Namuhla kunolwazi oluningi esibhekiswe kulo kangangokuba kunzima ngathi ukuthola ukuthi yiziphi izinkampani noma imikhakha engaba kuhle ukutshala imali kuyo. Izikhathi eziningi umqondo uyeka ukuba ngumqondo lapho siwuzwa ngoba imali esevele ifikile kuyo. Ngakho-ke, sizobona ukukhetha okunye imibono yenkampani engabhekelwe phansi enamandla yini ekhona ngalezi zinsuku.
Uma kwenzeka ungazi, zikhona futhi share abafuna esivumela ukuthi simthole lowo Ukukhetha okuhlangabezana nezidingo zethu. Ngayo, singagxila kunqubo esiyifunayo. Ngasikhathi sinye, kufanele siqaphele, ngoba izinkampani eziningi zingabukelwa phansi ngenxa yezizathu esingazazi. Isibonelo, amathemba amabi ezomnotho, ubunzima, mhlawumbe isikweletu esikhulu, noma ukukhula okuncane noma okungekho okubenza bakhange. Ngakho-ke, ngokubheka izikali ezithile ezinjengeNet Equity ngokuya ngosonhlamvukazi bayo, i-PER, noma lokho kungaheha kulezi zimo zokwehla kwamandla emali, sizobona izinkampani ezithile ezingabhekiwe.
IKaisa Prosperity Holdings Ltd (2168)
IKaisa Prosperity ithole ukuthandwa kakhulu kwamanye amanethiwekhi omphakathi ngenxa yesitatimende semenenja u-Alejandro Estebaranz sokuthi utshale imali kuso. Angikwazanga ukuvumelana kakhulu naye, futhi ngiyasho futhi ukuthi unenye yezinkampani engisanda kufaka imali kuzo.
IKaisa inemali emakethe ye-HK $ 2.860 billion. Intengo yayo ibilokhu yehla kusukela ngoJuni walo nyaka, lapho ifike khona ku-34'00 HKD. Okwamanje ithengisa cishe nge-18'50 HKD. Inani laso lisondele ezigidini eziyi-1.400, futhi kuthengiswa ngalo a PER eduze no-8. Lokhu kungenzeka ngoba iyinkampani echayeka kakhulu emkhakheni wezezakhiwo, kepha hhayi njengenkampani yokwakha. Inikezelwe ekunakekeleni izakhiwo, izixazululo ezihlakaniphile, inezinsizakalo zokubonisana, futhi ithinta izindawo ezahlukahlukene ezigxile kuzakhiwo.
Isikweletu sakho siphansi kakhulu, singasho ukuthi akukho. Ngaphezu kwalokho, inzuzo yayo ibikhula eminyakeni yamuva nje ngezinga elibonakalayo, okukhombisa ukuthi iphethwe kahle kakhulu. Ngakho-ke, uKaisa usesikhundleni sokuqala salolu hlu.
I-BIC Société (BICP)
Uma sikhuluma nge-BIC, izibaya zayo ngokungangabazeki zifika engqondweni. Kungumkhiqizo onomlando weminyaka eminingi nemakethe esunguliwe. Ngaphandle kwamapeni, uzinikele emikhiqizweni eminingi, konke lokhu akuthengisa ngemali ephansi. Yize kuyiqiniso ukuthi izinto zokubhala zisebenzisa ama-50% ezinto abazithengisayo, ama-25% ahlala okokukhanyisa, ama-19% ngezinsingo, ama-5% ngezokuzilibazisa ngemikhumbi no-1% ngezinto ezixubile.
Amasheya e-BIC aqoqa ukwehla okungaphezu kwama-65%. Amasheya ayo abethengisa eminyakeni engu-6 eyedlule ngaphezulu kwama-euro angama-150, futhi njengamanje cishe angama-50 euros. Futhi iyinkampani engenazo izikweletu, futhi izimali zayo ezinkulu ezimakethe njengamanje zingama-euro ayizigidi ezingama-2.190. Inani lakhe lilonke lenyuke kancane kulo nyaka, lafinyelela ku- $ 1.640 billion. Ukwehla kwamasheya ayo kungenzeka kube ngenxa yokwehla kwenzuzo yayo ephelele kunokusebenza kwayo. Ngokuhlukaniswa kwama-euro angu-1 kulo nyaka, okwenza kube cishe ngu-80% futhi kube nesimo esiqinile, kungenye yezinkampani ezingabhekiwe ezinganikeza imiphumela emihle. Ngalesi sizathu, kufanele kuqashelwe ukuthi ngenxa yemakethe yayo esivele ikhulile, ayinamathemba amaningi okukhula.
Ugwayi WaseBrithani (BATS)
Amalulwane angenye yezinkampani ezinkulu ezimbonini kagwayi emhlabeni. Kusukela ekuphakameni kwayo kwe-2017, isitoko sehle ngaphezu kwe-50%. Njengamanje uzulazula cishe ngamaphawundi angama-26. Izizathu zokwehla kwayo zihlobene kakhulu nethemba elibi lekusasa lomkhakha kagwayi kunokusebenza kwenkampani.
Ngaphakathi komkhakha wayo, ingenye yezinkampani ezingabhekwa kakhulu. Isilinganiso sesikweletu sayo, kanye nenzuzo yayo kanye ne-PER lapho ithengiswa khona, kuyishiya ishibhile ngo-30% uma iqhathaniswa nontanga yayo. Izabelo zayo eziyi-8'30% ziheha kakhulu, futhi bebelokhu bekhulisa iminyaka eminingi. Ukuphela kokuphawula engingangeza ukuthi kuzodingeka ukubona ukwamukelwa okukhona emkhakheni we-vaping nemikhiqizo etholakalayo. Futhi, uma isahlukaniso siqhubeka nokwanda, kunephuzu lapho singasimeme khona ngendlela enempilo, njengoba vele sifunwa kakhulu.
I-Gazprom (GAZP)
Inkampani enkulu kunazo zonke eRussia kanye nenkampani enkulu yegesi emhlabeni, kanye enye yezinkampani ezingabhekwa kakhulu, IGazprom. Ngaphandle kokungabaza ukutshalwa kwezimali kwami kwenkanyezi kulo nyaka, futhi yize kukhuphuke kakhulu amasheya alo, ngisacabanga ukuthi lingaphansi kwezinga okufanele libe kulo. Izizathu?
Okokuqala, ilawula u-15% wezinqolobane zegesi emhlabeni wonke, futhi namuhla ingenye yezinto zokusetshenziswa ezifunwa kakhulu inani lazo elikhuphuke kakhulu. Hhayi igesi kuphela, futhi inendawo enkulu yokugcina uwoyela. Yinkampani ethumela igesi kakhulu eYurophu. I-Austria ithola u-60% wegesi kusuka eGazprom, eJalimane ngama-35% (nayo engumnikazi wenkampani engu-6%), ama-20% eFrance, nakwamanye amazwe afana ne-Estonia noma iFinland ngokuphelele.
IGazprom okwamanje ihweba kuma-ruble angama-367 aseRussia, e i-PER engu-5, isabelo samanje esiphakeme kakhulu nenani lakho lilonke lingaphansi kofeleba bakho. Ingeniso yayo kulindeleke ukuthi iqhubeke nokukhuphuka ngonyaka ozayo, futhi njengenkampani enganakwa kakhulu amandla okubhekelwa phezulu ayabonakala. Phakathi kwezingcuphe zayo ukubamba iqhwa lapho kungalimaza ingqalasizinda yakho futhi sekuvele kuyinto eyenzekayo. Ngokunjalo, kufanele kuthiwe yinkampani enezingqimba eziningi ze-CO2, okuthi esikhathini esizayo akuyona into okufanele ilandelwe.
I-Tencent Holdings Ltd (0700)
Ukuzibeka, iTencent yinkampani engaqhathaniswa neGoogle. Amasheya abo alahlekelwe cishe ngama-50% kusuka ekuphakameni kwabo, okwakukhona kulo nyaka, yize esethole enye indawo elahlekile. Iqiniso ukuthi ukwesaba bekubambe abatshalizimali ngemuva kwemithetho yaseChina emkhakheni wezobuchwepheshe. Ngezindaba ngamunye mayelana nemikhawulo uHulumeni waseChina amemezele ngayo, inani lazo lehlisiwe. Kodwa-ke, lokhu akusho ukuthi inkampani ikhombisa izimpawu zobuthakathaka futhi ithi iyakwazi ukuqhubeka nendlela yayo yokukhula.
Njengamanje ihweba nge-PER yama-20. Akufuneki kakhulu kusukela lapho ukukhula kwayo okuphakathi kungenye yezindawo eziphakeme kakhulu futhi kubuye kugcineke ngokuhamba kwesikhathi. Ingenye yezinkampani ezinkulu kakhulu zemidlalo yamavidiyo emhlabeni, lapho futhi inezintambo zebhizinisi ku-E-Commerce, ukuthumela imiyalezo ngokushesha, izinsizakalo ezengeza inani ngocingo lweselula nokuxhumana ngocingo. Ngo-2019 inkampani ephethe yamemezela ukuthi inezinkampani ezingaphezu kuka-600. Uma iqhubeka nokukhombisa izimpawu zokukhula futhi ukungabaza okuwela kukho kuyasuswa, amandla angaphakathi ayiphethe nawo enza kube mnandi kakhulu.