Enye yezinhloso zanoma yimuphi umtshalizimali ukuvula izikhundla kwizibambiso ezingenza kangcono kunezinye. Lesi yisimo esikhona kunoma yiliphi isu lokutshala imali, noma ngabe yiphrofayili enikezwa abatshalizimali abancane nabaphakathi. Akumangalisi ukuthi kungaba yi umehluko wama-euro amaningi esitatimendeni semali engenayo kusukela manje. Kukhona imikhakha nezitoko ezihlala zisebenza kangcono ngokuya ngomzuzu wokuhlangana izimakethe zezimali ezidlula kuzo. Ngakho-ke yilezo zimpahla eziyimali okumele sibhekane nazo kulo nyaka esizethule.
Emakethe yamasheya ayikho indlela yokuziphatha efanayo, kude nayo. Uma kungenjalo, kunalokho, kunomehluko obonakalayo ekucushweni kwamanani kusuka kusitoko esisodwa kuya kwesinye. Ngezinga abakwazi ngalo finyelela ngaphezu kuka-3% noma okukhulu kakhulu. Ukukhethwa ngqo kwalezi zimpahla zezimali kungaholela ekutheni utshalomali lube nenzuzo noma cha ngesikhathi esithile, njengoba kunengqondo ukucabanga. Ukuthatha izikhundla enkampanini efakwe ohlwini emkhakheni wamabhange akufani nokuthatha izikhundla ezinkampanini zikagesi. Ukuvela kwayo ngokuqinisekile akufani ngaso sonke isikhathi, njengoba kungabonakala eminyakeni yamuva.
Lapho utshala imali emakethe yamasheya akungabazeki ukuthi kufanele ukhombe ukuphepha lokho isici sobuchwepheshe esingcono abe ngaleso sikhathi. Njengalezo ezethula ukusabela okuphezulu okujikelezayo nokuthi ngokombono yibo abanamavoti amahle kakhulu abazovuka ngamandla akhethekile ezimakethe zezezimali kusukela kulowo mzuzu kuqhubeke. Ikakhulukazi uma imisebenzi ihloselwe isikhathi esifushane futhi yiyona edinga kakhulu leli su ekutshalweni okukhethekile kakhulu. Ngoba noma iliphi iphutha kulokhu lingasilahlekisela kakhulu ngenzuzo, okuyiyona nto emayelana nalokho phela. Manje akusikho ukusebenza okufanayo okunikezwa amasheya e-OHL njengalawo enkampani kawoyela iRepsol.
Amanani amahle kakhulu: Iberdrola
Inkampani kagesi eyisithenjwa isesimweni se ukuvuka kwamahhala ngakho-ke ayinakho ukumelana phambili futhi le nto ingayisiza ukuthi iqhubeke nokukhula ezinsukwini ezizayo. Ngoba akukwazi ukukhohlwa ukuthi iphinde yazibeka esimweni sokukhuphuka kwamahhala, okuyiyo evuna kakhulu izintshisekelo zabatshalizimali abancane nabaphakathi. Ngemuva kokudlula amazinga we-9,80 euros ngesabelo ngasinye. It is bullish impeccably at all timeframes seen and has no choice but to go up and up in the coming months.Ihamba phambili ngokungenaphutha kuzo zonke izikhathi ezibekiwe futhi ayinayo enye indlela ngaphandle kokukhuphuka nokukhuphuka ezinyangeni ezizayo. Ngoba uma kwenzeka izimakethe zokulingana zikazwelonke ziwa, kungasebenza njengendawo ephephile futhi kuqhubeke nokubaluleka ekuvumelaneni kwamanani ayo. Kuhloselwe abasebenzisi abanephrofayili evikelayo noma elondolozayo abafuna ukuba nesikhwama sokulondoloza esingazinzile. Ngokusatshalaliswa kwesahlukaniso esinezinga lenzalo elicishe libe ngu-6%, enye yezisatshalaliswe kakhulu ku-Ibex 35
Cellnex i-teleco yemfashini
Kunoma iyiphi iphothifoliyo yokutshala imali le xabiso lemakethe akumele lilahleke, okuyiyona ebonge kakhulu ngonyaka owedlule. Ngoba konke kubonakala kukhombisa ukuthi kulo nyaka izokwazi ukuqhubeka nokwenza kahle kakhulu ezimakethe zezimali. Ngokusebenza okungcono kunamanye amanani futhi ngokumelene nomncintiswano. Yize kungahle kungabi ngamandla amakhulu athuthuke ngonyaka owedlule. Kunoma ikuphi, kungenye yamanani agxilile okufanele afakwe kuphothifoliyo yethu elandelayo yokutshala imali eminyakeni embalwa ezayo. Ngomugqa webhizinisi wamukelwa ngokushesha ngabatshalizimali. Ukufika ezingeni lokuthi kungaba ngesinye seziphakamiso zemakethe yamasheya ezinganikeza injabulo enkulu kubanikazi bamasheya.
I-Ferrovial inamandla kakhulu
Ukuphakama kwayo akunasici ngokuphelele futhi akukho nokulungiswa kokuqina okuthile ezinyangeni ezisanda kwedlula. Ingenye yezinkampani zokwakha ezihamba phambili maqondana nokumiswa kwezintengo zayo nangaphezulu kokuvela komncintiswano. Lesi yisizathu esanele ngokwengeziwe sokuvula izikhundla kuleli nani le-bullish. Ngenkathi ngakolunye uhlangothi, kungakhohlwa ukuthi imigqa yayo yebhizinisi iholele ingxenye enhle yabalamuli bezezimali ukuyincoma kumakhasimende abo. Ngethuba lokuhlaziywa elisaqikelelwa kakhulu futhi elingamela ama-euro amaningi kuzinzuzo zokusebenza. Ngokwabiwa kwesahlukaniso esinikeza imbuyiselo esondele ku-5% futhi ngokuhambisana nalezo ezinye izibambiso ezibalulekile ezifakwe ku-Ibex 35.
I-Enagás ngombono wama-euro angama-25
Vele, amandla ayo wokubuyekeza akuyona enye yezindawo eziphakeme kakhulu kunkomba ekhethiwe yezwe lethu. Ngalo mqondo, abahlaziyi abahlukahlukene bezezimali banikeza amasheya abo inani elihlosiwe elingaphezu kwama-euro angama-25 kusabelo ngasinye. Kepha ngamathemba angcono kunabanye abancintisana nabo kumasheya aseSpain. Ngakho-ke, kuyinani elinconywe kakhulu ukuze kusukela manje kuqhubeke libe yingxenye yephothifoliyo yethu yezokuphepha futhi lisebenze eminyakeni embalwa ezayo. Ngoba iveza isici sobuchwepheshe esisikisela kakhulu ukuthatha izikhundla kule ngxenye yonyaka. Ngenzuzo eyengeziwe yokuthi isabalalisa enye yezinzuzo eziphakeme kakhulu ze-Ibex 35, ngenzalo esondele kakhulu ku-8%. Isitatimende senhloso yabatshalizimali abancane nabaphakathi.
I-BBVA ebhange ngokubukeka okuhle kakhulu
Okwamanje ibhizinisi elinesici sobuchwepheshe esihle kakhulu okwamanje. Ngesandla samahhala ukuze ikwazi ukuya kumazinga ama-euro ayisithupha ngesabelo ngasinye. Inqobo nje uma kuhambisana nokusebenza okuhle kwama-stock indices kazwelonke. Ngaphezu kwalokho, kucatshangwa ukuthi kungenzeka ukuthi ihlangane neBankia esikhathini esifushane futhi lokhu kuyiqiniso elihlangene elingayizuzisa kwikhotheshini yamanani ayo. Njengoba kuneqiniso lokuthi okwamanje ihweba ngesaphulelo esiphakeme ekulinganisweni kwayo ezimakethe zezimali.
I-BBVA ifinyelele esivumelwaneni neBanco GNB Paraguay, inkampani engaphansi kweGrupo Financiero Gilinski, ngokuthengiswa kwe-100% yemali eyinhloko ye-BBVA Paraguay, ngentengo elinganiselwa ku-270 million dollars (cishe ama-euro ayizigidi ezingama-240). Intengo eshiwo ingaphansi kokulungiswa kwesiko kulolu hlobo lokuthengiselana phakathi kosuku lokusayina nosuku lokuvala lomsebenzi. Kusukela namhlanje, kulinganiselwa ukuthi ukuthengisa kuzoba nenzuzo ephelele yemali engama-euro ayizigidi ezingama-20 kumphumela ohlanganisiwe weQembu le-BBVA kanye nomthelela omuhle wamaphuzu ayisisekelo ayisihlanu kusilinganiso semali esigcwele se-CET1.
Ukubheja kwe-Naturgy kokuvuselelwa kabusha
I-Naturgy ithathe izinyathelo eziwujuqu ngonyaka we-2019 ukuxhasa ukuguqulwa kwamandla, ngokuhambisana nalokho okubekwe kuhlelo lwayo lwe-2018-2022 Strategic Plan, oluqhakambisa inqubekelaphambili ebonakalayo eya ekuhlanganisweni kwamandla kagesi okusimeme ngokwengeziwe. Le nkampani ibe ngeyokuqala ukuxhumana nokuvalwa kwazo zonke izitshalo zayo zamalahle ngesikhathi kwethulwa uhlelo lwayo lwango-2018-22, futhi ibisivele icele ngokusemthethweni imvume yokuyifeza, ngaleyo ndlela iba ngomunye wabadlali abaphambili ekubhejweni kokuhlanzekile amandla.
Ngakho-ke, kuma-euro ayizigidi eziyi-1.700 atshalwe yiqembu ngonyaka we-2019, cishe izigidi ezingama-600 zabelwa ukutshalwa kwemali ekuvuseleleni kabusha. Ngenxa yalokho, ngo-2019 inkampani ikhuphule amandla ayo avuselelekayo afakwe cishe ngama-22%, yafinyelela cishe ku-5.000 MW emhlabeni jikelele.
Ngakolunye uhlangothi, abakwaNaturgy basebenzise uchungechunge lwezinhlelo zokuphatha eziholele ekwehliseni iphrofayili yobungozi futhi ngaleyo ndlela kususwe isimo esibi kakhulu samandla. Zibuye ziqhakambise inqubekelaphambili ebonakalayo eyenziwe kuhlelo lwayo lokusebenza kahle, kanye nakwinqubomgomo yayo yemiholo yabaninimasheya.
Ngenxa yakho konke lokhu, inkampani ibhale inzuzo ejwayelekile yemali eyi-1.432 yezigidi zama-euro esikhathini, i-15% ngaphezulu kune-2018, ngenkathi i-EBITDA yayo ejwayelekile ibimi kuma-euro ayizigidi ezingama-4.668 (+ 6%). I-Naturgy ngaleyo ndlela ikwazile ukudlula izibikezelo zesivumelwano samafemu abahlaziyi abayi-19 ababambe iqhaza ekulungisweni kwayo nokuthi ilinganiselwa isilinganiso se-EBITDA kanye nenzuzo ephelele ye-4.487 kanye ne-1.329 million euros, ngokulandelana.
Ngokuqinisekile singesinye seziphakamiso zokufaka imali yethu ezimakethe zezimali. Ngethemba elingcono kunelinye, okungenani maqondana nesikhathi esifushane futhi ikakhulukazi esimaphakathi. Ngoba ngaphezu kwalokho, bayizinkampani ezigcina ukuzibophezela kwabo ekukhokheleni abaninimasheya, abazothola isabelo esivelele esiphethe imiphumela ye-2019. Kwezinye izimo, bazokhokha isabelo esengeziwe uma sesivunyelwe nguJenene wabo Imihlangano. Yabaninimasheya. Isibonelo, i-Enagás, eyinyuse yaya kuma-euro angu-1,74 ngesabelo ngasinye futhi engenye yezindawo eziphakeme kakhulu emakethe.