Aktiesnakken — November 2020
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hristian Lie
@liechr
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2 t
Evigvarende IT-dominans? Siste 10 år har handlet mest om IT-gigantenes frammarsj.
IT=40% av US-aksjer som igjen utgjør 58% av MSCI World All-Countries, der IT & diskr. forbruksvarer (Amazon 25% av sektoren) = nær 35% av verdien.Vaksine+brattere rentekurve=mean reversion? https://twitter.com/liechr/status/1327992099707432964
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Asien: Asiatiske aktier i rekordterritorium efter stærke datahttps://www.proinvestor.com/investornyt/669602/asien-asiatiske-aktier-i-rekordterritorium-efter-staerke-data
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Mandagens aviser med Nordea, Ambu og Ørstedhttps://www.proinvestor.com/investornyt/669606/mandagens-aviser-med-nordea-ambu-og-orsted
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Bloomberg Markets @markets
Investors should favor cheaper U.K. equities over their more expensive American counterparts, according to Citigroup https://trib.al/aKF5LDd -
Bloomberg Markets @markets
A lithium giant's troubles are laid bare as a massive loan payment nears https://trib.al/juqQ17I -
loomberg Markets @markets
China’s economic recovery strengthens as consumer spending gains https://trib.al/sc8koEm -
Holger Zschaepitz
@Schuldensuehner
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8 min
Good Morning from #Germany where the health ministers of the nation’s 16 federal states plan to set up hundreds of centers across country to prepare for mass vaccination against the coronavirus. Exhibition halls will play a key role in the effort https://welt.de/wirtschaft/article220128662/Covid-19-Impfung-Bundeslaender-planen-Hunderte-Impfstellen.html?cid=socialmedia.twitter.shared.web
via @welt -
Ole S Hansen
@Ole_S_Hansen
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4 min
#Copper jumped to 29-mth high in Asia after the PBoC injected liquidity and left rates unch. In addition both industrial output and fixed asset investments beat expectations while the $USD weakened. Next major resistance at $3.322/lb, the June 2018 high. -
Reuters Business
@ReutersBiz
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16 min
Oil climbs higher on China, Japan rebound, hopes of OPEC+ supply curb http://reut.rs/36xriG8 -
Aktier/tendens: Udsigt til positiv aktiestart efter begivenhedsrig
ugehttps://www.proinvestor.com/investornyt/669611/aktier-tendens-udsigt-til-positiv-aktiestart-efter-begivenhedsrig-uge -
God formiddag
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Købte SAS på den korte bane (høhø) i sidste uge, som nævnt her. +60% Holder for nuværende, Nordnets kommentarer: Selvom en kommende coronavaccine ikke vil fjerne alle problemer for luftfartsindustrien og det hårdt prøvede SAS, kan de bedre tider for fly-aktien allerede være begyndt.
Det vurder Per Hansen, investeringsøkonom ved Nordnet, i en kommentar. -
Moderna 94.5% vaccineeffektivitet
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