Investor: Klar opkøbsmulighed i Novo efter uforståeligt fald

”Novo Nordisk burde stige på sit regnskab,” siger Johnny Madsen, partner og investeringschef i Formue- & Investeringspleje, i denne uges udgave af Børsen Investor podcast.Men når Novo Nordisk opjusterer, plejer der at følge et kursfald, der ifølge Johnny Madsen dog indhentes hurtigt efter.”Det er et ganske udmærket regnskab, jeg forstår ikke helt den meget, meget negative kursreaktion, som vi ser på Novo Nordisk, jeg vil betragte den som ”wierd”,” siger Johnny Madsen, der derimod ser reaktionen som en opkøbsmulighed.Hør hvorfor, han vurderer, at ”Novo kommer rigtig stærkt igen i andet halvår”, hør også hele holdet af paneldeltagere bag All Star porteføljen fortælle om deres syn på markedet, hvor der er opkøbsmuligheder, og hvordan det er gået med deres aktier hen over sommeren.Værter: Journalist Gro Høyer Thielst og investeringsredaktør Simon KirketerpProducer: Peter-Emil WittFølg All Star-porteføljen her: www.home.saxo/da-dk/campaigns/all-star-portfolio

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This episode was published on August 7, 2024.

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