Aktiesnakken — Januar 2023
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TGS: DNB øker kursmålet til NOK 150 (130), gjentar hold. XtraInvestor
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tak Helge
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DNB Markets
@DNBMarkets
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20 min
God morgen; Siden stengetid i Oslo i går er S&P Futures +0.7%, Brent -0.7%, EQNR i USA +0.8%, FLNG +1.9%, FRO +4.8%, GOGL +2.1%, Nikkei i dag +1%, Hang Seng +1.2%. Fokus i dag; ACR, ELK, KYOTO, NANOV, NORTH, PNOR, RCR, NO lakseeksport, NB årstale, US oljelagertall -
Asian Markets Track Wall Street Higher https://www.proinvestor.com/investornyt/925630/asian-markets-track-wall-street-higher
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Asien: Positive tendenser i afventende markeder https://www.proinvestor.com/investornyt/925638/asien-positive-tendenser-i-afventende-markeder
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Kursmål 27.000 og 14.000 for samme aktie. Gengives ukritisk. https://www.proinvestor.com/investornyt/925675/maersk-aktien-presset-af-negative-goldman-sachs
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Står der en recession for døren? Nøgletallet ISM service har ramt det laveste niveau i 30 måneder, men er det ensbetydende med, at nedturen kommer? Det vender Hansen og Larsen i ugens afsnit af Investeringspodcasten, hvor de også taler om udsigten til regnskaber fra Novo Nordisk, Genmab, FLS, Netcompany med flere og kigger nærmere på Biogen, Lundbeck og andre selskaber med fokus på behandling af Alzheimers.
https://www.proinvestor.com/boards/109434 -
OVERBLIK: 20 selskaber har justeret forventningerne siden 1. december https://www.proinvestor.com/investornyt/926209/overblik-20-selskaber-har-justeret-forventningerne-siden-1-december
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vildt forvirret marked på bagkant af US inflationstal
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USA/lukning: Mindre stigning efter vigtige inflationstal https://www.proinvestor.com/investornyt/926651/usa-lukning-mindre-stigning-efter-vigtige-inflationstal
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Asian Markets Mostly Higher On Global Cues https://www.proinvestor.com/investornyt/926750/asian-markets-mostly-higher-on-global-cues
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Norge: DNB Markets
@DNBMarkets
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6 min
God morgen; Siden stengetid i Oslo i går er S&P Fut +0%, Brent -0.2%, EQNR i USA+ 0.5%, FLNG +1.4%, FRO +2.3%, GOGL +1.1%, Nikkei i dag -1.1%, Hang Seng +0.2%. Fokus i dag på ABS, BFISH, SCANA, oljepris, Kina handelsbalanse, SE KPI, US forbrukertillit, Q4-rapporter -
USD svækkelse er et godt tegn, men rammer dansk life science https://www.proinvestor.com/boards/109492
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Asien: Pæne stigninger men Tokyo rammes af styrket yen https://www.proinvestor.com/investornyt/926764/asien-paene-stigninger-men-tokyo-rammes-af-styrket-yen
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Fredagens aviser med Leo Pharma, ATP og Chr. Hansen https://www.proinvestor.com/investornyt/926762/fredagens-aviser-med-leo-pharma-atp-og-chr-hansen
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Kort video - Ambu ' Bavarian Nordic ' Hansa Biopharma ' Genmab ' Novo Nordisk ' Zealand Pharma ' Anavex
Helge Larsen gennemgår det sidste nye om virksomhederne inden for pharma og biotek ud fra den kvalificerede debat og chat på Proinvestor. https://www.proinvestor.com/boards/109502/
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