Aktiesnakken — Januar 2021
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Holger Zschaepitz
@Schuldensuehner
It's the DCF, stupid! Tech titans tumble as US 10y yields jump >1.10%.https://twitter.com/Schuldensuehner/status/1348676867331645454 -
God morgen.
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Tirsdagens danske avisuddrag med DI, Vaccinepas og
Coloplasthttps://www.proinvestor.com/investornyt/671005/tirsdagens-danske-avisuddrag-med-di-vaccinepas-og-coloplast -
Bloomberg Markets @markets
-U.S. futures
️ -Shares rise in China and Hong Kong -South Korea stocks 
️ -Ten-year Treasury yields climb to 1.15%, the highest level since March -Oil falls to $52.17 https://trib.al/amBJ4mZ -
Norge: DNB Markets @DNBMarkets
God morgen; Siden stengetid i Oslo i går er S&P Futures -0.1%, Brent +0.3%, Equinor i USA -0.5%, Frontline +0.1%, Golden Ocean -0.3%, Nikkei i dag +0.1%, Hang Seng +0.4%. Fokus i dag på EQNR, NKR, PGS, SAS, TECO, oljeservice- og sjømatsektor, US politikk #aksjer #osebx -
Sverige: FINWIRE NEWS @Finwire
God morgon! It-återförsäljaren Dustin rapporterar sitt första kvartal, september till november 2020, kl 08:00. Dagligvarubolaget ICA rapporterar försäljningen i Sverige i december, kl 08:45 och flygbolaget SAS passagerartrafiken i december, kl 11:00. -
FactSet @FactSet
FactSet Senior Earnings Analyst John Butters was quoted in this article "Weighing The Week Ahead: Can Earnings Growth Justify Current Stock Prices?" posted to @SeekingAlpha over the weekend: https://bit.ly/3i2HAw2 -
Bloomberg Markets @markets
-U.S. futures️ -Shares rise in China and Hong Kong -South Korea stocks ️ -Ten-year Treasury yields climb to 1.15%, the highest level since March -Oil falls to $52.17 https://trib.al/amBJ4mZ -
Norge: DNB Markets @DNBMarkets
God morgen; Siden stengetid i Oslo i går er S&P Futures -0.1%, Brent +0.3%, Equinor i USA -0.5%, Frontline +0.1%, Golden Ocean -0.3%, Nikkei i dag +0.1%, Hang Seng +0.4%. Fokus i dag på EQNR, NKR, PGS, SAS, TECO, oljeservice- og sjømatsektor, US politikk -
Sverige: FINWIRE NEWS @Finwire
God morgon! It-återförsäljaren Dustin rapporterar sitt första kvartal, september till november 2020, kl 08:00. Dagligvarubolaget ICA rapporterar försäljningen i Sverige i december, kl 08:45 och flygbolaget SAS passagerartrafiken i december, kl 11:00. -
Holger Zschaepitz
@Schuldensuehner
·
7h
Big names in the world of finance beginning to call out the #Fed & other CenBanks for their role in ramping up econ inequality & manipulating fin mkts. "I don’t think CenBanks realize how much irresponsible risk-taking is going on," Allianz El-Erian says. https://axios.com/newsletters/ax -
God morgen
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Det ser lovende ud for de andre storbanker https://borsen.dk/nyheder/finans/jyske-bank-opjusterer-forventningerne-og-naestformand-traeder-ud-af-bestyrelsen
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Danske banker - glimrende indikator for, at banksektoren klarede sig bedre end ventet (frygtet?) i 2020. Tror hele sektoren vejrer morgenluft i 2021 hvor organisationer og omkostninger, langt om længe, er tilpasset den nye virkelighed. En yderligere overgang til value-aktier i 2021 kan accelerere stigende kurser.
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Holger Zschaepitz
@Schuldensuehner
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1h
#Bitcoin
roller coaster renews 'the mother of all bubbles' discussions. 900% advance since 2018 has been so swift that it dwarfs all other boom cycles during past 50yrs, from gold’s rally in 1970s to Nikkei’s surge in 1980s to Nasdaq 100’s run in 1990s. https://bloomberg.com/news/articles/ -
Endelig kom AstraZeneca´s ansøgning afsted https://borsen.dk/nyheder/virksomheder/medicinalfirma-sender-ny-coronavaccine-til-godkendelse-i-eu
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