Aktiesnakken — December 2020
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Holger Zschaepitz
@Schuldensuehner
·
18 min
Asian stock retreated w/European and US Futures after a mixed Wall St session, amid caution over econ risks from virus-related curbs and ongoing US fiscal stimulus talks. Bonds gain w/US 10y yields <0.9%. Dollar steady w/Euro at $1.2153. Gold rises to $1839. #Bitcoin
at $19.1k. -
Nouriel Roubini @Nouriel
Are US and global equities overvalued or will their rally continue? Does high leverage and default risk threaten the rally in credit? Which prospects for Emerging Markets assets? For my answers join me at 10am at http://NourielToday.com -
God morgen - medvind på markedet til alle (y)
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NORSK HYDRO: Barclays øker kursmålet til NOK 42 (30), gjentar likevekt.
SUBSEA 7: Credit Suisse øker kursmålet til NOK 99 (86), gjentar outperform.
NORSKE SKOG: Pareto øker kursmålet til NOK 50 (35), gjentar kjøp.
AVANCE GAS: Cleaves øker kursmålet til NOK 30 (24), gjentar selg.
BW LPG: Cleaves nedgraderer aksjen fra hold til selg, men øker kursmålet til NOK 52 (45).
ORKLA: Morgan Stanley initierer dekning med likevekts-anbefaling og kursmål NOK 90.
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NORDIC UNMANNED: Selskapet har sin første noteringsdag i dag og debuterer med en oppgang på 27 prosent i forhold til IPO-pris. De hadde en eksklusiv presentasjon med Q&A via Xtrainvestor i går som du kan se her: https://youtu.be/Vf5zk6ZX1XE
STOREBRAND: Arctic øker kursmålet til NOK 72 (70), gjentar kjøp.
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Kilde: Xtrainvestor
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Holger Zschaepitz
@Schuldensuehner
·
12 min
Only the sky is the limit? #ECB balance sheet on course to €7tn. Total assets rose by another €26.5bn last week to hit fresh ATH of €6,949.6bn on QE. ECB balance sheet now equal to 68% of Eurozone GDP vs Fed's 34% and BoJ's 132%.https://twitter.com/Schuldensuehner/status/1338894960855224321 -
God morgen.
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Photo shop @bullish:)
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God morgen fra Odense N, hvor der også skimtes himmel !
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