THE COMEBACK KID(?)
ArcticPodden13 Des 2023

THE COMEBACK KID(?)

Svenske eiendomsaksjer har løftet seg skikkelig med fallet i lange renter: eiendomsindeksen på Stockholmbørsen er opp over 30 prosent siden sent i oktober. Og den er også i pluss så langt i 2023, en overraskelse tatt i betraktning det negative sentimentet og usikkerheten som har preget sektoren.

Operasjonelt gjør selskapene det bra, men finansiell usikkerhet består med store låneforfall som skal refinansieres, og eiendom som må selges. På aksjesiden er vi fortsatt positive til Fabege. Enkelte obligasjonslån er enda mer attraktive.
I dagens episode av ArcticPodden har vi med oss Arctics eiendomsanalytiker Michael Johansson.

Episoder(189)

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 revenues!

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 NOW!

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 work with MORROW Batteries and Aker Horizons.

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

Vaccibody is no “one drug wonder”

Vaccibody is no “one drug wonder”

Vaccibody CEO Michael Engsig runs a biotech PLATFORM company. What does that mean, and does the world really need a new covid vaccine?

29 Okt 202135min

From listed to sold in 48 hours!

From listed to sold in 48 hours!

Shafi Adan is the founder of solgt.no aiming to digitalize the last analog market: real estate!

22 Okt 202128min

From the tiniest of particles comes an entire universe of possibilities.

From the tiniest of particles comes an entire universe of possibilities.

TEKNA provides tiny powder to large customers and have even BIGGER ambitions. Tekna Chairman Morten Henriksen on why when it comes to microelectronics, there is no such thing as "too small".

15 Okt 202134min

The comeback kid! Western Bulk relists on Oslo Stock Exchange.

The comeback kid! Western Bulk relists on Oslo Stock Exchange.

Western Bulk CEO Hans Aasnes runs a super-profitable shipping company without ships! He labels himself as a shipping CEO, but NOT a "shipping man". But in his heart he is a combination of a farmer and risk manager!

8 Okt 202125min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
kommentarer-fra-aftenposten
rss-borsmorgen-okonominyhetene
finansredaksjonen
lydartikler-fra-aftenposten
rss-vass-knepp-show
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
rss-sunn-okonomi
rss-rettssikkerhet-bak-fasaden-pa-rettsstaten-norge-en-podcast-av-sonia-loinsworth-og-foreningen-rettssikkerhet-for-alle
utbytte
okonomiamatorene
lederpodden
rss-markedspuls-2