Yiziphi izitoko ezishisa kakhulu emakethe yamasheya aseSpain?

Izitoko ezishisa kakhulu emakethe yamasheya yilezo ezisebenza kakhulu ngentengo yazo, ngisho nangendlela eyeqisayo futhi engenangqondo. Futhi ngokunambitheka kwabatshalizimali abacabangi kakhulu ngemisebenzi yabo. Lokhu kunyakaza kubangelwa, hhayi kuphela yizimo zayo ngentengo yokulingana, kepha naku- imisebenzi yebhizinisi engathuthuka esikhathini esizayo esingekude kakhulu, futhi lokho kuzuza inzuzo enkulu (noma ukulahlekelwa) kuseshini efanayo yokuhweba.

Kwanele ukubuyekeza okunikezwa okwethulwa imakethe eqhubekayo yaseSpain ukuthola uchungechunge lwezinkampani ezisebenza ngaphansi kwalezi zici. Ngeke kube nzima ukuthi ubathole njengoba ubona kulesi sihloko. Futhi ukuthi bavame ukungenisa iphesenti lokunyuka noma ukwehla kwentengo yabo ngaphezu kwamanye amanani. Kujwayelekile ukuthi ubone ukuthi bakhuliswe kanjani ezimakethe zezezimali ngaphezulu kwe-5%, futhi ngokufanayo. Ipharadesi, ngaphandle kokungabaza, lokwenza imisebenzi yakho izuze ezinsukwini ezimbalwa, futhi kwezinye izimo, ngisho nasiseseshini efanayo, imisebenzi ye-intraday.

Uma ufuna ukuba nemizwa enamandla, ngokungangabazeki uyisinqumo sakho esihle kakhulu, ngaphezu kwezinye ezizinzile ezinganikeli ukwehluka ngokweqile kuzintengo zazo. Akumangalisi ukuthi bahlakulele ukunyakaza okuqinile kuzilinganiso zabo zamanani, okuholela umehluko ongafinyelela ngaphezulu kwe-10% ngosuku olulodwa lokuhweba, ngisho nangokuqhuma okukhulu. Futhi kuyizibambiso ongathola kuzo inzuzo enhle kakhulu, noma ngabe ngokuqapha okuthile, ngoba ungabambeka kuzo, futhi ukulahlekelwa kunganciphisa utshalomali lwakho iminyaka eminingi.

Uma ufuna ukwazi ukuthi yimaphi amanani akhethekile akulezi zici, kule ndatshana uzothola uchungechunge lweziphakamiso, ukuthi kuphela abatshalizimali abanolaka kakhulu abazokwazi ukusebenza nabo. Ubungozi bazo buzoba bukhulu kakhulu, kepha ezimweni eziningi njengamanje bakha ithuba lokuthenga langempela amanani aphansi lapho amasheya awo athengiswa khona. Akucabangeki ngokuphelele eminyakeni embalwa edlule.

Isikhathi sesifikile sokuthi wazi amagama alezi zinkampani ezibalwe. Impela iningi lizoba sezindebeni zabo bonke abonga imali, okwakho futhi, kepha kuzoba khona abanye abakumangazayo, futhi abangakunika nombono wokuthi ungalusebenzisa kanjani utshalomali kusuka manje. Ingxenye enhle yalezi ziphakamiso ivela ezinkampanini ezinesisindo esithile esicacisweni se-benchmark yenkomba yaseSpain, i-Ibex-35. Kufanele kubhekwe lapho kulungiswa iphothifoliyo yokutshala imali. Akuwona uphizi, njengoba kungenzeka uqagele ekuqaleni.

ArcelorMitall, amasheya bearish

Uma kunesitoko esinenkambiso ecacile yokwehla eminyakeni yamuva, akuyona enye ngaphandle kwale nkampani yensimbi. Inqubo yayo engeyinhle ezimakethe zezezimali ibonakala ingenasiphelo. Kuhlala kubonakala sengathi ingabuyela emuva ngentengo yayo, kepha ekugcineni kwenzeka into efanayo njalo: amanani ayo ehla, futhi ngayiphi indlela, njengoba ubona kumashadi ayo.

Phakathi nezinyanga eziyishumi nambili zokugcina amasheya alo ehle ngo-50% ngaphezulu. Lokho wukuthi, uma utshale imali eyi-10.000 euro kule nkampani, manje uzoba nama-euro angama-4.000 kuphela. Hhayi ngeze, kule nkathi amasheya ayo asukile ekuhwebeni ama-euro ayi-10 aya ku-3 kuphela, okuyilokho okumaka njengamanje. Ukuphahlazeka kwayo kubi kakhulu, izinsuku eziningi, njengemibuthano enayo ezimakethe, yize lokhu kunqunyelwe njengoba kuyizimbuyiselo ezithile.

Emazingeni amanje lapho kubhalwe khona, kunabahlaziyi bezimali abaningana abakholelwa ukuthi isikhundla sokuqala singathathwa ukuzama ukwenza ukonga kube nenzuzo esikhathini esimaphakathi noma eside. Ikhono layo lokwazisa likhulu kakhulu, kepha lidinga ukugcwaliseka. Into engakenzeki kuze kube manje. Kuthinteka kakhulu ukwehla kokusetshenziswa komnotho waseChina, kodwa ngaphezu kwakho konke ngenxa yokwehla kwenani lezinsimbi ezimakethe zomhlaba

I-repsol, ijikeleza ngamafutha

Enye yezindinganiso eziphikisanayo lapho zikhona, futhi lokho kusindwa ukwehla ngesihluku entengo yegolide elimnyama. Ukuncika kwabo kule mpahla yezezimali kukhulu kakhulu, futhi inqobo nje uma amanani abo engabuyi ngeke kube nalutho oluthinta inkampani kawoyela yaseSpain. Iveza isaphulelo kumanani aso ngaphezu kokudumile. Futhi lapho liphakama futhi, ukuqhuma kwalo kuzoma mpo, kujabule abatshalizimali abancane abathathe izikhundla.

Ezinyangeni eziyishumi nambili ezedlule intengo yayo yayingama-euro angama-19. Manje, ulwela ukuthi angalahlekelwa yisithiyo sama-euro angama-9 ngesabelo ngasinye. Kulokhu, ukwehla kwayo ezimakethe nakho sekuhambe kakhulu, balahlekelwa amasheya abo ama-60% wenani lawo. Nge-virulence engavamile, futhi lapho ahlupheka khona ekuzivocavoca kwangaphambilini. Njengento enhle, inenzuzo ephezulu, futhi enye yenzuzo enkulu kunazo zonke ezikhethiwe zaseSpain, ezicishe zibe ngu-8%. Isikhuthazo kubatshalizimali abavikela kakhulu emakethe.

Abengoa noma ukuxazululwa kwezinkinga zakho

Le nkampani yaseSevillian ingumqondo wamanani aphikisanayo, futhi ukusebenza kwayo okunzima kakhulu kunakho konke, okungenani kuze kuxazululwe izinkinga zayo zezimali. Emasontweni ambalwa amasheya akhe asukile ekuhwebeni ama-euro ama-3 aya kuyunithi elilodwa, futhi ngenxa yezinkinga zakhe ezinkulu zezezimali. Ungathola nemali eningi ngokuvula izikhundla kwezokuphepha, kepha engcupheni yokulahlekelwa cishe yikho konke. Isibalo phakathi kwenzuzo nobungozi kuleli cala asihehi.

Kuyindlela ebucayi kakhulu engeke ilungele izintshisekelo zakho, ikakhulukazi uma ungakujwayele ukusebenza nezinkampani ezinjalo eziyingozi ngenxa yokuguquguquka kwentengo. Kungakho kungamangazi ukuthi abathengisi bamasheya abakukhuthazi ukuthatha izikhundla, kepha kunalokho kuphambene. Futhi ngenkathi ikusasa lenkampani lingacaciswanga ngokuqinisekile.

I-FCC, izinkampani zokwakha ezimbi kunazo zonke

Isimo esibi somnotho le nkampani edlula kuso ngesinye sezizathu esenza ukuthi okwamanje ithengise ngaphezu komkhawulo we-6 euro. Futhi ngemuva kokuhlala isikhathi eside ngaphezulu kwama-euro ayi-10. Ukwakheka kwabaninimasheya alo ngomunye umthombo wengxabano olimaza ukuvela kwawo ezimakethe zezimali.

Ngabe ukubona kudlulwa ukwanda kwezivumelwano kwezinye izinkampani eziyizimbangi emkhakheni wayo. Noma kunjalo, futhi uma izinkinga zayo zezezimali zixazululwa esikhathini esifushane, inenye yamathuba wokuhlaziya abanzi kakhulu ezimakethe zamasheya. Naphezu kwakho konke, ayiqedi ukusuka, nokuba nombono omuhle wabathengisi abathile abancoma ukuthengwa kwabo kumakhasimende.

I-Sacyr, ukuncika ngokweqile ku-Repsol

Ngenye yezisulu ezinkulu zokuwa kwakamuva emalini yezimali zaseSpain. Kepha kulokhu kunencazelo ecacile emikhakheni. Ukuvezwa kwakho ngokweqile kumafutha njengomphumela wokuhlanganiswa kwengxenye yamasheya ayo enkampanini kawoyela iRepsol. Kulesi simo, akumangazi ukuthi ukusebenza kwayo kube kubi kakhulu kunezinye izinkampani zokwakha ezinyangeni eziyishumi nambili ezedlule.

Ngenye yezimo zokuwa okumi mpo, ukwehla kusuka kuma-euro ama-3 kuye ku-euro nengxenye ukuthi amasheya awo abaluleke njengamanje. Ukuhlangana kwayo negolide elimnyama kuye kwalimaza isimo sayo sobuchwepheshe kuphela, ngokwehla okukhulu. Ngisho, futhi nosizo lokuvuselela umnotho aluzange lumsize ngokwenyusa amanani akhe ezimakethe, ekuphelelweni yithemba kwabaninimasheya bayo abancane nabaphakathi.

I-Gamesa, ekushiseni kokuhlangana

Yize sikhulume ngamasheya ashisayo akhombise ukwehla okusobala ngokusobala, kuyadingeka ukuqamba inkampani esungule ukunyakaza okuphambene nalokho. Le yi-Gamesa, evumele abatshalizimali ukuthi bathole inzuzo enkulu yemali uma bethenga amasheya ayo ngonyaka noma ngaphezulu edlule. Ukuthokoza kwayo ezimakethe zezezimali bekulokhu kuqhubeka futhi kuyakhazimula, ngokubuyekezwa kwansuku zonke okufike cishe ku-10%, ngisho nangaphezulu kwezinye izikhathi.

Umkhiqizi wama-generator omoya Esitatimendeni esithunyelwe yiNational Securities Market Commission (CNMV), ivume ngesonto eledlule "ukuba khona kwezingxoxo ezihlose ukuhlanganisa okungenzeka kwamabhizinisi athile kagesi womoya nabakwaNokia ngenqubo yokuhlangana." Lezi zindaba zibungazwe izimakethe ngokwenyuka kwentengo yazo engu-18%, futhi ukunyakaza kwayo kungalolwa nakakhulu ngezikhathi zokuhweba ezilandelayo.

I-Telefónica noma i-ballast yaseBrazil

Futhi ekugcineni, opharetha wezokuxhumana waseSpain akakhohlakali. Futhi yize iba enye yezindinganiso ezizinzile kakhulu emashumini eminyaka amuva nje, ibingakwazi ukudlala le ndima kulokhu. Izabelo zayo zehle kakhulu, zisuka ku-14 zaya ku-9 euro, ngokuncipha okusondele ku-30%. Lapho ezinyangeni eziyisithupha nje ezedlule ikhombise enye yezici ezinhle kakhulu zenkomba ekhethiwe.

Ukuvezwa kwakho eBrazil kube ngesinye seziteshi ezibaluleke kakhulu zokwakha lo mkhuba owehlayo ezimakethe zezezimali. Akumangalisi ukuthi imininingwane yakamuva yezomnotho yaleli lizwe laseLatin America ikhombisa ukuthi selingene kwezomnotho, futhi lizothinta ama-akhawunti enkampani eholwa uCésar Alert. Kodwa-ke, inento enhle, enye yezinzuzo ezizuzisa kakhulu emakethe yamasheya yaseSpain, eyenziwa ngezinkokhelo ezimbili zaminyaka yonke, ngoJuni nangoNovemba. Ngenzuzo engaphezu kuka-5%.