Aktiesnakken — November 2020
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Holger Zschaepitz
@Schuldensuehner
#Turkey’s Treasury and FinMin Berat Albayrak resigns, due to health reasons, according to BBG citing a statement posted on his Instagram account. Albayrak says he’ll devote time to his family after resignation, according to the statement. The Lira has dropped under his helm 46%.
https://twitter.com/Schuldensuehner/status/1325481417741111297/photo/1 -
Holger Zschaepitz
@Schuldensuehner
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1 t
#FANGMAN has gained $700bn in mkt cap since US election as Big Tech got a boost from simple math, Goldman says: Lower rates (due to a divided govt) mean higher valuations for stocks, especially stocks like those in Tech that have a longer tail of cash flows in their DCFs. -
Holger Zschaepitz
@Schuldensuehner
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2 t
Don't miss @welt
podcast in which we discuss winners of Biden election: Big Tech got boost from lower rates as divided govt means lower stimulus & so lower ylds. Gridlock means lower regulation risk. Another winner cannabis as 4 states legalized marijuana. https://welt.de/podcasts/deffn -
God morgen.
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Asien: Store forventninger giver pæne stigninger i hele regionen - NYhttps://www.proinvestor.com/investornyt/669406/asien-store-forventninger-giver-paene-stigninger-i-hele-regionen-ny
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Mandagens aviser med FLSmidth, Tryg og Novo Nordiskhttps://www.proinvestor.com/investornyt/669412/mandagens-aviser-med-flsmidth-tryg-og-novo-nordisk
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IGSquawk @IGSquawk
Is this what they call a relief rally? European Opening Calls: #FTSE 5985 +1.27% #DAX 12680 +1.60% #CAC 5039 +1.56% #AEX 581 +1.43% #MIB 19977 +1.50% #IBEX 6951 +1.18% #OMX 1843 +1.29% #STOXX 3252 +1.51% #IGOpeningCall -
Bloomberg Markets @markets
BREAKING: Apple suspends new business with major iPhone manufacturing partner Pegatron after discovering labor violations against student workers https://trib.al/Gy32qWQ -
FINWIRE NEWS @Finwire
Börsveckan ger köpråd för Ericsson, Bilia och Sinch https://articles.finwire.com/FWM0055274-borsveckan-ger-koprad-for-ericsson-bilia-och-sinch … #analytics #stocks -
Finance News @ftfinancenews
Will the UK axe private equity tax break worth millions? https://on.ft.com/2U8Oxk8 -
Carol Leonnig @CarolLeonnig
Bad sign. Trump administration blocking normal transition and passing of torch... The Biden transition can’t fully start until this Trump appointee says so. By @Reinlwapo @OConnellPostbiz @jdawsey1 https://www.washingtonpost.com/politics/trump-gsa-letter-biden-transition/2020/11/08/07093acc-21e9-11eb-8672-c281c7a2c96e_story.html … -
FactSet @FactSet
The trailing 12-month P/E ratio for $SPX of 28.3 is well above the 5-year average (20.6) and well above the 10-year average (18.1). https://bit.ly/2U2kVF2 -
en ny analyse gentager Carnegie deres købsanbefaling på Pandora og løfter samtidigt kursmålet til 800 DKK fra tidligere 700 DKK.
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Aktier/tendens: Fokus på Novo og Vestas i marked i rekordhumør:
https://www.proinvestor.com/investornyt/669418/aktier-tendens-fokus-pa-novo-og-vestas-i-marked-i-rekordhumor
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