Aktiesnakken — August 2021
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God morgen.
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Asien: Negative bølger skyller over hele
regionen - NY https://www.proinvestor.com/investornyt/693428/asien-negative-bolger-skyller-over-hele-regionen-ny -
Torsdagens aviser med Carlsberg, Mærsk og Lundbeck https://www.proinvestor.com/investornyt/693423/torsdagens-aviser-med-carlsberg-maersk-og-lundbeck
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Feds rentemødereferat: De fleste
medlemmer ser tapering i år https://www.proinvestor.com/investornyt/693422/feds-rentemodereferat-de-fleste-medlemmer-ser-tapering-i-ar-ny -
Nordea fastholder køb af Lundbeck, men skaærer 3kr. af kursmålet til 284 "We see Lundbeck as undervalued given the prospects of a post-COVID recovery for its US key brands as well as a significant sales acceleration for its novel CGRP antibody Vyepti to treat migraine."
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Danske Bank hæver target på Rockwool til 3650 fra 3450
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Danske Bank hæver target på Matas til 141 fra 132
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5 min break - indikeres 9% ned
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I afsnit 79 af #investeringspodcasten med Hansen og Larsen leder vi efter det aktive ejerskab i selskaber som FLS, Lundbeck og Jyske Bank. Vi kommer også rundt om AMBUs aktietur i rutschebanen og hvad deltavarianten kan betyde for pengepolitikken og dermed aktiemarkedet.
02:51 - 10:10 Ambu får den sædvanlige overreaktion
10:10 - 22:11 FLS/Lundbeck/Jyske Bank: Aktivt ejerskab?
22:11 - 28:35 Deltavarianten, pengepolitikken og aktiemarkedet.
https://www.proinvestor.com/index.php?p=debat_1&postid=9 -
Matas, @match har glimrende indlæg under "debat"
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