MOT ALLE ODDS
ArcticPodden8 Des 2023

MOT ALLE ODDS

Forbruksaksjene på Oslo Børs har stort sett holdt seg overraskende godt tatt i betraktning kraftig motvind fra høy inflasjon og mye høyere renter. Konkurransen er sterk, men flere av selskapene har klart å oppveie svak volumutvikling ved å ta markedsandeler og øke marginene. Forhåpentlig kan lavere inflasjon og en slutt på renteøkningene etter hvert gi en bedring utover i 2024.

Vi har hatt kjøpsanbefaling på flere aksjer, men mye er allerede tatt ut med kursoppgangen i den senere tid, og vi er mest komfortable med anbefalingen på Europris.

Episoder(201)

Krigen i Ukraina

Krigen i Ukraina

Kan Putin endre kurs? Våre gjester Julie Wilhelmsen (NUPI), Sverre Diesen (FFI) og Ingvill Moe Elgsaas (Forsvarets Høgskole) diskuterer med sjeføkonom Stein Bruun. Russlands invasjon av Ukraina er en ...

10 Mar 202246min

From Fjord to table.

From Fjord to table.

Lerøy is feeding the planet with 5 million fish meals in an eco-friendly way, every day! CFO Sjur Malm has many hidden talent – he is a former analyst.. as well as a banjo player!

17 Des 202128min

Warehouse Robots at Your Service

Warehouse Robots at Your Service

The Cube Storage Pioneer Karl Johan Lier, the Robo- CEO in Europe, is helping clients automate storage systems - as well as helping workers with their ergonomics!

10 Des 202130min

Fight climate change with diet change!

Fight climate change with diet change!

What's your diet's carbon footprint? We are just at the beginning of a massive shift towards alternative protein sources. Hear how Orkla Alternative Proteins (OAP) CEO Elin Tveito Lidman is growing OR...

3 Des 202127min

How do you secure the future AND preserve the past? Just ask SIKRI!

How do you secure the future AND preserve the past? Just ask SIKRI!

SIKRI is digitalizing the public sector.. AND preventing illicit work via digital transparency! Hear how CEO Nicolay Moulin started Sikri as a spin-off and is on track for the first billion of revenue...

26 Nov 202133min

Put your money where your fingerprint is!

Put your money where your fingerprint is!

Contactless cards will dominate payment ecosystem for next decade. Hear why former fund manager Marianne Bøe believes IDEX BIOMETRICS (where she is EVP IR) is really going to have its break-through NO...

19 Nov 202122min

From red socialist to green capitalist.

From red socialist to green capitalist.

Erik Solheim, former UN Environment Director and RED socialist party leader goes GREEN in the Arctic Podcast! Hear how Solheim believes business will help solve the climate crisis, and why he chose to...

12 Nov 202138min

Does 2020Bulkers have 2020 vision?

Does 2020Bulkers have 2020 vision?

Magnus Halvorsen explaines why 2020 Bulkers is not buying any new ships, paying all profits out in dividends, and why «Gaute Bulkers» ain't never gonna happen?

5 Nov 202137min

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