Bi, Sinuwa ye jamanaba dɔ ye min bɛ ka yiriwa teliya la diɲɛ kɔnɔ. Jamana tɔnba caman bɛ Sinuwa jamana na, wa o tɔnw tɛ dɔrɔn ka baara kɛ ni fɛɛrɛ kɔrɔw ye. Siniwajamana ka tɔnba 170 ka waribonba bɛɛ lajɛlen tɛmɛna bi, o tɛmɛna dɔrɔmɛ miliyari 7,5 kan. O la, u ka jatew sɔrɔli ye nafa ye siga t’a la ka ɲɛsin
wariko bolofara camanba ma .
- Siniwajamana ka bolomafara suguya ka jatebɔcogo
- Echelon fɔlɔ
- Sinuwaw ka buluw
- Echelon filanan
- tier sabanan
- Lisiti ye blue chip stocks ye Sinuwaw ka stock sugu la
- Sinuwaw ka tɔn caman minnu bɛ blue-chip la
- Sinuwaw ka buluw sancogo
- Risi jamana ka bolomafaraw kan
- Dunanw ka dilanbagaw sababu fɛ
- Ka tɛmɛn wariko tilennen fɛ Sinuwa jamana na
- Ka kɛɲɛ ni jɛkafɔ wari bilali ye Sinuwaw ka lakanafɛnw na
- Nafa ni farati minnu bɛ sɔrɔ wari bilali la buluw la Sinuwa sugu la
- I ka kan ka wari joli don Sinuwaw ka Blue Chips la?
- Nafa minnu bɛ sɔrɔ wari bilali la Sinuwa jamana ka buluw la
- Nafa minnu bɛ sɔrɔ wari bilali la
- Yala a bɛ se ka kɛ ka Sinuwaw ka “blue chips” san wa.
Siniwajamana ka bolomafara suguya ka jatebɔcogo
Sinuwaw ka jatew, i n’a fɔ tɔw bɛɛ, bolomafara sugu tilalen don yɔrɔ saba ye.
Echelon fɔlɔ
Tier fɔlɔ kɔnɔ, aksidanw bɛ yen minnu ka wariko ka bon kosɛbɛ. Kɔnpɔsi minnu ye jatebɔsɛbɛnw bɔ, olu sabatilen don kosɛbɛ, u tɛ fɛn misɛnninw sɛgɛsɛgɛ sugu la. U ka bon kosɛbɛ, 90% ɲɔgɔn, free-float ratio ani u jɛnsɛnni ka dɔgɔ. Nin ye Siniwa jamana ka buluw ye.
Free-float – kɛmɛsarada la, jatebɔ minnu bɛ jago hɔrɔnya sugu la ka se sosiyete ka jatebɔ hakɛ bɛɛ ma.
Jɛɲɔgɔnya ye danfara jiralan ye min bɛ jatebɔ sanni ni feereli sɔngɔ cɛ waati kelen na.
Ka kɛɲɛ ni Hang Seng Index (HSI) ye (Hong Kong Stock Exchange Index) ye. Sinuwa jamana na, ‘puce buluw lisɛli bɛ yen i n’a fɔ Geely Automobile, Galaxy Entertainment Group, Lenovo ani dɔ wɛrɛw.
Sinuwaw ka buluw
Nka, Sinuwaw ka bεnkansɛbɛnba ye SSE 50 Index ye. A kɔnɔ, tɔn 50 bɛ yen minnu ka bon kosɛbɛ Sinuwa jamana na, minnu ka waribonba ka bon, wa u ka jatew bɛ baara kɛcogo ɲuman jira dannaya ni wariko siratigɛ la. Nin lisi in kɔnɔ, bankiw, izini ani jagokɛlaw ka tɔnw bɛ yen minnu lakodɔnnen don kosɛbɛ diɲɛ sugu la, i n’a fɔ – Banki Sinuwa, Orient Securities ; Banki min bɛ Pekin; PetroChina (diɲɛ tɔnba fɔlɔ min sera dɔrɔmɛ miliyari 1 ka waribonba hakɛ ma); China National Nuclear Power ani dɔwɛrɛw.
Echelon filanan
Olu ye tɔnbaw ka jatew ye minnu ka dɔgɔ, hali n’u ka dɔgɔ ni u ka jɔyɔrɔ fɔlɔ ta ye, nka u ka wari sɔrɔta hakɛ ka bon kosɛbɛ. Aksidan filananw ye cɛmancɛ ye ka kɛɲɛ ni free-float ratio ye, feereli hakɛ, faratiw ani nafaw. O stock suguw jɛnsɛnni ka bon kosɛbɛ ka tɛmɛ blue chips ta kan.
tier sabanan
Sosiyete sabananw ka jatebɔw ka wari sɔrɔta hakɛ ka dɔgɔ kosɛbɛ, u musaka ka dɔgɔn kosɛbɛ ani u ka free-float ratio. Jago hakɛ min bɛ kɛ o jatebɔ ninnu na, o ka dɔgɔ. U bɛ faratiba lase u ma ani u jɛnsɛnni ka bon kosɛbɛ. Sinuwaw ka bolomafaraw ka echelon saba:
Lisiti ye blue chip stocks ye Sinuwaw ka stock sugu la
Sɛtanburukalo san 2021, Sinuwa ye lisi dɔ bɔ min bɛ jamana ka tɔnba 500 jira. Ka kɛɲɛ ni lisi ye min bɔra ɲɔgɔn fɛ Siniwajamana ka baarakɛda ɲɛmɔgɔw ka tɔn fɛ ani Siniwajamana ka baarakɛjɛkulu fɛ. O baarakɛda ninnu ka sɔrɔ bɛɛ lajɛlen kɛra JPY miliyari 89,83 ye (dɔrɔmɛ miliyari 13,9). ani a y’a jira ko dɔ farala nafa sɔrɔli kan ni 4,43% ye, n’i y’a suma ni san tɛmɛnen waati kelen ye. Tɔnɔ min sɔrɔla o baarakɛda ninnu fɛ san 2020 kɔnɔ, o kɛra JPY miliyari 4,07 ye (o ye 4,59% ye). Baara sɔrɔ hakɛ min wajibiyalen don walasa ka don lisi kɔnɔ, o fana wulila, a kɛra JPY miliyari 39,24 ye, o ye JPY miliyari 3,28 ye ka tɛmɛ waati tɛmɛnen ta kan. Sosiyete minnu ka sɔrɔ cayara ni JPY miliyari 100 ni kɔ ye, olu tɛmɛna 200 kan (tiɲɛ na, sosiyete 222) ani u la 8 tɛmɛna JPY triliyɔn 1 hakɛ kan.
Hali ni kɛlɛ min bɛ senna Ameriki ni Sinuwa jamanaw cɛ, o kɔfɛtaw ka baarakɛcogo ɲɛnabɔra kosɛbɛ. Min b’a to Siniwajamana ka tɔnw ka lakanafɛnw bɛ mɔgɔ ɲɛnajɛ kosɛbɛ bolomafara sugu la. Sosiyete minnu ka bon kosɛbɛ (Chinese blue chips) olu ka lisi kɔnɔ, fɛnɲɛnɛmaba dɔw bɛ yen minnu bɛ baara kɛ fɛn dilanni siratigɛ la, kunnafoniko logistiki. Liste des entreprises 8 grandes de Chine (blue chips) ka kɛɲɛ ni FORTUNE GLOBAL 500 ye:
Jyɔrɔ min bɛ Sinuwa sugu la | Sosiyete tɔgɔ | Dislocation (yɔrɔ jiginni). | A bɛ sɔrɔ miliyɔn caman na | Yɔrɔ ka kɛɲɛ ni FORTUNE GLOBAL 500 ye |
kelen | Jamana ka Grid | Pekin jamana na | 386618 ye | 2 ye |
2 ye | Sinuwa jamana ka petoroli | Pekin jamana na | 283958 ye | naani |
3 ye | Sinopec ka kulu | Pekin jamana na | 283728 ye | 5 ye |
naani | China jamana ka jɔli injiniyɛri | Pekin jamana na | 234425 ye | 13 ye |
5 ye | Ping An ka Asiransi | Shenzhen dugu kɔnɔ | 191509 sàn | 16 ye |
6. 6 | Banki Industri & Commercial min bɛ Sinuwa jamana na | Pekin jamana na | 182794 ye | mugan |
7 ye | Siniwajamana ka baarakɛyɔrɔw ka banki | Pekin jamana na | 172000 ye | 25 ye |
segin | Sɛnɛko Banki min bɛ Sinuwa jamana na | Pekin jamana na | 153885 ye | 29 ye |
Sinuwaw ka tɔn caman minnu bɛ blue-chip la
O tɔnw de ye layidu ta kosɛbɛ wariko la, ka fara baara kɛli kan n’u ka jatew ye bolomafara suguw la. U ka kapitalizasiyɔn ka bon, wa u bɛ na ni sɔrɔ caman ye tuma bɛɛ. U ka jatebɔw bɛ mɔgɔ sama ka ɲɛsin wariko kuntaalajan ma. O la misali la:
State Grid ye Sinuwa jamana ka tɔn ye, diɲɛ kɔnɔ baarakɛyɔrɔba min bɛ nukliyɛri iziniw jɔ diɲɛ jamana caman na ani ka kuran tila PRC jamana bɛɛ kɔnɔ. Ka fara o kan, a ka tɔndenw sababu fɛ, a bɛ wari bila kosɛbɛ kuran siraw yiriwali la ani ka fɛn kuraw jɔ jamana kɔkan (Brezil, Filipine jamana, a ɲɔgɔnnaw)
Ka kɛɲɛ ni sannifeere in jaabiw ye, a ka tɔn ka wariko cogoya bɛ nin cogo la.
Sinuwa jamana ka petoroli– petoroli ni gazi tɔnba min ka bon kosɛbɛ Sinuwa jamana na, n’o ye jamana ta ye pewu, wa a bɛ jɔyɔrɔba la, a bɛ se ka kɛ a kelen-kelen bɛɛ ye jamana kɔnɔ sugu la. A bolofara damadɔ bɛ yen (PetroChina, Kunlun Energy, wdfl). San 2019, a ka nafolo bɛɛ lajɛlen kɛra JPY miliyari 2,732 ye, wa baarakɛlaw hakɛ bɛ se mɔgɔ ba 500 ma. China National Petroleum ka bolomafara sɔngɔ bi ye nin ye :
Wa a ka dinamiki ni a ka fɔtaw :
Sinuwa bulu wɛrɛw, minnu jiralen bɛ tabali la, olu bɛ dinamikɛcogo kelen jira ka surunya.
Sinuwaw ka buluw sancogo
Siniwajamana ka bolomafaraw sabatili n’u nafa sɔrɔli b’a to u bɛ kɛ wariko laɲiniw ye minnu bɛ mɔgɔ sama. Aw bɛ se ka o papiyew san.
Risi jamana ka bolomafaraw kan
Sinuwaw ka lakanatɔnw jɔyɔrɔ dɔw bɛ se ka sɔrɔ kosɛbɛ Risi ka bolomafara sugu la. Olu tɛ jatebɔ dɔrɔn ye, nka u ye
depositaire receipts (ADR) fana ye. U bɛ yaala-yaala hɔrɔnya la St Petersburg Stock Exchange la ani u bɛ fɔ Ameriki dɔrɔmɛ la. St Petersburg ka bourse kan i bɛ se ka san:
- Alibaba kulu bolofara ka bolomafara (BABA);
- Aluminiyɔmu tɔnba min bɛ Sinuwa Li (ACH);
- Baidu Inc. Bamako, Mali. (BIDU) ye;
- China kɔrɔnfɛla pankurunbolitɔnw ka tɔnba (CEA);
- China ka ɲɛnamaya lasigidenw ka tɔn Lim. (LFC) ye;
- Sinuwa Saheli Airlines ka tɔnba (ZNH);
- Bonjour Groupe Inc. Bamako, Mali. (MOMO) ye;
- Huaneng Power International Inc. Bamako, Mali. (HNP) (HNP) ;
- Huazhu kulu danmadɔ (HTHT);
- com, inc.. Bamako, Mali. (JD) ye;
- JOYY Bamako Inc. (YY) ye;
- NetEase Inc. Bamako, Mali. (NTES) ye;
- PetroChina ka tɔnba dɔ (PTR);
- Sinopec Shanghai Petrochimique (SHI) ka baarakɛda ye;
- com Limite (SOHU) ye;
- TAL Kalanjɛkulu (TAL) ;
- Vipshop Holdings ka baarakɛyɔrɔ (VIPS);
- Weibo ka tɔnba (WB);
- China Mobile (Hong Kong) Bamako, Mali. (CHL) ye;
- China Telecom Corporation Limite (CHA) ye .
Wa dɔw fana, bi a bɛ jɔyɔrɔ 30 ɲɔgɔn na. Moskow Exchange kan, quotation bɛ kɛ rubles la, wa a bɛ jira nin sugandi kunbaba ninnu na:
- Alibaba Groupe Holding Limite (BABA-RM) Bamako, Mali.
- Baidu Inc. Bamako, Mali. (BIDU-RM) Bamako, Mali.
- PetroChina ka tɔnba (PTR-RM) .
- com, inc.. Bamako, Mali. (JD-RM) ye.
- Li Auto Inc. Bamako, Mali. (LI-RM) ye.
- NIO Inc. Bamako, Mali. (NIO-RM) ye.
- TAL Kalanjɛkulu (TAL-RM) .
- Vipshop ka bolomafaraw ka baarakɛyɔrɔ (VIPS-RM) .
Nka, sugandiliw hakɛ bɛ ka caya ka taa a fɛ. Jagokɛla fanba fɛ minnu bɛ ka baara daminɛ sisan dɔrɔn bolomafara sugu la, o bɛ se ka kɛ sababu ye. A man gɛlɛn ka baara daminɛ n’u ye, a bɛ se ka kɛ kosɛbɛ ka
mɔgɔ kelen-kelen ka wari bilalen jatebɔsɛbɛn da wuli (exchange account). Ni an y’a jateminɛ ko jatebɔw tun bɛ Risi ka bolomafaraw la, u bɛ tali kɛ impositi nafaw bɛɛ lajɛlen na minnu bɛ tali kɛ jamana kɔnɔ tɔnw ka jatebɔw sɔrɔli la.
Dunanw ka dilanbagaw sababu fɛ
Investisseurs minnu b’a fɛ ka baara kɛ ni Sinuwaw ka blue chips suguya caman ye ka tɛmɛ jamana kɔnɔ sugu bɛ se ka minnu di, olu bɛ se ka jatew da wuli ni jamana kɔkan jagokɛlaw ye. Sinuwaw ka “blue chips” ka jatebla minnu ka ca ni tɔw bɛɛ ye 2021 sàn na, olu jago Kɛra Ameriki ka jagokɛyɔrɔw la (New York Stock Exchange, NASDAQ, ani dɔw wɛrɛw). Walasa ka Sinuwaw ka jatew jago daminɛ o fɛnw falenfalenni ninnu kan, aw ka kan ka kuma dilanbagaw fɛ minnu bɛnnen don, i n’a fɔ:
- Charles Schwab ye san 1999 ye.
- E*Jagokɛlaw, .
- Brokers minnu bɛ baara kɛ ɲɔgɔn fɛ, .
- TD Ameritrade, ani mɔgɔ wɛrɛw.
Ka tɛmɛn wariko tilennen fɛ Sinuwa jamana na
Investissement directs directement à la Chine, o bɛna kɛ nafa caman ye ani min bɛ nafa sɔrɔ, o bɛna a to i bɛ se ka baara kɛ ni komisiyɔn fitinin ye, nka wari hakɛ minnu bɛna don a kɔnɔ, olu bɛna bonya kosɛbɛ, wa a ka c’a la, o tɛna bɛn investisseur novice ma.
Ka kɛɲɛ ni jɛkafɔ wari bilali ye Sinuwaw ka lakanafɛnw na
Fɛɛrɛ wɛrɛ min bɛ se ka kɛ ka ɲɛsin Siniwa jamana ka bolomafaraw ma, o ye ΕTF sɔrɔli ye. Ni wari bilala ΕTF la, waridonna tɛ a ka jatebɔsɛbɛn kelen-kelen san, nka a bɛ teliya ka jatebɔsɛbɛn bloki dɔ san Sinuwa ka tɔn suguya caman na. O cogo la, ka wari bila sosiyete kɛrɛnkɛrɛnnen dɔ la, nka ka don Sinuwa jamana ka bolomafara sugu bɛɛ la. ΕTF bɛ se ka san Moskow Exchange la. Olu ye, AKCH, n’o ye OOO MC Alfa-Capital baarakɛla ye ani FXCN, n’o ye FinEx Funds plc baarakɛla ye.
Fond komisiyɔn ye 0,9% ye san kɔnɔ, nafolo bɛ kɛ yen na, nka, jago bɛ kɛ Ameriki dɔrɔmɛ ni rubɛw la, Solactive GBS China ex A-Shares Large & Mid Cap USD indices bɛ tugu ɲɔgɔn kɔ. A yɔrɔba dɔw ye Tencent Holdings Ltd., Alibaba Group Holding Ltd. ka lakanafɛnw ye. ani Meituan Class B, u ka bolomafaraw ka ca ni 1/3 ye, o min ye lakana 230 ye. Alfa Capital ka AKCH wari falenfalen nafolo bɛ Xtrackers Harvest nɔfɛ – 60% ani KraneShares China – 40%. A bɛ ASHR ni KWEB wari falen-falen nafolo san dɔrɔn, nka a ka sara ye 1,61% ye. O ye sara ye, ni ETF sara ma fara a kan, 0,65% ye ASHR ye ani 0,76% ye KWEB ta ye. Jago bɛ Kɛ ni rubɛw ye.
Nafa ni farati minnu bɛ sɔrɔ wari bilali la buluw la Sinuwa sugu la
San tan laban ninnu na, Sinuwa yiriwara ni fanga kabakoma ye, wa bi, a bɛnnen don ka jate sɔrɔko filanan ye (Amerika kɔfɛ) diɲɛ kɔnɔ. Nka o waati kelen na, bɛnkan tɛ waridonnaw ni ɲɔgɔn cɛ a ka sɔrɔ sabatili kan. O sababu Bɔra politiki siratigɛ la min bɛ jamana kɔnɔ. Ka fara o kan, Ameriki jamana bɛ Siniwajamana ka tɔnw ka kɛnɛyako bonya kojugu kɛlɛ. O de kama, san 2022 jateminɛw kɔnɔ, hakilina min b’a jira ko Siniwa jamana sɔrɔko yiriwali bɛna sumaya kosɛbɛ, o bɛ fanga sɔrɔ ka taa a fɛ. O tɛ se ka nɔ bila Sinuwaw ka buluw nafa n’u nafa la. Wa a bɛ dɔ fara a yɛrɛ la, a bɛ dɔ fara wariko kuntaalajan faratiw kan.
I ka kan ka wari joli don Sinuwaw ka Blue Chips la?
O cogo la, ni u bɛ Siniwajamana ka tɔnw ka jatew san, danbe ka kan ka kɛ. Siga t’a la ko sini kɛnɛ bɛ ka jamana in ka tɔnw bɛɛ makɔnɔ. Nka mɔgɔ man kan ka a ɲɛmajɔ a la ko Sinuwa sɔrɔko yɔrɔ ka jan a seko la, wa ko a ka kan ka kɛ cogo bɛɛ la walasa ka taa ɲɛ teliya la. O la, fura ɲuman bɛ se ka kɛ ka wari bila Sinuwa buluw la 6-12% i ka wari bilalen na. O b’a to i bɛ se ka i ka faratiw dɔgɔya ani o waati kelen na, i bɛ se ka wari sɔrɔ wari bilalenw na.
Nafa minnu bɛ sɔrɔ wari bilali la Sinuwa jamana ka buluw la
Siga t’a la, nafa minnu bɛ sɔrɔ wari bilali la Sinuwaw ka lakanafɛnw na, olu dɔw ye:
- PIB bonya hakɛ caman (a hakɛ cayalenba bɛ tɛmɛ 8% kan san kɔnɔ) san damadɔ kɔnɔ ;
- seko ni dɔnko caman sɔrɔli jamana ka sɔrɔko la ;
- Sinuwaw ka fɛnw ka ɲɔgɔndanba sɔrɔli jamana kɔkan sugu la ;
- baara musaka dɔgɔyali ani jamanaden setigiw hakɛ caman sɔrɔli ;
- fangatigiw ka kɔlɔsili gɛlɛn, o min bɛ dɔ bɔ kosɛbɛ waridonnaw ka fɛnw sɛgɛsɛgɛli ni u lafilili la.
Nafa minnu bɛ sɔrɔ wari bilali la
Nka ka fara nafaw kan, wari bilali Sinuwa jamana na, nafa caman fana bɛ yen:
- politikitɔn ye dankarili min lawuli ;
- “jago kɛlɛ” bɛ se ka kɛ ka bɔ Ameriki ni EU la ;
- farati min bɛ sankɔrɔta la;
- kunnafoniw minnu dira, olu tiɲɛni.
Yala a bɛ se ka kɛ ka Sinuwaw ka “blue chips” san wa.
Siga t’a la, a ka ɲi ka Sinuwaw ka tɔnw ka jatew san. Aksidan dɔw, n’olu ye Sinuwa tɔnw ye minnu ka di kosɛbɛ, olu ka kan ka kɛ wariko bolofara kɔnɔ i n’a fɔ nafolo min bɛ se ka bonya. Nka ka baara kɛ ni Sinuwaw ka blue-chip stocks ye walasa ka sɔrɔ pasif sɔrɔ, o nafa ka bon kosɛbɛ.