Aktiesnakken — April 2023
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Mornings
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Torsdagens danske avisuddrag med Vestas, TDC og overenskomst
https://www.proinvestor.com/investornyt/967263/torsdagens-danske-avisuddrag-med-vestas-tdc-og-overenskomst -
Kort video:
Ugekommentar #88 Kvartalsregnskaberne er på vej -Helge Larsen ser i denne uge frem mod kvartalsregnskaberne og især guidingen fra selskaberne. Og så peger han i retning af et populært indlæg, om hvem som er gode at lytte til, når du investerer.
https://www.proinvestor.com/boards/111999 -
Kort video: Pharma- og biotekopdatering - Novo Nordisk ' Zealand Pharma https://www.proinvestor.com/boards/112001
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Så kom der lige en opjustering fra Danske Bank på 1,5 mia. https://borsen.dk/nyheder/finans/danske-bank-opjusterer?b_source=borsen&b_medium=row_1&b_campaign=breaking_1
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Godmorgen
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Asien: Hold i rentestigning styrker asiatiske aktier https://www.proinvestor.com/investornyt/967848/asien-hold-i-rentestigning-styrker-asiatiske-aktier
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Fredagens danske avisuddrag med Novo, banker og Salling
Grouphttps://www.proinvestor.com/investornyt/967849/fredagens-danske-avisuddrag-med-novo-banker-og-salling-group -
Shortpositioner i danske aktier
https://www.proinvestor.com/boards/112019 -
Mornings og god dag
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Nordea løfter DSV "We maintain our Buy recommendation and raise our target price to DKK 1,470 (1,420), based 60% on a DCF model and 40% on relative valuation. We leave our 2023 estimates largely unchanged but lower 2024E-25E very marginally. For 2023, we lower our volume growth estimates to -4% and -7% for sea and air freight, respectively, although this is offset by higher yield assumptions. We estimate 2023 EBIT of DKK 16.9bn, compared to guidance of DKK 16-18bn and Refinitiv consensus at DKK
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Skulle der ikke være kommet nyt fra FDA om Lundbeck?
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Det burde der komme VK.
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Tak. Altid spændende med den slags. Bliver det til dyr rødvin eller en halvflad pilsner. God weekend.
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Lundbeck afventer Rexulti-nyt fra eksperter – kommer senere fredag https://borsen.dk/nyheder/virksomheder/lundbeck-afventer-rexulti-nyt-fra-eksperter-kommer-senere-fredag?b_source=borsen&b_medium=row_2&b_campaign=list_3
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