Aktiesnakken — September 2020
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@ Doublo ang. Ambu. Har været med som Ambu-investor i en håndfuld år og ser forsat en spændende vækst-case med tilhørende høj PE. Vurderer det nylige fald efter regnskabet, som en direkte konsekvens af usikkerhed om væksten i US. Tror den usikkerhed er forbigående og ses afspejlet når årsregnskabet fremlægges 11/11. Kursen vil reetableres over 200 igen. Se udviklingen omkring maj 2019, hvor mange flygtede fra aktien og den høje PE omkring det uventede direktørskifte. Kursen genfandt niveauet
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da investorerne blev forsikret om at vækstcasen var intakt og direktørskiftet ikke skyldes "falske" forudsætninger. Den høje PE giver ofte stor følsomhed omkring udsving i perfomance. Så skal man som investor selv vurdere om det er permanent eller blot forbigående. Jeg har selv samlet flere aktier i niveauet 165-170 og fik også en p
æn portion sidste sommer omkring kurs 90 -
Mange tak LLI fordi du svarede, nu er jeg mere tryg, har nok købt lidt for dyrt i forhold til nuværende kurs. Det der beroligede mig var, at et bestyrelsesmedlem købte 15.000 aktier til en gennemsnitspris på omkring 183, han må jo vide om det er rentabelt!
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AMBU - @TheNote - har en indlæg fra 4/9 under DEBAT/TA med lidt teknisk analyse og div kommentarer om udviklingen
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eter Schiff
@PeterSchiff
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25m
Apple's announcement that it will no long include power adapters with the #AppleWatch is another example of how price increases aren't fully captured by the CPI. Instead of raising prices, Apple can just keep the price the same and make customers pay extra to buy a power adapter. -
Business Insider
@businessinsider
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5 min
Snowflake explodes 166% higher on first day of trading after biggest IPO of 2020https://www.businessinsider.com/snowflake-stock-price-soars-market-trading-debut-buffett-ipo-2020-9?r=US&IR=T -
rex pacis: Det har jeg ikke. Den skal bare refreshes.
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God morgen.
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Reuters Business
@ReutersBiz
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6 min
The Federal Reserve left interest rates pinned near zero to allow more Americans to return to work and promised to keep them near there until inflation is on track to ‘moderately exceed’ its 2% target. Read more https://reut.rs/3iG9T2U -
Reuters Business
@ReutersBiz
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6 min
The Federal Reserve left interest rates pinned near zero to allow more Americans to return to work and promised to keep them near there until inflation is on track to ‘moderately exceed’ its 2% target. Read more https://reut.rs/3iG9T2U -
Asien skuffet over FED: Nikkei 225 i Tokyo er ned 0,74 procent
Hang Seng i Hongkong falder 1,82 procent
Kospi i Seoul ned 0,98 procent
Shanghai Composite synker 0,99 procent
Shenzhen Composite faller 0,96 prosent
FTSE Straits Times i Singapore ned 0,44 procent
ASX 200 i Sydney ned 1,11 proc
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Justin Wolfers @JustinWolfers
Change in the unemployment rate since January: U.S.A. +4.8% Canada +4.7% Australia +2.2% Spain +2.0% Sweden +2.0% Mexico +1.9% Netherlands +1.5% Germany +1.0% Japan +0.5% Ireland +0.1% Italy +0.1% UK -0.1% through May Korea -0.8% France -1.1% Source: https://stats.oecd.org/index.aspx?queryid=36324# … -
zerohedge @zerohedge
Trump Agrees With Powell: "Much Higher" Fiscal Stimulus Is Needed... And Why That Could Crash Stocks https://www.zerohedge.com/markets/trump-agrees-powell-much-higher-fiscal-stimulus-needed-and-why-could-crash-stocks …
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