Aktiesnakken — Juli 2024
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Samsung: Jf. Bloomberg har selskabet slået forventningerne til kvartalsregnskabet med 20%. Selskabet forventer at fordoble produktionen af HBM -chips i 2025. Nvidia er blandt kunderne. https://www.bloomberg.com/news/articles/2024-07-30/samsung-profit-grows-fastest-in-years-after-chip-arm-recovery
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I den sidste af de tre specials har Per inviteret bestyrelsesformand i ISS Niels Smedegaard i studiet. De taler blandt andet om, hvordan bestyrelsen forholder sig til aktiekursen, samt hvordan en bestyrelse kan blive påvirket af en verden i konstant forandring. https://proinvestor.com/boards/121595
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Inflationen i eurozonen steg uventet i juli https://proinvestor.com/investornyt/1192817/inflationen-i-eurozonen-steg-uventet-i-juli
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Økonomer ser fortsat rentenedsættelser trods skuffende europæisk inflation https://proinvestor.com/investornyt/1192827/okonomer-ser-fortsat-rentenedsaettelser-trods-skuffende-europaeisk-inflation
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Europa/aktier: Solid optur drevet af chipudstyrsproducenter https://proinvestor.com/investornyt/1192867/europa-aktier-solid-optur-drevet-af-chipudstyrsproducenter
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