Aktiesnakken — Oktober 2020

Helge_LarsenPI-redaktør

Rockwool/SG: Anbefaling løftes til "hold" fra "sælg":https://www.proinvestor.com/investornyt/668508/rockwool-sg-anbefaling-loftes-til-hold-fra-saelg

Helge_LarsenPI-redaktør

Simcorp/SEB: Sænker anbefalingen til "sælg" - NY: https://www.proinvestor.com/investornyt/668511/simcorp-seb-saenker-anbefalingen-til-saelg-ny

exitnu

God morgen

Svingtraderen

Både APM pg Demant oppræciserer guidance

Helge_LarsenPI-redaktør

Mæersk: https://www.proinvestor.com/investornyt/668519/maersk-opjusterer-ser-nu-ebitda-pa-75-8-mia-dollar-ny2

Helge_LarsenPI-redaktør

Mærsk afskediger cirka 2000 ansatte - NYhttps://www.proinvestor.com/investornyt/668520/maersk-afskediger-cirka-2000-ansatte-ny

exitnu

Zealand Pharma - J.P. Morgan har d.d. handlet 1 aktie "Internt" - hmmmm.

exitnu

Og Nordea køber også 1 aktie kl. 10:08:20 - hmmmm.

Helge_LarsenPI-redaktør

ndreasStenoLarsen
@AndreasSteno
·
35 min
Material drop in German ZEW expectations as we had anticipated (from 77.4 to 56.1).

Of course expectations had to increase massively over summer since the current state was horrendous

This is no longer as clear - expect expectations to drop further.

Helge_LarsenPI-redaktør

Holger Zschaepitz
@Schuldensuehner
·
1 t
Mind the gap: Coronavirus second wave is of varying intensity. While the new cases in #Spain and #France are exploding, the second wave in Germany and Italy has so far been relatively mild.https://twitter.com/Schuldensuehner/status/1315924266748174338

exitnu

Man kan så stille det retoriske spørgsmål: "hvorfor kun 1 aktie?"

Helge_LarsenPI-redaktør

Holger Zschaepitz
@Schuldensuehner
·
1h
BlackRock is eating the world. ETF company has now $7.8tn in assets under management, a +12% YoY. BlackRock said that iShares raked in $2.3tn in assets during Q3, nearly 70% of that total was for stock funds.