Blue chips z’akatale k’emigabo mu Russia – w’olina okuteeka ssente mu 2024

Blue chips z’akatale k’emigabo mu Russia okutuuka mu 2022.
ebikuta bya bbululuokutuuma amannya g’emigabo gya kkampuni ezisinga okubeera ennywevu mu ggwanga. Era ziyitibwa sitooka ez’omutendera ogusooka. Okusinziira ku bibalo, bw’oba ​​oteekamu ssente, waliwo akabi akatono ak’okufiirwa ssente z’otaddemu. Kintu kimu okubeera n’emigabo gya Sberbank, ate ekirala nnyo eri Let’s Go etamanyiddwa, nga layisinsi ye esobola okuggyibwako akaseera konna. Blue chips za Russia ze zikulembedde mu mulimu guno, era nnyingi ku zo zifugibwa gavumenti mu Russia. Gavumenti y’esinga okubeera n’emigabo gya Gazprom – emigabo egisukka mu 50%. Amagoba layini nkulu mu mbalirira, kale bamusigansimbi tebalina kubuusabuusa nti singa wabaawo obuzibu, gavumenti ejja kuwa obuyambi bw’ensimbi. Bangi ku bbululu kkampuni za bukodyo mu ggwanga. Gazprom kkampuni ya ggaasi etunda ebweru w’eggwanga. Polyus mukulembeze mu kusima zaabu. Okujja kw’omuvuganya asaanira tekisuubirwa – okuyingira akatale kano weetaaga kapito mungi.

Ekigambo “blue chips” kiva mu poker era nga kisinga kuba kya buwaze. Tewali misingi milambulukufu kkampuni gy’esinziirako okuteekebwa mu kibinja kya kkampuni ya bbululu mu Russia. Naye emisingi emikulu gisobola okuzuulibwa.

Kkampuni eno erina okuba ng’emanyiddwa nnyo mu ggwanga, ng’erina enkula y’amagoba enywevu okumala emyaka egiwerako. Emigabo girina okuba nga girimu kapito mungi. Kkampuni erina okuba n’enkola ya bizinensi esobola okuwangaala, era gavumenti erina okufaayo ku nkulaakulana y’amakolero.

Emigaso gya sitoowa ez’omutendera ogusooka

Birungi ki ebiri mu bbululu wa Russia

Obuyinza bw’okutambula (Liquidity).

Obuyinza bw’omugabo gye bukoma okuba obw’amaanyi, gye bukoma okwanguyirwa okutunda eby’obugagga ebiriwo eby’omuwendo omunene. Era kisinziira ku liquidity okusemberera bbeeyi y’akatale transaction gy’egenda okukolebwa. Blue chips za Russia ze zisinga okusaasaanya ssente – zisuubulibwa buli lunaku ebikumi n’ebikumi by’abasuubuzi. Kale ssente eziyingira buli lunaku eza Sberbank oba Gazprom ziba obuwumbi bwa rubles amakumi.

Okwesigamizibwa

Omusigansimbi alina emigabo egy’omutendera ogusooka (Russian blue chips) asobola okuba n’obwesige mu nsimbi z’ateekamu. Kkampuni zino zirina bizinensi ennywevu, zirina ebipimo by’ebbanja bingi, zirina okukozesa ssente entono ate nga zirina eby’obugagga bingi. Eno y’ensonga lwaki okuteeka ssente mu migabo gino kuwabulwa eri abatandisi.

Amagoba agavaamu

Kkampuni za blue chip ezisinga obungi mu Russia zisasula amagoba. Zino kkampuni eziwangaala ezisobola okugabana ekitundu ku magoba n’abalina emigabo. Omugabo omunene ku mbalirira y’ebitundu ebimu gwe gwa magoba. Kkampuni za gavumenti mu Russia zirina okusasula waakiri kitundu ku magoba gaabwe mu ngeri y’okugaba amagoba. Okutunda emigabo kubadde n’okweyongera okw’amaanyi mu ssente z’akasiimo. Enkola eno esinga okuba ey’akabi – singa kkampuni tetuukana na bisuubirwa n’eva ku katale, oyinza okufiirwa ssente z’otaddemu. Ng’ekyokulabirako, kino kyatuuka ku bannannyini migabo mu Yukos. Nga olina ekifo eky’enjawulo, okufiirwa si kwa maanyi nnyo eri kapito era kuyinza okusasulwa ebifo ebirala ebikola amagoba. Bw’oteeka ssente mu migabo 1-2, omusigansimbi afiirwa buli kimu. Naye amagoba gaba mangi singa okuteebereza kuba kutuufu.