Aktiesnakken — Januar 2012
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ndtil der er klarhed over hvordan Vestas økonomi vil hænge sammen efter omstruktureringen og med usikkerheden omkring PTC, så vurderer jeg fair value til omkring kurs 110-120.
Løses omstruktureringen tilfredsstillende, og træder en rimelig ordning i stedet for PTC, så vurderer jeg fair value til ca. 160.
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meget bedre end forventede ZEW Indicator fra Tyskland for nogle minutter siden
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-21.6 vs -53.8 i december - forventet var -50
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Til de der ikke kender til ZEW: "The indicator reflects the difference between the share of analysts that are optimistic and the share of analysts that are pessimistic for the expected economic development in Germany in six months."
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ja, over 0 betyder flere er positive end negative - og omvendt hvis den er under 0
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Den kalender actdk linkede til, farvekoder afh af potentiel indflydelse på markedet, men som actdk skriver, er det ikke altid de flytter markedet
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