Ukuthengiswa kwe-inditex kuyakhula: ingabe isikhathi sokuthenga?

Ukumelana nemakethe yamasheya kungenye yezingcezu ezibalulekile ekuhlaziyweni kwezobuchwepheshe futhi uma wazi ukuthi ungasebenza kanjani ngaleli zinga lentengo ungazifeza izinhloso zakho. Ungasungula leli su lokutshala imali ngalesi sikhathi nenkampani yendwangu i-Inditex njengoba isondele kakhulu ekumelaneni kwayo kokuqala futhi okuseduze kakhulu. Ukuba yinkampani enkulu evunyelwe ngabahlaziyi bezimakethe ezinkulu ze-equity abakhethe ukuyincoma ngonyaka ozayo.

Kulokhu kufanele kungezwe iqiniso lokuthi ukuthengiswa kweZara, okubandakanya neZara Home, kukhuphuke ngo-7,2% engxenyeni yokuqala yonyaka wezimali u-2019-2020 (kusuka ngoFebhuwari 1 kuya kuJulayi 31), kuze kufike ezigidini ezingama-8.895 million, ngokusho emininingwaneni ethunyelwe yinkampani kuNational Securities Market Commission (CNMV). I-inditex's flagship iyaqhubeka nokuba ngumkhiqizo onenzuzo ephezulu eqenjini. Lezi yizindaba ezinhle kakhulu kubatshalizimali abancane nabaphakathi abanethemba lokuthatha izikhundla ngenani leminyaka embalwa ezayo.

Ngenkathi ngakolunye uhlangothi, kungafanele ukukhohlwa ukuthi le nkampani esohlwini ingenye yezinkampani ezizinzile kakhulu ezifakiwe enkombeni ekhethiwe yezimali zaseSpain, i-Ibex 35. Ngalo mqondo, ingeyesibili enonhlamvukazi ophakeme kunayo yonke, ngaphezulu kwamaqembu amakhulu ezezimali, njenge I-Santander noma i-BBVA. Yize kuliqiniso ukuthi inzuzo yayo eminyakeni yamuva ibingasafani nakudala. Kepha nganoma yisiphi isikhathi ingaqala kabusha indlela yayo ebheke phezulu ukuyenza enye yezinkampani ezinenzuzo enkulu kwizimali zaseSpain.

I-Inditex ihweba ngama-euro angama-28

Okwamanje, ukulinganiswa kwamasheya enkampani yendwangu kungaphezudlwana kwama-euro angama-28 ngesabelo ngasinye. Ngisho, namanje okuthile kude nezikhathi eziphakeme kakhulu lapho yayiseduze kakhulu nama-euro angama-40 eminyakeni eminingana edlule. Ngemuva kokulungisa ukukhuphuka kwayo, ifikile kulesi simo futhi inhloso yayo yokuqala ukudlula ukusekelwa okuqinile enayo kuma-euro angama-30. Ukukuhlula ngevolumu ephezulu yokuqashwa, kungabhekwa njengokuzuza amazinga ekhotheshini adinga kakhulu. Kepha okubaluleke ngempela ukuthi ukuthambekela phezulu kuye kwaqala kabusha esikhathini esimaphakathi nesikhathi eside.

Ngakolunye uhlangothi, kubonakala ngathi kwakhile isibalo somhlabathi kuma-euro angama-25 futhi inqobo nje uma leli zinga lingaphuliwe, inani lingaqinisekiswa. Yize yonke into ibonakala ikhombisa ukuthi ezinyangeni eziyishumi nambili ezizayo ingahle ibe ngenye yokubheja okunenzuzo enkulu kunkomba ekhethiwe yezimali zaseSpain, i-Ibex 35. Ukuthi ukuhlaziywa kwayo kwezobuchwepheshe ngalesi sikhathi kusinikeza zonke iziqinisekiso ngokuzayo kwayo intuthuko ezimakethe zokulingana. Ngethuba langempela lokusondela emazingeni anama-euro angama-33 kuya kwangama-35 ngesabelo ngasinye. Kunoma yiziphi izimo, ungathola inzuzo enkulu yemali ekusebenzeni kwakho kusukela manje kuqhubeke.

Isivuno sesabelo esinciphile

Ngenkathi okuphambene nalokho, elinye lamaphuzu alo abuthakathaka inzuzo elinikeza abaninimasheya bayo ngesabelo esivela minyaka yonke. Ngalo mqondo, ingenye yezindawo eziphansi kunayo yonke ekukhetheni izinkomba zamasheya aseSpain, i-Ibex 35. Inenzalo emaphakathi nonyaka cishe u-3,5% nangaphansi kwamachips aluhlaza okwesibhakabhaka emakethe yamasheya aseSpain. Ngakolunye uhlangothi, kuyadingeka futhi ukugcizelela ukuthi amasheya e-Inditex afakwe kuhlu olunokungazithembi okuncane phakathi kwamanani entengo aphezulu kanye nobuncane futhi lokhu kuyisimo sokuthula okukhulu kubatshali zimali abancane nabaphakathi.

Akumangalisi ukuthi sikhuluma ngenye yezinkampani emhlabeni ezinomugqa ohlanganisiwe webhizinisi futhi okhona cishe kuzo zonke izihloko ezinkulu zomhlaba. Futhi lokho eminyakeni yamuva kuqinise ukuhlukaniswa kwayo kwi-inthanethi ukwenza ibhizinisi libe nenzuzo ethe xaxa ngokuqina khuphuka ngenzuzo njalo ngekota. Yize kungamangalisi emiphumeleni yayo, njengoba kwenzeka eminyakeni emi-5 noma eyisi-8 eyedlule, lapho ibinomhlangano we-bullish owahlala isikhathi eside owavumela abaninimasheya bayo ukuthi basebenzise imali abayonge kakhulu, lapho befika entengo esondele kakhulu kuma-euro angama-40.

Amasu wokusebenza ngendwangu

Uhlelo lokungenzi amaphutha esinqumweni esilandelayo esizosithatha lususelwe ekulindeni ludlulele emazingeni olunalo I-30 euro ngenhloso yokuthatha izikhundla esitokweni ngendlela enolaka kakhulu kunakuqala. Ngenhloso yokuhola ekusebenzeni ama-euro ambalwa ekusebenzeni nangesikhathi saphakade esiqondiswe kokuphakathi naseside. Ngoba empeleni, i-Inditex ayisona isibambiso sokwenza imisebenzi yokuqagela. Hhayi kancane. Uma kungenjalo, kunalokho, kudinga imigomo emide ukuze ukunyakaza kwayo ezimakethe zezimali kube nenzuzo.

Ngenkathi ngakolunye uhlangothi, uma kwenzeka kunoma isiphi isimo, kwehla ngaphansi kwama-euro angama-25 ngesabelo ngasinye, bekungeke kube khona okunye ukukhetha ngaphandle kokuhlehlisa izikhundla ngoba kuzoba khona ingcindezi enamandla kakhulu yokuthengisa enganciphisa inani layo emakethe yamasheya. Ngaphandle kokuhlanganiswa kwayo emgqeni webhizinisi ewenziwayo. Akumangalisi ukuthi ngabe selivele likhona ithuba lokuthenga amasheya abo kusuka amanani aqine kakhulu futhi ngokubaluleka kokubuyekeza okubaluleke kakhulu kunamanje. Kunoma yiziphi izimo, akuyona enye yezokuphepha ebeka ubungozi obukhulu ekusebenzeni ngabathengisi.

Inani Elinconyiwe Lomhlaziyi

Enye yamandla we-Inditex ukuthi kunconywa kakhulu yinani elikhulu labahlaziyi bezezimali zephothifoliyo yokutshala imali ngonyaka ozayo. Ngemuva kokungathathi hlangothi isikhathi eside nangokungabaza okuningi ngecebo elizosetshenziswa eminyakeni ezayo. Ngokwalokhu kubuka, kuyinani elifanele ukuthi libe se-radar ukuze lithathe izikhundla ngokucacile futhi kwezinye izimo ulaka kakhulu. Ngakolunye uhlangothi, asikwazi ukukhohlwa ngalesi sikhathi ukuthi le yinkampani ephethwe yimigomo yokusetshenziswa, nakho konke lokho okukhombisa, kokuhle nokubi.

Ngokwalo mbono ojwayelekile, asibuboni ubungozi obukhulu uma uzovula izikhundla kusukela manje kuqhubeke. Ngaphandle koshintsho kuthrendi kuma-indices emhlabeni jikelele. Ngalo mqondo, isitha saso esikhulu sokubuyekeza ezimakethe zezimali ukuthi ekugcineni kube nokuwa okukhulu ezimakethe zamasheya zomhlaba wonke. Kuze kube seqophelweni lokuthi kuzothinteka nakwezokunyakaza kwemakethe yamasheya, ngamandla athile noma okunye. Ngaphandle kokuzinza kwayo okuhle okuboniswe ezinyangeni ezisanda kwedlula, ngokwazisa konyaka okungaba ngu-6%.

Ukunwetshwa komhlaba wonke

Esinye isici okufanele silinganiswe kwa-Inditex ukuthi yizokuphepha okumbalwa emkhakheni wezindwangu nemfashini obhalwe emakethe kazwelonke eqhubekayo. ESpain ayinawo umncintiswano futhi lokhu kungezinye zezinto ezidlala ngakuwo. Ngokugxilisa izinhloso zokutshala imali zabatshalizimali abancane nabaphakathi.

Noma kunalokho, ayinazo izinkomba ukukala ukuthambekela komkhakha ngokulingana kweSpain. Njengakwezinye izingxenye zebhizinisi, njengamabhange, izinkampani zikagesi, izinkampani zokwakha noma izinkampani zokuxhumana ngocingo. Banabamele abaningi abavumela ukwehlukaniswa okukhulu ekutshalweni nganoma yisiphi isikhathi noma isimo. Ngaphandle kokuthi le yinkampani eye yanda ngokushesha okukhulu kuwo wonke amazwe futhi yanikeza ukubonakala okukhulu phakathi kwezimali zokutshala imali.

Ukuthengisa kukhula ngo-7%

Ukuthengiswa kwe-Inditex Group engxenyeni yokuqala ka-2019 –abaphakathi kukaFebhuwari 1 noJulayi 31– kukhuphuke ngo-7%, kwafinyelela kuma-euro ayizigidi eziyi-12.820 okokuqala ngqa. Ngamazinga okushintshana njalo, inzuzo ikhule ngo-7%. Ukuthengiswa ezitolo ezifanayo, okwamanje, kuphinde kwagcina izinga lokukhula eliqinile futhi lakhuphuka ngo-5%, ngokunyuka okuhle kuwo wonke amafomethi nakuzo zonke izindawo, nakuzo zombili izitolo neziku-inthanethi.

Ngale ndlela, umongameli we-Inditex, UPablo Isla, ugqamise i- "the ukusebenza okuqinile ukuthi lezi zibalo zisikisela ”futhi kudwebele“ ukubaluleka izimali ezenziwe, kokubili esitolo nakwezokusebenza nakwezobuchwepheshe, okuyizinto ezisemqoka ekwakhiweni kwe- ipulatifomu yethu edidiyelwe ezitolo naku-inthanethi ukusebenzela iklayenti ”. Ngethemba elihle kakhulu leminyaka ezayo futhi lokho kungaba yinto yokusebenza ngabatshalizimali abancane nabaphakathi ukuthuthukisa amaphothifoliyo abo amasha okutshalwa kwemali eminyakeni embalwa ezayo. Ukuba yinkampani eye yanda ngokushesha okukhulu kuwo wonke amazwe.


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