Investorer advarer om dyr FLS-aktie og maner til ro om DSV’s AI-hug

FLSmidth har outperformet alle C25-aktier i årets første måneder med et totalafkast på over 30 pct. Aktien er langt fra billig, så måske er det tid til at tage toppen af.Sådan lyder det fra Lars Hytting, investeringsstrateg i Arthascope, der også fortæller om den seneste regnskabsmelding fra Bavarian Nordic.Hør også Johnny Madsen, partner og investeringschef i Formue- & Investeringspleje, give sit syn på den AI-frygt, der har ramt DSV hårdt den seneste uge og, hvad chefstrateg Henrik Henriksen, Petersen & Partners, ser af risici ved at være eksponeret til det amerikanske aktiemarked og, hvorfor han mener, at de danske investorer bør have en god eksponering til de japanske aktier. Vært: Gro Høyer ThielstProducer: Peter-Emil WittFølg All Star porteføljen her: https://www.home.saxo/da-dk/campaigns/all-star-portfolio

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Investorer advarer om dyr FLS-aktie og maner til ro om DSV’s AI-hug

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