Aktiesnakken — December 2020
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God morgen.

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Mandagens aviser med Rockwool, Pandora og Matashttps://www.proinvestor.com/investornyt/670121/mandagens-aviser-
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Pandora er her til morgen kommet med en trading update for november, hvor selskabet bekræfter deres positive momentum hos kunderne. Pandora beretter således om en stærk
vækst i online salget, der mere end kompenserer for faldet i aktiviteten i de fysiske butikker på
grund af stigende smittetal.
Salget for december forventes at være negativ påvirket, idet 10 % af deres fysiske butikker i
slutningen af november var lukket grundet covid-19 restriktioner.
Pandora fastholder deres guidance for helåre -
Frygten for nedjustering fjernet - burde give et relief i aktien
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God morgen fra Odense

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Tak @svingtraderen. Ligger lunt i aktien længe endnu så

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Ditto - dejligt
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Pandora now has to deliver growth of around -30% in December to meet guidance according to our calculations, which we believe should easily be achieved, SEB said<br/>• Guidance for the full year looks increasingly conservative, Carnegie said<br/>• We would continue to buy the stock even if it trades up today, as the market is still not factoring in a return to LFL growth from 2021,
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Jo det mener jeg -
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Bloomberg Live @BloombergLive
With super-apps launching virtual banks - the lines between finance, retail, and tech companies are blurring. How will this wave of disruption play out in #TheYearAhead and the next decade? We’re looking at the next generation of banking with @IBM. http://bloom.bg/3qn62fG -
Joe Weisenthal @TheStalwart
Excellent @TimDuy laying out how the Fed is thinking about the economy, and its policy approach, right now https://blogs.uoregon.edu/timduyfedwatch/2020/12/06/about-that-next-fed-meeting/ … -
Bloomberg Markets @markets
The real estate market may not return to full strength even after the pandemic eases, which is bad news for investors in bonds backed by commercial mortgages https://trib.al/fgqSW1v -
zerohedge @zerohedge
Stocks Dump 'N' Pump: McConnell Said To Unveil $900BN Stimulus At 3PM, Undoing Vaccine News Dip https://www.zerohedge.com/markets/stocks-dump-n-pump-mcconnell-said-unveil-900bn-stimulus-3pm-undoing-vaccine-news-dip … -
Bloomberg Economics @economics
The U.S. economic rebound continues to be uneven, as sectors such as housing surge while the industries most exposed to the coronavirus — and its more than 1 million new cases a week — continue to struggle https://trib.al/A0Vyoz6 -
zerohedge @zerohedge
Uranium stock surge continues for 2nd day https://www.zerohedge.com/markets/uranium-stocks-soar-beginning-next-esg-craze …
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