#292: AI, kvante, Genmab og optakt til regnskabssæsonen
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De danske selskaber gør klar til endnu en regnskabssæson - men er der overhovedet grund til optimisme? Novo Nordisk, Ørsted og Rockwool skal forsøge at ryste skuffelserne af sig, mens DSV skal vise, om DB Schenker-integrationen for alvor rykker. Bankerne rider fortsat på en kursbølge, og så har Genmab og GN Store Nord fået ny tro på fremtiden. Til sidst stilles der skarpt på, om Ørsted og Novo Nordisk står foran et strategisk reset - og om de danske biotekselskaber kan holde investorerne varme gennem vinteren.
Per nævner i dagens afsnit sin optakt til regnskabssæsonen, der kan læses her:
https://proinvestor.com/boards/128745/00:00 Intro
00:47 Kvanteteknologi
05:50 Genmab
10:39 Tryg
12:33 DSV
14:15 Jyske Bank
16:39 GN Store Nord
20:19 Pandora
24:24 Novo Nordisk -
14:15 er vist om Coloplast og ikke Jyske Bank.
GN. Spændende snak om GN Store Nord og deres produkter. Tak for det.
Pandora. Hende den nye spanske direktør fra Pandora har et virkelig godt CV. Hun har blandt andet været hos LVMH. Tomlen op til hende foreløbigt. Pandora er i min top fem over de bedste danske børsnoterede virksomheder. Lidt modvind for tiden.
Apropos kvanteteknologi og AI; den vedhæftede figur er lidt sjov. Det minder næsten om Stein Baggers penge-karrusel.
Og her er citat fra 1999 fra en investor i Omaha i Nebraska før dot-com-boblen sprængte:
"You know, the two most important industries in the first half of this century in the United States-in the world, probably-were the auto industry and the airplane industry. Here you had these two discoveries, both in the first decade-essentially in the first decade-of the century. And if you'd foreseen, in 1905 or thereabouts, what the auto would do to the world, let alone this country, or what the airplane would do, you might have thought that it was a great way to get rich. But very, very few people got rich by being-by riding the back of that auto industry. And probably even fewer got rich by participating in the airline industry over that time. I mean, millions of people are flying around every day. But the number of people who've made money carrying them around is very limited. And the capital has been lost in that business, the bankruptcies. It's been a terrible business. It's been a marvelous industry. So you do not want to necessarily equate the prospects of growth for an industry with the prospects for growth in your own net worth by participating in it."
Apropos teknisk analyse, så havde Reuters den her artikel i går:
Systematic hedge funds hit with daily losses in October, says Goldman Sachs - https://www.reuters.com/business/finance/hedge-flow-systematic-hedge-funds-hit-with-daily-losses-october-says-goldman-2025-10-07/
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Fin simpel figur fra Reuters. Real Estate nummer to. Energi i bunden.
The chart shows the estimated earnings growth of S&P 500 index and different sectors within it for Q3 2025 - https://www.reuters.com/graphics/GLOBAL-MARKETS/THEMES/jnvwbnkjwpw/chart.png
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Broadcom skal tilføjes til figuren.
OpenAI partners with Broadcom to build custom AI chips, adding to Nvidia and AMD deals
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