Uma kukhona isitoko esisodwa emakethe yamasheya yaseSpain esingabadumisi abatshalizimali, yi-Iberdrola. Ingenye yezinkampani ezihweba kakhulu emakethe yamasheya. Akumangazi ukuthi amasheya angenakubalwa ayahweba njalo ngesikhathi sokuhweba, eqhosha ngomunye wemikhiqizo yokuhweba ephezulu kakhulu ku-benchmark index. Akumangazi ukuthi ingenye yama-blue chips, kanye ne-BBVA, i-Santander, i-Endesa, kanye ne-Telefónica. Isitoko esiqashelwa eduze yibo bonke abatshalizimali lapho beqala imisebenzi yabo ezimakethe zezimali.
Ngakolunye uhlangothi, i-Iberdrola ingenye yamasheya anenzuzo kakhulu. Ngempela, ukuguquguquka kwentengo yamasheya ayo akuphezulu kakhulu. Empeleni, okuphambene nalokho, njengoba ivame ukusebenza ngaphakathi kwemingcele emincane kakhulu, engavamile ukudlula u-2% . Lokhu kwenza kube ukukhetha okuthandwayo kuzo zonke izinhlobo zabatshalizimali. Abatshalizimali abanolaka, abalinganiselayo, noma abagcina imithetho ngokufanayo bathola amasheya abo ukuze bandise ukonga kwabo.
Ngokuphikisana nalesi simo esijwayelekile, i-Iberdrola ivelele njengokukhetha okuthembekile kwephothifoliyo yokutshalwa kwezimali ezinzile. Nakuba imbuyiselo yayo yonyaka ingeyona eyingqayizivele , inikeza ukuphepha okukhulu kubatshalizimali abancane nabaphakathi, okwenza kube yimpahla eyinhloko yokonga. Ngamanye amazwi, amasheya ayo akuvumela ukuthi wakhe kancane kancane ukonga ngaphandle kokushintshashintsha okungazelelwe noma ukushintshashintsha kwentengo okubukhali. Lokhu kuyenza ifaneleke kakhulu ekutshalweni kwezimali kwesikhathi eside, njengoba abaningi abalondolozayo benza njengamanje.
Iberdrola: ukuhweba phakathi kwama-euro ayisithupha no-6
Njengamanje, amasheya enkampani yamandla ahweba cishe nge-€6,80 , okungenye yamazinga aphezulu kakhulu eminyakeni yamuva nje. Njengoba kukhuphuke cishe ngo-15% unyaka nonyaka, lokhu kuwumphumela omuhle enkampanini kagesi. Kubalulekile ukuqaphela ukuthi ivame ukubhekana nokwenyuka kwentengo okulinganiselwe, njengoba imbuyiselo yayo yamanje ihambisana nokusebenza kwenkomba yokulinganisa yemakethe yamasheya yaseSpain. Kubalulekile futhi ukukhumbula ukuthi eminyakeni eyishumi nanhlanu edlule, intengo yayo yamasheya ihwebe ngaphakathi kobubanzi obuncane, ishintshashintsha phakathi kwe-€5,20 ne-€7,15.
Ngakho-ke, sekuseduze kakhulu nokufinyelela amazinga aphezulu alesi sikhathi, kudinga ukwenyuka okungu-5% kuphela ukuze kufinyelelwe lawo manani. Kunoma ikuphi, kucwile ekukhuphukeni okusobala okungakabonisi zimpawu zobuthakathaka, kanye nokulungiswa okuncane kuphela ukuze kuncishiswe ingcindezi yokuthenga kubatshalizimali. Lesi simo sizuzisa kakhulu kunoma ubani olinde ukuthatha izikhundla esitokweni, ngoba empeleni, okwamanje asibonisi buthakathaka nhlobo. Ngokuphambene nalokho, sibonisa amandla angavamile, njengoba amashadi aso ebonisa.
Izabelo ezingaphezu kwe-5%
Esinye isisusa sokutshala imali kulesi sabelo somkhakha kagesi yinzuzo yaso ephezulu yenzuzo. Inikeza imbuyiselo yokonga ngaphezu kancane kuka-5% , ngezinkokhelo ezimbili ezihleliwe neziqinisekisiwe ngonyaka. Le nqubomgomo yenzuzo, esebenze iminyaka eminingi, yamukelwa kahle ngabanikazi bamasheya base-Iberdrola, njengoba ibanikeza inkokhelo yansuku zonke ukusekela uketshezi lwabo. Lokhu kuhambisana nenzuzo enikezwa ngamanye amasheya e-blue-chip emakethe yamasheya aseSpain.
Le nzuzo izinzile kakhulu, futhi iphesenti layo liyahlukahluka kancane unyaka nonyaka. Ngakho-ke, kuyitshalomali elinconywa kakhulu lokwakha iphothifoliyo yokonga ezinzile yesikhathi esiphakathi neside. Abatshalizimali abancane nabaphakathi ngeke babe nezinkinga ezinkulu zokugcina ibhalansi yabo yokonga. Ngempela, izingozi zayo ziphansi kunezo zokutshalwa kwezimali kwezinye izimakethe zamasheya, kanye namathuba amancane okwehla okukhulu kwentengo yayo yamasheya.
Kuyinani lokuphephela
Ngaphezu kwalokho, kubalulekile ukukhumbula ukuthi i-Iberdrola isebenza njengendawo ephephile ngezikhathi ezingezinhle kakhulu zamasheya. Ngenkathi intengo yesitoko sayo ingakhuphuki kakhulu njengezinye izitoko ngesikhathi sezimakethe zezinkunzi, ukusebenza kwayo kuphakathi kakhulu ngesikhathi sokwehla komnotho. Ngamanye amazwi, lapho imakethe yesitoko iwela, amasheya ayo ehla ngaphansi kwezinkomba eziyinhloko. Lokhu kuyenza ibe enye yezimpahla zezimali eziphephile lapho abanikazi bamasheya begcina khona imali yabo. Ngaphezu kwalokho, bathola imbuyiselo eqinisekisiwe njalo ngonyaka ngezabelo.
Ngenxa yalesi sizathu, kuwukutshalwa kwezimali okuhloswe ngakho kuphrofayili yabatshalizimali echazwe kahle kakhulu, ewela ngaphakathi kweqembu elivikelayo noma elilondolozayo. Kuleli qembu, ukuphepha kuza kuqala kunezinye izinto zobuchwepheshe noma eziyisisekelo. Kujwayelekile futhi kuvamile ukuthi abatshalizimali abancane nabaphakathi babambe ukutshalwa kwezimali kwabo kuze kube yiminyaka eyishumi, noma ngisho nangaphezulu kulabo abalondoloza imali asebekhulile. Lokhu kube yindlela eqhubekayo enkampanini kagesi eminyakeni yamuva nje.
Intengo ekhonjiwe yamasheya akho
Njengamanje, ukuvumelana okuvamile phakathi kwabahlaziyi bezezimali ukuthi intengo yesitoko isenendawo yokukhuphuka. Baze babeka nentengo eqondiwe engu-€7,3 ngesabelo ngasinye ezinyangeni ezizayo . Empeleni, lokhu kusho ukuthi kukhona amandla okukhuphuka angaphezu kuka-6% ngaphambi kokufinyelela kulo mgomo. Kodwa-ke, lokhu kunyuka akunakwenzeka ukuthi kube ngokushesha noma kube phezulu, kodwa kunalokho kube uchungechunge lokwenyuka okuqhubekayo ngokuhamba kwesikhathi, futhi ngokuqinisekile ngeke kube ngaphandle kokulungiswa ngezikhathi ezithile endleleni. Noma kunjalo, eminye imithombo inikeza umbono onethemba kakhulu, ikholelwa ukuthi isitoko singasondela ezingeni lokumelana elibalulekile le-€8.
Kunoma ikuphi, ingenye yezitoko ezimbalwa ebezilokhu zikhula ngendlela ekhuphukayo engenaphutha selokhu zafinyelela ku-€4 . Kancane kancane futhi buthule, ifinyelela imigomo yayo eyinhloko. Ngokuqinisekile hhayi ngendlela ekhangayo njengezinye izitoko ku-benchmark index yaseSpain. Omunye wemibuzo eqhubekayo ukuthi lezi nzuzo zizoma kumazinga amangaki. Ngoba kungenzeka ukuthi zihambisane nesikhathi sokuguquka kwe-Ibex 35, njengoba intengo yesabelo se-Iberdrola isanda kulingisa lo mkhawulo.
Imiphumela emihle yebhizinisi
Uma intengo yamasheya ayo ikhuphuka, kubonakala sengathi kunjalo nangemiphumela yayo yezezimali. Ngempela, imiphumela yekota edlule iveze izibalo ezinhle kakhulu zomugqa wayo webhizinisi. Iqembu lamandla lithole imali engenayo ecishe ibe yi-€15 million ezinyangeni eziyisithupha zokuqala zalo nyaka , uma kuqhathaniswa ne-€14.898 billion esikhathini esifanayo ngonyaka odlule.
Ngakolunye uhlangothi, kulesi sikhathi esihlaziyiweyo kusobala ukuthi ukutshalwa kwemali okwenziwe ngu-Iberdrola kufinyelele enanini lama-euro ayizigidi ezingama-2.515. Ekupheleni kwesimester yesibili, isikweletu sayo sezimali esiphelele safinyelela kuma-euro ayizigidi ezingama-30.000. Okungukuthi, cishe ama-250 wezigidi angaphansi kunasekupheleni kukaDisemba wonyaka odlule. Le yimiphumela etholwe kahle kakhulu ngabatshalizimali. Lapho ukuthengwa kwamasheya abo kubekwe ngokusobala ekuthengisweni.
Ukuvezwa kweminye imikhakha namabhizinisi
Kodwa-ke, enye yezingqinamba zemiphumela yayo ukubandakanyeka kwayo kweminye imigqa yebhizinisi engahlobene nemithombo yamandla yendabuko. Lokhu kungaba yinkinga ngentengo yayo yamasheya eminyakeni ezayo, futhi kube nomthelela oqondile emiphumeleni yayo yezezimali yesikhathi esizayo. Kungenye yezingozi ezikhona esu lebhizinisi lamanje lenkampani.
Kodwa-ke, ukuthembela kwayo kumodeli yebhizinisi ezinzile nephindaphindayo kuvumela imali engenayo eqhubekayo, okuyinzuzo enkulu kunezinye izinto ezibalulekile. Kubalulekile ukukhumbula ukuthi lena isevisi ebalulekile kubo bonke izakhamuzi, edinga ukuthi babhalisele izinsizakalo zayo. Lokhu kufaka phakathi imisebenzi emisha yamakhaya namabhizinisi, njengokulethwa kwegesi. Noma kunjalo, ibhekene nokuncintisana okukhulu okuvela ezimbangini zayo ezinkulu zemakethe, njengeGas Natural kanye ne-Endesa.
Kunoma ikuphi, nangendlela efingqiwe, amasheya e-Iberdrola ukubheja kuma-equities okungafanele ukuthi entule amaphothifoliyo amaningi okuphepha. Noma ngabe iyiphi iphrofayili ekhona abatshalizimali abancane nabaphakathi. Ngisho nokuhlanganisa lokhu kutshalwa kwezimali nezinye izibambiso ezinolaka njengengxenye yecebo lomhlaba jikelele lokwenza ukonga kube nokusebenza kahle futhi kuphephe kakhulu kunakuqala. Lapho kuzodingeka khona kakhulu ukubala iphesenti esizodinga ukulinikeza kulezi zenzo futhi lokho kuzoncika ezinhlosweni ezilandelwe kusukela manje kuqhubeke.