The comeback kids
ArcticPodden17 Sep 2024

The comeback kids

Raske renteøkninger og skyhøy inflasjon rammet svenske eiendomsaksjer hardt. Nå har det snudd trill rundt. Banker og obligasjonsmarkedet konkurrerer igjen om finansiering, lånekostnadene er betydelig redusert og det ligger flere rentekutt fra Riksbanken i løypa. Vi venter at økende omsetning av eiendommer fremover vil synliggjøre bokførte verdier. Det favoriserer selskaper som prises med stor rabatt og har eiendommer av høy kvalitet og lav risiko på utleiesiden.

Enkelte av våre tidligere anbefalinger som Fastpartner og Castellum har gått mye allerede, mens Fabege fortsatt prises med særlig stor rabatt. I Norge har Entra tatt fart og levert på driften, og Public Property Invest ser fortsatt bra ut.

Avsnitt(206)

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...

8 Okt 202125min

Crayon is navigating the digital future!

Crayon is navigating the digital future!

Crayon helps companies cut their IT costs. CEO Melissa Mulholland is inspiring others to use technology to help improve lives. And she explains how moving from USA to Norway changed her perspective.

1 Okt 202136min

Who leads the way? Well Intrum ... of course!

Who leads the way? Well Intrum ... of course!

INTRUM CEO Anders Engdahl aims to support economic stability and contribute to a sustainable, sound economy.... by helping clients that struggle with their debt!

24 Sep 202131min

Advanced recycling systems that unlock the circularity of plastics on a global scale. Agilyx turns plastic into value!

Advanced recycling systems that unlock the circularity of plastics on a global scale. Agilyx turns plastic into value!

Agilyx CEO Tim Stedman left the large companies in the chemicals industry for a larger purpose: recycling plastic waste! And what exactly is pyrolysis? - and why is it so hard for Gaute to pronounce?

17 Sep 202129min

Easy IT in the cloud - with ECIT!

Easy IT in the cloud - with ECIT!

ECIT COO Christine Lundberg Larsen is passionate about sustainability accounting! Christine is helping ECIT's 31 500 customers develop, improve and run their businesses with accounting and IT!

10 Sep 202135min

Visma believes tomorrow can be better than today!

Visma believes tomorrow can be better than today!

Visma CEO Merete Hverven runs a multi-national €11bn SaaS giant. Her first day in her new job she had to run the company from her kitchen-table! Hear how VISMA is reducing risk of cyber-attacks, proce...

3 Sep 202128min

Can employee drive turn around a company? YES! - is the short answer...

Can employee drive turn around a company? YES! - is the short answer...

MULTICONSULT CEO Grethe Bergly has been called "the most impressive turn-around-artist on the Oslo Stock Exchange in the last 30 years!" Hear all about how she did it, and why her company's corporate ...

27 Aug 202131min

Let the games begin! GiG CEO on the future of iGaming.

Let the games begin! GiG CEO on the future of iGaming.

GiG CEO Rich Brown is enthusiastic about digitalization of the entertainment industry… and wants MORE regulation!

20 Aug 202140min

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