Aktiesnakken — Juni 2024
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Storbanker advarer om urolig aktieuge i USA https://proinvestor.com/investornyt/1171325/storbanker-advarer-om-urolig-aktieuge-i-usa
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Tirsdagens danske avisuddrag med ATP, Topsøe og Novo Nordisk https://proinvestor.com/investornyt/1171333/tirsdagens-danske-avisuddrag-med-atp-topsoe-og-novo-nordisk
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OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1171337/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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Meet The Mega Caps That 'Match Or Surpass' Magnificent 7 Stocks
Weight-loss drugmaker Novo Nordisk, AI play ASML and peers may offer higher growth potential with lower risk, one portfolio manager says.
Investor's Business Daily (www.investors.com)
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Jeg gad godt vide hvad der står i den analyse. Eller er det bare shortere der ser deres snit til at presse aktien ned
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ABG: We downgrade to SELL ahead of a soft H1e. Lower contract activity, postponed licences, and tough comps combined with an excessive near-term valuation. Such a growth contraction cannot carry P/E 75x.
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Godmorgen
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Godmorgen
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DNB Markets
@DNBMarkets
God morgen fra Oslo ; Siden stengetid i Oslo i går er S&P Futures +0.7%, Brent +0.9%, BORR i USA +1.6%, BWLPG -1.6%, CLCO -0.3%, EQNR 0%, FLNG -0.1%, FRO +0.5%, GOGL +0.7%, HAFNI +0.9%, HSHP +1.2%, OET +1%, SDRL -0.1%; Nikkei i dag -0.6%, Hang Seng -1.5% -
Nyheter i dag; ENTRA, IWS, SNI, Kina KPI & PPI, NO laksepriser, Midtøsten, oljepris & IEA oljemarkedsrapport, US KPI & Fed rentemøte
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Asien: Presset stemning frem mod amerikanske inflationstal og rentemøde https://proinvestor.com/investornyt/1171845/asien-presset-stemning-frem-mod-amerikanske-inflationstal-og-rentemode
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OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1171849/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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Obligationer/tendens: Sivende renter i sigte før sprængfarlig cocktail af nyt fra USA https://proinvestor.com/investornyt/1171857/obligationer-tendens-sivende-renter-i-sigte-for-spraengfarlig-cocktail-af-nyt-fra-usa
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Onsdagens danske avisuddrag med Mærsk, Apple og rentemøde https://proinvestor.com/investornyt/1171858/onsdagens-danske-avisuddrag-med-maersk-apple-og-rentemode
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Regeringen hæver "27%-skatteloftet" til 80.000 kr. https://borsen.dk/nyheder/politik/regeringen-lofter-skatteloft-paa-aktier?b_source=borsen&b_medium=row_0&b_campaign=list_1
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Ser ud til at progressionsgrænsen for aktieindkomstskat først bliver ændret fra 2025 - såfremt at forslaget bliver forhandlet på plads og vedtaget.
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