Danske aktier at overveje
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En anden udlændings (?) syn på danske aktier:
"After taking a look at all 175 Danish corporations, it's time to consolidate. From the 175 corporations, total 34 made it onto the preliminary watch listing...
The brilliant inexperienced marked corporations, Rockwool, Royal Unibrew and Photo voltaic already made it into the portfolio. Those that I shaded mild inexperienced can be my further "High Ten Danish shares to look at" going ahead. Right here a fast abstract why I selected them:
AP Moeller Maersk: A at the moment absurdly low-cost inventory (P/E of 1) however with predictable decelerate in earnings. Nonetheless a really effectively run firm and for my part the clearest option to Decarbonization for any giant transport firm.
Alm. Model: A probably fascinating consolidation story in P&C insurance coverage. Nordic P&C insurance coverage may be very worthwhile and in the event that they execute their synergy plan, the inventory can be low-cost.
Brdr. A&O Johansen: Low-cost however fascinating distribution firm, peer to Photo voltaic.
Demant: Listening to support specialist that hasn't been so low-cost as it's now for a very long time. Listening to aids appears to be a long run steady and rising enterprise.
GN Retailer Nord: Audio merchandise (Jabra) and listening to provides. Profited type Covid Dwelling workplace wave
Netcompany: quick rising Nordic IT service firm with some points recently. However normally an inteesting play, one thing like a bigger Model of Bouvet.
North Media: Deep worth play with some fascinating property
Orsted: Main Renewable Vitality / Off shore firm.
SimCorp: Established Software program firm reworking from license to SaaS
Vestas: "Finest of sophistication" Wind Turbine maker. In some unspecified time in the future in time they need to be capable to earn a living.
This choice isn't "scientific" however way more a "intestine feeling". I'll attempt to observe these 10 corporations just a little bit nearer than my "large" watch listing for the following months to return."
https://businesspecialists.com/all-danish-sequence-grand-closing-and-the-place-to-go-subsequent/
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Hvilket danskt selskab er "Photo voltaic"?
"Brdr. A&O Johansen: Low-cost however fascinating distribution firm, peer to Photo voltaic."
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Tak, men han skriver "Photo voltaic" og ikke "photo voltaic" og desuden:
"...corporations (selskaber), Rockwool, Royal Unibrew and Photo voltaic already made it into the portfolio."
Muligvis et fejl (forkert land?)
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Han mener Solar. Hvordan han så end kommer frem til, at det pludselig skal hedde Photovoltaic. Han tror nok, at det er et solcellefirma.
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VA-grossisten Scanpipe:
"Samlet set forventes der en fortsat positiv udvikling i selskabets aktivitetsniveau samt indtjening (kommentar: fra den 1. oktober 2022)"
https://datacvr.virk.dk/enhed/virksomhed/27512593?fritekst=scanpipe&sideIndex=0&size=10
Kloaker 'is da shit'.
https://www.scanpipe.dk/
https://ao.dk/kob-vare/va
https://www.facebook.com/100999794583658/videos/1313017462773640/ -
Sandsynligvis.
Måske er analysen fremstillet med AI og autotranslated.
Da liger computern istedet Solar A/S og A&O Johansen.
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Danmark er et godt land for VA-grossister og A&O Johansen er den største VA-grossisten med det største VA-lageret.
Et eksempel:
"Fra gammel tid har man haft fælleskloakering i Danmark, og cirka 40 procent af det danske kloaksystem er stadig fælleskloakeret."
https://mst.dk/natur-vand/vand-i-hverdagen/spildevand/hvorfor-er-der-spildevand-i-havet/
I Sverige er det kun 13 %.
"I det kombinerade avloppsledningssystemet avleds spill-, dag- och dränvatten i en ledning, se figur 1.1. Det var det dominerande systemet i tätbebyggelse fram till 1950-talet. Idag består det svenska avloppsnätet av cirka 13 procent kombinerade ledningar räknat som rörgravslängd."
https://vav.griffel.net/filer/p110_del1_web_low_180320.pdf
En anden årsag er havet.
Kloakker 'is da shit'. Især i Danmark.
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Nudge, nudge, wink, wink, say no more...
https://www.di.se/nyheter/har-vantar-miljardregn-borsdoldisar-kan-dra-nytta/
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Desværre er artiklen helt forståeligt bag en betalingsmur.
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