Aktiesnakken — November 2020
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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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SAS 71% nu (Vaccinen - tak @exitnu)
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Tror det samme som sidst med vaccine effiktivitet - Danske aktier har været stærke under Corona - sælger nu defensive aktier(danske) og køber vækst aktier
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Er der nogen der kender Nationalbankens værdipapirstatistik? https://nationalbanken.statistikbank.dk/906
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Kæmpe home bias i så fald @B
ullish -
Fulgte dit link - skyldes det ikke, at analysen omfatter VP - de registrerer primært DKK-denominerede papirer. Dine udenlandske aktier ligger ikke i VP, men primært i omnibus-depoter hos en udenlandske custodian
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Og de depoter kan DN ikke komme til at kigge i, da ejeren ikke fremgår direkte af depotet, men af din brokers registreringer (som jeg har forstået det).
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