Aktiesnakken — December 2020
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Holger Zschaepitz
@Schuldensuehner
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52 min
#ECB Balance sheet tops €7tn for first time ever as Lagarde keeps printing press rumbling. Total assets rose by a whopping €59bn to €7,008.9bn on QE and as banks took more TLTRO loans. ECB balance sheet now equal to 69% of Eurozone GDP vs Fed's 35%, BoJ's 132% and BoE's 37%.https://twitter.com/Schuldensuehner/status/1341447073795813377 -
God morgen.
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Onsdagens danske avisuddrag med prisfest, ISS og vaccinepas: https://www.proinvestor.com/investornyt/670613/onsdagens-danske-avisuddrag-med-prisfest-iss-og-vaccinepas
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i lige måde så da:)
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og tak @Helge Larsen/PI-redaktør
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(PLX AI) – Matas is likely to post a strong end of the year despite a resurgence of the covid pandemic, SEB analysts said in a research note. <br/>• Matas benefitted from strong retail sales in November and likely also from mall closings in Denmark, where some of its high-end competitors are located, SEB said<br/>• Danish retails sales were up 6.2% in November compared to the same period a year ago, data from Danmarks Statistik shows<br/>• Matas is likely to benefit from the December lockdown of
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department stores, malls and other shops as their main competitors will be closed in the busy days up to Christmas, with the only competition left being online shops that have a weaker brand and are at a disadvantage as Christmas approaches: SEB<br/>• Matas is likely to report sales growth for the fiscal third quarter (due Jan.
higher than its guidance for the full year of 8% growth -
Waturu historien nærmer sig nok slutningen rent børsmæssigt
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Holger Zschaepitz
@Schuldensuehner
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2 t
#ETFs are eating the world: The $37bn Vanguard Total International Stock ETF hasn’t posted an outflow in 1,247 days (since July 25, 2017), BBG data show. The fund, which invests in global equities excluding US, has seen net withdrawals only on 4d since it started trading in 2011. -
Pandora stiger kraftigt (igen) nogen set grund?
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Holger Zschaepitz
@Schuldensuehner
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12 t
JPMorgan increases US GDP forecasts following latest US stimulus bill which provides $900bn of fiscal support. Will boost GDP by 3ppts over the course of 2021 and beyond. Revised Q1 2021 forecast from -1.0% to +0.5% as earlier delivery should help growth next 2 quarters. -
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God jul ditto
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Er der andre, der for alvor nu overvejer at investere i SAS? Jeg tænker, at vi efter de sidste par dages nyheder og kommende dage med vaccinen godt kan forvente en ordentlig omgang stigning fra aktien. Jeg overvejer at investerer i den i starten af januar, hvor jeg samtidigt forventer mange procents stigninger grundet de kommende gode nyheder. Andre tanker?
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Holger Zschaepitz
@Schuldensuehner
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3 t
The elephant in the room! ARK Innovations ETF has exploded in 2020. Assets have increased tenfold this year to >$18bn. If the investor's mood tips here, it could come to a stampede and the elephant could trample some things.https://twitter.com/Schuldensuehner/status/1341795080668123140 -
God morgen og god jul.
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