Aktiesnakken — November 2019
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zerohedge @zerohedge
How Iran Used Google To Disrupt 5% Of Global Oil Production https://www.zerohedge.com/geopolitical/how-iran-used-google-disrupt-5-global-oil-production … -
Teva aktien millimeter fra stærkt købssignal
https://www.proinvestor.com/investornyt/646890/teva-aktien-millimeter-fra-staerkt-kobssignal -
God formiddag.
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Saudi Aramco får grønt lys for børsnotering
https://e24.no/boers-og-finans/i/kJxmnk/saudi-aramco-faar-groent-lys-for-boersnotering -
Handelskrigens utfall kan bety mest for tek-aksjer
17 timer siden · André Haugen
Aksjemarkedene har svingt i takt med utviklingen i handelskrigen mellom USA og Kina, og et endelig utfall kan gi store utslag for enkelte sektorer i den brede S&P 500-indeksen.
Ifølge CNBC er det Wall Streets teknologiaksjer som har mest å vinne eller tape på utfallet i konflikten, og da særlig produsenter av databrikker. -
Qualcomm, Micron Technology, Qorvo, Broadcom, AMD og Nvidia er blant de 25 S&P 500-selskapene med den største inntektseksponeringen mot Kina.
Apple er også på listen, og får 19,6 prosent av omsetningen sin fra Kina, ifølge Refinitiv. Teknologigiganten ble hardt rammet tidligere i år, av frykt for at ny toll skulle øke selskapets kostnader og ramme iPhone-salget. -
Blant S&P 500s 11 sektorer er det IT som får den største andelen av inntektene sine fra Kina, der medianen er 9,8 prosent.
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arl Oscar Strøm @KarlOStrom
Ukens Markedsinnsikt 31.10.2019 https://youtu.be/HnJTMzczCCY -
Pareto Securities AS @paretosec
Norway Royal Salmon er ukens selskap i lørdagsutgaven av Finansavisen. Se full analyse og estimater på vår kundeweb: https://online.paretosec.com/Ticker/NRS/18177/ … -
Nordnet Norge @NordnetNO
Vi ser nærmere på noen av de viktigste nøkkeltallene -
AndreasStenoLarsen @AndreasSteno
FX weekly: We’ve got 99 problems, but the NOK ain’t one 1) Why is on earth is NOK so weak? We present the "fishing" link 2) Why Lagarde could talk EUR down next week 3) How GBP usually fares in to an election Link -> https://ndea.mk/99problems -
AndreasStenoLarsen @AndreasSteno
We would like to remind you that the EUR still has a “banking problem”. A rebound in bank-stoxx performance is probably a prerequisite for a more pronounced EUR comeback. FX weekly -> https://ndea.mk/99problems -
Richard Paulsen @richardpaulsen
De to høyeste driftskostnadene er drivstoff og piloter. Når flyene snart blir autonome, i tillegg til elektrifiserte, trenger man ikke bare én ny rullebane på Gardermoen, men fem.. https://twitter.com/business/status/1190887500992131073 … -
Bloomberg @business
Electric airplanes are headed for takeoff https://bloom.bg/2PGxuVJ -
zerohedge @zerohedge
How Controlling Syria's Oil Serves Washington's Strategic Objectives? https://www.zerohedge.com/geopolitical/how-controlling-syrias-oil-serves-washingtons-strategic-objectives … -
POLITICO Press @POLITICOPress
Have you heard the latest POLITICO Money podcast? @morningmoneyben chats with #BruceGibney about the large economic problems future generations will face, possible solutions and why he thinks sociopath is the right word to describe the boomer’s generation. https://apple.co/2WyaKbK -
FactSet @FactSet
$SPX is reporting revenue growth of 3.1% for Q3 2019, which would be the lowest revenue growth reported by the index since Q3 2016. https://bit.ly/2Ny2FQ9 -
FactSet @FactSet
$SPX is reporting a (Y/Y) decline in earnings of -2.7% for Q3 2019, which would mark the 3rd straight quarter of (Y/Y) earnings declines for the index. https://bit.ly/2Ny2FQ9 -
Norge. Søndagens Aktietips fra Finansavisen.https://finansavisen.no/investeringer/aksjeanalyse/2019/11/03/7469075/sondagens-aksjetips
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Bloomberg: Delta Air Lines May Pull Out of Alitalia Bidding, Corriere Says
https://www.bloomberg.com/news/articles/2019-11-03/delta-air-lines-may-pull-out-of-alitalia-bidding-corriere-says?srnd=markets-vp
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