Aktiesnakken — Maj 2026
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B&O’s luksusstrategi langtrukkent selvmord https://ugebrev.dk/ledelse/bos-luksusstrategi-langtrukkent-selvmord/
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Børsen 11:09 "Ny nedtur i russisk økonomi: “Mere alvorligt end nogensinde”" + "Mørke skyer trækker ind over Moskva. Økonomien skrumper, en russisk blogger kalder situationen “fucked” – og en af Europas tungeste eksperter mener, at Rusland nu står i den mest alvorlige situation siden invasionen" https://borsen.dk/nyheder/okonomi/ny-nedtur-i-russisk-okonomi-mere-alvorligt-end-nogensinde
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MarketWatch "This chart is a flashing warning sign that the Fed might yet rattle the markets with rate hikes by year-end
" https://www.marketwatch.com/story/this-chart-is-a-flashing-warning-sign-that-the-fed-might-yet-rattle-the-markets-with-rate-hikes-by-year-end-94c25b10 & https://ugebrev.dk/flashnews/frygtet-pejlemaerke-paa-vej-til-at-blive-brudt-30-aar-us-over-5/ -
DSV og andre: UPS, gjorde Amazon det (igen)? https://proinvestor.com/boards/132178
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ISS: God start på året https://proinvestor.com/boards/132181
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Nogle af tallene ser fine ud med det er dog kun plus 27 pct hvis man tager 7 af landene:
Land apr-26 apr-25
Sverige 2.548 1.208
Danmark 2.115 1.047
Norge 711 1.824
Frankrig 6.692 3.157
Holland 2.237 1.819
Italien 2.774 2.920
Spanien 1.313 2.477 -
OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1440315/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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“Uhyggeligt” som DK bliver ved med at underperforme Europa…..Intet afkast i DK, de sidste 5 år, mens Europa er oppe med 40%…..Enhver stigning i DK bliver godt nok “skudt” lynhurtigt ned igen.
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Og i dag er ingen undtagelse…nøjagtig samme mønster
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Opråb fra Europa's Tech elite https://proinvestor.com/boards/132193/
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Demant: Derfor er 10 % kursstigning ikke umulig. Er bunden passeret for sektoren? https://proinvestor.com/boards/132199/
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AMBU: Mindre nedjustering. https://proinvestor.com/boards/132206
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Vestas kommer fornuftigt ud af Q1 https://proinvestor.com/boards/132209
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Pandora er kommet bedre end frygtet igennem Q1 2026 https://proinvestor.com/boards/132215
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Bloomberg "We're Going Towards a Cliff on Oil Says Hochstein" 8 min. "Former Middle East Senior Advisor to President Biden Amos Hochstein joins Bloomberg at the Milken Institute Global Conference to discuss the war in Iran. He says we're going towards a cliff on oil and oil products by the end of this month and that the bite will deepen every day." https://youtu.be/oVjkoJPE7U4?si=oW2wcKfABF1P2qnS
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