Amafu amnyama axhonywe kwii-equity zaseSpain anokusebenza njengesizathu sokukhetha ezinye amaxabiso okuzikhusela Oko kunokusebenza ngcono ngokuwa kwesitokhwe. Esinokwenza ngayo imbuyekezo engcono kwingxowa-mali yethu emiselwe ukutyala imali kwaye enokusinika ngaphezulu kovuyo olunye kwimeko yokungazinzi okukhulu kwiimarike zezemali. Kuqiniswe kwezinye iimeko kunye nokuhanjiswa kwesahlulo esibonelela ngembuyekezo ngaphezulu kwe-5%.
Kule meko ngokubanzi, kufuneka kugxininiswe ukuba kuhlala kukho amathuba eshishini nakwicandelo lemarike yemasheya. Ukwanelisa le mfuno abanye abatyali mali abancinci nabaphakathi banayo, siza kuphakamisa uthotho lwezindululo zokutyala imali ukuze sizole kule meko enokuthi yenzeke kwiimarike zezabelo. Ngamaxabiso anokuba nawo kakhulu umdla onokubakho ngaphezulu.
Phantse zonke izindululo esikunikeza zona zezamacandelo okuzikhusela angenza njalo kwiintshukumo ze-bearish kwimarike yemasheya. Ngomngcipheko omncinci kwimisebenzi ethathiweyo kunye nolawulo oluninzi ngakumbi kumaxabiso aphawula kuzo zonke iiseshoni zorhwebo. Apho kunzima ngakumbi ukuba umahluko kumaxabiso abo ungagqithi kumanqanaba e-3% okanye ye-4% kwaye banokuvelisa ukuphazamiseka okungathethekiyo kwipotifoliyo yezokhuseleko ukusukela ngoku.
I-Telefónica ngaphandle kwayo yonke into
Emva kokuwa kokugqibela kwimarike yemasheya, umngcipheko kwizikhundla zeli xabiso le-Ibex 35 wehle kakhulu. Apho kunzima ngakumbi ukuba iwele ngaphezulu amanqanaba ama-euro angama-5,50 ngesabelo ngasinye. Ngelixa kwelinye icala, kufuneka kugxininiswe ukuba eli xabiso lezabelo zamashishini esizwe kwixesha eliphakathi nelide linganenzuzo enkulu kwimidla yabatyali mali abancinci nabaphakathi. Kananjalo nokuba nomgca ozinzileyo weshishini apho unokwenza khona imali enenzuzo kulo naluphi na uhlobo lwezoqoqosho.
Ukuzivocavoca kwe-Ferrovial kunye nendawo yokuhlala
Le nkampani ikwicandelo lokwakha yeyona ikhuseleke kunayo yonke kwaye ikwindlela yokunyuka ukuya kwixesha eliphakathi nelide eliqinisekileyo elixhasa isenzo sethu kwiimarike zezabelo. Kwaye ke oko kunokuzilolonga ixabiso lokhuselo ukuba ekugqibeleni kukho ukuphazamiseka kwimarike yemasheya. Ukuya kwinqanaba lokuba inokuba yenye yeenkampani ezimbalwa ezidwelisiweyo ezinokuhamba kwindawo elungileyo kwimeko enzima. Ngelixa kwelinye icala, kubalulekile ukuba ugxininise ukuba yenye yexabiso elinokubanakho ukuphinda uhlaziyeke. Ke ngale ndlela, yenye yeenkampani ezinezona ngcebiso zininzi ngabahlalutyi bemarike yemali.
Mapfre ngexabiso elihle
Inkampani yeinshurensi yenye yezona ndlela zibalaseleyo zokwenza ukonga ngexesha lokungazinzi okukhulu kwiimarike zengeniso eyahlukileyo. Ngexabiso ekujoliswe kulo ngaphezulu kwe-euro ezintathu ngesabelo. Ngelixa enye yenkuthazo yayo is Izabelo eziphezulu isasaza phakathi kwabanini zabelo, ngokuvelisa inzala engaphezulu kwe-6%. Ngokungazinzanga okuncinci ekuguqulweni kwamaxabiso kwaye oko kuyivumela ukuba ibhejo elizinzileyo kwimarike yemasheya yokonga imali. Kwaye ngalo mzuzu urhwebo lusondele kakhulu kumanqanaba kwii-euro ezingama-2,50.
I-Red Eléctrica kunye nokukhuseleka kwayo
Le yenye yeeklasikhi ezikweli qela likhethekileyo kuba yenye yezindululo kwintengiso yesitokhwe ezisebenza njengexabiso elikhuselekileyo kwezona meko zibi kubatyali mali. Ngenzuzo eyongeziweyo yokuba ikhe yalungiswa kakhulu ehlotyeni, sele ikwinqanaba elithile elingaqhelekanga kolu didi lwamaxabiso. Ngokwahlulwahlulwahlulwahlulwahlulwa malunga ne-6% oko kuyenza icebise kakhulu ekuthengweni ngabathengisi Ukuzikhusela ngakumbi. Ukuba yenye indlela enokuba yinzuzo kumaxesha aphakathi kwaye ngakumbi kwixesha elide. Ngeengozi ezimbalwa kakhulu ekusebenzeni kwaye apho imeko imbi kakhulu ilahleko yakho ayinakuba ngaphezulu.
I-repsol ngokulindela okukhulu
Nangona kukuthengwa okunomngcipheko omkhulu, akukho mathandabuzo ukuba imeko yayo yangoku ikwenza kube lula ukutyala imali okonga ukusukela ngoku. Akumangalisi ukuba inyuse isivuno sayo saya kwi-7%. Ukuba nakweyiphi na imeko yenye yexabiso elinconyelweyo ngumrhwebi kunye nabahlalutyi bemivuzo eyahlukileyo ngenxa yamathemba alo amahle kwixabiso kwaye eya kuthi ibe yinxalenye yepotifoliyo yethu elandelayo yezokhuseleko. Ngaphandle kwezilungiso ezisengqiqweni ezinokubakho ukusukela ngoku. Nangona kulula ukukhumbula ukuba amaxabiso abo kuya kuxhomekeka kwindaleko yeoyile ekrwada kwiimarike zemali. Kwaye kule nkalo inokusinika ngaphezulu kunokoyikisa kwiinyanga ezizayo.
Endesa ixabiso lebhanki yehagu
Umbane yenye yeendlela zokubheja ezinomdla kakhulu kwisalathiso esikhethiweyo sezabelo zaseSpain, i-Ibex 35, ukuthatha isikhundla kwixesha eliphakathi nelide. Iminyaka eliqela iqhuba kakuhle kakhulu kwiimarike zezabelo. Ukuze kwiminyaka embalwa Ihambe ukusuka kwi-15 ukuya kwi-23 ye-euro ngesabelo ngasinye apho idweliswe ngalo mzuzu. Ngelixa kwelinye icala, kufanele ukuba kuqatshelwe ukuba i-Endesa ilixabisile eli hlobo, ngokunyuka kusondele kakhulu kwi-5%. Ngokusebenza okungcono kunalo lonke ukhuseleko kwiklabhu ekhethiweyo yee-equities zaseSpain. Konke oku ngaphandle kokutsala nakuphi na ingqalelo kwaye ngaphandle kokuguquguquka kuqwalaselo lwamaxabiso alo. Ukuya kwinqanaba lokuba lelinye lamaxabiso awathandayo kubatyali zimali abancinci nabaphakathi abanokusikhusela ngakumbi okanye ukusika okulondolozayo. Ngeengozi ezimbalwa kakhulu ekusebenzeni kwaye apho imeko imbi kakhulu ilahleko yakho ayinakuba ngaphezulu.
Ukuqesha ngakumbi izihloko
I-Spanish Stock Exchange ithengise i-46.916 yezigidi zeerandi kwi-Variable Income ngo-Okthobha, i-44,4% ngaphezulu kune-Septemba kunye ne-13,2% ngaphantsi kwenyanga efanayo yonyaka ophelileyo. Inani lothethathethwano ngo-Okthobha laliyi-3,4 yezigidi, i-9,4% ngaphezulu kunakwinyanga ephelileyo kunye ne-22,2% ingaphantsi kunakwelo xesha lonyaka odlulileyo. Ukusukela nge-31 ka-Okthobha, i-BME ifikelele kwisabelo sentengiso kurhwebo lwezokhuseleko lwaseSpain lwama-76,01%. Uluhlu olumndilili lwenyanga lwalungu-5,18 amanqaku esiseko kwinqanaba lokuqala lexabiso (i-20% ibhetele kunendawo yokurhweba elandelayo) kunye ne-7,22 yamanqaku esiseko ngobunzulu be-25.000 ye-euro kwincwadi yoku-odola (38,8, XNUMX% ngcono), ngokwe Ingxelo ezimeleyo yeLiquidMetrix.
Ngelixa kwelinye icala, urhwebo lweNgeniso eHlangeneyo lwalufikelela kwi-24.732 yezigidi ze-euro ngo-Okthobha. Eli nani limele ukunyuka kwe-0,6% xa kuthelekiswa nomthamo obhaliswe ngoSeptemba. Itotali eqokelelweyo ngonyaka ifikelele kwi-294.374 yezigidi zeerandi, ngokukhula kwe-70% ngokunxulumene neenyanga ezilishumi zokuqala zika-2018. kwinyanga ephelileyo. Ibhalansi eseleyo ikhule nge-25.791% ukuza kuthi ga ngoku kulo nyaka kwaye ime kwi-24,4 yezigidi zeerandi.
Ngokubhekisele kwiziphumo zezemali, imeko iyafana kakhulu kwiimarike zemali zangaphambili. Apho kuboniswa ukuba intengiso yezeziMali inyuse urhwebo nge-3,3% kwiinyanga ezilishumi zokuqala zonyaka xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo. Umthamo kwiStock Futures ukhule ngama-48,4%; Ixesha elizayo kwiSahlulo seSitokhwe, i-96,1%; kunye ne-IBEX 35 Dividend Impact Futures, 137,1%. Ukurhweba ngenyanga ka-Okthobha xa kuthelekiswa noSeptemba kunyuke nge-7,4% kwizivumelwano zexesha elizayo kwi-IBEX 35; I-30,7% kwi-Mini IBEX 35 yexesha elizayo; kunye ne-12,2% kwiiNketho zeSitokhwe.
Ukunyuka kwakhona kwiimarike zezemali
Ngexesha apho iimarike zamashishini ezingenanzala emisiweyo zibonakala zinothulelwano ebushunwini beenyanga ezidlulileyo. Xa uqala isaphulelo kumaxabiso amaxabiso kwaye oko kungqinelana nokuba imarike yemasheya yase-US iphinda ikwindawo ephezulu yembali kwaye icoca indawo elungileyo yamathandabuzo ababenayo abameli bezemali. Kwinto enokuba sisiqalo senqanaba elitsha lokuthengisa kwiimarike ze-equity kwihlabathi liphela. Kwaye oko kukhokelela kubatyali zimali abancinci nabaphakathi ukuba babuyele kwiimarike zezemali ukuze benze imali yabo ibe nenzuzo, ubuncinci kude kube sekupheleni kwalo nyaka.
Lithuba elitsha esinikwa le asethi yemali kwaye ngexesha apho phantse kungekho mntu wayevalelwe koku kubuya kungalindelekanga. Nangona ngoku kuyakufuneka ujonge ukuba iya kuba yeyiphi ixesha kwaye iphantsi kobuphi ubungakanani. Ngeempawu ezininzi ngendlela elungileyo kwaye ezingakhange zibonwe kwiinyanga ezininzi kwaye ngokuqinisekileyo oko ngoku kubonakala kuyinto enzulu.