Aktiesnakken — Maj 2020
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Holger Zschaepitz
@Schuldensuehner
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20 min
Good morning from Germany, where food inflation is arriving. Supermarkets have now raised price of milk by 8%, cheapest milk now costs 79 cents. Quark has become 9% more expensive, although milk as raw material has become cheaper during crisis. Retailer trying to increase margins -
God formiddag
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Har ikke nogel med Corona at gøre efter min mening. Saudi har masser af olie og kan levere næste 30 år. Så længe Saudi kan levere billig olie kan det ikke betale sig at bore efter dyr olie. Det olie der er tilbage i verden er det dyre på alle fronter så som seismik, drilling og produktion.
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Ved ikke om Drilling hører hjemme her eller på olie, men her er lidt synspunkter https://finans.dk/privatokonomi/ECE12107363/ugens-aktie-er-der-en-fremtid-for-maersk-drilling/?ctxref=ext
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Penneo - den IPO der er igang - nogen holdn
inger til den? -
Nethandel gror. Zooplus ændrer forecast. Kursen 18% op: "an exceptional consumer interest in all European countries since the beginning of March to the present time" https://investors.zooplus.com/wp-content/uploads/2020/05/2020_07_May_Corporate-News_zooplus-AG.pdf
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jvf indlæg 79178 https://www.proinvestor.com/boards/79178/Kaeledyr#6
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