Aktiesnakken — November 2020
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@rex pacis. Din nuancering er jeg helt enig. Da "varigheden" på cashflow i en vækstaktie, alt andet lige, vil være større end en fuldmoden valueaktie, vil følsomheden på værdien deraf være større. Men fastholder forsat, at DCF for alle aktiver bliver påvirket, hvis og når renten for alvor begynder at stige.
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At de cykliske aktier steg i går, forklares vel primært i forventninger til fremtiden i form af øget samfundsaktivitet og ikke den underliggende udvikling i renteniveauet.
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Hej, vi kan ikke få en olie tråd igen?
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God morgen.
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Det kan vi godt Jonathan.. Jeg lukkede dog den tidligere pga for lidt interesse. Vi prøver igen i morgen.
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Asien: Varierende udvikling med Tokyo som primært negativt islet: https://www.proinvestor.com/investornyt/669688/asien-varierende-udvikling-med-tokyo-som-primaert-negativt-islet
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Onsdagens aviser med Mærsk, Ørsted og Unibrewhttps://www.proinvestor.com/investornyt/669687/onsdagens-aviser-med-maersk-orsted-og-unibrew
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Bloomberg Markets @markets
Heavier animals helped shore up U.S. production of beef, chicken and turkey last quarter even as the coronavirus slowed processing at meat-packing plants https://trib.al/MGyv4n2 -
Bloomberg @business
There had been “quite a disturbing action by the Chinese government with respect to Alibaba and Ant." Hillary Clinton urges China to work with the global economy more and "establish new standards" https://trib.al/6TnIkAz -
Bloomberg @business
The ranks of America's zombie companies are swelling — and they've racked up $1.4 trillion of debt https://trib.al/pmRHiYI -
Bloomberg Markets @markets
A price war between the world’s top cocoa producers and some of the biggest traders is roiling the New York market https://trib.al/VBWcHxU
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