Peter Svendsen

338 posts

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Peter Svendsen

Peter Svendsen

@peterkjsvendsen

Brøndby fan siden start 90’erne. Elsker at smage øl og arrangere ølsmagning

Holstebro, Danmark Katılım Ekim 2013
91 Takip Edilen38 Takipçiler
Peter Svendsen
Peter Svendsen@peterkjsvendsen·
Vild aktie måned med ballade i FED, regnskaber og TACO Trump Januar 2026 2 Aktie Udskiftninger youtu.be/_hDOPAjm9eM
YouTube video
YouTube
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Peter Svendsen
Peter Svendsen@peterkjsvendsen·
@investseekers Utroligt man kan være så positiv på selskabet, når der forventes -7% EPS vækst. Jeg tænker at Novo skal vise vækst, hvis kursen skal op
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Investseekers
Investseekers@investseekers·
After meeting with $NVO ’s CFO, Berenberg says the focus is on next year’s launch of the Wegovy pill, but they still expect major headwinds in 2026. The bank forecasts –2% revenue and –7% EPS growth, citing semaglutide patent expiries outside the US, U.S. price cuts, rebate changes and inventory reductions. Novo expects U.S. approval of the obesity pill by year-end. Despite the challenges, Berenberg reiterates Buy with a DKK 400 target, pointing to strong 2026 catalysts. #StocksToWatch #Investing
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Peter Svendsen
Peter Svendsen@peterkjsvendsen·
@mikaelmilhoj Hvis markedet ikke kan ende positivt på så gode nyheder fra Nvidia, så tyder det på, at det underliggende er negativt📉
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Peter Svendsen
Peter Svendsen@peterkjsvendsen·
@investseekers Michael Novod har været en af de dygtigste og mest respekterede analytikere så det er et tab for Nordea
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Investseekers@investseekers·
Amid boardroom chaos and a brutal stock selloff, $NVO may have just made a brilliant move, says HC Andersen Capital’s head of equities Michael Friis Jørgensen. The company has hired Michael Novod, one of the world’s most respected Novo Nordisk analysts, away from Nordea to become its new Head of Investor Relations. Michael Friis Jørgensen calls it “a genius move,” noting that Michael Novod knows global investors well and can help rebuild confidence as fears grow that rival $LLY could dominate the obesity drug market. Michael Novod recently set a price target of DKK 583 for Novo, implying roughly 74% upside. He joins the company in spring 2026 as SVP and Head of Investor Relations after 15 years at Nordea. #StocksToWatch #investing
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Investseekers
Investseekers@investseekers·
@peterkjsvendsen Sammenligningsgrundlaget var heller ikke så stærkt. Og ja, mindre ringe end frygtet er nok den rigtige måde at beskrive det på. Ved ikke helt, om jeg tror vi har nået vendingen endnu.
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Investseekers
Investseekers@investseekers·
#LVMH reported revenue of €58.1B for the first nine months of 2025, down 2% organically from 2024. Q3 2025 showed slight improvement, with 1% organic growth across most divisions, but the key Fashion & Leather Goods segment, LVMH’s largest segment, remains under pressure. I own LVMH, and you can read why in my analysis here: investseekers.com/post/lvmh-leve… #StocksToWatch #luxury #fashion
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Peter Svendsen
Peter Svendsen@peterkjsvendsen·
@DividendTalk_ I have invested into it despite high valuation but their FCF yield looks much better at 3,25%. They only spend 3% af operating cashflow on CAPEX so a lot of FCF to shareholders.
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Dividend Talk 🇪🇺
Dividend Talk 🇪🇺@DividendTalk_·
$MSCI features a strong, dependable revenue model, with about 97% of its income being steady. This highlights a company that is skilled at generating reliable cash flow, a trademark of top-tier dividend growth stocks. Are you an investor? #InvestSmart #DividendGrowth
Dividend Talk 🇪🇺 tweet media
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Peter Svendsen
Peter Svendsen@peterkjsvendsen·
@GernerMads Hvorfor er Midtjylland ikke seeded i conf. League som taber med så høj koefficient? Hvad seeder man efter?
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Mads Gerner Pedersen
Mads Gerner Pedersen@GernerMads·
Taber FCM til Fredrikstad kan de rende ind i Crystal Palace. De andre fire er mere overskuelige.
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