Bankers?
ArcticPodden2 Aug 2023

Bankers?

Bankenes inntjening har fått et skikkelig løft med sentralbankenes renteøkninger. Nå er rentetoppen i sikte og utlånsveksten bremser, men billigere multipler gir en beskyttelse for aksjekursene. Link Mobility tror vi derimot kan få et skikkelig løft når selskapet nå leverer varene. Og Norbit som var en børsvinner i 1. halvår, har vi fortsatt tro på.

I studio har sjeføkonom Stein Bruun besøk av bankanalytiker Roy Tilley, i tillegg til Kristian Spetalen og Jeppe Baardseth, begge analytikere i Arctic Securities.

Avsnitt(204)

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