezingama-90 zeemali zentengiso yazo zonke iimpahla ezithengiswa kutshintshiselwano lwaseMelika.

-I-1 (Ephakamileyo): Ezi sitokhwe, njengeqela, kulindeleke ukuba zibe zezona ziqhuba kakuhle ngokunxulumene neNdawo yeXabiso loMhlaba kwiinyanga ezintandathu ukuya kwezili-12 (izabelo ezili-100).
-I-2 (ngaphezulu kwe-avareji): Ezi stocks, njengeqela, kulindeleke ukuba zenze ixabiso elihambelana nomndilili (i-300 stocks).
-I-3 (Umndilili): Ezi stock, njengeqela, kulindeleke ukuba zibe nokusebenza kwexabiso xa kuthelekiswa neXabiso leNdawo yeXabiso (malunga ne-900 stocks).
-I-4 (Ngaphantsi komndilili): Ezi stocks, njengeqela, kulindeleke ukuba zibe nokusebenza kwexabiso elingaphantsi komndilili (malunga ne-300 stocks).
-I-5 (Ubuncinci): Ezi stocks, njengeqela, kulindeleke ukuba zenze awona maxabiso mabi ngokuhambelana (izabelo ezili-100).
Utshintsho kuluhlu lwamathuba kunokubangelwa:
-Iingxelo ezintsha zomvuzo okanye uqikelelo lwenkampani.
-Utshintsho kuhambo lwamaxabiso esabelo ngokunxulumene ne-1.700 yezabelo ezishiyekileyo zopapasho.
-Umahluko kwizikhundla ezinxulumene nezinye izitokhwe.

Uluhlu lokhuseleko lomgca wexabiso

Inqobo yesibini yotyalo-mali yinqanaba lokhuseleko elinikezelwe lixabiso lexabiso kwi-1.700 nganye yezabelo. Olu luhlu lilinganisela umngcipheko opheleleyo wesitokhwe ngokunxulumene ne-1.700 eseleyo esitokisini. Ithathwe kwiStock's Stability Index yoZinzo kunye nokuQinisekiswa koQinisekiso lwezeMali zenkampani, zombini zibonisiwe kwikona esezantsi ngasekunene kwiphepha ngalinye kumlinganiso weXabiso loMgangatho kunye neengxelo. Amanqanaba okhuseleko anikwa kwisikali ukusuka kwi-1 (ephezulu) ukuya kwi-5 (esezantsi) ngolu hlobo lulandelayo:

-I-1 (Ephakamileyo): Ezi stocks, njengeqela, lolona khuseleko luzinzileyo, oluzinzileyo kunye nolunobungozi obuncinci ngokunxulumene neXabiso leNdawo yeXabiso.
-I nqanaba 2 (Ngaphezulu komndilili): Ezi stock, njengeqela, zikhuselekile kwaye zinobungozi obuncinci kuninzi.
-I-3 (Umndilili): Ezi ntshukumo, njengeqela, zinomngcipheko ophakathi kunye nokhuseleko.
-I-4 (Ngaphantsi komndilili): Ezi stocks, njengeqela, zinobungozi kwaye zikhuselekile kancinci kuninzi.
-I-5 (Ephantsi kakhulu): Ezi sitokhwe, njengeqela, zezona zinobungozi kwaye zikhuselekile.
Izitokhwe ezinenqanaba eliphezulu lokhuseleko zihlala zinxulunyaniswa neenkampani ezinkulu ezinesandi ngokwezemali; Ezi nkampani zikwafanayo zinamazinga athile asezantsi kunenani lokukhula komndilili kuba iimarike zazo eziphambili zithande ukukhula kancinci okanye hayi kwaphela. Izitokhwe ezinendawo yokhuseleko oluphantsi zihlala zinxulunyaniswa neenkampani ezincinci kunye / okanye zibuthathaka kunemali ephakathi; kwelinye icala, ezi nkampani zincinci ngamanye amaxesha zinamathuba okukhula aphezulu ngenxa yokuba ziqala ngengeniso esezantsi kunye nesiseko senzuzo.

Idityaniswe namaxesha okudodobala koqoqosho

Ukhuseleko lubaluleke ngokukodwa kumaxesha okudodobala kwemarike yemasheya, xa abatyali mali abaninzi befuna ukuzama ukunciphisa iilahleko zabo. Njengakweli thuba, irekhodi lokhuseleko kule minyaka idlulileyo linomdla. Xa kufundwa idatha, kufunyanwa ukuba isitokhwe esinamanqanaba aphezulu okhuseleko ngokubanzi siwela ngaphantsi kweemarike xa amaxabiso esitokhwe esiwa. Itheyibhile ehamba nayo ibonisa indlela ezenziwa ngayo iindawo zoKhuseleko kuko konke ukwehla kweemarike phakathi konyaka we-1966 ukuza kuthi ga ngoku.

Isifundo sicacile. Ukuba ucinga ukuba imarike isezantsi, kodwa ukhetha ukubamba indawo ekutyalomali ngokupheleleyo esitokhweni, jonga kwiZinga loku-1 okanye kwistokhwe ezimbini zoKhuseleko. Kwakhona, kwangaxeshanye, zama ukugcina iphothifoliyo yakho iphezulu kangangoko kunokwenzeka kwiThuba. Awungekhe ufumane amasheya anezinga eliphezulu kuwo omabini la matyala. Emva koko kuya kufuneka uthathe isigqibo sokuba yeyiphi ebaluleke ngakumbi: ukusebenza kwexabiso kwiinyanga ezintandathu ukuya kwezili-2 ezizayo, okanye ukhuseleko. Ulungelelwaniso olubandakanya ukukhetha isitokhwe esikalwe 12 okanye 1 yokufika ngexesha kunye no-2 okanye 1 kukhuseleko kunokuba kufanelekile ukuqwalaselwa.

Kuzo zonke iimeko, kunyanzelekile ukuba kugxininiswe inyani ebabazekayo yokuba indawo ebizwa ngokuba liXabiso loMgangatho wexabiso lezabelo ezili-1.700 limele malunga neepesenti ezingama-90 zeemali zentengiso yazo zonke izabelo ezirhwebelana notshintshiselwano lwaseMelika. Njengenye yeenketho zotyalo-mali, umzekelo, kwisalathiso esikhethiweyo sezabelo kweli lethu.


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