Aktiesnakken — December 2019
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Jeppe Christiansen
@jeppe_majinvest
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3 t
Surprise: Greece in big turnaround. The PMI index is now pointing at industrial growth in Greece, beating most other countries in the world. #dkøko #dkfinanshttps://twitter.com/jeppe_majinvest/status/1202204961150509057 -
Lave oliepriser sætter Opec under pres http://dlvr.it/RKfyMZ
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The Deutsche Bank Tech Startup Factory Hiding Its True Identity
https://www.bloomberg.com/news/articles/2019-12-04/the-deutsche-bank-tech-startup-factory-hiding-its-true-identity -
https://www.bloomberg.com/news/articles/2019-12-04/google-founders-give-up-on-being-the-warren-buffett-of-tech?cmpid=socialflow-twitter-business&utm_campaign=socialflow-organic&utm_medium=social&utm_source=twitter&utm_content=business
Google Founders Give Up on Being the Warren Buffett of Tech -
WSJ:
New Link Between Stocks, Bonds Shows How Markets Have Changed
An emerging link between beaten-down stocks and bond yields may determine whether value stocks will outperform growth in the years ahead
https://www.wsj.com/articles/new-link-between-stocks-bonds-shows-how-markets-have-changed-11575470950?reflink=e2twmkts -
loomberg Markets
@markets
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35 min
Oil extends session rally to more than 4% ahead of OPEC meeting https://bloom.bg/34L81iu -
Bloomberg Market: economics
U.S. Services Gauge Drops, Though Details Signal Stable Growth -
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DK/OMXC25: Forventede udbytter i 2019 og 10 års historik https://www.proinvestor.com/index.php?p=debat_1&postid=79838
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Baltic Dry-indeksen er ned 0,4 prosent til 1.599 poeng, ifølge The Baltic Exchange onsdag.
Slik går segmentene:Capesize ned 1,1 prosent til 24.916 dollar
Panamax opp 0,9 prosent til 10.627 dollar
Handysize opp 0,1 prosent til 7.335 dollar
Supramax opp 0,5 prosent 9.437 dollar -
Overraskende stort lagertrekk forrige uke
en time siden · Infront TDN Direkt
De amerikanske råoljelagrene var ned 4,9 millioner fat i forrige uke til 447,1 millioner fat.
Det viser statistikk fra Det amerikanske energidepartementets statistikkfløy, EIA.
Til sammenligning var det på forhånd ventet at lagrene skulle være ned 1,5 millioner fat, ifølge Bloomberg-konsensus.
Besinlagrene på sin side økte med 3,4 millioner fat, mens destilatlagrene økte med 3,1 millioner fat. -
På forhånd var det ventet en økning på henholdsvis 1,5 og 0,3 millioner fat.
Lagertallene fra API viste tirsdag en nedgang på 3,7 millioner fat forrige uke.
Oljeprisen har hatt en svært god ettermiddag blant annet drevet av nytt handelshåp. Oppgangen tiltar i tiden etter lagertallene. Et fat Nordsjøolje koster ved 17-tiden 63,24 dollar fatet, en oppgang på 3,4 prosent hittil i dag.
Den amerikanske lettoljen (WTI) er på sin side opp 3,87 prosent til 58,43 dollar onsdag ettermiddag. -
Edward Harrison @edwardnh
Arguably the US is lagging coming out of the global growth slowdown just as it lagged going in. https://twitter.com/TheStalwart/status/1202270230657015810 … -
IHS Markit PMI
@IHSMarkitPMI -
I min verden er det fuldstændig irrelevant, at lave disse sammenligninger med andre aktier der har været udsat for større korrektioner. Hvis Chemm på den korte bane falder pga. de nuværende uroligheder vil det givetvis ikke sætte sig fast i aktien. Derimod bliver H2 meget afgørende for, om markedet kan fastholde tilliden til de hidtige vækstrater. Levere selskabet mellem 60-65 mio i Q2 så vil tilliden være intakt/genetableret.
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Crypto Funds Are Closing While the Biggest Investors Stand Aside https://www.bloomberg.com/news/articles/2019-12-04/wait-for-institutional-investors-grows-as-crypto-funds-close?utm_content=business&utm_source=twitter&utm_medium=social&utm_campaign=socialflow-organic&cmpid=socialflow-twitter-business
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economics
U.K. Economy on Course for Contraction as Services Falter
https://www.bloomberg.com/news/articles/2019-12-04/u-k-economy-on-course-for-contraction-as-services-falter?utm_campaign=socialflow-organic&cmpid=socialflow-twitter-business&utm_medium=social&utm_content=business&utm_source=twitter -
Tom Lauricella
@LauricellaTom
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45 min
Not long ago, the cheapest actively managed stock funds were still seeing inflows. Not anymore. Sort of cheap isn't cheap enough!Our new article is here for Morningstar Direct and Office clients:
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