Aktiesnakken — Oktober 2020
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Pensionisten..Der er masser af småinvestorer der har DSV ligesom de f.eks. også har Novo. Det er bare aktier som ingen rigtigt syntes er spændende at debattere. Sådan har det altid været på de sociale aktiemedier.
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Biotek, , tech, grønne aktier og generelt vækstselskaber er noget som medierne skriver mere om og som samtidigt giver meget mere debat.
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Jeg har selv stået meget alene som debattør med laksesektoren gennem årene trods det at rigtig mange danskere løbende kom med på ombord. Det samme med Scatec Solar, Tomra m.fl. før det grønne for alvor kom på mode. Her kører Rockwool stadig under radaren.
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Holger Zschaepitz
@Schuldensuehner
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2 min
#Gold Investors buy the dip as global ETF holdings hit record. The worldwide total expanded in Aug and Sep even as prices backtracked, and it hit a fresh record on Monday, acc to data compiled by Bloomberg, highlighting that Gold rally has more to run.https://twitter.com/Schuldensuehner/status/1313362775171891200 -
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God formiddag
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The Hill
@thehill
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1h
Poll: 74 percent of voters want Senate to take on COVID-19 relief before SCOTUS nominee http://hill.cm/plFHxcV -
Reuters
@Reuters
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1m
Scotland to impose two-week mini lockdown from Friday: Sun newspaper http://reut.rs/36ARKQR -
ht ISS -Goldman Sachs har løftet target til 170(160) fortsat Buy. De har meget ofte impact med deres anbefalinger
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Pandora virker stærk trods nedjusteringen fra DNB
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DNB skriver: We are in line with consensus ahead of the Q3 results (due at 07:30 CET on 3 November), and expect the negative impact from temporary store closures and FX to be offset by e-commerce growth. However, with Covid-19 cases on the rise again and Q4 highly dependent on store traffic, we believe earnings risk is increasing.
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In our view, this creates an unfavourable
risk/reward, with the stock up c130% in the past six months and trading at record-high multiples. We have downgraded Pandora to SELL (HOLD) and reiterate our DKK400 target price. -
En præsident kan ikke ændre den overordnede retning for amerikansk økonomi på den korte bane - disse faktorer er vigtigere"...
Læs med. Det er gratis.
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