I-Ibex 35 ingenye yama-stock indices njengamanje ebuthakathaka ngaphakathi kwamasheya aseYurophu. Kepha noma kunjalo, kunamanani amathathu akhombisa isici sobuchwepheshe esingenakuphikiswa futhi okungaba yinto yokuthenga engxenyeni yesibili yalo nyaka. Ingabe mayelana IMapfre, i-Endesa neFerrovial enikeza isici sobuchwepheshe esisikisela ngempela. Lezi yizizathu ezingaphezu kwezanele zalezi zenzo ezintathu zokuqhubeka nohambo olubheke phezulu nokwenza imali eyongiwayo ibe nenzuzo kule ngxenye yonyaka.
Kuyiqiniso ukuthi lawa amasheya akhuphuke kakhulu ezinyangeni ezedlule. Kepha okubaluleke kakhulu ukuthi bangenza ngendlela efanayo ezinyangeni ezizayo. Akumangalisi ukuthi bahambe ngaphansi kwe- kucace uptrend futhi lokho kuvela encwadini. Ngaphandle kwezilungiso ezinengqondo ezingakhiqizwa ekucushweni kwezintengo zazo. Kepha ngaphezu kokuphuma, bekuzofaneleka ukungena ngolaka ezimakethe zokulingana zikazwelonke. Ngenxa yengcindezi yokuthengisa eyenziwa kumasheya abo.
Ngenkathi ngakolunye uhlangothi, kungakhohlwa ukuthi lezi ziphakamiso zokuya emphakathini zikhokha isabelo esivulekile kakhulu kubaninimasheya. Ngenzuzo emaphakathi ezungeze u-5,5% nangaphezulu kwenzalo enikezwa yimikhiqizo yasebhange (imali yesikhathi esimisiwe, ama-akhawunti emali engenayo ephezulu, amanothi ezethembiso ezinkampani, njll.). Ngemali engenayo yokuthuthukisa ibhalansi ye-akhawunti yokonga. Kunoma ikuphi, kuyithuba lebhizinisi lokubhekana nemakethe yamasheya ezinyangeni zokugcina zonyaka.
Ukuthenga ku-Ibex 35: Mapfre
I-trajectory yayo ebheke phezulu ibhukha njengoba ilandela ishaneli esezingeni eliphakeme futhi inethemba lokuthi ingaqhubeka nokukhula ezinyangeni ezizayo. Okwamanje ihamba ngemfoloko ehamba kusuka emazingeni ama-2,60 euros kuya kuma-2,75 euros. Kepha ngamandla wokubuyekeza asondele kakhulu kuma-euro ama-3 ngesabelo ngasinye. Ngakolunye uhlangothi, kungenye yamagugu enezincomo eziningi ezivela kubahlaziyi bezezimali abahlukahlukene. Ngomugqa webhizinisi ozinzile impela futhi ongaholela kubatshalizimali abancane nabaphakathi ukuthi bathathe izikhundla kungekudala ukuze benze imali yabo inenzuzo.
Esinye sezici ezifanele kakhulu zale nkampani yomshuwalense ukuthi ingenye yezinkampani ezibalwe ezinikezela isivuno sezabelo esingcono, nembuyiselo ekulondolozweni okungaba ngu-6,5%. Esinye sezilinganiso eziphakeme kunawo wonke kwizilinganiso zamazwe nokuthi ngakolunye uhlangothi besilokhu siphindaphindeka eminyakeni edlule. Kuyinani elifanele kakhulu abatshalizimali be- iphrofayli evikela kakhulu noma elondoloziwe nokuhlala isikhathi eside. Ngalokho unendlela ephindwe kabili yemali engenayo, ngakolunye uhlangothi ngentengo yamasheya akho futhi ngakolunye uhlangothi ngenzalo yesabelo sakho.
I-Endesa ifuna ama-euro angama-27
Inkampani kagesi ingenye yezinyoni ezimnyama ezimhlophe ezimakethe zamasheya zaseSpain. Nge- ukuvuselelwa okusondele ku-40% ezinyangeni eziyishumi ezedlule futhi lokho sekungenze ngacwiliswa kubuchwepheshe bokukhuphuka kwamahhala. Lokho wukuthi, ngaphandle kwanoma yiluphi uhlobo lokumelana ngaphambili futhi ngakho-ke kuzoba nesandla samahhala sokufinyelela amazinga we-27 euros ngesabelo ngasinye. Komunye wemikhakha ene-bullish kunazo zonke futhi esebenza njengendawo ephephile ngezikhathi ezinzima kakhulu ezimakethe zezimali zokulingana. Isimo esishubile asiyona enye yezindlela zayo ezijwayelekile ezijwayelekile.
Ngokuphathelene nokwabiwa kwesahlukaniso, akukho okungcono okungashiwo ngaphandle kokuthi kungokwesithathu okuku-Ibex 35 okunikeza intshisekelo enkulu kulo mqondo. Yize kusuka ngonyaka ka-2021 Uzokwabela kuphela i-80% yenzuzo yakho kulokhu kusabalalisa abaninimasheya. Lokhu kuzoba yinto engalimaza ukusebenza kuka-Endesa esikhathini esimaphakathi nesikhathi eside. Ikakhulu, uma kukhona ukulungiswa kokujula okuthile eminyakeni ezayo futhi lokho kuzonciphisa ukuncintisana endaweni yayo ezimakethe zezezimali. Ukuba ngelinye lamagugu owathandayo engxenyeni yabahlaziyi bezimakethe zemali engenayo eziguquguqukayo.
UFerrovial elinye ithuba lokuthenga
Inkampani yokwakha kazwelonke ingenye yemithombo yezinkomba abatshalizimali abancane nabaphakathi abanayo. Ukuhweba esiteshini se-bullish okuzokubiza kakhulu ukuphuma kulawa mazinga entengo. Ngakolunye uhlangothi, kutholakele ukuthi ezinyangeni ezedlule kucindezelwa ukuthenga ngokucaciswa okuthile kumthengisi. Ngokubalulekile I-rally ye-bullish okukhuthaza abatshalizimali abancane nabaphakathi ukuba babheke leli nani le-Ibex 35. Esinye isici esizohlolwa kusuka manje ukuthi inzuzo yayo inyuke kakhulu emiphumeleni yebhizinisi ezindaweni zokugcina.
Ngenkathi ngokuphambene nalokho, kuyikona okubi kakhulu kulawa manani amathathu emakethe yamasheya aseSpain ngokwenzuzo yesabelo sawo. Nge- buyisela ekulondolozeni cishe u-5% ngokukhokha okungaguquguquki futhi okuqinisekisiwe njalo ngonyaka nanoma yini eyenzekayo ezimakethe zezimali. Ukuba sesikhwameni sokutshala imali kwengxenye enhle yabathengisi, kuzwelonke nangaphandle kwemingcele yethu. Ngenxa yokusimama kohlu lwayo lwebhizinisi, kanye namathemba amahle okukhula anayo eminyakeni embalwa ezayo.
Kunoma ikuphi, kunamanani amathathu okufanele agcinwe kwi-radar ukwenza imali inenzuzo ekutshalweni kwemali futhi ivikeleke ezimeni zokungazinzi okuzovela ngokungangabazeki kusukela manje. Zonke zinethuba lokubuyekeza eliphakeme kunamanye amalungu enkomba ekhethiwe yama-equities kazwelonke. Okuwukuthi ekupheleni kosuku okubandakanyekile kunoma yimaphi amasu esiwasebenzisayo ekutshaleni imali emakethe yamasheya. Ngenxa yokusimama kohlu lwayo lwebhizinisi, kanye namathemba amahle okukhula anayo eminyakeni embalwa ezayo.