Amanani ayisithupha okufanele athule ngemakethe yamasheya ewayo

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Amafu amnyama alenga phezu kwezimali zaseSpain angasebenza njengezaba zokukhetha ezinye amanani wokuzivikela lokho kungenza kangcono ngemakethe yamasheya ewayo. Esingabuyisa ngayo kangcono imali yethu eyenzelwe ukutshalwa kwezimali futhi lokho kungasinika injabulo engaphezu kweyodwa esimweni sokungazinzi okukhulu ezimakethe zezezimali. Kuqiniswe kwezinye izimo ngokusatshalaliswa kwesahlukaniso esinikeza imbuyiselo engaphezu kuka-5%.

Ngalesi simo jikelele, kufanele kugcizelelwe ukuthi kuhlale kunamathuba ebhizinisi emkhakheni wemakethe yamasheya. Ukwanelisa lesi sidingo abanaso abanye abatshalizimali abancane nabaphakathi, sizophakamisa uchungechunge lweziphakamiso zokutshala imali ukuze kube nokuzola kulesi simo okungenzeka ezimakethe zezimali. Ngamanani angaba nawo kakhulu ikhono elibheke phezulu elithandekayo.

Cishe zonke iziphakamiso esikunikeza zona zingaphansi kwemikhakha evikelayo engenza kanjalo ngokunyakaza kwe-bearish emakethe yamasheya. Ngobungozi obuncane ekusebenzeni okuthathiwe nangokuguquguquka okulawulwa kakhulu kwamanani entengo amaka kuzo zonke izikhathi zokuhweba. Lapho kunzima kakhulu ukuthi umehluko wamanani abo weqe amazinga we-3% noma we-4% nokuthi bangakhipha ukuhlanekezela okukhulu kwiphothifoliyo yezokuphepha kusukela manje kuqhubeke.

Telefónica naphezu kwakho konke

Ngemuva kokuwa kokugcina emakethe yamasheya, ubungozi ezikhundleni zaleli nani le-Ibex 35 zehle kakhulu. Lapho kunzima kakhulu ukuthi ingawela phezu kwe- amazinga ama-euro ayisithupha ngesabelo ngasinye. Ngenkathi ngakolunye uhlangothi, kufanele kugcizelelwe ukuthi leli nani lamanani kazwelonke esikhathini esiphakathi nesikhathi eside lingaba nenzuzo enkulu kwizintshisekelo zabatshalizimali abancane nabaphakathi. Kanye nokuba nomugqa ozinzile webhizinisi lapho ungenza khona imali enenzuzo kunoma yiluphi uhlobo lwesimo sezomnotho.

Ukuzivocavoca kwe-Ferrovial ngesiphephelo

Le nkampani esemkhakheni wezokwakha iphephe kunazo zonke futhi iphinde ibe sesimweni esiphakathi nendawo kanye nesikhathi eside esikhuphuka ngokungangabazeki esisekela izenzo zethu ezimakethe zezimali. Futhi ngalokho-ke kungavivinya umzimba inani lokukhosela uma ekugcineni kuba nokuphahlazeka emakethe yamasheya. Ukufika ezingeni lokuthi kungaba enye yezinkampani ezimbalwa ezisohlwini ezingahamba endaweni enhle esimweni esibi kakhulu. Ngenkathi ngakolunye uhlangothi, kuyadingeka futhi ukugcizelela ukuthi kungenye yezindinganiso ezinamandla amakhulu wokubuyekeza. Ukuze ngale ndlela, ingenye yezinkampani ezinezincomo eziningi zabahlaziyi bezimakethe zezimali.

IMapfre ngentengo enhle

Inkampani yomshuwalense yenye yezindlela ezingcono kakhulu zokwenza imali eyongiwe ngezikhathi zokungazinzi okukhulu ezimakethe zengeniso eguquguqukayo. Ngenani elihlosiwe elingaphezu kwama-euro amathathu ngesabelo. Ngenkathi okunye kokukhuthaza kwayo kungukuthi izabelo eziphakeme ukuthi lisabalalisa phakathi kwabaninimasheya, ngokukhiqiza isilinganiso senzalo esingaphezulu kwe-6%. Ngokuguquguquka okuncane kakhulu ekuguqukeni kwamanani ayo futhi okuvumela ukuthi kube ukubheja okuzinzile kakhulu emakethe yamasheya ukonga imali. Futhi lokho okwamanje kuhweba kakhulu eduze kwamazinga kuma-euro angu-2,50.

I-Red Eléctrica nokuphepha kwayo

Lokhu kungenye yezigaba zakudala kuleli qembu elikhethekile ngoba kungenye yeziphakamiso emakethe yamasheya ezisebenza njengendawo ephephile yezimo ezimweni ezimbi kakhulu zabatshalizimali. Ngenzuzo eyengeziwe yokuthi ithole ukulungiswa okukhulu ehlobo, vele ngezinga elithile akujwayelekile kuleli banga lamanani. Ngokusatshalaliswa kwezabelo okungaba ngu-6% okwenza ukuthi kube okuphakamisa kakhulu ukuthengwa ngabathengisi ukuzivikela kakhudlwana noma ukulondoloza. Ukuba ngenye indlela engaba nenzuzo ezikhathini eziphakathi futhi ikakhulukazi zesikhathi eside. Ngezingozi ezimbalwa kakhulu ekusebenzeni futhi lapho esimweni esibi kakhulu ukulahlekelwa kwakho kungeke kube ngokweqile.

I-repsol ngokulindela okukhulu

Yize kungukuthenga okunobungozi obukhulu, akungabazeki ukuthi isimo saso samanje sikwenza kube lula kakhulu ukutshala imali okonga kusuka manje kuqhubeke. Akumangalisi ukuthi iphakamise isivuno sayo sezabelo saba ngu-7%. Ukuba kunoma yiliphi lamacala kungelinye lamagugu anconyelwa kakhulu abahlaziyi bama-broker kanye ne-equity ngenxa yamathemba alo amahle entengo futhi azosebenza abe yingxenye yephothifoliyo yethu elandelayo yezokuphepha. Ngaphandle kokulungiswa okunengqondo okungakha kusuka manje kuqhubeke. Yize kulula ukukhumbula ukuthi amanani abo kuzoncika ekuveleni kukawoyela ongahluziwe ezimakethe zezimali. Futhi kulesi sici kungasinika okungaphezu kokwesabisa ezinyangeni ezizayo.

Endesa ibhange le-piggy yenani

Ugesi ungenye yokubheja okuthakazelisa kakhulu kwenkomba ekhethiwe yezimali zaseSpain, i-Ibex 35, ukuthatha izikhundla esikhathini esimaphakathi neside. Sekuyiminyaka embalwa isebenza kahle kakhulu ezimakethe zezimali. Ukuze eminyakeni embalwa isuke ku-15 iye kuma-euro angama-23 ngesabelo ngasinye lapho ibhalwe khona okwamanje. Ngenkathi ngakolunye uhlangothi, kufanele kuqashelwe ukuthi i-Endesa ibonge leli hlobo, ngokukhuphuka okusondele kakhulu ku-5%. Ngokusebenza okungcono kunokunye ukuphepha eklabhini ekhethiwe yamasheya aseSpain. Konke lokhu ngaphandle kokuheha neze ukunakwa futhi ngaphandle kokuguquguquka ekucushweni kwezintengo zako. Kuze kube seqophelweni lokuba ngelinye lamagugu owathandayo kubatshalizimali abancane nabaphakathi abanokusikwa okuzivikela kakhulu noma okulondolozayo. Ngezingozi ezimbalwa kakhulu ekusebenzeni futhi lapho esimweni esibi kakhulu ukulahlekelwa kwakho kungeke kube ngokweqile.

Ukuqashwa okuningi kwezihloko

ISpanish Stock Exchange ithengise ama-euro ayizigidi ezingama-46.916 kwi-Variable Income ngo-Okthoba, 44,4% ngaphezulu kunangoSepthemba no-13,2% ngaphansi enyangeni efanayo yonyaka odlule. Inani lezingxoxo ngo-Okthoba lalingu-3,4 million, 9,4% ngaphezulu kunangenyanga eyedlule kwathi u-22,2% waba ngaphansi kunangesikhathi esifanayo sonyaka odlule. Kusukela ngo-Okthoba 31, iBME ifinyelele esabelweni semakethe ekuhwebeni kwezokuphepha zaseSpain ezingama-76,01%. Ububanzi obumaphakathi benyanga bekungamaphuzu ayisisekelo ayi-5,18 ezingeni lentengo yokuqala (okungu-20% okungcono kunendawo elandelayo yokuhweba) namaphoyinti ayisisekelo ayi-7,22 ngokujula kwama-euro ayi-25.000 encwadini yoku-oda (38,8, XNUMX% kangcono), ngokusho kwe Umbiko we-LiquidMetrix ozimele.

Ngenkathi ngakolunye uhlangothi, ukuhweba kwe-Fixed Income kwaba ngama-euro ayizigidi ezingama-24.732 ngo-Okthoba. Lesi sibalo simele ukunyuka ngo-0,6% uma kuqhathaniswa nomthamo obhaliswe ngoSepthemba. Ingqikithi yenkontileka eqongelelwe ngonyaka ifinyelele kuma-euro ayizigidi ezingama-294.374, ngokukhula kwama-70% maqondana nezinyanga eziyishumi zokuqala zika-2018. Lapho, ivolumu evunyelwe ukuhweba ngo-Okthoba yayingu-25.791 million euros, emele ukukhuphuka okungu-24,4% uma kuqhathaniswa ngenyanga edlule. Ibhalansi esalele ikhule ngo-1,5% kuze kube manje kulo nyaka futhi imi kuma-euro ayizigidi eziyizinkulungwane eziyi-1,55.

Mayelana nokuphuma kwezezimali, lesi simo sifana kakhulu nezimakethe zezimali zangaphambilini. Lapho kukhonjiswa khona ukuthi imakethe ye-Financial Derivatives inyuse ukuhweba ngo-3,3% ezinyangeni zokuqala eziyishumi zonyaka uma kuqhathaniswa nesikhathi esifanayo sonyaka odlule. IVolumu ku-Stock Futures ikhule ngama-48,4%; Okuzayo kusabelo se-Stock, i-96,1%; kanye ne-IBEX 35 Dividend Impact Futures, 137,1%. Ukuhweba ngenyanga ka-Okthoba uma kuqhathaniswa noSepthemba kukhuphuke ngo-7,4% kwizivumelwano ze-Futures ku-IBEX 35; 30,7% kwi-Mini IBEX 35 Futures; no-12,2% kuzinketho zesitoko.

Kubuyiswa ezimakethe zezezimali?

Ngesikhathi lapho izimakethe zamasheya zibukeka zishaye indesheni ebushunqeni bezinyanga ezisanda kwedlula. Lapho kuqala ukubuyiswa kwamanani entengo yawo futhi lokho kuqondana nokuthi imakethe yamasheya yase-US iphinde ibe sezingeni lomlando futhi isusa ingxenye enhle yokungabaza ababenakho abaxazululi bezezimali abahlukahlukene. Kungahle kube ukuqala kwesigaba esisha se-bullish ezimakethe zokulingana emhlabeni jikelele. Futhi lokho kuholela abatshalizimali abancane nabaphakathi ukuba babuyele ezimakethe zezezimali ukwenza imali yabo ibe nenzuzo, okungenani kuze kube sekupheleni kwalo nyaka.

Kuyithuba elisha leli fa lezezimali elisinika lona futhi ngesikhathi lapho cishe kungekho muntu owayevalelwe kulokhu kubuya okungalindelekile. Yize manje kuzodingeka ukuthi kubhekwe ukuthi ubude bayo buzoba buphi futhi bube ngaphansi kwamaphi amandla. Ngezibonakaliso eziningi ngomqondo omuhle futhi ezingakaze zibonwe izinyanga eziningi futhi lokho impela manje kubonakala kubucayi.


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Ikheli lakho le ngeke ishicilelwe. Ezidingekayo ibhalwe nge *

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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.