Izinkampani ezinkulu kakhulu eYurophu: imali engenayo kanye nenani

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IYurophu iyi-mosaic eyingqayizivele: Amazwe angu-50 (+6), izilimi ezingu-230 kanye nezakhamuzi ezingaba yizigidi ezingu-746Lokhu kuhlukahluka kubonakala nasebhizinisini layo, lapho izinkampani ezinkulu zamandla, izinkampani zemithi ezihamba phambili, izimpahla zikanokusho, ukudla, kanye nobuchwepheshe bezimboni kuhlangana khona. Njengoba behlekisa emphakathini we-inthanethi, "izwekazi lonke... kanye ne-subreddit eyodwa nje!" Kulesi simo, kubalulekile ukuhlukanisa ngokucacile ukuthi kusho ukuthini ukuba "mkhulu": Akufani nokuhola ohlwini ngenzuzo njengoba kunjalo ngezimali zemakethe.Futhi abaholi bavame ukushintsha ngokwemigomo.

Eminyakeni yamuva nje, isimo sishintshe ngokushesha. uhlelo lokuqala lwe-Fortune 500 Europe Ibeka izinkampani ezingeni ngenzuzo, kanti ezinye izikhundla zigxila enanini lemakethe elinikezwa yi-Stock Exchange inkampani ngayinye. Zombili izithombe ziyadingeka ukuze kuqondwe amandla angempela ezinkampani zaseYurophu., imikhakha yayo evelele, isisindo ngezwe kanye nendlela esabela ngayo ezinkingeni ezifana nempi e-Ukraine, ukwehla kwamandla emali noma ukwehla kwezomnotho eShayina.

Imali engenayo vs. ukwenza imali enkulu: izindlela ezimbili zokulinganisa "ubukhulu"

Ngaphambi kokufaka uhlu, kubalulekile ukukhumbula ukuthi Imali engenayo (ukuthengisa) kanye nokusetshenziswa kwemali emakethe kulinganisa izinto ezahlukene.Inqubo yokuqala ivuza ubukhulu bebhizinisi ngokwenzuzo; eyesibili, ukulinganiswa kwemakethe kwenkampani namuhla ngokusekelwe kulokho ekulindele ngenzuzo, izinzuzo, ukukhula kanye nengozi. Inkampani yamandla ingase ihole ekuthengiseni ngonyaka wamanani aphezulu, kuyilapho inkampani yezokwelapha noma yokunethezeka iqhakaza ngenxa yemali yayo emakethe. ngenxa yenzuzo ephezulu kanye nokubonakala kwenzuzo.

Uma sibheka lokhu, akumangazi ukuthi ukwanda kwamandla phakathi nenkinga yezepolitiki kuye kwaphakamisa izinkampani eziningana zikawoyela phezulu maqondana nokuthengisa. kuyilapho ubuholi bemakethe yaseYurophu ngokwenani busezinkampanini zemithi kanye nezinkampani zobuchwepheshe bokunethezeka nezezimboniLokhu kubili kuchaza ingxenye enhle yokuphikisana okubonakalayo phakathi kwezinhlu.

I-Fortune 500 Europe: enkulu kunazo zonke ngokwemali engenayo

I-Fortune ishicilele izinga layo lokuqala le-pan-European ngokwemali engenayo, okuhlanganisa nezinkampani ezivela Amazwe angu-24 esifundeni (kufaka phakathi iRussia)Umphumela ubonisa ngokusobala ukululama komkhakha wamandla ngemva kwempi kanye nokungezwani kokuphakelwa. Ngo-2022, I-Shell ihola phambili ohlwini ngama-$381.000 billion (€355.800 billion) ekuthengiseni, kulandelwe yimikhakha yezimboni kanye nezinsizakalo ezizuzile kulo mbono omusha.

I-Fortune 500 Europe top 10 ngokwemali engenayo ibilokhu ilandelayo: IShell (e-United Kingdom), iVolkswagen (eJalimane), i-Uniper (eJalimane), i-TotalEnergies (eFrance), iGlencore (eSwitzerland), i-BP (e-United Kingdom), iStellantis (eNetherlands), iGazprom (eRussia), iMercedes-Benz Group (eJalimane) kanye ne-Electricité de France (eFrance). Ubukhona be IGazprom isendaweni yesishiyagalombiliNaphezu kwezijeziso, kubonisa izinga lapho izinga lokuthengisa libonisa khona iqiniso lebhizinisi onyakeni wezimali.

1. shell (United Kingdom)
2. Volkswagen (EJalimane)
3. I-Uniper (EJalimane)
4. Ama-TotalEnergies (EFrance)
5. IGlencore (eSwitzerland)
6. I-BP (e-United Kingdom)
7. I-Stellantis (Netherlands)
8. I-Gazprom (Russia)
9. Iqembu leMercedes-Benz (eJalimane)
10. I-Electricité de France (France)

Sekukonke, izinkampani ezingu-500 ohlwini lwaseYurophu zifinyelela ku- Ama-dollar ayizigidigidi eziyi-13,9 (€13,02 trillion) emalini engenayo, cishe okulingana I-GDP yaseJalimane iphindwe ka-3,5Uma siqhathanisa ubukhulu: i-US Fortune 500 ifinyelela ku-$18,1 trillion, kanti i-Fortune Global 500 icishe ibe yi-$41 trillion. IYurophu inamandla ngokwezinga lezimboni kanye nezinsizakalo ezibalulekile, kodwa isasele ngemuva kwe-US ngezinga eliphelele..

Yimaphi amazwe nemikhakha ebusayo maqondana nokuthengisa?

Nakuba kube nokukhulunywa ngokuma, IJalimane iyaqhubeka nokuba yizwe elikhulu kwezamabhizinisi Ngokwenani lezinkampani ezisohlwini: Izinkampani zaseJalimane ezingu-80 zivela eFortune 500 Europe, kanye I-Volkswagen ne-Uniper zisesitejiNgemva kweJalimane, United Kingdom Inikela ngezinkampani ezingu-76, ezimele okungaphezu kwalokho 15% wemali engenayo iyonke yesikhundla, ngamagama afana nalawa I-Tesco (34), i-BT Group (152), i-Diageo (188), i-Marks & Spencer (255), i-John Lewis Partnership (274) kanye ne-BBC Group (436)IFrance inamaphuzu angu-71, iNetherlands inamaphuzu angu-37 kanye neSwitzerland enamaphuzu angu-36.

Ngokomkhakha, ukwanda kwamanani kagesi kuholele izinkampani ezinkulu zikawoyela kanye nezinsizakalo zikagesi ukuthi ukubusa izindawo eziphezuluNgakolunye uhlangothi, umkhakha wezezimali ube nonyaka ohamba kancane ekuhlanganisweni nasekuthengweni kwezinkampani, ubekwe phansi ekuthengisweni: IBanco Santander isendaweni yama-21eduze kwe I-BNP Paribas (27) kanye ne-HSBC (28). Noma kunjalo, izinkampani zezimali ziyiqembu elikhulu kunawo wonke elinezinkampani ezingu-84Isithombe siqediwe ngezinto zokwakha (30), ukudla neziphuzo (27) kanye nokuhweba ngokuthengisa (25).

Ngaphezu kwalokho, uhlu luveza idatha ethakazelisayo mayelana nokubusa kanye nokuvuthwa: Abaphathi abakhulu abangu-35 ngabesifazane (7%), ngaphezu kuka-5,8% we-Global 500 kodwa ngaphansi kuka-10,4% we-US Fortune 500. Isilinganiso sobudala bezinkampani yi- iminyaka 108, nge I-Anheuser-Busch InBev njengomdala kunabo bonke ohlwini, omvelaphi yakhe isukela ngo-1366. Isiko liyathandwa eYurophu, yize ukuzivumelanisa nomjikelezo omusha kuqhubeka njalo..

ISpain ku-Fortune 500 Europe ngenzuzo

ISpain idlala indima evelele: Izinkampani zaseSpain ezingu-19 Bakwazile ukungena ezikhundleni zokuthengisa. Eliphezulu kakhulu yileli I-Banco Santander (21)Uhlu oluphezulu lukazwelonke luqediwe ngu I-Repsol (37) kanye ne-Iberdrola (50), ulandelwa ngu I-BBVA (73), i-Telefónica (85), i-Naturgy (101), i-ACS (102), i-Inditex (106), i-Mercadona (124) ne-Mapfre (155). Kuyi-mosaic ehlanganisa ezezimali, amandla, ukwakhiwa, izindwangu kanye nokusabalalisa..

Kufakiwe futhi CaixaBank (220), Acciona (276), Gestamp (313), Acerinox (368), Ferrovial (404), Banco Sabadell (419), Grupo Dia (435), Sacyr (450) kanye Grifols (454)Ububanzi bemikhakha yaseSpain bubonisa ukuhlukahluka komnotho wayo. yize iningi lemali engenayo ligxile ebhange kanye namandla.

Okukhulu kunawo wonke ngokwezimali zemakethe: ubani olawula imakethe yamasheya

Uma sishintsha umbono wethu futhi sibheka ukusetshenziswa kwezinhlamvu ezinkulu, Umqhele waseYurophu uthambekele emithini yezokwelapha, izimpahla zikanokusho, kanye nobuchwepheshe be-semiconductor.Kufanele wehlele endaweni ye-18 ohlwini lomhlaba wonke ukuze uthole inkampani yokuqala yaseYurophu ngenani lemakethe: I-Novo Nordisk, okwafinyelelwa, ngokuthandwa kwezidakamizwa ezifana ne-Ozempic Ama-dollar ayi-513.370 futhi wadlula LVMH (344.130 million), okuthi ukwehla kwayo ekuthengisweni kwakamuva kwehlisa umfutho. Inani lemakethe yamasheya liphendula kulokho okulindelwe, hhayi nje ekuthengisweni kwamanje..

Kwezobuchwepheshe bezimboni, ASML Kuyisihluthulelo: ngo-Okthoba kwafika Izigidi ezingu-415.950Yadlula i-LVMH yabe isiwa phansi kakhulu kwaze kwaba yilapho Izigidi ezingu-283.560Noma kunjalo, ukuvumelana kuyaqiniseka ngokujwayelekile kwayo, kanye nokuvinjelwa okuyingxenye kweShayina okubeka engcupheni. Ukulandela ngemuva... SAPebhekene nokuchuma okukhulu ngokugxila kwi-cloud computing kanye ne-AI, kanye nokusetshenziswa kwemali emakethe esifundeni sase Izigidi ezingu-283.560. Bobabili bangabaholi bomhlaba wonke ezindaweni zabo: imishini yokukhiqiza ama-chip kanye nesofthiwe yebhizinisi.

Ngempilo, Roche ukuzungeza i- Izigidi ezingu-259.720 ngemuva kokukhula kokuthengisa ngo-6% ezinyangeni eziyisishiyagalolunye ngenxa yemithi efana ne- I-Vabysmus, i-Phesgo kanye ne-Ocrevus; Nestlé inikeza imisipha yokusebenzisa Izigidi ezingu-253.380 Naphezu kokwehla kuka-2024 (-2,4% ekuthengisweni kwezinyanga eziyisishiyagalolunye ngenxa yemiphumela yemali kanye nokusetshenziswa kwemali okubuthakathaka kwabathengi). Emkhakheni wobukhazikhazi, Hermes (239.850 billion) ivelele ngokuqina kwayo kanye nokukhula kwayo e-Asia, ngokuthengisa okungu-12.110 billion kanye nokwenyuka okungu-11,4%. I-AstraZeneca (237.460 billion) kwandise imali engenayo ngo-18% engxenyeni yokuqala yonyaka, I-Novartis kufinyelelwe Izigidi ezingu-230.860 y Accenture Ivale unyaka wayo ngenzuzo engu-64.900 billion (+2%), yafinyelela ekutshalweni kwezimali emakethe okungu- Izigidi ezingu-228.730.

Amasheya aphezulu aseYurophu ngokwezimali zemakethe ezithombeni ezahlukahlukene

Esifinyezweni samuva nje semakethe bavele njenge- I-10 enkulu kunazo zonke ngokwezimali zemakethe eYurophu amagama nezibalo ezilandelayo: I-Novo Nordisk (izigidi ezingu-448.370), i-LVMH (385.110), i-ASML (332.870), i-Accenture (242.250), i-L'Oréal (238.730), i-Hermès (207.490), i-SAP (197.130), i-TotalEnergies (3068) ne-Siemens (146068), i-TotalEnergies (14068) ne-46068 (133.440)Kuleso sithombe, Inditex uqede endaweni ye-11 nge Izigidi ezingu-123.762, ngenhla I-Sanofi (117.800), i-Airbus (117.130) ne-Deutsche Telekom (113.340). Iberdrola wahlala endaweni yama-27 futhi I-Banco Santander i-38.

Elinye iqoqo libeke izinkampani ezinkulu zaseYurophu ohlwini ngokulandelayo ngenani lemakethe yomhlaba wonke: INovo Nordisk (yesi-18), i-LVMH (yesi-26), i-ASML (yesi-32), i-SAP (yesi-33), i-Roche (yesi-39), i-Nestlé (yesi-41), i-Hermès (yesi-44), i-AstraZeneca (yesi-45), i-Novartis (yesi-49) kanye ne-Accenture (yesi-50)Ngaphandle kokushintshashintsha kwezinsuku, abadlali abaphambili bahlala befana: isifo sikashukela kanye ne-biotechnology, ukunethezeka, ukudla okuphezulu kanye nemishini ye-semiconductor.

I-Inditex: ibhentshi laseSpain elibheke phezulu kwe-10 eYurophu

Ku-Spanish Stock Exchange, Inditex iphawule izenzakalo ezibalulekile muva nje, idlula isithiyo okokuqala ngqa Ama-euro angu-40 ngesabelo ngasinyefuthi yaze yavala ngisho I-39,71 euro ngosuku olubalulekile. Ukwenziwa kwayo kwemakethe, 123.762 million euro, cishe ilingana nesamba I-Iberdrola (izigidi ezingu-70.964) kanye ne-Banco Santander (izigidi ezingu-60.456). Iberdrola Yehle ngo-4,3% ekuqaleni kuka-2024 futhi Santander ngo-1,2%, kuyilapho inkampani enkulu yezendwangu iqinisa ubuholi bayo basekhaya.

Ngokuphathelene nemiphumela, i-Inditex ivale i- Izinyanga zokuqala eziyisishiyagalolunye zonyaka wayo wezimali ka-2023 ngokuthengisa okungu-25.609 million (+11,1%) futhi a inzuzo engamabhiliyoni angu-4.100 (+32%). ISu imajini ephelele ikhuphuke ngamaphuzu ayisisekelo angu-67 kwafika ku-59,4% kanti imali engenayo ikhule ngo-15% yaya ku- Izigidi ezingu-11.480Kubahlaziyi, kunemibono ephikisanayo: ama-barclays ibeka intengo eqondiwe kuma-euro angu-44 (ngaphansi kwentengo ebonwe ngaleso sikhathi), Goldman Sachs Ikubeka kuma-euro angu-55 futhi incoma ukuthenga — ngesibikezelo sokwehla ngo-3% kokuthengiswa ngamazinga okushintshaniswa aqhubekayo ngo-2025—, I-BofA ibona amathuba afinyelela kuma-euro angu-61 futhi Bernstein Inyusa intengo yayo ibe ngama-euro angu-60. Ikhwalithi yokusebenza kanye nokugeleza kwemali kusekela i-thesis yokuqina.

I-Granola vs. "I-Magnificent Seven": Indlela ama-giants aseYurophu ancintisana ngayo

UGoldman Sachs waqamba lesi sifinyezo ngo-2020 I-GRANOLAS ukubhekisela eqenjini lamasheya amakhulu aseYurophu, avikelayo, futhi akhula ngokuqhubekayo: GSK, Roche, ASML, Nestlé, Novartis, Novo Nordisk, L'Oreal, LVMH, AstraZeneca, SAP kanye neSanofiOsomaqhinga bagqamise inhlanganisela yabo Inzuzo ekhulayo, ukuguquguquka okuphansi, izilinganiso eziqinile, amashidi okulinganisela aqinile, kanye nezabelo eziqhubekayoNgokuhamba kwesikhathi, ukusebenza kwabo kuye kwafana—futhi kwaba ngcono nakakhulu ngezikhathi ezithile—nokwe-"Magnificent Seven" yaseMelika, kodwa ngokuguquguquka okuncane.

Phakathi kuka-2022 no-2023, leli bhasikidi laseYurophu Iphumelele kakhulu kunezinkampani ezinkulu zobuchwepheshe zase-US ngenzuzo ngengxenye yokuguquguquka. I-Además, su Inzuzo yenzuzo yayicishe ibe ngu-2,5%, uma kuqhathaniswa no-0,3% we-M7. Azikho izinkampani zaseYurophu ezibiza ama-euro ayizigidigidiKodwa iNovo Nordisk isondela ku-€400.000 billion kanti iHermès idlula ku-€200.000 billion. Ukwehlukahlukana kwemikhakha kungomunye umehluko obalulekile: ukunakekelwa kwezempilo (32%), ukusetshenziswa kokuzivikela (26%), ukusetshenziswa okuphindaphindiwe (29%) kanye nobuchwepheshe (14%), nge ASML njengenkampani yobuchwepheshe obuhlanzekile kuphela ohlwini. Bangabaholi bomhlaba wonke ezindaweni zaboI-Nestlé itholakala ekudleni, i-LVMH itholakala ngokunethezeka, i-L'Oreal itholakala ezimonyweni, i-Novo Nordisk itholakala kwisifo sikashukela.

Ukulinganisa, ukukhula kanye nenzuzo: lokho imakethe ekunciphisayo

Ngokuphathelene nokuphindaphinda, inguqulo yaseYurophu "enhle kakhulu" iyahweba cishe izikhathi ezingu-31 zenzuzo elindelwe yezinyanga ezingu-12 (isilinganiso somlando esingu-30x kusukela ngo-2021), uma kuqhathaniswa nemakethe yaseYurophu e- I-13-14xE-United States, ama-M7 ayathengiswa cishe izikhathi ezingu-34, ngaphansi kwesilinganiso sayo cishe izikhathi ezingu-40 kusukela ngo-2021. I-premium yokulinganisa e-US ivunyelwe yinzuzo ephezulu ku-equity.Kodwa-ke, iYurophu nayo ithuthukise i-ROE yayo kusukela ngo-2021.

I-Dentro de Europa, I-ASML kanye neHermès Baphakamisa isilinganiso ngezilinganiso ze-P/E eziseduze ne- 43x e49xngokulandelana. Sekukonke, inzuzo ephezulu kanye nekhwalithi kuchaza la maphrimiyamu, yize "isaphulelo" uma siqhathaniswa nesase-United States siqhubeka. Kumtshali-zimali, lokhu kumelela inhlanganisela yokuzinza, izinzuzo, kanye nokuvezwa ezindikimbeni zomhlaba wonke. njengezempilo kanye nama-semiconductor.

Lokho okushiwo abahlaziyi: izinto ezibangela ukucindezeleka kanye nezingozi

Imiphumela yakamuva eshicilelwe ilethe umehluko omkhulu: ASML Yehle ngamaphesenti angu-16 esikhathini esisodwa ngemuva kokubuyekeza izibikezelo zayo zango-2025 zehla (ukuthengisa phakathi kwezigidigidi ezingu-30.000 nezigidigidi ezingu-35.000), yize kunjalo. Goldman Sachs iphakamise ithemba layo laya kuma-euro ayi-1.185 ngesabelo ngasinye futhi I-BofA Ilinganisa ama-euro ayi-1.064 isebenzisa i-EBITDA ephindwe ka-28 ngokukhula okungu-18% kuze kube ngu-2026. ama-barclays Yehlisa intengo yayo eyayihlose ukuyibeka kuma-euro ayi-1.100, okuphakamisa ukuthi iShayina ingalungisa ukuthengiswa kwayo ibe ngu-20% ngo-2025. Umhlangano nabatshalizimali mayelana nomthelela we-AI Kwabhekwa njengento engaba yisisusa kwaze kwaba ngu-2030.

Ngokunethezeka, LVMH Yehle ngo-3,7% ngosuku olulodwa ngemuva kokuthengiswa okubuthakathaka, kanye ama-barclays ibikezela ama-euro angu-795 kusuka ku-624 futhi ixwayisa ngokuthi isidingo esiphansi eShayina singaqhubeka nokucindezela umnotho izinyanga eziyisithupha; I-BofA inyuswe yaya kuma-euro angu-700, ithembele emandleni esikhathi eside kanye Goldman Ivaliwe ngama-euro angu-770 (isuka ku-815) ngenxa yesimo sesikhashana esinzima. Hermes, I-BofA Bheka ama-euro angu-2.300 kanye nokukhula kwe-organic okungu-10% ku-Q3 24, ama-barclays 2.200 ngokuqapha ngenxa yemingcele, I-Jefferies Ukuthengwa okungu-2.460 kanye JPMorgan okungathathi hlangothi ngama-euro angu-2.160. Ukunethezeka kuveza ukuhlukahluka, kodwa uHermès uvelele ngokuqina kwawo..

Kusoftware, SAP Ihweba cishe ngama-euro angu-211, kanti I-BofA e 235, UBS ngo-222 futhi ama-barclays ngo-230, esekelwa yi- Ukuguqulwa kwamafu, ukuhlanganiswa kwe-WalkMe kanye nomkhawulo we-EBIT ongaba khona >30% ngaphezu kuka-2025Ngokuphathelene nokusetshenziswa, L'Oreal Intengo yayo icishe ibe ngama-euro angu-372, Goldman ukulindela ukukhula okungokwemvelo okungu-5,8%; JPMorgan Yehle yaba yintengo yokuthengisa (ama-euro angu-325), German Bank ukuthengisa okuphindaphindiwe (350), kuyilapho UBS (415) futhi I-Jefferies (365) abathathi hlangothi. IShayina kanye nomjikelezo wokusetshenziswa kwempahla kubeke ithoni.

Phakathi kwezimboni, Siemens AG Ithengiswa cishe ngama-euro ayi-185, kanti Goldman ngo-211, kanye nezinkampani ezifana I-RBC, i-JPMorgan, i-DZ Bank noma i-Bernstein ngesincomo sokuthenga esingaphezu kwama-euro angu-200, okusolakala ukuthi Ukuthuthukiswa kokuzenzakalela kanye nemingcele yengqalasizinda ehlakaniphile emazingeni aphezulu, naphezu kokucindezeleka kweShayina. Ama-catalyst adlula ekujwayelekile komjikelezo kanye nokusebenza kahle.

Kungani iYurophu ingenazo izingcweti zobuchwepheshe eziningi njenge-US?

Umbiko we UMario Draghi Ngokuphathelene nokuncintisana, kukhomba izici ezintathu ezibalulekile: usayizi wemakethe yasekhaya, ukuthuthukiswa kwemakethe yezimali, kanye nokuheha ithalenteEminyakeni engamashumi amahlanu, izinkampani eziningi zaseYurophu ezinenani elingaphezu kwama-euro ayizigidigidi eziyi-100.000 zivele emabhizinisini asunguliwe, hhayi ekuphazamisekeni okufana nalokhu okwaqala. I-Amazon noma i-Apple. Ama-30% ezinyoni zaseYurophu ushiye lesi sifunda kusukela ngo-2008 ngenxa yokuntuleka kwesilinganiso sokukhula. Inyunyana Yezimakethe Zezimali Futhi izinqubomgomo zokuhamba kwabasebenzi ziyizinyathelo eziya endaweni efanele, kodwa kusenendlela okufanele ilandelwe ukuze kufinyelelwe ekuguqukeni kwesimo saseMelika. Ukuncintisana ngqo ne-US noma i-China kusalokhu kuyinselele enkulu..

Isisindo sabadlali abakhulu kuma-indices aseYurophu

Amasheya ambalwa abangela ingxenye ekhulayo yemakethe yamasheya yaseYurophu: Iqembu lezinkampani eziyishumi nanhlanu linomnotho wemakethe ongaphezu kwama-euro ayizigidigidi eziyi-100.000, egqamisa I-LVMH (~312.000 billion), i-ASML ne-SAP (>260.000 billion), i-Hermès ne-L'Oréal, nge Inditex njengeyesithupha ngobukhulu (~ $170.000 billion) kuleso sithombe. Ngokusho kukaGoldman, leli qembu elincane—elibizwa ngokuthi i-GRANOLAS—nezinye ezinkulu Zimelela cishe u-25% wemali yemakethe ye-Stoxx 600 kanye no-60% wenzuzo yayo.. the Ukuphathwa okungenamsebenzi kanye nokwehla kwezimali zaseYurophu Bakuqinise lokho kugxila.

Lokhu kwenzeka nge i-eurozone ikhula kancane kancane (I-GDP +0,2% njalo ngekota kanye +0,3% unyaka nonyaka ku-Q2 24), kanye nezinkampani ezisezingeni eliphezulu emhlabeni wonke ezithembele ku- umnotho womhlaba wonke nowaseShayinaUkwehla kwesivinini senkampani enkulu yase-Asia kuthinte imboni yokunethezeka (I-LVMH, iHermès kanye ne-L'Oreal) futhi futhi ASMLNgo-2024, kubonakale ukungalingani okuningi: I-SAP (+52%) kanye ne-Inditex (+36%) ziphakathi kwezingcono kakhulungenkathi I-L'Oreal (-17%), LVMH (-15%), ASML (-2%), TotalEnergies (-3%) y Airbus cishe ukulingana. I-UBS ayilindele ukukhula kwe-EPS kwe-Stoxx 600 ekupheleni konyaka (uma kuqhathaniswa nokuvumelana +5%), okwandisa ukungaqiniseki mayelana nokusimama komnotho wesifunda.

Ukuqhathaniswa komhlaba wonke: I-US ne-China uma kuqhathaniswa ne-Europe

Ubuningi bemakethe yamasheya yase-US ku-"Magnificent Seven" yayo (i-Apple, i-Meta, i-Microsoft, i-NVIDIA, i-Amazon, i-Alphabet, kanye ne-Tesla) ayinayo into efanayo eYurophu ngobukhulu, kodwa zikhona izinkampani ezifanayo. "ama-giants aseYurophu uqobo lwawo", ahlukahlukene, anenzuzo futhi anezilinganiso eziphansi ezijwayelekileKusukela ekupheleni kukaMashi 2022, ngokusho kwe-PwC, Izinkampani eziyi-100 ezinkulu kakhulu e-US emhlabeni sekuphelele ku-$24,6 trillion, cishe ku- izikhathi eziyisishiyagalombili ngaphezulu kwaseYurophu noma eShayinaNgo-2017-2022, i-US yaphinde kabili imali yayo (+124%), kanti iYurophu yanda kancane ngo-12%. Igebe lisekhona, yize iYurophu ithuthukise ingxube yayo yemikhakha.

Ukubuyekezwa kwabaholi bomhlaba wonke kusikhumbuza ukuthi I-Apple (3,4 billion), i-NVIDIA (3,3 billion) kanye ne-Microsoft (3,1 billion) Bahola umhlaba, balandelwe yi I-Amazon (2,5), i-Alphabet (2,3), i-Meta (1,8), i-Tesla (1,1), i-Broadcom (1,1), i-Berkshire Hathaway (1,0) kanye ne-Walmart (0,827)EYurophu, imakethe enkulu kunazo zonke emhlabeni wonke ihlanganisa I-Novo Nordisk (~389.000 billion), LVMH (~359.000 billion) kanye ne-SAP (~303.000 billion), ngaphezu kwalokho I-Hermès, i-ASML kanye ne-Accenture ngezibalo ezisebangeni ~303.000, ~293.000 kanye ~242.000 millionEShayina, bavelele I-Tencent (513.700 billion), i-ICBC (310.100 billion) kanye ne-Alibaba (265.600 billion). Ukwanda kwemali emakethe kubonisa okulindelwe kanye nosayizi emakethe yamasheya, hhayi inzuzo yokuthengisa noma yokubala imali.

Ukubuka konke komlando: i-European top ngo-2017

Uma sibuyela emuva ku-2017, izinga laseYurophu ngokwezimali zemakethe laliholwa yi- I-Nestlé (€218,49 billion), ilandelwa I-Anheuser-Busch (207,78) futhi Roche (204,79). I- Abayi-10 abaphezulu bahlukaniswe phakathi kwe-United Kingdom neSwitzerland ngezinga elikhulu, futhi iSpain yayivela Inditex (107.000 billion) isondele kakhulu kwabayi-10 abaphezulu. Esilinganisweni somhlaba ngalowo nyaka, iYurophu yabonakala iphansi: INestlé ingene endaweni ye-17Lokho kuhlanganiswa kwakusekelwe ekubhalweni kosonhlamvukazi. I-30 March ka-2017 kanye nempahla iyonke eya ku- December 31 we-2016. Le filimu iyashintsha kuye ngesikhathi, kodwa amagama amaningana ahlala esiteji saseYurophu eminyakeni edlule..

Amaphutha okubona kanye nokunemba kwedatha

Inothi elimangalisayo lokunemba: enguqulweni yokuqala yeshadi, kwashiwo ngephutha ukuthi Indlunkulu ye-LVMH yayiseNetherlands...lapho engumFulentshi futhi ikhaya lakhe liseParis. Lolu hlobo lokulungisa lusebenza njengesikhumbuzo sokuthi Uhlu luncike ekhwalithini kanye nosuku lwemithombonokuthi izibalo zokubhala ngosonhlamvukazi zingu ukushintsha izithombe ngokuhamba kwesikhathi.

Uma sibheka iqembu laseYurophu lilonke, inani lazo zonke Izinkampani eziyi-10 ezinkulu ngokwezimali zemakethe zilinganiselwa ku-$2,8 trillion, ngaphambi kwe ~20,4 trillion kwabayi-10 abaphezulu e-US futhi i ~2,6 trillion evela eShayina. Igebe phakathi kwe-United States likhulu, kodwa iYurophu igcina ompetha bomkhakha womhlaba wonke ngenzuzo encintisanayo kakhulu..

Isithombe esihlanganisiwe—ukuthengisa kanye nenani lemakethe yamasheya—sidweba isithombe sezwekazi izinkampani ezinkulu zamandla ezibusa ngenzuzo eminyakeni yokucindezeleka, kanye nemakethe yamasheya esezingeni eliphezulu kwezemithi, izimpahla zokunethezeka, ukudla kanye nobuchwepheshe be-semiconductor obugxile inzuzo kanye nokubonakala kwesikhathi esideOkwamanje, iJalimane ne-United Kingdom banikela ngesisindo esibalulekile ku-Fortune 500 maqondana nokuthengisa, iFrance neSwitzerland zivelele ngokunethezeka kanye nemithi, kanti iSpain ikhombisa ukuhlukahluka ngamabhange, amandla, kanye nompetha wezindwangu womhlaba wonke. Njengoba amazinga enzalo ephezulu, ukwehla kwamandla emali, kanye ne-China njengenani elingaziwa, ubuholi baseYurophu buzoncika ekusebenzeni, emisha, kanye nasesilinganisweni..