Aktiesnakken — Maj 2020
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Holger Zschaepitz
@Schuldensuehner
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20 min
Good Morning from Germany where export model is under threat. All German export mkts hit hard by COVID-19 BUT w/great variation among countries. UK & France experienced more severe cris, so annual exports to both countries to decline by 25%, DB says. Exports to Asia rel unscathed -
The Wall Street Journal
@WSJ·
39 min
Investors signaled broad pessimism about Beijing’s plans, which will likely escalate tensions with the U.S.https://www.wsj.com/articles/bruised-businesses-try-to-divine-hong-kongs-fate-under-national-security-law-11590150334?mod=e2tw -
Virus cases drop to zero in China but surge in Latin Americahttps://apnews.com/8a1313cdc35da0fab6f67e2b060e1057?utm_campaign=SocialFlow&utm_source=Twitter&utm_medium=AP
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@TOPspiller Jeg har læst et eller andet sted at det var første uge i juni, kender dog ikke dato.
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Holger Zschaepitz
@Schuldensuehner
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1 t
#ECB rebuffs bank complaints on negative interest rates. Acc to ECB research published last week, bank profitability on balance benefited despite squeeze on margins, thanks to fewer loans going bad, higher economic growth and an increase in asset values. https://ft.com/content/52de6e -
Holger Zschaepitz
@Schuldensuehner
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1 t
Just to put things into perspective: Valuation premium of Growth stocks over Value Stocks is close to all-time high on 12m fwd P/E basis. Although a historical analysis would point to a mean-reversion, conditions for strong reversal do not look likely in near term, Goldman says. -
euters
@Reuters
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1 t
China has betrayed Hong Kong, Hong Kong former governor says https://reuters.com/article/uk-china-parliament-hongkong-britain-idUKKBN22Z0BF?taid=5ec8d5a9bbdff2000163f73e&utm_campaign=trueAnthem%3A+Trending+Content&utm_medium=trueAnthem&utm_source=twitter -
Holger Zschaepitz
@Schuldensuehner
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1 t
Hey guys, don’t miss our @welt
podcast. We discuss disconnect between where stocks are valued & where economic activity really is. The amount of stimulus which CenBanks & govts throw at this crisis is going to be much larger than economic slump. MUST HEAR! https://welt.de/podcasts/deffn -
God morgen.
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Test
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Nikkei 225 i Tokyo opp 1,41 prosent
Kospi i Seoul opp 0,5 prosent
Hang Seng i Hongkong ned 1,4 prosent
Shanghai Composite opp 0,16 prosent
Singapore-børsen faller 2,17 prosent
ASX 200 i Sydney opp 1,48 prosent -
S&P Futures +0.8%, Brent +3.3%,
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Holger Zschaepitz
@Schuldensuehner
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7 min
China warns U.S. Politicians pushing nations into 'new cold war.’ The US should give up its “wishful thinking” of changing China, Foreign Minister Wang Yi said. https://bloomberg.com/news/articles/2020-05-24/beijing-urges-u-s-to-drop-wishful-thinking-of-changing-china?sref=61mHmpU4 -
God morgen
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nogen holdning til Penneo IPOen?
- sidste dag i dag.
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God morgen
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Nikkei 225 i Tokyo opp 2,2 prosent
Kospi i Seoul opp 1,31 prosent
Hang Seng i Hongkong opp 1,82 prosent
Shanghai Composite opp 0,64 prosent
Singapore-børsen stiger 1,37 prosent
ASX 200 i Sydney opp 1,82 prosent
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