Akungabazeki ukuthi kulezi zinsuku iMás Móvil ingenye yamanani ezinkanyezi enkombeni ekhethiwe yamasheya kazwelonke, i-Ibex 35. iphakama ngaphezu kwama-30% selokhu kuqale unyaka nokuba ngesinye sezimanga ezinhle ezinhle kubatshalizimali abancane nabaphakathi. Yize manje umbuzo abawubuzayo ukuthi ngabe sekwephuze ngempela ukuthatha izikhundla kuleli nani. Noma uma, ngokuphambene nalokho, kukhona indawo yokukhula okungenzeka esikhathini esifushane naphakathi.
Ngale ndlela yokutshala imali, kunento eyodwa ecace bha futhi lokho kubonakala sengathi Ngaphezulu Ehambayo akekho ongamvimba, Okungenani okwamanje. Kufinyelela ezingeni lokuthi kusukela elimemezele ukusebenzisana kwalo ne-Orange emasontweni ambalwa edlule selikhuphuke ngaphezu kwama-22% futhi likhuphuka ngokuqinile lapho kuvalwa amasonto onke. Kulokhu, ukukhuphuka kwesilinganiso sabo emakethe yamasheya kusuke phakathi kuka-1% no-8%, ngesikhathi esingavuni kakhulu ukutshalwa kwezimali ezimakethe zezimali. Ukuba ngenye yamanani we-bullish kakhulu emakethe yonke kazwelonke eqhubekayo.
Vele, lesi simemezelo esibalulekile sezohwebo mayelana fibre kanye namanethiwekhi eselula nge-Orange Spain, ezovumela inkampani ukuthi ithuthukise isikhundla sayo sokuncintisana, kungaba yisikhuthazo esisha sokuqalisa kabusha ukuthenga ezimakethe zezimali. Emkhakheni ongenazo iziphakamiso ezeqile ngaphakathi kwenkomba ekhethiwe yemali engenayo eguquguqukayo kazwelonke, i-Ibex 35. Lapho omele khona ngokuyinhloko i-telecom kazwelonke yezinga eliphezulu Telefónica, okungahambisani nesikhathi esihle kakhulu ngentengo yakhe izenzo.
Iselula Noma Ucingo Oluningi?
Omunye wemibuzo iningi labatshalizimali abancane nabaphakathi abawubuzayo njengamanje ukuthi ngabe kungcono yini ukutshala imali eMás Móvil noma eTelefonica. Yimincintiswano yezokuxhumana ngocingo ezweni lethu. Ngalo mqondo, izeluleko ezivela kubahlaziyi bezezimali ziqondiswe kwelokuqala ngenxa enkulu amandla okukhula unayo kusukela manje. Kepha iqiniso ukuthi lazise kakhulu ezinyangeni ezedlule futhi kunengozi enkulu yokufika sekwedlule isikhathi ezikhundleni zaleli nani. Akumangalisi ukuthi okwamanje uhambo lwayo seluvele lungaphansi kwezinyanga ezimbalwa ezedlule.
Ngenkathi ngakolunye uhlangothi, kufanele futhi kugcizelelwe ukuthi iMás Móvil ingalungisa izikhundla zayo nganoma yisiphi isikhathi. Lokho kusho ukuthi, ukulungiswa okukhulu kungakhiqizwa lapho kuphakama kakhulu ukuthi sekuthuthukile. Yize isesiteshini esibheke phezulu sosayizi othile, ngamagama wonke: mfushane, maphakathi ubude. Kepha ngemininingwane encane futhi yilokho emasontweni adlule isimo esishubile sinyukile ngamanani. Lokho kungukuthi, ngomehluko omkhulu phakathi kwamanani asezingeni eliphakeme naphansi futhi lokho kwenza leli nani lihehe kakhulu imisebenzi yabahwebi.
Ucingo ngaphansi kwe-7
Ngakolunye uhlangothi, i-Spanish telecom par excellence ikhombise isimilo esihlukile ezinyangeni ezedlule futhi okuholele ekutheni ivakashele i- amazinga asondele ku-5.50. Kude kakhulu nama-euro angama-8 lapho yayithengisa khona ekuqaleni konyaka. Inesaphulelo esibaluleke kakhulu ukuthi kwesinye isikhathi kuzodingeka ukuthi ilungiswe ngoba ingenye yamashipu aluhlaza okwesibhakabhaka ama-equities kazwelonke. Kunoma ikuphi, ihweba ngesaphulelo esibalulekile uma kuqhathaniswa noMás Móvil. Ngokwalokhu kubuka, amandla akho okwazisa angaba phezulu kakhulu uma kuqhathaniswa nalawo ancintisana naye. Okungenani maqondana nesikhathi esifushane nesiphakathi, okuyisikhathi saphakade ukuthi iningi labatshalizimali abancane nabaphakathi babhekise kulona. Uma kungenjalo, kunalokho, kunezinye izindlela ezizuzisa ngokwengeziwe ezivela kunoma yiluphi uhlobo lwecebo lokutshala imali.
Faka kuma-euro angu-6,80
Enye yezinkinga ezinkulu i-Telefónica enayo okwamanje ukuthi iveza ikepisi elikhulu kuma-euro angu-6,80 ngesabelo ngasinye. Lapho ingcindezi yokuthengisa izwakala ezikhundleni zabatshalizimali abathengisayo futhi lokho kwenza kube nzima ngokwengeziwe ukuqala ngasezikhundleni eziphakeme ngentengo. Ngokwalo mbono, elinye lamasu wokutshala imali ongawasebenzisa ukulinda iTelefónica ukunqoba lokhu kumelana okunamandla kokungena ezikhundleni zayo ukwenza imali etshalomali inenzuzo. Ngoba ukunqoba ke yebo lokho izinhloso zakho zingaba nokuvelela okuningi kunangaphambili
Kunoma ikuphi, kufanele kugcizelelwe ukuthi ngemuva kwesikhathi kungekudala izenzo zale telecom kuzofanele zivuke ziye emazingeni afunwa kakhulu. Ngalesi sizathu, elinye lamasu okutshala imali ongawasebenzisa kusuka manje kuqondise izikhundla zakho esikhathini esimaphakathi nesikhathi ikakhulukazi. Lapho amathuba okuthola inzuzo yemali ephakeme kakhulu futhi kunzima kakhulu kuwe ukuthi ulahlekelwe yimali ezinyakazweni ezenziwa ngaleli xabiso elikhulu lokwenza imali likazwelonke. Hhayi ngeze, kulezi zikhathi inenye yezinto ezingasikisela okuhle kakhulu zokubuyekeza ezimakethe zamasheya zaseSpain.
Amasu kuma-telecos
Uma kungokwesikhashana esifushane, inketho evuna kakhulu kungaba yiMore Mobile, isebenzisa ithuba layo eliphezulu lokuya phezulu lapho icwiliswe khona njengamanje. Ngenkathi ngakolunye uhlangothi, asikwazi ukukhohlwa ukuthi isenomkhondo obheke phezulu, noma ngabe kwenzeka ukuthi isimo samazwe sikazwelonke namazwe omhlaba asisihle neze kunamanje. Enye into yi- izikhathi zokuhlala eziphakeme lapho enye indlela engcono kakhulu yokutshala imali engamelwa yiTelefonica ngenxa yesaphulelo amasheya aso abhalwe ngaso. Kufanele kukhunjulwe ukuthi eminyakeni embalwa edlule babedayisa cishe ama-euro ayi-8 no-9 ngesabelo ngasinye.
Ngakolunye uhlangothi, umkhakha wezokuxhumana ngocingo ayihambi ngezikhathi ezinhle kakhulu. Hhayi kancane. Uma kungenjalo, kunalokho, kubhekene nokungabaza ngokweqile okuqhuba ingxenye enkulu yabatshalizimali abancane nabaphakathi kude nezimakethe zokutshala imali. Ngengcindezi yokuthengisa ebingakaze ibonwe isikhathi eside futhi eholele ekuphumeni kwezikhundla eziningi zokutshala imali ezakhiwe ngabaphathi bezikhwama ezahlukene zokutshala imali. Ukulimaza ezinye izibambiso noma izimpahla zezezimali ezinamandla kakhulu futhi ezinikeza isiqinisekiso esikhulu ekusebenzeni kwazo kokuthenga.
Umkhakha onamalungu ambalwa
Njengoba kuyiqiniso ukuthi banezinkinga ezithile zesakhiwo eziholele ekutheni bangabi nandaba abanye babalamuli bezezimali. Kunoma ikuphi, isinyathelo esiwusizo kakhulu uku gqoka i-radar bobabili baya eMás Móvil naseTelefonica. Kepha kuzo zonke izimo, ukuqapha ukwesekwa kwabo okuyinhloko nokuphikiswa kwabo ukwenza ngcono ukungena nokuphuma ezinyathelweni zabo zesitoko. Okokugcina, kufanele wazi ukuthi kuneminye imikhakha ezimakethe zezimali ezisikisela ukwenza ukonga kube nenzuzo kusuka manje.
Kunoma ikuphi, ngale kwala manani omkhakha wezokuxhumana ngocingo azikho ezinye izindlela ezingabhekwa. Ngaphandle kwalezo ezitholakala ku-MAB, okuyizinketho eziyingozi kakhulu njengoba zingenayo imigqa yebhizinisi ethuthuke kakhulu. Lapho kungalahleka khona imali eningi ezimeni zengeniso eguquguqukayo engathandeki, njengesibonelo kungenzeka nge-Eurona noma ezinye izitoko ezinezici ezifanayo. Kuze kube seqophelweni lokuthi kuthiwe akuyona imikhakha engcono kunazo zonke ukuzibeka kulo mzuzu oqondile. Uma kungenjalo, kunalokho, kunezinye izindlela ezizuzisa kakhulu ezivela kunoma yiluphi uhlobo lwecebo lokutshala imali.
Isivumelwano ne-Orange
Iqembu laseMás Móvil selifinyelele esivumelwaneni senethiwekhi yomhlaba wonke ne-Orange okubandakanya ukufinyelela kuzinsizakalo ezintsha ze-5G nokwanda okuphawulekayo kwezinyawo zayo ze-fiber optic. Ngale ndlela, ukufinyelela kufayela le- ubuchwepheshe obusha be-5G, evumela ukwanelisa zonke izidingo zesikhathi esizayo zamandla wenethiwekhi asuselwa ekukhuleni kwesidingo nokusetshenziswa kwedatha. Ngenkathi ngakolunye uhlangothi, balinganisela ukuthi inkampani izosizakala ngokuthunyelwa kwenethiwekhi esezingeni eliphakeme ye-5G efinyelela ezindaweni ezingama-4.500, okubandakanya amadolobha amakhulu angama-40 eSpain azobandakanya ama-35% wabantu baseSpain.
Ngakolunye uhlangothi, izokwandisa inethiwekhi ye-FTTH iye emakhaya ayizigidi eziyi-14,2 ngo-2020. Futhi izokhipha nezindleko ezinkulu: Ama-euro ayizigidi ezingama-40 ngonyaka kusukela ngo-2021. Ngokunjalo, babona kusengaphambili ukuthi kuzoba nentuthuko enkulu kakhulu ezibikezelweni zabo ze-EBITDA: ngo-2019 inyuka iye kuma-euro ayizigidi ezingama-465, futhi izoba phakathi kwama-euro ayizigidi ezingama-570 kuya kwezingama-600 ngonyaka ka-2020 futhi ekugcineni ibe phakathi kwezigidi ezingama-670 zezigidi ezingama-700 zama-euro ka-2021. Kunoma ikuphi, bathathwe kahle kakhulu ezimakethe zezezimali njengoba inani labo lemakethe yamasheya lenyuka emasontweni adlule.