Inkomba ekhethiwe yemali engenayo yaseSpain, i-Ibex 35, ihlupheke ezinyangeni ezedlule ukuqongelelwa ku- ukuwa cishe kwe-5%. Ezinsukwini ezimbalwa nje, amanani entengo ehle kakhulu njengoba engavamile ukubona eminyakeni yamuva. Phezu kwalesi simo esikhathazayo ngezintshisekelo zabatshalizimali abancane nabaphakathi, akulona iqiniso elincane ukuthi kusekhona ukumelwa okuncane kweziphakamiso zemakethe yamasheya ezingafuni ukushintsha indlela ezinyuka ngayo. Kuze kufike ezingeni lokuthi kwamanye amacala baze baphinde balinganiswa.
Njengoba kujwayelekile ebudlelwaneni obuyinkimbinkimbi njalo nezwe lemali, kuhlale kunamathuba ebhizinisi okwenza imisebenzi ibe nenzuzo. Futhi kulokhu bekungeke kube kuncane, yize ubucayi besimo ezimakethe zokulingana zikazwelonke nezamazwe omhlaba. Ngokutholakala kwenqwaba yamanani lokho ngokungafani nomkhuba ojwayelekile bagcina ukuthambekela kwabo okuphezulu ngemuva ngesici sobuchwepheshe esivelele ngezinkomba zobuchwepheshe. Lapho ungenza khona ukunyakaza ukuzama ukwenza inzuzo ngokunyakaza.
Leli qembu lamagugu ligqamile kulezi zinsuku ngoba zigqame kakhulu ukukhomba ukuzuza okuncane. Ngomkhuba oya phezulu wokuthi kunzima ukushiya nokuthi basebenzisa amanani okuphephela lapho bangazivikela khona ekuweni okujwayelekile ezimakethe zamasheya emhlabeni jikelele. Ukufika ezingeni lokuthi bangaba yizinketho ezithakazelisa kakhulu zokuvula izikhundla okwamanje. Ngabe ufuna ukwazi ukuthi yiziphi lezi zimpahla zezimali ongazethemba? Okungenani okwamanje.
Izitoko ezi-Bullish: Ferrovial
Inkampani yokwakha ingenye yezinkampani eziziphatha kahle kakhulu kulezi zinsuku futhi ifinyelela ezingeni lokuthi iyona ebhekwe kakhulu ngabahlaziyi bezezimali abahlukene. Umkhuba wayo awunasici futhi awunikeli ukungabaza kubatshalizimali abanolwazi oluningi ezimakethe zezimali. Lapho i-denominator yayo ejwayelekile ithi ngemuva kwakho konke, ukwakheka kwayo okuphakathi nesikhathi eside akuthinteki futhi ukungazethembi kuqala ukuba ngaphansi kwesilinganiso. Ukuvalwa kwayo kwamasonto onke kuyanda futhi-ke ukuthi ngale ndlela akwehli emakethe yamasheya.
Ngenkathi ngakolunye uhlangothi, ikhombisile imiphumela yebhizinisi ebithandwe ngabenzeli ezimakethe zezezimali. Futhi ngakho-ke baye basekelwa ekulinganisweni kwamanani abo. Ngaphandle kolunye uchungechunge lokucatshangelwa kwezobuchwepheshe futhi mhlawumbe futhi kusukela ekubukeni kwezisekelo zayo. Lapho i- Amandla okuhlaziya asengaphezulu kwe-10%. Ngomthamo wenkontileka ongaqala ukwenyuka okusha ezinyangeni ezizayo, lapho ukulungiswa okulungile kwamanani abo kuzokwenzeka.
Iselula engaphezulu: isimanga salo nyaka
Elinye inani elimangaza abatshalizimali abancane nabaphakathi ngenxa yamandla amakhulu eliwethula ekucushweni kwamanani alo. Kuphi ngokungeziwe ibilokhu iqoqa ukwehluka kwe-bullish kuma-oscillator wamanani nevolumu ngokungazethembi okusondela kokuphansi konyaka nonyaka. Lokho wukuthi, kunikeza ukuphepha okukhulu ukuvula izikhundla kusuka manje. Ngaphandle kwesimo esejwayelekile lapho izimakethe zezezimali zizithola zikulingana. Yize kuliqiniso ukuthi icwile enhlanganweni ebanzi ye-lateral enganciphisa amandla ayo ezimakethe kulezi zinsuku.
Ngakolunye uhlangothi, asikwazi ukukhohlwa ukuthi lokhu kungenye yezokuphepha emakethe yamasheya eye yazisa kakhulu onyakeni. Kufinyelela ezingeni lokuthi ungakwazi qhubeka uthembe le nkampani yamathelevishini yokuvuselela ukonga kulezi zinsuku eziyinkimbinkimbi ezisiletha kuleli hlobo. Ngethuba langempela lokuthi ingahamba iye phambili ekucushweni kwezintengo zayo kunikezwe isimo esihle kakhulu esikulethayo ekuhlaziyweni kwayo kobuchwepheshe futhi mhlawumbe futhi kusukela kuzisekelo zayo. Kunoma ikuphi, kungagcinwa ngokuphelele kuphothifoliyo ezinyangeni ezizayo futhi ikakhulukazi ukuvala izikhundla ekupheleni konyaka.
I-Cellnex ekhanda lokukhuphuka
Akungabazeki ukuthi okwamanje ingenye yamanani asezingeni eliphakeme kakhulu, futhi ngomehluko omkhulu ngaphezu kwakho konke, wenkomba ekhethiwe yemali engenayo yaseSpain, i-Ibex 35. Ithole inzuzo yonyaka esezinhlamvini eziphindwe kabili , okusho okuningi ngale nkampani esohlwini njengamanje. ICellnex Telecom yethule imiphumela engxenyeni yokuqala yonyaka wezi-2019. Imali engenayo kufinyelele kuma-euro ayizigidi ezingama-489 (+ 11%) kanti i-ebitda ifinyelele ezigidini ezingama-321,3 (+ 11%).
Umphumela wensalela uvaliwe ngebhalansi (0 million euro) uma kuqhathaniswa nokulahleka kwama-euro ayizigidi ezingama-31 engxenyeni yokuqala yonyaka ka-2018. Ukutshalwa kwemali ekutshalweni kuze kufike u-4.000-, kanye nokuvela okuhle kwezinkomba zokukhula kwebhizinisi kumjikelezo oqhubekayo, kubalulekile ukugqamisa, ngenxa yokufaneleka kwawo, ukuqina kwebhalansi yenkampani kanye nokuthengiswa kwempahla ”, waveza UTobias Martinez, oyi-CEO yenkampani.
Umsebenzi wokukhula ongajwayelekanga ugqame kakhulu ngekota ngezivumelwano ezifinyelelwe ne-Iliad eFrance nase-Italy, nosawoti eSwitzerland kanye ne-BT e-United Kingdom, ngokuhlanganyela ezokwandisa amasayithi aphethwe yi-Cellnex nge-15.000. Kunoma ikuphi, lokhu kube ngenye yezindinganiso eziphendule kahle kakhulu ekuweni emakethe yamasheya ngo-Okthoba.
Isikweletu sonke kusukela ngoJuni 30 saba ama-euro ayizigidi ezingama-2.298. U-79% usezingeni elinqunyiwe, izindleko ezijwayelekile zesikweletu (ezidwetshiwe) zingu-2,1% kanti impilo ejwayelekile yiminyaka emi-5. Kusukela ngoJulayi 2019, iCellnex inezimali ezitholakalayo (umgcinimafa kanye nolayini bezikweletu) zama-euro ayizigidi ezingama-5.500.
I-Endesa isesondele kuma-euro angama-23
Ugesi uyaqhubeka nokuba ngesinye sezimanga ezinkulu zenkomba ekhethiwe yemali engenayo yaseSpain, i-Ibex 35. Naphezu kwalesi simo esikhathazayo ngezintshisekelo zabatshalizimali abancane nabaphakathi nendawo, akulona iqiniso ukuthi ikwazile ukuhlala ngaphezu kwamazinga kwama-euro angama-22 ngesabelo ngasinye. Futhi yini okuthakazelisa nakakhulu ngokusatshalaliswa kwezabelo ezihleliwe okuqinisekisiwe minyaka yonke nge inzuzo esondele ku-7%, ngenhla kwamanye amanani enkomba ekhethiwe yemali engenayo yaseSpain. Vele, imelane kahle kakhulu kulokhu futhi leli qiniso likhulisa intshisekelo yabatshalizimali abancane nabaphakathi ukungena ezikhundleni zabo kulezi zinsuku ezinzima.
I-Endesa yethule imiphumela emihle kakhulu phakathi kukaJanuwari noJuni 2019, ngenxa yokuphathwa kahle kwemakethe ekhululiwe, endaweni enzima kakhulu emabhizinisini kagesi nakagesi. Imiphumela etholakele imvumela ukuthi azethembe ekufezeni izinjongo ezidluliselwe emakethe kulo nyaka.
Kusalindwe imakethe ekhululiwe
Ngaphezu kokuvela okuhle kwemakethe ekhululiwe, kungezwe ukuzinza kwemakethe elawulwayo kanye nomzamo wokuqukatha izindleko, nakho obekuyisikhathi esimqoka lapho, ngaphezu kwalokho, inkampani inyuse kakhulu utshalomali lwayo, ikakhulukazi ukusheshisa ukuthuthukiswa kwe-879 MW yamandla avuselelekayo aklonyeliswe ezindalini zowezi-2017 futhi okulindeleke ukuthi iqale ukusebenza ungakapheli lo nyaka.
Kumele kuqashelwe ukuthi kube nokwehla okukhulu kwesidingo sikagesi ezinyangeni eziyisithupha zokuqala zonyaka ngenxa yamazinga okushisa aphezulu ngaleso sikhathi nomthelela wokwehla komnotho ekusetshenzisweni kwezinkampani ezinkulu. Ngaphezu kwalokho, kube nokukhuphuka kwentengo yamalungelo e-CO2 kanye nokutholakala okuphansi kokukhiqizwa kukagesi ophehlwa ngamanzi, okuholele ekukhuleni okungu-3.4% kwamanani emakethe esezingeni eliphezulu, afinyelele kuma-euro ayizi-51,8 nge-MWh.
Iberdrola endaweni ephakeme
Enye inkampani kagesi ingenye yamagugu ambalwa anikeza injabulo engaphezu kweyodwa kubatshalizimali abancane nabaphakathi. Akumangalisi ukuthi isebenza kahle kakhulu ezimakethe zezimali. Ngamanani ahamba ebangeni elifushane kakhulu phakathi kuka-8,50 no-8,70 euros nokuthi yini ebaluleke kakhulu eduze kakhulu nokuphakama kwabo kwaminyaka yonke. Ukuthi noma ngasiphi isikhathi kungadlula futhi lapho kungangena khona inani lokunyuka kwamahhala. Lokho kusho ukuthi, ngaphandle kokuphikiswa phambili futhi lokho kungaholela ekutheni ufinyelele ezindaweni eziphakeme noma emazingeni ngamanani akho aphezulu kakhulu.
Kokunye ukuphepha okufanele kugcinwe kuphothifoliyo ngezikhathi eziyinkimbinkimbi njengalezi zamanje futhi okungaqinisa ngisho nezikhundla zayo ngaphambi kokuphela konyaka. Kube kunoma yiliphi lamacala elinye lamavelu amahle kakhulu kusukela ehlobo lonyaka odlule lapho lalithengisa cishe ama-euro ayisithupha ngesabelo ngasinye. lapho imiphumela etholakele ikuvumela ukuthi ube nokuzethemba ekufezeni izinjongo ezidluliselwe emakethe zonyaka. Ngethemba elihle kakhulu lokutshalwa kwemali eminyakeni ezayo.