Aktiesnakken — Juni 2024
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Godmorgen
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Asian Markets Track Global Markets Higher https://proinvestor.com/investornyt/1169353/asian-markets-track-global-markets-higher
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Asien: Asiatiske børser i fremgang med størst plus til Taiwan og chipsektor https://proinvestor.com/investornyt/1169354/asien-asiatiske-borser-i-fremgang-med-storst-plus-til-taiwan-og-chipsektor
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Danske Bank: The tech sector rose 2.5% globally yesterday, with NVDA once again standing out. While this might raise curiosity and concern, it is a classic feature of late-cycle exuberance. Going against strong trends in the current environment can be extremely costly, and using a valuation approach is worthless as a timing tool.
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Nordea/ALK-Abello: While the new 2028 EBIT margin target of 25% underwhelmed at first, we fully buy into ALK's strategy of investing to maintain double-digit top-line growth. Our 5-8% EBIT estimate cuts for 2026-28 lead to a slight decrease to our DCF-derived target price, which is now DKK 160 per share (165)
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Nordea/ALK: We do not yet include the potential peanut allergy immunotherapy tablet in our model, which could lead to significant estimate hikes in the next decade and thereby also potential significant valuation upside. We reiterate Buy
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@Stockbull, pointen med Nvidia er, at de også ejer softwaren til at træne AI-modeller, og stort set alle der arbejder med området er uddannet i Nvidias værktøjer - så der er store skifteomkostninger, og da der er rift om medarbejderne, har Nvidia næsten monopol. Jeg købte lidt op på kurs 885 i april - det var svært, for jeg havde solgt siden kurs 409 - men det er jo gået fint, må man sige
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Nogen der kender til FIBOInvest ? Har læst lidt på LinkedIn
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*3kilofisk: jeg er ganske enig. Jeg er ret tilfreds med, at de vil investere i forretningen. Det gavner den langsigtede case
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Ja jeg købte på tilbagefaldet i April og er ude igen. Men Huaweis har jo deres ejne så helt monopol har Nvidia de vel ikke. Satser på et nyt tilbagefald i markedet og der ser man ofter dem som er steget mest falde mest. Holder dog mine Genmab, Tesla m.m og har øget i bonds da de burde stige i takt med renter bliver sænket. https://youtu.be/r0YtjzPjXRs?si=mY6caaL5lAgDOjxZ
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*StockBull: kigger også mere og mere på obligationer i forventning om kursgevinster ved rentefald
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Torsdagens aktier: Novo i rekord og Zealand i top i opløftet marked https://proinvestor.com/investornyt/1169693/torsdagens-aktier-novo-i-rekord-og-zealand-i-top-i-oploftet-marked
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