Det er snart tid til nye kvartalsregnskaber, og Per Hansen har set nærmere på, hvad investorerne kan forvente af de største, danske selskaber. Det er også tid til told - men hvordan kommer den til at se ud? Hvordan opfører aktiemarkederne sig, når likviditeten er lavere i sommermånederne? Og hvad sker der hos Novo Nordisk? Det dykker Hansen og Larsen ned i i dagens afsnit!
I dagens afsnit nævner Per to blogindlæg. Dem kan du læse her:
Regnskaber - https://www.nordnet.dk/blog/optakt-til-q2-bekraefter-regnskab/
Novo Nordisk - https://www.nordnet.dk/blog/novo-nordisk-fra-darling-til-skepsis/
00:00 Intro
00:41 Optakt til kvartalsregnskaber
08:58 Tid til told
13:01 Sommerlikviditet
14:50 Big beautiful bill
19:16 Er Novo Nordisk lammet?
Besøg Pers Univers her
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