Enye yezindaba ezintsha ukuthi lo Disemba usilethela ukuthi inkampani kagesi i-Endesa isizofinyelela kwinani lokukhuphuka kwamahhala. Kungokunye ukunyakaza okuhle kakhulu kokuthambekela kokuphepha okubalulwe ezimakethe zezimali. Konke lokhu, ngenyanga lokho akuhambisani neze nezintshisekelo zabatshalizimali abancane nabaphakathi. Ngengxenye enhle yamanani we-stock stock kazwelonke ezikhundleni ezingezinhle, noma kwamanye amanani anokwehla kwamadijithi amabili. Ngaphandle kwesikhashana kunezindaba ezilindelwe kudala Irally yephathi yekhisimusi okungakabonakali.
Ngomongo lapho imakethe yamasheya yaseSpain ilimala kakhulu ngokulahlekelwa kulo nyaka ngamaphesenti angaphezu kwe-13%. Ngenkathi kwenzeka okuphambene nalokho, i-Endesa ibonge kule nkathi ku- ngaphezu kuka-10%. Umehluko omkhulu obonwe ngabatshalizimali abaningi abancane nabaphakathi. Ngalokho, ingcindezi yokuthenga ibekwa ngokusobala kumthengisi. Ngethemba lokuthi ukwanda kunganqwabelana ngasekupheleni konyaka. Lokhu kuyiqiniso ngalesi sikhathi esiqondile futhi silinde izinsuku zokugcina ezimakethe zezimali.
Esinye isici okufanele sinakwe kusukela manje kuqhubeke ukuthi abaninimasheya e-Endesa bazothola ngoJanuwari 2, 2019 isabelo esinenzuzo esondele kakhulu ku-7%. Lokhu kuchaza ukuthi kungani kunokuthengisa okumbalwa kakhulu enkampanini kagesi okungeyase-Italy Enel. Lokhu kungaba yisibonakaliso esinamandla sokuthi izikhala zokuthenga zizokwazi ukuqhubeka phakathi nezinsuku zokugcina zalo nyaka esezizophela. Yize okwamanje, umbono ubonakala ulungile kuzintshisekelo zabatshalizimali abancane nabaphakathi abathathe izikhundla kule nkampani esohlwini.
I-Endesa isondele kakhulu kuma-euro angama-21
Okwamanje amasheya enkampani kagesi waseSpain asondele kuma-euro angama-21 ngesabelo ngasinye futhi ngokusobala angaphansi komkhuba I-bullish kuzo zonke izikhathi ezibekiwe: imfushane, iphakathi nendawo futhi inde. Lapho izinga lakho lokumelana nokungena ku-uptrend liku-20,90 euro. Ngamanye amagama, sekuzofinyelela le nhloso futhi lokho kungenzeka nganoma yisiphi isikhathi ngokuya ngentengo ka-Endesa. Izinga labo bonke abatshalizimali abalinde kakhulu ngenhloso yokwakha ingxenye yale ngxenye yamasheya.
Akunakulibaleka ukuthi isibalo sokukhula kwamahhala esibalulekile sisho lokho vele azikho iziphikisi ngaphambili. Lokhu ngokwenza kusho ukuthi ungahamba uze ufike lapho ufuna khona ngoba akukho mkhawulo kulokhu kuhamba ezimakethe zezimali. Ngaphandle kokunye ukucatshangelwa kobuchwepheshe futhi mhlawumbe futhi kusuka endaweni yokubuka eyisisekelo. Kunoma ikuphi, kuzoba yisinyathelo esibaluleke kakhulu ukungena kwabaninimasheya abasha kuleli nani elihlanganiswe enkombeni ekhethiwe yemakethe yamasheya yaseSpain, i-Ibex 35.
I-MS ibuyekeza inani layo phezulu
Enye yezindaba ezifanele kuleli sonto yilezo ezikhuluma ngoMorgan Stanley okhuphula intengo ye-Endesa. Izinga abalibeke ngalo inani elihlosiwe ku- Ama-euro angu-21 ngesabelo ngasinye kusuka kuma-euro ayi-20,2 wamanje. Lokhu kusho ukuthi ukubuyekezwa okungaba khona kusondele kakhulu ku-3,5% kusuka kuzintengo zabo zamanje. Ezinye izindaba ezimnandi zabatshalizimali abancane nabaphakathi abatshalwayo manje kunani. Akumangalisi ukuthi banethemba elikhulu lokuthi lingaba nokunye ukudonsa okuhle okuya phezulu.
Ngakolunye uhlangothi, intengo uMorgan Stanley ayinika yona isondele kakhulu kuleyo yokuvumelana kwabahlaziyi, ababeka inani layo kuma-euro angama-21,03, ngamandla ka-3,65% nezincomo zokugcina. Ngale ndlela, asikwazi ukukhohlwa ukuthi i-Endesa, ngokwemiphumela yakamuva yekota, izuze cishe ama-euro ayizigidi eziyi-1.200 ezinyangeni eziyisishiyagalolunye zokuqala zalo nyaka. Lokho wukuthi, ngokunyuka okungu-10% ngaphezulu kunaphakathi kukaJanuwari noSepthemba wangonyaka odlule. Ikakhulukazi, okususelwa ekusebenzeni kwemakethe yenkululeko.
Izabelo zokuqala-kwenye
Mayelana nesinye isihloko sentshisekelo engangabazeki njengokuhanjiswa kwezabelo phakathi kwabaninimasheya bale nkampani ebalulekile kagesi. Lapho uzowabela khona umholo Cishe ku-7%, njengoba sishilo ekuqaleni kwalesi sihloko. Yebo, lokhu kuzomelana nokuphuma okungenzeka kwenani le-Ibex 35. Uma nje intengo yalo isemngceleni wama-euro angama-21 ngesabelo ngasinye. Lo mholo wabaninimasheya uzoqala ukusebenza ngoJanuwari 2, lapho uzoya kwi-akhawunti yokulondolozwa kwabatshalizimali.
Lokhu ngokwenza kusho ukuthi kuzokwehliswa kusuka kunani lakho lohlu. Kodwa-ke, kujwayelekile ukuthi ngemuva kwezikhathi ezimbalwa zokuhweba buyisela izinga lentengo lokuqala ngakho-ke ngokomthetho kungumsebenzi onenzuzo kakhulu kubatshali zimali abancane nabaphakathi. Lapho bangenza khona iphothifoliyo yemali engenayo engaguquki kokuguqukayo. Ngokukhokha okungaguquguquki futhi okuqinisekisiwe njalo ngonyaka noma yini eyenzekayo ezimakethe zezezimali. Njengenye yezindinganiso eziyinhloko ezingeziwe zesenzo.
Isikhathi esihle sama-electrics
Kunoma ikuphi, ukusebenza kahle kuka-Endesa emakethe yamasheya kuhambisana nesikhathi esihle kakhulu izinkampani zikagesi ezidlula ngazo ezweni lethu. Cishe bonke baqala kusukela esimweni esifanayo kakhulu ngoba basesimweni, noma okungenani basondele kakhulu ekukufezekiseni, kokukhuphuka kwamahhala. Ngokwesibonelo, Iberdrola, Enagás noma i-Red Eléctrica Española Futhi lokhu futhi kuyabasiza ukuthi baphinde bavuselelwe kusukela manje. Ngaphandle kokunye ukucatshangelwa kobuchwepheshe futhi mhlawumbe kusuka endaweni yokubuka eyisisekelo.
Kulesi simo esivamile, akumangazi ukuthi amasheya e-Endesa anendlela ebheke phezulu emasontweni ambalwa ezayo noma ezinyangeni ezizayo. Ngakho-ke, kuzoba ngenye yezindinganiso zamasheya aseSpain okuzofanele abe njalo bhekisisa kulezi zinsuku. Ngaphezu kwalokho, ngeke ukhohlwe ukuthi isebenza njengendawo ephephile ngezikhathi ezinzima kakhulu ezimakethe zezezimali. Onyakeni lokho akubanga muhle kakhulu eqenjini lesizwe futhi kuzoba ngcono ukukhohlwa imiphumela yakhe emibi phambilini.
Ukwamukelwa okuhle ekwehlisweni
Ngakolunye uhlangothi, abatshalizimali bazamukele izindaba zokuthi i-Endesa izonciphisa izinzuzo zayo kusukela ngo-2021. Noma kunalokho, nje izokwaba inzuzo yayo engama-80% kulo mholo futhi lokho kuye kwaqondwa izimakethe zezezimali njengesifiso senkampani ukwandisa ubukhona bayo kulo mkhakha eminyakeni ezayo. Lokhu kufanele kuguqulele ekubuyekezweni kokulinganiswa kwayo emakethe yamasheya. Yize kunjalo, ukubonga okuphezulu kakhulu akulindelekile ngemuva konyaka omuhle obe nawo kulo nyaka osuzophela.
Kuyadingeka futhi ukuhlola ukuthi iyinkampani efakwe kuhlu ezinokuzinza okukhulu ekuvumelaneni kwamanani ayo. Okungukuthi, ayikhombisi ukuguquguquka okuphezulu kakhulu futhi akukho mehluko obanzi phakathi kwamanani entengo abo aphansi naphansi kuseshini efanayo yokuhweba. Lesi yisici esaziswa kakhulu yiphrofayili yomtshalizimali echazwe kahle kakhulu. Lapho ukuphepha kudlula khona inzuzo ongayithola ezimakethe zezezimali. Okuhloswe ngabasindisa okuvikela kakhulu noma abalondolozwe ezimakethe kanye nesikhathi esimaphakathi nesikhathi eside.
Ekugcineni, kufanele kucaciswe ukuthi ngalesi sikhathi ukuthatha izikhundla kunani kuveza okuhle kakhulu kunemiphumela emibi. Ngokuqondile ngenxa yokungena enqubweni ebaluleke ngokukhethekile njengokulayishwa kwamahhala. Lapho kunokuningi okungatholwa kunokulahlekelwa futhi lokhu kwaziwa ngabatshali zimali abancane nabaphakathi abanquma ukufaka inani. Kwezinye izimo, ngokusebenzisa imisebenzi enolaka ukwenza ukonga kwakho kube nenzuzo kulezi zikhathi eziqondile. Ngale kwalokho zingakhiqizwa uchungechunge lokulungiswa kusuka manje. Okuthile ngakolunye uhlangothi kujwayelekile futhi kuze kube seqophelweni elithile kunengqondo futhi kunempilo ngokuvela kwayo okulandelayo ezimakethe zezimali.
Kunoma ikuphi, iqiniso likhombisa ukuthi i-Endesa ingesinye sezibambiso zokulingana zikazwelonke ezinesici sobuchwepheshe esihle kakhulu okwamanje. Ngethuba elikhulu lokuthenga kunokuphatha, okungenani esikhathini esifushane. Yize kungahloselwe ukuhweba ngokusebenza ngenxa yezici ezikhethekile ezivezwa yileli nani likagesi. Usohlwini lwabalamuli abaningi bezezimali, ikakhulukazi ngemuva kwaleli hlobo eledlule. Lapho izimo zabo ziye zehluka kakhulu futhi ubufakazi obuhle balokhu intuthuko eyenziwe nguMorgan Stanley. Ukukhuphula inani lentengo yalo, okuthile okwenze inani lakhulu kahle kulezi zikhathi zokuhweba zesonto. Okuthile ngakolunye uhlangothi kujwayelekile futhi ngezinga elithile kunengqondo futhi kunempilo ngokuvela kwayo okulandelayo ezimakethe zezimali.