Aktiesnakken — April 2024
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Rheinmetall leads defence stocks slump as traders worry after record run
"Goldman Sachs said in a note released on Tuesday that European defence stock valuations now likely presented more downside than upside risk going into 2025."
https://uk.news.yahoo.com/rheinmetall-slumps-12-traders-dump-092103801.html
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"KONGSBERG GRUPPEN: Goldman Sachs skriver at vi er midt i en super-syklus i forsvarsutgifter, men at europeiske forsvarsaksjer sannsynligvis vil ha mer nedside enn oppside når vi nærmer oss 2025". XtraInvestor
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Europa/aktier: Forsvarsaktier i modvind med øjnene rettet mod inflationstal https://www.proinvestor.com/investornyt/1142295/europa-aktier-forsvarsaktier-i-modvind-med-ojnene-rettet-mod-inflationstal
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Europa/aktier: Forsvarsaktierne fik flest tæv i rødt marked https://proinvestor.com/investornyt/1142512/europa-aktier-forsvarsaktierne-fik-flest-taev-i-rodt-marked
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Danske Bank: Lave forventninger til amerikanske regnskaber kan understøtte aktieoptur https://proinvestor.com/investornyt/1142387/danske-bank-lave-forventninger-til-amerikanske-regnskaber-kan-understotte-aktieoptur
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Godmorgen
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Godmorgen
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Asian Markets Mixed In Thin Holiday Trading https://www.proinvestor.com/investornyt/1142702/asian-markets-mixed-in-thin-holiday-trading
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DNB Markets
@DNBMarkets
God morgen fra Oslo ; Siden stengetid i Oslo i går er S&P Futures +0.2%, Brent -0.7%, BORR i USA -3%, CLCO -0.5%, EQNR -0.1%, FLNG -0.3%, FRO -1.3%, GOGL +0.7%, HSHP -0.3%, SDRL -0.1%; Nikkei i dag -0.3%, Hang +1.9%. Nyheter i dag: ASA, EMGS, LYTIX, SNI -
NO KPI, lakseeksport & -priser, US KPI, Fed referat, oljelagertall
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USA/lukning: Iscenesatte sen vending før inflationsrapport - Nvidia trak ned https://www.proinvestor.com/investornyt/1142705/usa-lukning-iscenesatte-sen-vending-for-inflationsrapport-nvidia-trak-ned
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Asien: Investorerne foretrækker sidelinjen inden vigtige amerikanske inflationsdata https://www.proinvestor.com/investornyt/1142708/asien-investorerne-foretraekker-sidelinjen-inden-vigtige-amerikanske-inflationsdata
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Onsdagens aviser med Vestas, DFDS og Carlsberg https://www.proinvestor.com/investornyt/1142707/onsdagens-aviser-med-vestas-dfds-og-carlsberg
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