Aktiesnakken — Februar 2020
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@CNN
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1 t
There's a virus that has infected 15 million Americans across the country and killed more than 8,200 people this season alone. It's not a new pandemic -- it's influenza.https://edition.cnn.com/2020/01/30/health/flu-deadly-virus-15-million-infected-trnd/index.html?utm_content=2020-02-09T05%3A00%3A17&utm_term=link&utm_medium=social&utm_source=twCNN -
Coronavirus Isn’t Chinese Stocks’ Only Headache
Barring much stronger steps from the government to boost sentiment, the market probably still has lower to go https://www.wsj.com/articles/coronavirus-isnt-chinese-stocks-only-headache-11580731957?mod=e2tw -
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AndreasStenoLarsen
@AndreasSteno
A pretty material “Corona-setback” in the Global PMI is already priced in to long Bonds.Weekly -> http://ndea.mk/MorePOMO
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Reuters
@Reuters
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12 min
China's Shenzhen denies blocking Apple supplier Foxconn from resuming production https://reut.rs/2H7ChtJ -
AndreasStenoLarsen
@AndreasSteno
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17 min
Recent oversubscription of the term Repo means that the Fed will keep printing. The conclusion is that straight forward. -
Hang Seng i Hongkong ned 0,77 prosent
Kospi i Seoul ned 0,70 prosent
Shanghai Composite ned 0,39 prosent
Singapore-børsen ned 0,22 prosent
ASX 200 i Sydney ned 0,11 prosent -
Hang Seng i Hongkong ned 0,77 prosent
Kospi i Seoul ned 0,70 prosent
Shanghai Composite ned 0,39 prosent
Singapore-børsen ned 0,22 prosent
ASX 200 i Sydney ned 0,11 prosent -
Coronavirus crisis could shut auto plants around the world
China is a major supplier of parts to auto plants around world -- shipping nearly $35 billion of parts in 2018. About $20 billion of Chinese parts were exported to the United States alone in 2018”https://edition.cnn.com/2020/02/09/business/china-coronavirus-global-auto-industry-impact/index.html
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Bloomberg Markets
@markets
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24 min
The coronavirus fallout is just beginning for global techhttps://www.bloomberg.com/news/articles/2020-02-10/-nightmare-for-global-tech-coronavirus-fallout-just-beginning?utm_source=twitter&cmpid%3D=socialflow-twitter-markets&utm_campaign=socialflow-organic&utm_content=markets&utm_medium=social -
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God formiddag.
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Jeg læser at short% i Norwegian Shuttle er 6,79%. Er dette ikke ret højt?
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Her vedlægges kilden:
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Det er svært at sige om det er højt. Du kan finde selskaber der ikke eller næsten ikke er shortede og der er selskaber der er shortet meget højere. Pandora har ligget på ca. 12 % short. Her er en US liste over de 50 mest shortede aktier. https://seekingalpha.com/article/4322003-heavily-shorted-stocks-february-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=must-read-most-heavily-shorted-stocks-february-2020&utm_campaign=nl-must-read&utm_content=link-0
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Godt spottet. Jeg synes det er højt set i forhold til casen som må siges at være rigtig god, jeg er godt disponeret i aktien men er klar med 3-dobling af beholdning når tiden er inde, helst inden shorterne skal ud, denne aktie ser jeg som en klar opkøbskandidat især med den nye CEO ved roret. Den har været over 300 og jeg ser ingen grund til den ikke skulle derop igen.
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