It's Time To Look At Danske Bank Again
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It's Time To Look At Danske Bank Again
https://seekingalpha.com/article/4312706-time-to-look-danske-bank-again- A few months back, I looked at one of the larger Scandinavian banks, Danske Bank, in order to estimate just what sort of potential return you could expect from investing.
- I own a small position in the bank - and I'm comfortable long term with my position, seeing positive indicators of structural changes in the bank.
- The main risk continues to be potential fines as a result of the scandal - those aside, Danske continues its turnaround and to perform well.
Jeg har selv aktier i "bandit-banken". Jeg har for nyligt tre-doblet min beholding. Om der kommer en afklaring paa boede-stoerrelser og oevrige konsekvenser af hvidvask i 2020 ved jeg ikke, men jeg haaber det. Europaeiske banker (Banco Santander, Danske Bank og Nordea) udgoer knap 10% af min portefoelje nu.
Se P/S-multipler for diverse europaeiske banker inden for og uden for Eurozonen her:
Europa:
https://www.midgardfinance.com/plot/multiples/_/banks_europe_representative/ps/banks_europe_representative_ps_2010-01-01_2019-12.htm
Danmark:
https://www.midgardfinance.com/plot/multiples/_/banks_denmark/ps/banks_denmark_ps_2010-01-01_2019-12.htm
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fo2grafen Nej, jeg har ikke umiddelbart noget specifikt target paa Danske Bank. Jeg forestiller mig dog, at jeg har solgt, inden kursen rammer 150. Jeg synes ikke, at det giver saa meget mening, at naesten samtlige danske og europaeiske banker handles til en kurs under indre vaerdi. Er Deutsche Bank og/eller de negative renter det store elefant-spoegelse i skabet, som alle er bange for? Jeg ved det ikke. Jeg holder min tigge-skaal i udstrakt haand og modtager fornuftige udbytter, mens jeg venter paa, hvad jeg synes er mere rimelige og rationelle priser.
K/I for danske banker:
https://www.midgardfinance.com/plot/multiples/_/banks_denmark/pb/banks_denmark_pb_2010-01-01_2019-12.htmLong the Laggards, European Stocks Hit All-Time Record
https://www.wsj.com/articles/long-the-laggards-european-stocks-near-all-time-record-11576512871At bargain prices, European banks attract value-hungry investors
https://www.reuters.com/article/us-europe-stocks-banks-analysis/at-bargain-prices-european-banks-attract-value-hungry-investors-idUSKBN1KU1WREuropean Banks Count The Cost Of Inefficiency
https://www.spglobal.com/ratings/en/research/articles/191022-european-banks-count-the-cost-of-inefficiency-11202117
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