Aktiesnakken — Oktober 2023
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og god morgen
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Pandora has presented a sensible strategic plan that reinforces the equity story while new financial targets should see consensus 2026 earnings forecasts rise by a mid-single-digit percentage, Citi analyst Thomas Chauvet says in a note. Pandora's detailed three-year plan to full-year 2026 includes 2023-2026 organic growth of 7%-9% versus consensus at 5.1%, including like-for-like growth of 4%-6% against consensus of 3.5% and sales of DKK34 billion-DKK36 billion, which is 10% above consensus at
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above consensus at the midpoint. The full-year 2026 Ebit target of DKK8.8 billion-DKK9.7 billion is around 10% above consensus at the midpoint, he says. "We expect consensus full-year 2023 Ebit/EPS to remain unchanged, full-year 2024 to nudge up slightly and full-year 2026 to increase by a mid-single-digit percentage."
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Tak @Stockwatch1: så de er mindre positive end Pandora ?
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Analytikerne vil skulle opjustere deres estimater, i hvert fald til 2026
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Så vidt jeg kueen forstå skal analytikerne op justere med ca 10-15% på estimater. Jeg følger den gule førertrøje i den Topholm fra CBA (satte target op til 1.000) forleden dag - afventer hans input
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Kort video...SAS ' Vestas ' Ørsted ' Demant ' Pandora
Der er flere investorer, Helge Larsen har lidt ondt af for tiden. Ud over dem i SAS, så er det dem i store dele af bioteksektoren og den grønne sektor. F.eks. viser en rapport, at havdelen af de amerikanske biotekselskaber med en marketcap på under 100 mio. USD er værdisat på børsen under deres cash beholdning. Nogen, det til gengæld ikke er synd for, er investorerne i Pandora og Demant. https://www.proinvestor.com/boards/115947 -
Pandoras topchef er sikker på USA indfrier mål - men Kina halter langt bagefter https://www.proinvestor.com/investornyt/1059357/pandoras-topchef-er-sikker-pa-usa-indfrier-mal-men-kina-halter-langt-bagefter
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Pandoras marketingschef: Vi skal vokse - potentialet er der https://www.proinvestor.com/investornyt/1059445/pandoras-marketingschef-vi-skal-vokse-potentialet-er-der
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Godmorgen
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Godmorgen
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DNB Markets
@DNBMarkets
·God morgen fra Norge; Siden stengetid i Oslo i går er S&P Fut +0.5%, Brent -1.6%, CLCO i USA +1.1%, EQNR -0.1%, FLNG +1.1%, FRO +3.9%, GOGL +1.5%, HSHP +3.1%, SDRL -2.1%; Nikkei i dag -0.2%, Hang Seng +1.8%. Fokus i dag: MAS, PSE, SAS, VAR, NO statsbudsjett, US sysselsetting
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SAS - 4 mulige forklaringer til positiv aktieværdi https://www.proinvestor.com/boards/115954
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Asien: Positive investorer inden amerikansk jobrapport https://www.proinvestor.com/investornyt/1059956/asien-positive-investorer-inden-amerikansk-jobrapport
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Fredagens aviser med Pandora, Coloplast og SAS https://www.proinvestor.com/investornyt/1059955/fredagens-aviser-med-pandora-coloplast-og-sas
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Internationale aviser med Metro Bank, GM og Softbank https://www.proinvestor.com/investornyt/1059954/internationale-aviser-med-metro-bank-gm-og-softbank
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Pandoras finansdirektør skruer op for investeringerne https://www.proinvestor.com/investornyt/1059957/pandoras-finansdirektor-skruer-op-for-investeringerne
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Shortpositioner på danske aktier fredag d. 6. oktober 2023 https://www.proinvestor.com/boards/115959
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