Aktiesnakken — November 2019
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Insiderkøb i Ørsted for næsten 3 mio. krhttps://www.proinvestor.com/investornyt/647231/insiderkob-i-orsted-for-naesten-3-mio-kr
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Det er vist en ren trossag, om Pandora får vendt skuden rundt. Det står og falder med, om man tror på ledelse.
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pandora har fået bøllebank ca 13% ned
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Det er fuldt fortjent. Forfærdeligt regnskab.
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Aktiverne i Pandora er “varm luft”, nedskriv goodwill og de er teknisk insolvente.
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jeg holder mig primært væk fra aktier der har kvinder som slutbruger...Jeg har opgivet at forstå kvinder.
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Ambu - Carnegie har en negativ analyse ude på Ambu i dag, hvor de sænker target til 78 DKK
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Nickstar, det er kun for kunder
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Bloomberg Markets @markets
A selloff in global bond markets to some looks like the market “tantrum” of 2015 https://bloom.bg/2PNkOfN -
FactSet @FactSet
Uncertainty is dragging down manufacturing and investment globally as a result of escalating trade #tensions and #Brexit Learn more: https://bit.ly/36h1oG2 #Investing -
Joe Weisenthal @TheStalwart
The food delivery business is just a disaster right now. Everyone's getting creamed https://www.bloomberg.com/news/articles/2019-11-05/uber-analysts-in-for-ride-as-profit-goal-impresses-wall-street … -
Hu Xijin 胡锡进 @HuXijin_GT
Based on what I know, Beijing will insist that the US proportionally remove existing additional tariffs simultaneously with China. The US keeping all tariffs, only suspending new tariff threat, in exchange for major concessions from China, China won't accept such a phase 1 deal. https://twitter.com/HuXijin_GT/status/1191612588892643329 … -
Bloomberg @business
Wilbur Ross hints LNG may be part of an interim U.S.-China trade deal https://bloom.bg/2pLNUl5 -
Jonathan Ferro @FerroTV
"China Wants U.S. to Drop Tariffs on $360 Billion of Imports for Trade Deal" https://www.bloomberg.com/news/articles/2019-11-05/china-wants-trump-tariff-rollback-as-price-for-phase-one-deal … -
SKAGEN Fondene @skagenfondene
As an active owner, we are in regular contact with the companies in our funds about potential areas of improvement. One example of this is Sun Hung Kai, one of Hong Kong’s largest property companies. #SKAGENm2 #sustainability https://www.skagenfunds.lu/topic/sustainability/how-does-skagen-work-with-sustainability/ …
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