Aktiesnakken — Maj 2020
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Holger Zschaepitz
@Schuldensuehner
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1 t
#ECB rebuffs bank complaints on negative interest rates. Acc to ECB research published last week, bank profitability on balance benefited despite squeeze on margins, thanks to fewer loans going bad, higher economic growth and an increase in asset values. https://ft.com/content/52de6e -
Holger Zschaepitz
@Schuldensuehner
·
1 t
Just to put things into perspective: Valuation premium of Growth stocks over Value Stocks is close to all-time high on 12m fwd P/E basis. Although a historical analysis would point to a mean-reversion, conditions for strong reversal do not look likely in near term, Goldman says. -
euters
@Reuters
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1 t
China has betrayed Hong Kong, Hong Kong former governor says https://reuters.com/article/uk-china-parliament-hongkong-britain-idUKKBN22Z0BF?taid=5ec8d5a9bbdff2000163f73e&utm_campaign=trueAnthem%3A+Trending+Content&utm_medium=trueAnthem&utm_source=twitter -
Holger Zschaepitz
@Schuldensuehner
·
1 t
Hey guys, don’t miss our @welt
podcast. We discuss disconnect between where stocks are valued & where economic activity really is. The amount of stimulus which CenBanks & govts throw at this crisis is going to be much larger than economic slump. MUST HEAR! https://welt.de/podcasts/deffn -
God morgen.

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Test
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Nikkei 225 i Tokyo opp 1,41 prosent
Kospi i Seoul opp 0,5 prosent
Hang Seng i Hongkong ned 1,4 prosent
Shanghai Composite opp 0,16 prosent
Singapore-børsen faller 2,17 prosent
ASX 200 i Sydney opp 1,48 prosent -
S&P Futures +0.8%, Brent +3.3%,
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Holger Zschaepitz
@Schuldensuehner
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7 min
China warns U.S. Politicians pushing nations into 'new cold war.’ The US should give up its “wishful thinking” of changing China, Foreign Minister Wang Yi said. https://bloomberg.com/news/articles/2020-05-24/beijing-urges-u-s-to-drop-wishful-thinking-of-changing-china?sref=61mHmpU4 -
God morgen

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nogen holdning til Penneo IPOen?
- sidste dag i dag.
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God morgen

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Nikkei 225 i Tokyo opp 2,2 prosent
Kospi i Seoul opp 1,31 prosent
Hang Seng i Hongkong opp 1,82 prosent
Shanghai Composite opp 0,64 prosent
Singapore-børsen stiger 1,37 prosent
ASX 200 i Sydney opp 1,82 prosent -
Nikkei 225 i Tokyo opp 2,2 prosent
Kospi i Seoul opp 1,31 prosent
Hang Seng i Hongkong opp 1,82 prosent
Shanghai Composite opp 0,64 prosent
Singapore-børsen stiger 1,37 prosent
ASX 200 i Sydney opp 1,82 prosent -
Samtidig som oppgangen i Asia stiger oljeprisen 1,15 prosent til 35,96 dollar fatet
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Samtidig som oppgangen i Asia stiger oljeprisen 1,15 prosent til 35,96 dollar fatet
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S&P Futures +0.7%,
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