Aktiesnakken — Juni 2020
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God morgen.
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Holger Zschaepitz
@Schuldensuehner
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21 min
Good morning from #Germany, where accounting scandal surrounding #Wirecard has badly damaged image of Germany as business location & benchmark index Dax. Following VW emissions scandal, Germany has another prominent case of cheating. Wirecard mkt cap now €3bn, one 8th of ATH. -
Shape Robotic pænt overtegnet"During the subscription period, the company received 4,305 orders for a total of 14,309,844 additional new shares, representing a market value of DKK 140.2 million. In total, subscriptions were made corresponding to a market value of approximately DKK 158.25 million. The total offering of 27.0 MDKK was thus oversubscribed by a factor of 5.9 times. The new shares available in the public offering (excluding pre-commitments from cornerstone investors) were oversubscrib
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"Subscription orders of less than 1,800 shares corresponding to DKK 17,640 received no shares.
Subscription orders between 1,800 shares and 30,612 shares were allocated 500 shares.
Subscription orders above DKK 299,999 corresponding to 30,612 shares have been allocated on the basis of the Company’s individual assessment." -
God morgen.
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Nå forventer Goldman Sachs at gull vil ha en enda tydeligere positiv utvikling i året som kommer.
Banken forventer at gullprisen vil stige til 1800$-, 1900$- og 2000$/toz etter henholdsvis 3, 6 og 12 måneder. Det skriver CNBC.
Goldman Sachs forklarer at deres prediksjon baseres på at det nå oppstår frykt for at dollaren vil synke i verdi og potensialet for at valutaer kan degraderes. Da vil mange trekkes mot gull, ifølge banken -
Wirecard er virkelig et mysterium af uafklarede punkter? Mangler 2.1 Mia. €, i kassen? Skulle være kørt med uafklarede bevis for kassebeholdning over år? Hvordan med revisor? E&Y?Aktien nede med ~75% over to handelsdage? Alt er vel i spil her? Burde vel være det nemmeste firma i hele finanssektoren at checke - alt går via maskinelle optegnelser (simpel + (eller -) additioner) eneste check er reelt omkring den kolde "kontant" beholdning (et simpelt kontoudtog?)?
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Ole S Hansen
@Ole_S_Hansen
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46 min
Speculators doubled their $USD short against ten IMM #forex futures and the #DXY in the week to June 16. The heavy selling was broad-based but with the bulk of the flow benefiting the #EUR and #AUD the most. The combined short reached $16.8 bn, the highest since May 2018 -
Holger Zschaepitz
@Schuldensuehner
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16 min
Global stocks gained $1.7tn in mkt cap this week on fresh liquidity w/ECB announcement of record €1.3tn TLTRO program & as Fed's announcement that it will buy corp debt as mkt participant reminded investors that polmakers still have plenty of stimulus measures at their disposal. -
Ole S Hansen
@Ole_S_Hansen
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40 min
Funds bought #gold for the first time in four weeks with the net long at 143k lots still close to a one-year low. The risk off sentiment that benefited gold helped drive a 35% reduction in recently est. #copper longs. Bullish #silver bets rose 17% but still 60% below Feb peak -
Ole S Hansen
@Ole_S_Hansen
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34 min
Funds cut bullish #WTI #oil bets by 27k lots to 354k, the first weekly reduction in ten was small compared with 255k lots added since April. #Brent longs held steady at 185k lots with funds concluding the recent weakness was just a correction and not a reversal. #OOTT -
Holger Zschaepitz
@Schuldensuehner
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1 t
Long live the carry trade: Because the ECB gives the banks money to lend, it is worth buying govt bonds, even in times of negative interest rates. 3y German Bunds yield -0.68%, which is 0.32ppts more than the TLTRO loans. (via GS) -
Ole S Hansen
@Ole_S_Hansen
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32 min
COT on #commodities in wk to June 16 saw risk appetite receive a temporary knock with 19 out of 24 futures trading lower leading to speculators cutting bullish bets by 8%. Sold: #WTI, #natgas, #copper, #wheat and #coffee. Bought: #gold, #corn and #sugar - #OOTT #grains -
Mcjean, jeg blev ret overrasket i fredags da jeg opdagede, at BB faktisk valgte at køre den resterende del...troede de ville aflyse (også som følge af at aktien hoppede noget under sidste emi-kurs). Hvad ACCORD2-studiet angår tror jeg ikke på det, så det må være øvrigt nyt fra pipeline, som skal drive kursen videre op. Jeg har egentlig besluttet bare at holde aktien mere permanent. Det jeg skrev til lahn1 var udelukkende pjat, og med stort glimt i øjet.
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