Aktiesnakken — Oktober 2020
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Joe Weisenthal @TheStalwart
"In 34 states, the seven-day average of new cases is higher now than it was a month ago." https://www.bloomberg.com/news/articles/2020-10-05/covid-19-is-making-a-dangerous-comeback-in-most-parts-of-america?srnd=premium … -
Holger Zschaepitz
@Schuldensuehner
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6m
Good morning from Germany, which is the largest net contributor to EU Recovery Fund. Germany will pay €75bn to EU budget by 2058 to finance €312.5bn vehicle. Berlin can expect only €22.7bn in grants, so will pay €52.3bn more than it gets out. https://welt.de/wirtschaft/article217229518/Wiederaufbau-Plan-Deutschlands-EU-Rechnung-betraegt-Minus-52-3-Mrd-Euro.html?cid=socialmedia.twitter.shared.web -
Holger Zschaepitz
@Schuldensuehner
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53 s
Global stock markets rise following positive handover from Wall St as Trump returns to White House & amid optimism of more US stimulus. US 10y yields jumped to 0.76% as traders repriced election bets and more debt. Gold jumps to $1910 on dip buying. Bitcoin steady at 10.8k. -
Pensionisten..Der er masser af småinvestorer der har DSV ligesom de f.eks. også har Novo. Det er bare aktier som ingen rigtigt syntes er spændende at debattere. Sådan har det altid været på de sociale aktiemedier.
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Biotek, , tech, grønne aktier og generelt vækstselskaber er noget som medierne skriver mere om og som samtidigt giver meget mere debat.
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Jeg har selv stået meget alene som debattør med laksesektoren gennem årene trods det at rigtig mange danskere løbende kom med på ombord. Det samme med Scatec Solar, Tomra m.fl. før det grønne for alvor kom på mode. Her kører Rockwool stadig under radaren.
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Holger Zschaepitz
@Schuldensuehner
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2 min
#Gold Investors buy the dip as global ETF holdings hit record. The worldwide total expanded in Aug and Sep even as prices backtracked, and it hit a fresh record on Monday, acc to data compiled by Bloomberg, highlighting that Gold rally has more to run.https://twitter.com/Schuldensuehner/status/1313362775171891200 -
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God formiddag
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The Hill
@thehill
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1h
Poll: 74 percent of voters want Senate to take on COVID-19 relief before SCOTUS nominee http://hill.cm/plFHxcV -
Reuters
@Reuters
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1m
Scotland to impose two-week mini lockdown from Friday: Sun newspaper http://reut.rs/36ARKQR -
ht ISS -Goldman Sachs har løftet target til 170(160) fortsat Buy. De har meget ofte impact med deres anbefalinger
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Pandora virker stærk trods nedjusteringen fra DNB
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DNB skriver: We are in line with consensus ahead of the Q3 results (due at 07:30 CET on 3 November), and expect the negative impact from temporary store closures and FX to be offset by e-commerce growth. However, with Covid-19 cases on the rise again and Q4 highly dependent on store traffic, we believe earnings risk is increasing.
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