Aktiesnakken — Oktober 2010
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men genmab dealen siger vi thumbs up til to the max
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det samme eller 10%+ ift. sidste kvartal
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nej sentiment er jo meget anderledes nu....så vi skal have en virkelig overraskelse for at komme voldsomt ned
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jeg står på mit unchanged +10%
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så går vi op....men det er jo de professionelle du skal overbevise, ikke mig
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jeg tror en del lige vil tænke en ekstra gang over dagens aftale......
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den kom så ud af INGENTING....
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det er helt sikkert....
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der ligger jo nok en 20-40 point i den alene.....
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de analyser der må ligge til grund for forward p/e
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medmindre det altså blot er selskabets egne forventninger man har taget
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