Fordobling af kursen – Investor udpeger to danske vinderaktier

Genmab og Better Collective. De to aktier forventer Per Juul, investor og indehaver af Juul Value Invest, sig så meget af, at han ser dem fordoble i kursværdi inden for et års tid.Derimod giver han ikke meget for at lægge sine sparepenge i den danske ingeniørkoncern FLSmidth. Men det gør derimod Johnny Madsen, investeringschef og partner i Formue- & Investeringspleje, for med udsigt til et snarligt frasalg af cementdivisionen, vil FLSmidth kunne dele nogle af pengene med aktionærerne og begynde at levere en bedre vækst fremover.Ifølge Johnny Madsen bør aktien stige med ca. 23 pct. op til kurs 450 kr. på baggrund af de udmeldinger, selskabet kom med i forbindelse med fremlæggelsen af kvartalsregnskabet.Hør også Jakob Vejlø, chefstrateg i Bankinvest, fortælle om, hvordan de globale investorer skruer mere og mere op for deres eksponering til amerikanske aktier, og hvor længe han forventer tendensen fortsætter.Vært: Journalist Gro Høyer Thielst og investorredaktør Simon Kirketerp.Producer: Peter-Emil Witt.Følg All Star porteføljen her: https://www.home.saxo/da-dk/campaigns/all-star-portfolio

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