Aktiesnakken — August 2010

[mrBlack]

It is a strange world where a Danish brewer, selling beer in more than 150 countries, can raise its full-year profit growth forecast from 20

[mrBlack]

to 40 per cent just because the rouble is strengthening. But then Carlsberg is a strange company: not only the governance structure – half

[mrBlack]

its 12-member supervisory board are professors – but also the exposure to Russia, which provides half of operating profit.

[mrBlack]

Carlsberg has pretty much bet the house on this country, culminating in the 2008 deal to take full control of the Russian and Baltic part of

[mrBlack]

But investors buying into the Carlsberg story need a high tolerance for bumps in the road. Tuesday’s was a nice bump; most of them aren’t.

[mrBlack]

Ikke så tit danske selskaber er nævnt i FT

[mrBlack]

og slet ikke i Lex

[deleted-user]

nej men Carlsberg er sku rimeligt tungt. Men fed commentar!

[mrBlack]

ja - især "bet the house"

[deleted-user]

er du stadig bull på dlh

[turin]

Godt at høre at den fik lidt Viagara, aka!

[mrBlack]

dlh: yep

[deleted-user]

hvilken en turin?

[mrBlack]

TK development er lidt mere tricky

[mrBlack]

hvis vi nu taler udbombede aktier

[deleted-user]

men alt i denne branche crasher!

[deleted-user]

så du spæncom?

[mrBlack]

the end game

[mrBlack]

nej

[mrBlack]

men de er for små til at være markedsindikative imo