Honza Dvorsky Ngokwezibalo ezikhishwe yi-FactSet, naphezu kwesimo somnotho esibi e-Eurozone, ezinye izinkampani kulesi sifunda zenza kahle. Ikota yesibili yezimali yalo nyaka izoletha i-Apple ukweqa okukhulu kwemali engenayo evela eYurophu. Kuzo zonke izinkampani zaseMelika ezenza ibhizinisi emkhakheni we-IT futhi zishicilele imali engenayo ngokwesifunda, i-Apple izoba inombolo yokuqala ngokuphelele.
Amanani alinganiselwe
Ishadi le-S&P 500 libonisa ukukhula kwemali engenayo yenkampani ngayinye kwikota yokuqala yezimali yalo nyaka (ibha eluhlaza okwesibhakabhaka) kanye nokukhula okulindelekile kuleyo mali engenayo ngekota yesibili (ibha empunga). Siyabona ukuthi kuzo zonke izinkampani ezibonisiwe, abenzi be-iPhone ne-iPad kuphela abazogubha ngemali yabo yase-Europe ekhula ngo-32,3%, uma kuqhathaniswa nonyaka odlule. Ukwehla sekukonke kokukhula embonini yonkana kungenxa yokuntuleka kwemisebenzi ephezulu kanye nezikweletu eYurophu, nokho imali etholwa yi-Apple kule ndawo izokhula ngokushesha.
Endaweni yesibili ekukhuleni sibona i-Intel inoshintsho lwe-4,5% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule. Uma sibheka imiphumela yomkhakha wezobuchwepheshe eYurophu ngaphandle kwe-Apple, ukukhula kokuthengisa kuzokwehla kusuka kumaphesenti angu-6,6 kuya ku-3,4 futhi imali engenayo ingaqala ukwehla isuka ku-4 iye ku-1,7%.
Hhayi umkhakha we-IT kuphela
Akunandaba nomkhakha, izinkampani eziku-S&P 500 kulindeleke ukuthi zikhule ngo-3,2%. Uma izilinganiso zifinyelelwa, kuzoba ikota yeshumi nanye ilandelana yokukhula. Ingxenye enkulu, lokhu kusebenza kahle (naphezu kwenkinga yezimali) kubangelwa ukukhula okuqinile kwezinkampani ezimbili eziphezulu kulesi silinganiso, i-Apple ne-Bank of America. Ngaphandle kwalaba bashayeli ababili, isilinganiso sisonke sizokwehla sifike ku-2,1%.
Okuthakazelisayo ngedatha eshiwo ukuthi ukwehla kwezinkampani eziningi kunxeshezelwa ukukhula okukhulu kwenani elincane labadlali abaphumelelayo. Njengoba sesishilo kakade, akuwona umkhakha we-IT kuphela, kodwa futhi namabhange kanye nemboni yonke. Imiphumela ibizoba mibi kaningana ukube bekungengenxa yezinkampani ezimbalwa, naphezu kwazo zonke izimo, zikwazi ukuzulazula emanzini ayinkimbinkimbi yokuwohloka kwezimali. Ngakho-ke asethembe ukuthi izinkampani eziningi zizongena ezinombolweni ezinhle ngokuya phambili futhi imboni izoqala ukuchuma futhi.
Qaphela (ngezansi kwesihloko):
I-S&P 500 isilinganiso sezinkampani zamasheya zaseMelika esikhishwe i-Standard & Poor's kusukela ngo-1957. Isilinganiso esikaliwe esisekelwe kunani lilonke lenkampani. Leli nani libalwa njengesamba senani lazo zonke izinhlobo zamasheya aphindwe ngezintengo zawo zemakethe. Ngakho-ke, ushintsho enanini lamasheya enkampani luzolingana ngokuqondile nesilinganiso sayo se-S&P 500.
