Aktiesnakken — November 2019
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Mood in Beijing is pessimistic regarding a US-China trade deal being passed; China is troubled after US President Trump said no tariff rollback - Strategy is to talk, but wait for impeachment/election., according to CNBC's Yoon citing a Government source
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ID.3 40% billigere end eGolf. https://www.reuters.com/article/us-volkswagen-electric/vw-ceo-says-new-id3-car-40-cheaper-to-build-than-electric-golf-idUSKBN1XS1BN Kom an, Tesla
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Fed's Powell met with US President Trump and Treasury Secretary Mnuchin on Monday; discussed the economy, growth, employment and inflation, Powell's comments were consistent with recent remarks
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US President Trump acknowledges meeting with Fed Chair Powell, says meeting was very good & cordial; says discussed including interest rates, negative interest, low inflation, easing, Dollar strength & effect on manufacturing, trade with China, EU etc
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UBS sænker Novo til Neutral fra Køb, men hæver target til 395 fra 375
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UBS skriver om Novo: On the back of a strong and sustainable ROIC profile and premium growth Novo shares have performed well and after the recent performance the stock has gone through our previous price target. There
aren't many large cap pharma companies that grow at this pace and return 5% in
dividends and buyback per year and we see few fundamental challenges for the
company. But as we are heading into the Rybelsus (oral semaglutide) launch and the
investment cycle it comes with, we believe -
..
it is time to take a breather. -
UBS sænker ISS til Neutral fra Køb, sænker target til 150 fra 220
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UBS om ISS: We had thought ISS's digital-led Integrated FM services could drive above-average revenue growth and margin improvement, once it had passed some specific contract issues in 2017-18. However, after the latest 'margin reset', we now suspect that headwinds are more structural. While we think FY'20e should see a small rebound, any sustained recovery is uncertain and we only see margins stabilising at 4.7-4.8%. We cut forecasts by 10-20% and sit c6% below currently-updating consensus.
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Baltic Dry-indeksen, som viser hvor mye skip som frakter tørrlast tjener i snitt, er ned 1,4 prosent til 1.338 poeng mandag, skriver Infront TDN Direkt.
Capesize faller 1,6 prosent til 20.630 dollar
Panamax er ned 0,5 prosent til 8.924 dollar
Handysize er ned 0,7 prosent til 7.346 dollar
Supramax faller 1,5 prosent til 8.168 dollar -
Karl Oscar Strøm @KarlOStrom
For deg som er interessert i et mer dypdykk om metoder for å finne og time posisjoner for «swing trading», se mitt innlegg fra Analysekvelden med @Investtech_No -
inance News @ftfinancenews
Most German banks are imposing negative rates on corporate clients https://on.ft.com/32RgWxa -
Bloomberg @business
Airbus secures deals valued at $30 billion on the second day of the Dubai Air Show, pulling ahead of Boeing, which is still feeling the sting from its grounded 737 Max https://bloom.bg/2ppKWT0 -
Donald J. Trump @realDonaldTrump
Just finished a very good & cordial meeting at the White House with Jay Powell of the Federal Reserve. Everything was discussed including interest rates, negative interest, low inflation, easing, Dollar strength & its effect on manufacturing, trade with China, E.U. & others, etc. -
Donald J. Trump @realDonaldTrump
Just finished a very good & cordial meeting at the White House with Jay Powell of the Federal Reserve. Everything was discussed including interest rates, negative interest, low inflation, easing, Dollar strength & its effect on manufacturing, trade with China, E.U. & others, etc. -
Bloomberg Markets @markets
Shares in Volkswagen fell as much as 5% after the company cut its outlook for revenue and profit growth https://bloom.bg/2qqPFUZ -
Bloomberg Markets @markets
Fed Chair Jerome Powell met with President Donald Trump and Treasury Secretary Steven Mnuchin Monday to discuss the economy, growth, employment and inflation https://bloom.bg/2CQFMmi -
Bloomberg Middle East @middleeast
Etihad Airways will take 20 fewer Boeing 787 Dreamliners over the next four years than originally planned https://bloom.bg/2CS1ztB -
Bloomberg Markets @markets
The worst may be over for South African stocks https://bloom.bg/2rVFMiF -
RenMac: Renaissance Macro Research @RenMacLLC
Chart plots the change in private inventories since the end of the recession and level needed to keep pace with final sales. Inventories should growth in-line with final sales. Taking the latest tracking estimates, we're running about $30 billion short of final sales.
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