Tenizshevroyldaghy Lukoyl ýlesi. Álem qojayyndary BlackRock pen Vanguard qazaq halqyna shans bere me?

Sanksiyagha úshyraghan Reseyding Lukoyl kompaniyasy syrtqy naryqtardaghy aktivterin satugha niyetti. Qazaqstannyng basty múnay aktiyvi Teniz kenishin iygeretin Tenizshevroyl birlesken kәsiporynynyng 5 payyz ýlesi osy Lukoyldyng iyeliginde. Sonda qazir Shevronda 50 payyz, EksonMobilde 25 payyz, Qazmúnaygaz arqyly Qazaqstanda 20 payyz jәne Lukoylda 5 payyz bolyp túr. Qazaqstan Lukoyldyng ýlesin satyp alyp, TShO-da tek ýsh aksioner qaldyra alady. TShO-nyng jartysyn Shevron, qalghan jartysyn Ekson men Qazaqstan teng bóletindey jaghdaygha mýmkindik joq emes.

Lukoyldyng 5 payyz ýlesi qansha túruy mýmkin? Ol ýshin jalpy TShO qansha túrady degen súraqqa jauap izdeu kerek. Qazir birlesken kәsiporynnyng aktivteri 45,4 milliard dollar shamasynda. Mindettemesi kóp emes. Ol 10,2 milliard dollar. Kompaniyanyng jeke kapitaly 35,2 milliard dollar. Onyng 35,16 milliardy ýlestirilmegen kiris. Bir sózben aiiytqanda, qosymsha gudvily men bolashaq kapitalizasiyasyn eseptemesek TShO keminde 35,2 milliard dollar túrady. Demek, Lukoyldyng 5 payyzdyq ýlesi 1,76 milliard dollar. Sanksiya jaghdayynda Lukoyldy 1,3 milliard dollargha «syndyra» alsaq búl biz ýshin óte tiyimdi sauda bolar edi. Últtyq Qordan ala túrsaq ta, 1,3 milliard dollardy tabugha bolady.

Byltyr TShO 2,1 milliard dollar ghana taza kiris aldy. Ótken jyldarmen salystyrghanda búl birshama az boldy. Ondaghy kiristen Lukoyldyng enshisi 105 million dollar. Osynday pessimistik ssenariymen eseptesek, Qazaqstan ýlesti satyp alugha ketken shyghynyn 10 jylda qaytaryp alady. Biraq múnay baghasy ósip ketse, onda 4-6 jyldyng ishinde aqtaugha bolady. Búl endi bolashaq jaghdaydyng qalay qúbylaryna baylanysty. Sosyn taghy bir mәsele. 35,16 milliard dollar ýlestirilmegen kiristing 1,75 milliard dollary Lukoyldyng aqshasy. Ony reseylikter ýlesin satar aldynda TShO-dan shygharyp ala ma? Eger shygharyp alsa, kompaniya qúny tiyisinshe sol 1,75 milliard dollargha tómendeui tiyis.

Reseyding patsha kezinen beri bastalghan qazaq múnayyndaghy dәuiri bitken siyaqty. Endi әlemning naghyz qojayyndary, qarapayym jandar bilmegen jәne estimegen BlackRock pen Vanguard syndy akulalardyng zamany keldi. Osy eki investisiyalyq qor tikeley jәne satellitteri arqyly bir-birimen jahandyq bәsekelestik spektaklin oinap jýrgen Chevron men ExxonMobil kompaniyalarynyng negizgi aksionerleri. Sondyqtan qazaq múnayynyng 70 payyzdan astamy osy BlackRock pen Vanguard qolynda ekenin úmytpanyzdar. Jәne bir qyzyghy, olar payda tauyp jatqan territoriyada eshqashan da soghys bolmaydy.

Koka-kola pepsi, jarnamasy derzkiy. Bir-birimen ómiri bәsekeles bolyp kele jatqan The Coca-Cola Company men Pepsi Co alpauyttarynyng da negizgi qojayyndary osy BlackRock pen Vanguard. Sondyqtan bәseke degen әdemi ertegi marketingtik qúral ghana. Al naghyz tirlik Niu-Yorktaghy 10-shy avenuda, Lorens Fink degen aghaydyng qatysuymen ótetin jabyq jinalystarda sheshiledi.

Aybar Oljaev

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