U-Endesa no-Iberdrola badiliza amanani abo

Kubonakala sengathi bobabili u-Endesa no-Iberdrola bafinyelele engxenyeni yabo ephezulu kakhulu yesiteshi sabo senkomo. Kepha kuyabonakala ukuthi ingcindezi yabo yokuthenga isihambele phambili futhi bahola zombili izinkampani ezibalulwe ukuthi zifinyelele ezintweni ezazingalindelwe eminyakeni embalwa edlule. Ukuba ngokungangabazeki izinkanyezi ezimbili ezinkulu enkombeni ekhethiwe yamasheya aseSpain, i-Ibex 35. Ngokuhweba kakade ngaphezulu kwe Ama-25 kanye nama-11 euros kusabelo ngasinye, ngokulandelana. Futhi ngokubuyekezwa kuze kube manje kulo nyaka we-12% no-8% kulowo nalowo kubo. Kokubili esimweni esicace bha sokuvuka kwamahhala, okungcono kakhulu abatshalizimali abancane nabaphakathi abangaba nakho. Ngoba abasenakho ukumelana phambili futhi ukunyuka okungenamkhawulo kuyavulwa kusukela manje kuqhubeke.

Lawa maxabiso amabili we-Ibex 35 futhi ayamangala wonke ama-ejenti ezezimali ngokugijima kwawo kwezinkunzi okunganqandeki okubonakala kungapheli. Okungenani esikhathini esifushane futhi bayaqhubeka bekhuphuka futhi bakhuphuke ezimakethe zezimali. Ngokwesimo lapho inkomba ekhethiwe yemakethe yamasheya yaseSpain idlule khona izinga lezengqondo le- Amaphuzu we-10.000. Lapho umkhakha kagesi ungomunye walabo obelokhu ugcina ikhandlela le-bullish kule minyaka emibili edlule nalapho i-Endesa ne-Iberdrola kungamanani amasheya amabili amelele kakhulu. Kuliphinda kabili inani laso emakethe yamasheya ngokuqhathaniswa nango-2018.

Ngenkathi ngakolunye uhlangothi, kubhejwa emakethe yamasheya anenani elengeziwe lokusatshalaliswa kwezabelo eziphakamisa kakhulu, ngenzuzo emaphakathi nonyaka kusondele kakhulu ku-6%. Ngaphezu kwesilinganiso okumanje siyi-4,85%, enye yezindawo eziphakeme kakhulu ngaphakathi kwama-stock stock aseYurophu. Ukuze ngale ndlela, abatshalizimali abancane nabaphakathi bakwazi ukwakha iphothifoliyo yokutshala imali engenayo ngaphakathi kokuguquguqukayo. Noma yini eyenzekayo ezimakethe zamasheya ukuze ekugcineni ube nokuzola ngenkathi ubekwe emakethe yamasheya.

Intengo ebhekiswe ku-Endesa inyuka

Ama-RBC Capital Markets anika imvume yawo ukuthi i-Endesa ithathe amandla avuselelekayo futhi ngenxa yalokho ithathe isinqumo sokukhuphula ibhodi layo lisuka kwesisindo esingezansi ukuze libe 'njengemakethe' nentengo yalo ebhekiswe kuyo, isuke kuma-euro angama-21 iye kuma-euro angama-25,50 ngesabelo ngasinye. Yize amandla alo okubuyekezwa engezona amanani entengo akhona manje, kuliqiniso elingasiza ekuvuseleleni ukwanda okwengeziwe kukagesi kusukela manje kuqhubeke. Ngalo mqondo, kufanele kuqashelwe ukuthi abahlaziyi bebhizinisi bayavuma ukuthi "siba ngabahle ngokwengeziwe ngabahlinzeki baseSpain, ikakhulukazi i-Endesa, okufanele izuze kakhulu ekukhululekeni kwemithetho namanani."

Ngakolunye uhlangothi, i-Endesa futhi ingenye yokubheja okukhethwe yiBhange laseMelika ukuba yingxenye yephothifoliyo yayo yezokuphepha, kulokhu ngenxa yesabelo sayo esihle kakhulu. Kanye namanye amanani we-Ibex 35, afana nalawa I-Amadeus ne-Inditex. Ngesikhathi lapho inkampani yamandla kagesi isizodlula izinga lama-euro angama-26 ngesabelo ngasinye nangesandla samahhala sokuqhubeka phambili emasontweni azayo noma ngisho nasezinyangeni ngenxa yamandla ayo amakhulu ezimakethe zezezimali. Ukufika lapho abanye abahlaziyi bezimakethe bebona okungaba khona ngenani lama-euro angama-30 noma angama-31 kusabelo ngasinye.

Imfihlo isekuvuselelekeni

Ukuchaza lo mnyakazo obukade wenziwa yi-Endesa, kubalulekile ukuqonda ushintsho olwenzekayo emkhakheni kagesi. Ngoba empeleni, lolu shintsho olubheke phezulu obelusathuthukiswa yile nkampani efakwe kuhlu kungenxa yokuthi lungesinye seziphakamiso emakethe yamasheya esithola kakhulu ku "boom in renewable" eSpain. Inkunzi yakhe yokugijima ayichazwa cishe akukho ukulungiswa ngaphandle kokuqonda le nqubo evuselela umkhakha kulezi zinyanga. Ngemuva kokutholakala, hhayi kudala, emazingeni asondele kakhulu kuma-euro angama-15. Ngamanye amagama, sesivele sisondele kakhulu ekuphindeni intengo yayo futhi, okubaluleke kakhulu, kancane futhi ngaphandle kokwenza umsindo omningi, ngokungafani nalabo esincintisana nabo emkhakheni kagesi.

Kunoma ikuphi, futhi ngenxa yesimo sakhe samanje, akakwazi ukubeka imingcele ekunyukeni kwakhe ngoba akunangqondo ukubonga ukuthi usesimweni esihle kakhulu, ekukhuphukeni kwamahhala. Futhi ungazola ngenani inqobo nje uma ingeqi ukwesekwa okwamanje enakho cishe kuma-euro angama-22,35. Amaleveli okuzoba yisibonakaliso senzuzo yokuqhamuka nasezikhundleni ezinolaka kakhulu njengesignali yokungena yokulinda ukuvuselelwa okungenzeka kusuka kulowo mzuzu oqondile. Kunoma ikuphi, ukuphepha okwenza abacwaningi abaningi abancane nabaphakathi bacebe.

U-Iberdrola akayeki ukulayisha

Kubonakale kungenakwenzeka, kepha ekugcineni izihloko zalogesi sezivele zingaphezulu kwama-euro ayi-11. Lapho emasontweni ambalwa edlule amanani abo ayengaphansi kwama-euro angu-9 kusabelo ngasinye. Eminyakeni emibili yokuqala ukuvuselelwa kwayo ingaphezulu kwe-13%, ingenye yezinga eliphakeme kunkomba ekhethiwe yama-equities kazwelonke. Njengoba sezeqe ezinye izibambiso ze-Ibex 35 ngokwezinga lazo lokwenza imali, nangaphezulu kwe-Inditex noma iBanco Santander. Ukufika ezingeni lokuthi ingenye yamanani alandelwa kakhulu ngabatshalizimali abancane nabaphakathi naphezu kwamanani abhalwe ngawo njengamanje. Kulokho okulungiselelwe ukuphakama kokugula.

Ngenkathi ngakolunye uhlangothi, ibuye ihlanganiswe "i-boom yokuvuselelwa" eSpain futhi ingaba ngomunye wemithombo yayo emikhulu yemali engenayo kule minyaka ezayo. Futhi-ke leli qiniso lisatshalaliswa kabusha ekucushweni kwezintengo zabo futhi akungabazeki ukuthi bangakhuphuka ngamanani abo. Mhlawumbe kungaba cishe ngama-13,14, 15 noma ama-euro amaningi, uma yonke into iqhubeka njengoba bekulokhu kuze kube manje. Okuthile okungacabangeki ezikhathini ezedlule futhi lokho kube ngesinye sezimanga ezinhle kakhulu izimakethe zezimali ezisilethele zona eminyakeni yamuva.

Ukubheja emotweni kagesi

Lokhu kungenye yamaqiniso achaza lo mkhuba oya phezulu kunani likagesi futhi ongabamba okuningi kakhulu ekulinganisweni kwawo kusukela kulo mzuzu onembile. Ngoba empeleni, awukwazi ukukhohlwa ukuthi lokhu kubheja emakethe yamasheya kungenye yezindlela ongakhetha kuzo ingozi encane khiqiza izikhundla zabo ngoba

Ngaphezu kwalokho, isanda kumemezela ukuthi iyaqhubeka nenqubo yayo yokuhola ukuguqulwa kwamandla eSpain ngokuqala kokwakhiwa kwesitshalo sayo sokuqala se-photovoltaic e-Aragon, esine-50 MW yamandla afakiwe, atholakala kumasipala wase-Azaila, e UTeruel. Lapho, isitshalo se-photovoltaic, esakhiwa ngamamojula we-142.740 we-photovoltaic wamangqamuzana e-monocrystalline silicon anesakhiwo esingaguquki, azokhiqiza imisebenzi efinyelela ku-140 ngesikhathi sakhiwa ngesikhathi esiphakeme somsebenzi. Futhi, uma nje seyisebenza, izokhiqiza amandla ahlanzekile kubantu abalingana namakhaya angama-24.290 ngonyaka, ngaphezu kokugwema ukukhishwa kwamathani angaba ngu-19.000 we-CO2 ngonyaka. Ukuthunyelwa kwayo kuhlelwe ukuphela kuka-2020, lapho izobe isivele isebenza khona.

Udinga ukuphefumula

Kuleliviki, womabili amasheya esitoko abonge ngaphezu kwama-3% futhi njengomunye wemikhakha ehola phambili yezimali ezweni lethu. Ukufika lapho sekukhona abanye abahlaziyi bezezimali abalindele ukulungiswa okukhulu okuzokwenzeka kusukela manje kuqhubeke. Njengokuhamba okunempilo ukuze bakwazi ukuthatha izifiso ezintsha ezinyangeni ezimbalwa. Njengeqiniso lokuthi bangahamba ngokuhamba kwesikhathi okuhle ngezikhathi ezithile ezimakethe zamasheya. Noma ikuphi kwalokhu kuhamba kungenzeka kulezi zinsuku ngemuva kokuzitika nge-bullish kuleli sonto.

Ngakolunye uhlangothi, kufanele kugcizelelwe ukuthi inkinga yaseChina, ngenxa yokuvela kwe-coronavirus, ingavuna ukuziphatha kwalezi zinkampani emkhakheni kagesi kulezi zinsuku. Ngokusebenza njengamagugu okuphepha lapho ubhekene nalesi sehlakalo esingalindelekile ezimakethe zezimali nalapho imali eningi iye khona kulezi zinkampani ezimbili ezihola ukwanda kuleli sonto. Kepha yisimo esingahlali isikhathi eside ngenxa yokuma nkqo kwalokhu kukhuphuka.

Akumangalisi ukuthi babalwe ukuthi banezela imizamo yokushintsha iphothifoliyo yabo endala ngokususelwa kumandla enuzi namalahle baye kokunye okuncike ekuvuseleleni kabusha. Futhi yilokhu abatshalizimali abancane nabaphakathi abakwazisayo esifisweni sabo sokuthatha izikhundla ezinenani njengecebo lokwenza imali yabo etholakalayo izuze. Ngokuphumelela kuziphakamiso zabo, okungenani okwamanje, ngoba bakhuphuka amanani futhi kuyinto ebaluleke kakhulu ekukhuphukeni kwamahhala. Okuthile okungacabangeki ezikhathini ezedlule futhi kube ngenye yezimanga ezinkulu


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  1. Ubhekele imininingwane: Miguel Ángel Gatón
  2. Inhloso yedatha: Lawula Ugaxekile, ukuphathwa kwamazwana.
  3. Ukusemthethweni: Imvume yakho
  4. Ukuxhumana kwemininingwane: Imininingwane ngeke idluliselwe kubantu besithathu ngaphandle kwesibopho esisemthethweni.
  5. Isitoreji sedatha: Idatabase ebanjwe yi-Occentus Networks (EU)
  6. Amalungelo: Nganoma yisiphi isikhathi ungakhawulela, uthole futhi ususe imininingwane yakho.