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Contenidos recomendados por Jositor

Jositor 26/05/23 08:42
Ha respondido al tema ¿Qué le pasa a Telefónica (TEF)?
"perdiendo los 3€" , sería una debacle en toda regla, cabe considerar ponerse corto con uno mismo como hacen los de blackrock ... que tienen un 4,5 % del capital y del mismo un 0,95 % a posiciones cortas... ( y lo hizo en ene/feb 2023 cuando estaba en rangos de 3,6/3,2, https://www.finanzas.com/ibex-35/telefonica-el-mayor-accionista-invierte-100-millones-contra-los-planes-de-alvarez-pallete.html)es decir vender un 20% ahora de la posición, y a esperar, pero da vértigo...por favor, alguien con la bola de cristal reluciente que vea el futuro?
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Jositor 17/05/23 06:20
Ha respondido al tema ¿Qué le pasa a Telefónica (TEF)?
Pues si, uno de los principales problemas es el margen. El aumento descontrolado del gasto es causa raíz. Es elocuente, por ejemplo, que  han subido más los sueldos (7.x %)  que los ingresos (6.x%) , es decir con la subida de precios no cubren la subida de sueldos. Creo que habrá que poner a dirigir la empresa a los delegados sindicales que son unos linces....(si bien me temo que esa maniobra de subida a la temeraria vino dirigida desde Moncloa...)Sin duda, recortarán el gasto (el del 1º trim. me tiene pinta de ser algo estacional) en trimestres sucesivos, eso, o "el pozo"...Deben  recortar gasto y aumentar margen, la transición de cobre a fibra juega a favor:-- energia por apagado centrales cobre++ eficiencia operaciones en fibra-- coste mantenimiento fibra-- edificios y mantenimiento asociado++ ingresos achatarramiento cobrePor otro lado la aprobacion definitiva por Bruselas  de Orange-Masmovil catalizará subidas en el sector y Tef en concreto.p.d. por ser algo optimista...
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Jositor 19/04/23 11:58
Ha respondido al tema ¿Qué le pasa a Telefónica (TEF)?
Lo del cierre del cobre es una magnifica noticia:https://cincodias.elpais.com/companias/2023-04-19/telefonica-apagara-definitivamente-su-red-de-cobre-en-abril-de-2024-en-plena-celebracion-de-su-centenario.htmlEs un acelerador de ingresos (+ servicios por la red)y reductor de costes(menos energia&operacion) simultaneamente, es decir, el margen debería de aumentar y verse reflejado, evidentemente, no de un día para otro...
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Jositor 06/03/23 19:53
Ha respondido al tema ¿Qué le pasa a Telefónica (TEF)?
Pregunte a chatgpt por grifols, y decidi preguntarle por telefonica, mi gozo en un pozo, de momento la IA no se mete en harina y solo devuelve respuestas politicamente (y financieramente ) correctas, prácticamente similar a la que obtuve para grifols... , asi que habrá que seguir haciendo uso de la Güija which is the future for key financials of telefonica company?As an AI language model, I cannot predict the future with certainty, and I do not have access to confidential financial information about Telefonica. However, I can provide some general information about factors that may affect the company's key financials.Telefonica is a publicly traded telecommunications company that operates in Europe, Latin America, and other regions. The company's financial performance is influenced by several factors, including the demand for its services, competition, regulatory changes, and global economic conditions. The company's key financials, such as revenue, net income, and earnings per share, are affected by these factors.The demand for Telefonica's services is influenced by various factors, including demographic trends, consumer preferences, and technological innovations. The company's revenue growth may also be influenced by its ability to expand its customer base through strategic acquisitions and partnerships.Competition can affect Telefonica's pricing power and market share, potentially impacting its revenue and profitability. The company operates in a highly regulated industry, and changes in regulations can affect its revenue growth and profitability.Global economic conditions, including interest rates, exchange rates, and inflation, can affect Telefonica's financial performance. The company is exposed to currency exchange rate risk, as it generates a significant portion of its revenue outside of its home country.To maintain or improve its key financials, Telefonica may need to continue investing in research and development to enhance its services and network infrastructure, improve operational efficiency, and pursue strategic acquisitions and partnerships. The company may also need to manage its debt levels and optimize its capital structure.In conclusion, Telefonica's key financials are influenced by various internal and external factors, including the demand for its services, competition, regulatory changes, and global economic conditions. The company may need to pursue strategic initiatives and manage its financial risks to maintain or improve its financial performance in the future.
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Jositor 06/03/23 19:46
Ha respondido al tema Grifols (GRF): siguiendo de cerca la acción
Me estoy planteando entrar en Grifols, 1/2 en serio 1/2 en broma  le pregunté a chatgpt: which is the future for key financials of grifols company?As an AI language model, I cannot predict the future with certainty, and I do not have access to confidential financial information about Grifols. However, I can provide some general information about factors that may affect the company's key financials.Grifols is a publicly traded company, and its financial performance is influenced by several factors, including the demand for its products, competition, regulatory changes, and global economic conditions. The company's key financials, such as revenue, net income, and earnings per share, are affected by these factors.The demand for Grifols' products is influenced by demographic trends, such as an aging population, as well as by the prevalence of diseases that require plasma-derived medicines. The company's revenue growth may also be influenced by its ability to expand its market share through strategic acquisitions and partnerships.Competition can affect Grifols' pricing power and market share, potentially impacting its revenue and profitability. The company operates in a highly regulated industry, and changes in regulations can affect its revenue growth and profitability.Global economic conditions, including interest rates, exchange rates, and inflation, can affect Grifols' financial performance. The company is exposed to currency exchange rate risk, as it generates a significant portion of its revenue outside of the eurozone.To maintain or improve its key financials, Grifols may need to continue investing in research and development to enhance its product portfolio, improve operational efficiency, and pursue strategic acquisitions and partnerships. The company may also need to manage its debt levels and optimize its capital structure.In conclusion, Grifols' key financials are influenced by various internal and external factors, including the demand for its products, competition, regulatory changes, and global economic conditions. The company may need to pursue strategic initiatives and manage its financial risks to maintain or improve its financial performance in the future.
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