Yikuphi ukuwa okukhulu kakhulu ku-Ibex?

Izinyanga eziyisithupha zokugcina zamasheya zingachazwa njengezidumazayo ngazo zonke izindlela. Futhi lapho into ekhathazeka kakhulu phakathi kwabatshalizimali ukwehla okukhulu kwamanani ezokuphepha okubalwe. Ukufinyelela amazinga angaziwa iminyaka eminingi, nokuthi babuyisele ithemba ezimakethe zezimali, ikakhulukazi i-Ibex.

Ibex, inkomba yokulinganisa yemakethe yamasheya yaseSpain, kubhalisa ukwehla okucishe kube yi-15% ezinyangeni ezimbili zokuqala zonyaka. Isimo esingajwayelekile ebesingabonakali kwizivivinyo zokuhweba zakamuva. Futhi lokho kanye nemiphumela yekota yokugcina yonyaka wezi-2015, kuletha ukulahlekelwa kube ngaphezu kwama-30%. Ngokuziphatha okubi kakhulu kunezikhwama zodadewabo bezwekazi elidala, ngisho nakwezinye izindawo.

Ukuwa okunzima okwenziwe ngamasheya aseSpain kube nomthelela omkhulu kwamanye amasheya kunakwamanye. Futhi yize ukuwa sekwenziwe kwabajwayelekile ku-Ibex, kunemikhakha ethile, ngisho nezitoko, lapho le nkinga yokwehla iye yathuthuka kakhulu. Kufika kumazinga entengo angacabangeki ekuqaleni konyaka omusha. Akumangazi-ke ukuthi abatshalizimali abaningi nabaningi bahoxile ezimakethe zamasheya, futhi ngokuhoxa ngokujwayelekile.

Amanani athintekile kakhulu we-Ibex

Ushintsho kumumo ezimakethe zezimali lubambe isilondolozi esingaphezu kwesisodwa ngonyawo olushintshiwe, njengoba kungenzeka kuwe. Hhayi ngeze, manje bathola amanani, achazwe abanye abahlaziyi, njengezinto zangempela ezithengiswayo, futhi kunjalo ngokuqondene thatha izikhundla kulezi zimpahla zezimali. Vele, uma isikhathi saphakade siqondiswe esikhathini eside, noma okungenani esifushane.

Ngamanani kumasheya ezinkampani okuthi, kwezinye izimo, zinqunywe cishe ngama-50%, leyo yingxenye yenani lazo. Kulesi simo sikhathaza izintshisekelo zabathengisi, kuncane okuthandwa ngabasebenzisi ukungena ezimakethe, noma ngamanani ashibhile uma kungenzeka. Umbono ojwayelekile walaba bantu uthambekele ekubekeni ezinye zalezi zinkampani kwi-radar. Uma ufuna ukuthola ukuthi yiziphi lezi zinkampani, kule ndatshana uzoba nemoto yolwazi ukuhambisa imisebenzi yakho phakathi nonyaka osele.

Akukho ukuhlukaniswa, kuthinta amakepisi amancane, kepha futhi nobunzima bama-parquets. Futhi noma ngabe ikuphi, bangamela amandla okubaluleka abaluleke kakhulu uma imakethe yamasheya yaseSpain iqala kabusha isiteshi sayo se-bullish kumaseshini alandelayo, noma okungenani kuphindaphindwa ngezikhathi ezithile kokungaguquguquki okuthile. Kungaba izindaba ezinhle kakhulu ezingamukelwa yibo bonke abasebenzela inqubo yokutshalwa kwezimali.

Izinkampani eziningi azibalulekile

Ukopha, ngaphandle kokufinyelela ezingeni lokuzinikela, okungenani kuye kwasebenza ukubeka ukunikezwa okuncintisana kakhulu ngalesi sikhathi. Izintengo zamasheya zehle kakhulu kusukela ngonyaka nje odlule. Kepha, yibaphi labo ababhekane nobudlova obedlula bonke kusuka kulesi siphansi? Uzothola iziqu eziningi, ezinye zazo ezibalulekile ngokukhethekile. Futhi ungaba nesinye sazo esivulekile ezikhundleni zakho kuma-equities, ikakhulukazi avela ku-Ibex.

Njengamanje ungathenga amasheya abo ngezaphulelo ezijulile ngamanani abo, okudlula ukulungisa nje kwezobuchwepheshe. Kuze kube namandla kwakha isisekelo sephothifoliyo ezinzile yesikhathi eside. Futhi lapho izinkampani ezilandelayo ezibalwe kuzoheha ukunakwa.

I-Repsol

Inkampani kawoyela yaseSpain ilahlekelwe cishe isigamu senani layo emakethe yamasheya ezinyangeni eziyishumi nambili zokuhweba, ize ibe sebangeni elihamba phakathi kwama-euro ayisi-8 kuye kwayi-9 ngesabelo ngasinye. Ukujeziswa okweqile, kubhekiswe kubahlaziyi abaningi bezezimali, ababona ukuthi eminyakeni embalwa ezayo kungakhuphuka kanjani izikhundla, ngokushesha lapho isimo semakethe singcono.

Ngokombono ongemuhle, kuyinani elisindwe ukwehla kwentengo kawoyela ongahluziwe ezimakethe zomhlaba wonke. Futhi lokho ngokungangabazeki kungathinta ama-akhawunti wakho webhizinisi kusuka kulolu hlelo. Ukuncika kwayo kulokhu okusetshenzisiwe kuphezulu, futhi inqobo nje uma kungekho zimpawu zokululama, okulindelwe ukululama akunakuqinisekiswa.

Ukumelana nale miphumela, futhi, kuyisibambiso esenza inzuzo ephezulu minyaka yonke. Ngomkhiqizo waminyaka yonke ozungeze u-8%, yize kuye kwaphakanyiswa ukungabaza okuningi mayelana nokusebenza kwale nkokhelo kumnikazi wamasheya kusukela manje kuqhubeke. Kuke kwaba namahemuhemu athile ngokuncipha kwawo, okungahle kwehle cishe ngama-30%.

I-Banco Santander

Kungokunye kwamagugu e-Ibex okubonise ukuthi amanani ayo ancishiswe cishe ngama-50%. Ukungabaza ngohlelo lokubhanga eYurophu kube nomthelela kulokhu kwehla kwentengo okubalulekile kuleli qembu lasebhange. Kodwa-ke, abahlaziyi abaningi bemakethe yamasheya bakholelwa ukuthi ukuthengwa kwamasheya abo ngama-euro ama-3 kuyithuba langempela lokwenza imali enenzuzo. Okungenani esikhathini esimaphakathi nesikhathi eside.

Iphinde inikeze isabelo esithandekayo minyaka yonke, noma ngabe bekufanele sehliswe ngonyaka odlule, futhi silingana naleso esinikezwa ezinye izikhungo zezimali ezincintisanayo. Ukuvezwa kwakho kwezomnotho osafufusa, ikakhulukazi iBrazil, kungenye into echaza ukuthi kungani amasheya abo ewile ezimakethe zezimali. Kunoma ikuphi, kungezinye zezindinganiso ezihleliwe zokuthuthukisa iphothifoliyo ezinzile yokutshala imali.

I-Arcelor

Abenzi bensimbi bebonke bangomunye wemikhakha ethinteke kakhulu ngokusikeka ezimakethe zamasheya zomhlaba wonke, ngaphandle kokuhlukile. Ezinwetshwa kwezinye izinkampani ezimakethe eziqhubekayo zikazwelonke, njengakwisimo se-Acerinox. Isidingo esiphansi sale mpahla yezezimali emakethe yamaShayina enamandla kubangele ukunyakaza okwehla kwezinyanga ezedlule.

Kulokhu, inqubo yokulungiswa kwentengo ibinodlame kakhulu kunokujwayelekile. Kufike ezingeni lokulahlekelwa yingxenye yesithathu yamanani abo kusuka onyakeni nje owedlule. Kuyigugu elingumgibe, elibonakala lapho kubonakala sengathi liyalulama, liqala okunye ukwehla okuphansi, okusebenzise ukudlala ngothando ngamazinga ama-euro ama-3 ngesabelo ngasinye.

Ngokungafani naleso esedlule, kunzima kakhulu ukusebenza neziqu zabo. Futhi ngalo mqondo, ochwepheshe abambalwa bathembela ukuthi ingabuyisa amanani ayo okuqala, okungenani eminyakeni emibili noma emithathu ezayo. Futhi lapho ukuvela komnotho omusha emhlabeni wonke kungaholela emazingeni aphansi kakhulu entengo yawo.

Abengoa

Isihloko esiphikisanayo lapho zikhona, kepha kulokhu sishukunyiswa yizinkinga zaso zezimali, futhi okuholele ekutheni icaphune esikhathini esifushane esedlule ngaphansi kweyunithi elilodwa le-euro. Shiya izinkulungwane nezinkulungwane zabatshalizimali abancane bexhonyiwe, ababebeke imali yabo kule nkampani. Noma kunjalo, noma yisiphi isixazululo senkinga yakho singahlehlisa izenzo zakho emuva.

Kunoma ikuphi, akuyona inkampani efakwe kuhlu ehloselwe noma iyiphi iphrofayili yomtshalizimali. Kepha kunalokho, kuphela kubanolaka abenza imisebenzi yesikhashana, basebenzise ukuguquguquka kwabo okuqinile nokuqhubekayo ngamanani abo. Akumangalisi ukuthi ungalahlekelwa yimali eningi ekuhambeni kwakho. Futhi kuyinto okufanele uyicabangele ngaphambi kokuthatha izikhundla kuleli nani elilodwa lemakethe yamasheya yaseSpain esanda kushiya i-Ibex.

Ungasebenza kanjani ngalawa magugu?

Ngokukhiqiza amanani aphansi anjalo, isilingo sokuthatha izikhundla esitokisini sakho sikhulu kakhulu, yize kunenkambiso ejwayelekile ekhonjiswe izimakethe zezimali. Ngenxa yalokho, zonke izenzo zakho kufanele zilawulwe ngochungechunge lwezincomo eziyisisekelo ezizosiza ukuvikela izintshisekelo zakho. Futhi lokho kungaba ngokulandelayo:

• Uma imisebenzi yakho ingeyesikhashana, ungasheshi, ngoba amanani abo asengathuthukisa ukwehla kwabo. Futhi uzokwazi ukuthenga amasheya abo ngamanani ashibhile kunamazinga okuhweba amanje.
• Kuphela uma ufuna sungula iphothifoliyo yokutshala imali esikhathini esimaphakathi nesikhathi esideKuzoba yisikhathi sokwenza ukuthenga okukhethiwe ukuzama ukubenza bazuze ngamanani aphansi abawakhombisa njengamanje.
• Kukhona amasheya athile, athe ukwehla kakhulu ku-Ibex, namanje bangaphansi kwesiphithiphithi esikhathini esimaphakathi neside. Yizinto ezithakazelisa kakhulu ukufaka kuphothifoliyo yakho yokutshala imali, nangolaka olukhulu.
• Qaphela ukuthi amanani ovame ukuwalandela ungaphuli noma yikuphi ukusekelwa kokubaluleka okukhethekile. Kungaba uphawu olubi, futhi kungakunika ithuba lokukhohlwa - okungenani okwesikhashana - ngalezi zinkampani.
• Enye into ebaluleke kakhulu ukuthi izingcaphuno zakho ungangeni ezinhlanganweni zokuwa zamahhala. Kungenye yezinto eziyingozi kakhulu ongazithuthukisa kumashadi akho, futhi lapho kuzodingeka ubaleke ngokushesha ukuze ukulahlekelwa kwakho kungakhuli ngendlela eyingozi.
• Uma ufuna ukusebenzisa kahle utshalomali lwakho, ungakhohlwa ukuthi ungathola ezinye izibambiso ezehle kakhulu ezinyangeni ezedlule, kodwa lokho babe nempilo enhle ngokwezezimali. Sebenzisa lezi zimo ukungena ezimakethe zezimali ngokuphepha okukhulu.
• Futhi ekugcineni, cabanga okuhle, ngoba phela I-equity ingenye yezinketho ezimbalwa onazo okwamanje zokuthola inzuzo engcono kulondolozo lwakho, yize kuzindleko zokuthatha izingozi ezinkulu. Njengoba imikhiqizo yokonga yendabuko (idiphozi, amanothi asebhange, njll.) Isezingeni eliphansi ngokomlando, futhi kuyaqabukela kweqe inani lenzalo eliphakeme kune-1%.