Investorer: Flere opjusteringer venter i Novo

Novo Nordisks regnskab er bedre end frygtet, og flere investorer ser nu plads til nye opjusteringer senere i år. “Jeg tror allerede, at den næste opjustering kommer til halvåret,” siger Johnny Madsen, investeringschef og partner i Formue- & Investeringspleje. Han forudser desuden, at en anden sønderskudt C25-aktie også vil opjustere senere på året. I denne episode vender vi Novo, Demants kursfest, Amazons trussel mod DSV og nye regnskaber fra bl.a. Vestas og Netcompany med Ole Søeberg, Johnny Madsen og Simon Kirketerp. I studiet: Investor Ole Søeberg, aktiestrateg hos kapitalforvalteren Brock Milton Capital, og Johnny Madsen, investeringschef og partner i Formue- & Investeringspleje. Værter: journalist Anine Holmelund Frandsen og investorredaktør Simon Kirketerp Producer: Peter-Emil Witt

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This episode is 48 minutes long.

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This episode was published on May 6, 2026.

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