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Aktie- og finansdebat

  • Lundbeck

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    M
    Jeg ville blot henlede opmærksomheden på Lundbeck, som siden 1. oktober til i dag er steget knap 20%. Det kunne ligne en bundvending i aktien, som ellers kun har kørt en vej (ned). Teknikken på uge-basis indikerer i den grad plads til upside, hvis trenden bider sig fast. RSI er også stigende. Prisfastsættelsen på aktien virker nu også relativ fornuftig, hvor den for år tilbage var mere anstregt. Umiddelbart ser jeg også en positiv ting i, at ikke alle finanshuse er positive på aktien, da der hermed er mulighed for yderligere upside, når de først begynder at få øjnene op for, at den fortsætter sin stigning. For det meste virker det bedst, at gøre modsat af hvad Analytikerne siger.
  • Cbrain ordre i US

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    E
    https://cbrain.dk/nyheder-new/2019/11/18/international-milepl-frste-ordre-i-usa Fik i købt?
  • Torm

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    TheNoteT
    Torms TA begynder at se interessant ud. Vi har bl.a. en macd dayli på vej op og Rsi er pænt voksende. Kunne ligne en begyndende optur. Graf: https://invst.ly/oqm4i
  • Medie: Megahandel i luksusvare-sektoren annonceres mandag

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    exitnuE
    LVHM vil købe Tiffany for 100 mia kr En megahandel annonceres mandag i luksusvare-branchen. LVMH Moët Hennessy Louis Vuitton er tæt på en handel om at overtage det kendte juveler-selskab Tiffany. Det skriver Wall Street Journal med henvisning til kilder tæt på processen. https://penge.borsen.dk/artikel/1/391768/medie_megahandel_i_luksusvare-sektoren_annonceres_mandag_-_lvhm_vil_koebe_tiffany_for_100_mia_kr.html
  • Verdens største hedgefund satser på børsfald

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    M
    Ray Dalio og hans hedgefondBridgewater Associates satser ifølge The Wall Street Journal 1,5 milliarder dollar på et børsfald inden marts 2020. Satsningen baseres på optionskontrakter. Satsningen er en af de største største på et børsfald i den nærmeste fremtid i følge Wall Street Journal. https://www.wsj.com/articles/bridgewater-bets-big-on-market-drop-11574418601 [image: 79452_20368811_10213226545841270_3617332099707061710_o.jpg]
  • Ny ny ny tester

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    Ralph_Rezende_LarsenR
    asdgadfgadfg'xxx"""""#1!ssss"w'k!kkkk%'::"
  • Ny ny tester

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    Ralph_Rezende_LarsenR
    adgadfgad!#¤'x'
  • FX weekly: Get ready for climate QE #2

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    Helge_LarsenPI-redaktørH
    FX weekly Article by Andreas Steno Larsen, Joachim Bernhardsen and Martin Enlund "The ECB will conduct a strategic review of the monetary policy, but does it necessarily mean that they will investigate side-effects of negative interest rates? It could as well be that the ECB will explore how to support the sustainability agenda". https://e-markets.nordea.com/#!/article/54673/fx-weekly-get-ready-for-climate-qe-2
  • FINGERPRINT CARDS: The Cornèrcard Biometric Gold Visa

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    M
    "Like other emerging biometric payment cards, the Cornèrcard Biometric Gold Visa supports contactless payments and is designed to harvest energy from payment terminals." Biometrics News - Commercially Launched Biometric Payment Card Features FPC, Thales Tech Switzerland has become the site of one of the very first commercial launches of a biometric payment card. It's a significant development, though it is on a small scale. Cornèrcard has launched a limited edition batch of 100 fingerprint-scanning Visa cards, dubbed the Cornèrcard Biometric Gold Visa. The cards feature fingerprint sensor technology from Sweden's Fingerprint Cards, and are also the product of a collaboration with Thales. Like other emerging biometric payment cards, the Cornèrcard Biometric Gold Visa supports contactless payments and is designed to harvest energy from payment terminals. Its embedded fingerprint scanner authenticates the authorized user during a given transaction". https://mobileidworld.com/commercially-launched-biometric-payment-card-features-fpc-thales-tech-811214/ [image: 79478_flng_to_lng.png]
  • Darzalex salgstal 20/11-2019

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    P
    Recepttal og estimeret salgstal fra i dag [image: 79379_darzalex_20Nov2019.png]
  • Efterspurgte aktier - og 2 mulige købssignaler

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    M
    Jeg får utroligt mange spørgsmål i disse dage på disse 5 aktier. Her gennemgår jeg lige deres udvikling, og to af dem giver en nogenlunde mulighed for et køb ifølge min ugetrendmodel. https://www.youtube.com/watch?v=Got9U6rjJjM
  • PRIVATINVESTORER: ENORM TRO PÅ FORSAT AKTIEFREMGANG

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    M
    "Økonomisk Ugebrev holdt forleden et velbesøgt investormøde i Berlingskes konferencesal på toppen af Berlingske huset i Pilestræde med knap 100 deltagere. Vi havde besøg af North Media, Bavarian, Better Collect og Astralis, der holdt gode oplysende indlæg. Af vores egen arrangør, redaktør Steen Albrectsen, var jeg blevet inviteret til at holde et indlæg om udsigterne på aktiemarkedet. Noget, jeg lidt modstræbende sagde ja tak til. Modstræbende fordi udsigterne lige nu er mere end almindeligt tågede, og det er umuligt at komme med seriøse skråsikre holdninger til retningen de næste 3-6 måneder. Så jeg benyttede det gamle trick, nemlig at sende spørgsmålet videre til publikum: Hvor tror I markedet er henne om tre måneder fra nu? Højere, lavere eller uændret? Håndsoprækningen viste en overraskende optimisme: 2/3 tror på stigende aktiemarkeder, ca. 30 procent tror på uændrede aktiemarkeder, og kun ca. fem procent tror på kursfald herfra"... LÆS MERE: https://ugebrev.dk/featured/langers-enorm-tro-hos-private-investorer-paa-fortsat-aktiefremgang/
  • Ny tester

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    Ralph_Rezende_LarsenR
    xxxxxxxxxxxxxxxxxxxxxxxxxxxxx'xxxxxxxxxxxxxxx!xxxxxxxxxxxxx#¤%&/()=?|
  • Kinas ambition om at blive verdens dominerende magt.

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    M
    China's ambition to become the world's dominant power has been there all along, virtually burned into the country's cultural DNA and hiding, as [Pillsbury] says, in plain sight... The author is correct to assert that China constitutes, by far, the biggest national challenge to America's position in the world today."―The Wall Street Journal "Provocative.... detailed and rigorous. [Pillsbury is] right that for Washington, assessing the nature of China's ambition, and responding to it effectively, may be the central foreign policy challenge of our time."―Newsweek "Pungently written and rich in detail, this book deserves to enter the mainstream of debate over the future of U.S. Chinese relations."―Foreign Affairs "The Hundred-Year Marathon looks at the critical issues of who is in fact making policy in the Chinese capital and, as a result, it will be read, analyzed and debated for years. Think of Pillsbury as our time's Paul Revere."―Gordon Chang, The National Interest "This is a highly engaging and thought-provoking read. It does what few books do well, and that is to mix scholarship, policy, and memoir-style writing in an accessible but still intellectually rich fashion. . . . Pillsbury . . . draw[s] on his extensive knowledge of Chinese historical military writings and theory as well as his interactions with Chinese defectors and senior military officers to develop a compelling analytical defense of this thesis. . . . In the end, whether you agree with Pillsbury or not, the book is well worth a careful read."―Elizabeth Economy, Council on Foreign Relations "Despite dealing with a weighty subject, Pillsbury says everything that he wants to say . . . [in] this highly readable book. It deserves to be widely read and debated."―The Christian Science Monitor "Pillsbury's scholarship is buttressed by an eye-popping amount of declassified material.... Pillsbury's key claim [is] that China... is methodically undertaking a 'hundred-year marathon' strategy to displace the United States as the global hegemon... The time is ripe to examine the trajectory of American relations with the world's second-largest economy [and] the marathon is hardly over."―The Weekly Standard "Following the Communist victory in the Chinese civil war, Americans agonized over 'Who lost China?' If we do not recognize the Chinese party-state for the predatory animal that it is, in 20 years the question we will be asking ourselves is 'Who lost the world?' The answer will be, 'We did.'"―The Washington Times "A presentation of China's hidden agenda grounded in the author's longtime work at the U.S. Defense Department.... Fodder for concerned thought."―Kirkus Reviews "This is without question the most important book written about Chinese strategy and foreign policy in years. Michael Pillsbury has spent more than four decades for the Pentagon and the CIA talking to and learning from a core of Chinese 'hard-liners' who may be the driving force behind Chinese foreign policy today under Xi Jinping. Based on meticulous scholarship and written in lively, engaging prose, this book offers a sobering corrective to what has long been the dominant, soothing narrative of Sino-American cooperation."―Robert Kagan, author of The World America Made and Of Paradise and Power "A provocative exploration of the historical sources of China's grand strategy to become #1."―Graham Allison, Director of Harvard Kennedy School's Belfer Center for Science and International Affairs "Michael Pillsbury has been meeting with, talking to, and studying the 'hawks' in China's military and intelligence apparatus for more than four decades, since back when America and China were cooperating against the Soviet Union. In this fascinating, provocative new book, he lays out the hawks' views about the United States and their long-term strategies for overcoming American power by the middle of this century. In the process, the book challenges the wrong-headed assumptions in Washington about a gradually reforming China. Given the direction China has been taking in the past few years, Pillsbury's book takes on immediate relevance."―James Mann, author of About Face: A History of America's Curious Relationship with China, The China Fantasy, and Beijing Jeep "The Hundred-Year Marathon is based on work that Michael Pillsbury did for the CIA that landed him the Director's Exceptional Performance Award. It is a fascinating chronicle of his odyssey from the ranks of the 'panda-huggers' to a principled, highly informed, and lonely stance alerting us to China's long-term strategy of achieving dominance. He shows that we face a clever, entrenched, and ambitious potential enemy, suffused with the shrewdness of Sun Tzu conducting a determined search for the best way to sever our Achilles' heel. We have vital work to do, urgently."―R. James Woolsey, former Director of Central Intelligence and chairman of the Foundation for Defense of Democracies Read more About the Author Michael Pillsbury is the director of the Center on Chinese Strategy at the Hudson Institute and has served in presidential administrations from Richard Nixon to Barack Obama. Educated at Stanford and Columbia Universities, he is a former analyst at the RAND Corporation and research fellow at Harvard and has served in senior positions in the Defense Department and on the staff of four U.S. Senate committees. He is a member of the Council on Foreign Relations and the International Institute for Strategic Studies. He lives in Washington, D.C. https://www.amazon.com/Hundred-Year-Marathon-Strategy-Replace-Superpower/dp/1250081343
  • Astralis Group IPO and the peers.

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    M
    Jeg har kigget på Astralis Group og på peers i Nord Amerika. Kommer med en vurdering af branchen som investerings mulighed. https://youtu.be/ZkkAEFIk8Dw
  • ØU: Veloxis: Risiko for større kurskorrektion

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    Helge_LarsenPI-redaktørH
    "Veloxis: Risiko for større kurskorrektion efter en kursstigning Siden den seneste analyseopdatering ultimo august er Veloxis-aktien steget med 89% og er for året som helhed steget med hele 167%. Ultimo oktober hævede Veloxis guidance for 2019-omsætningen med ca. 8% og EBIT med ca. 6 mio. USD (41 mio. DKK). Aktien er siden blevet belønnet med et løft i markedsværdien på 5,3 mia". I Økonomisk Ugebrev Life Science #20/2019 [image: 79454_Veloxis.jpg]
  • Ny

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    M
    Så har jeg også tilsluttet mig Proinvestor efter at have været med på sidelinjen i nogle år. Fantastisk arbejde du gør, Helge, og fantastisk at høre på i Millionærklubben. Du har en utrolig god og fornuftig tilgang til aktiemarkedet. Har også sendt en donation afsted !
  • Test

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    Ralph_Rezende_LarsenR
    Dette er en redigeret test xxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx cccccccccccc ccccccccccccc xxxxxx xxxxxxxxxxxxxxxxxxxxxx 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  • Athena - for feinsmeckere?

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    13 Indlæg
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    A
    Athena har i dag offentliggjort fremragende produktionstal. Og det er fuldstændigt uinteressant. Derimod er det interessant, at aktiekursen åbenbart har svært ved at komme over 7,00. Jeg synes det er underligt for på tirsdag vil en ekstraordinær generalforsamling formentlig vedtage at udbetale et udbytte på 3,685 kr. pr aktie. Hvis man trækker udbyttet fra dagskursen på 7,00 vil der være ca. 3,30 kr tilbage. For de 3,3 kr får man en aktie med en indre værdi på 6,00 kr, hvoraf kontantbeholdningen er ca. 4,00 kr. Kontanterne går jeg ud fra, skal udbetales til aktionærerne, så snart det selskabsretlige er bragt i orden. Men det gæt. Fortæl mig lige om jeg er den eneste, der kan regne; eller hvad det er jeg har overset?
  • Astratis og esport peers.

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    M
    Astralis IPO og gennemgang af sektoren. <iframe width="560" height="315" src="https://www.youtube.com/embed/ZkkAEFIk8Dw" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>