Placera Nyhetsbrev, fredag 3 maj 2024

Podd: Rapportförlorarna vi köpt

Placerapodden Majs första avsnitt av Redaktionspodden tar upp höjdpunkterna från rapportperioden, råvaror, en "equity story" med säljstämpel och vilka aktier vi köper och säljer just nu.

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Kommentar av Pekka Kääntä

Färre nya jobb i USA än väntat

Makrokommentar Lägre sysselsättningsökning, något högre arbetslöshet och dämpade löneökningar var ett glädjebeskeden i den amerikanska arbetsmarknadsrapporten för april. Däremot ska man nog inte vänta sig att Fed nu vänder på en femöring och omedelbart börjar tala räntesänkningar igen.

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Kommentar av Martin Blomgren

Fagerhult: Stabilt men inte lysande

Rapportkommentar Lönsamheten är stabil och den långsiktiga efterfrågebilden är det inget fel på för Fagerhult. Att aktien ska bli en glimrande placering utifrån nuvarande nivåer är däremot inte lika självklart.

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Kommentar av Pär Ståhl

Få Sverigefonder klarar Buffetts krav

Fondkommentar På lördag går årets stora finansiella högtid av stapeln, då är det nämligen årsstämman för Berkshire Hathaway i Omaha, Nebraska. Placera har valt att utvärdera Sverigefonder enligt Warren Buffetts egna utvärderingsregler och endast en handfull klarar av det.

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Svag uppgång på börsen inför jobbrapport

Börsen Stockholmsbörsen steg lätt på fredagen i likhet med de ledande Europabörserna. Lastbilskoncernen Volvo pressades efter svag ACT-statistik medan Karnov rusade efter bud. Hoist lyfte kraftigt efter en stark kvartalsrapport.

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Dagens rapporter: Blandade resultat

Aktier Knowit, Lindab och Balder är några av de bolag som lämnat kvartalsrapport idag.

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Fredagens alla nya aktierekar

Börs SKF och Pandora finns bland aktierna som fått nya rekar eller rekommendationer

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Dagens börshändelser

Rapporter

ACI Worldwide
AES
AG Mortgage Investment Trust
ALK-Abelló
AMC Networks
ARC Document Solutions
ARC Resources
Aaon
Absolent Air Care Group
AcadeMedia
Acadia Pharmaceuticals
Addus HomeCare
Adient
Adtraction Group
Advanced Energy Industries
Air Lease
Akoustis Technologies
Alamo Group
Allete
Allogene Therapeutics
Allovir
Ambea
Ambev
AmeriServ Financial
American Axle & Manufacutring Holdings
American International Group
Ameris Bank
Amhult 2
Amido
Amplify Energy
Anheuser-Busch Inbev
Annehem Fastigheter
Aperam
Appfolio
Applied Optoelectronics
AquaBounty Technologies
Arbor Realty Trust
Arch Capital Group
AroCell
Aspen Aerogels
Assurant
Atkore
Atmos Energy
Attana
Avanos Medical
Aviat Networks
Axonics Modulation Technologies
B. Riley Financial
BIMobject
BJ's Restaurants
BTS Group
Balder
Ball
Bankwell Financial Group
Banner
Barfresh Food Group
Barings BDC
Beacon Roofing Supply
Berry Global Group
BiBBInstruments
Bicycle Therapeutics
Biglari
Black Hill
Bloomin Brands
BlueLinx Holdings
Blueprint Medicines
Bonheur
Botnia Exploration Holding
BridgeBio Pharma
Brinks Company
Broadridge Financial Solutions
Brookfield Renewable Partners
Brunswick
Builders FirstSource
CF Industries Holdings
CGX Energy
CNH Industrial
CNO Financial Group
CONSOL Energy
CRA International
CSG Systems International
Cactus
Calibre Mining
Camden National Bank
CapMan
Carter Bankshares
Cass Information Systems
Castellum
Cathay General Bancorp
Cboe Global Markets
Celldex Therapeutics
Cencora
Centerspace
Central Garden & Pet
Century Aluminum
Cerus
Chesapeake Utilities
Cibus
City Office REIT
Civitas Resources
Clearwater Analytics Holdings
Coastal Financial
CodeMill
Cognizant Technology Solutions
Cohu
Community Trust Bancorp
Compass Therapeutics
Comstock Resources
Conduent
Cooper-Standard Holdings
Corcept Therapeutics
Corporate Office Properties Trust
Covenant Transportation Group
Crawford & Co
Credit Acceptance
Credit Agricole
Cross Country Healthcare
Curtiss-Wright
DNOW
Danske Bank
Dayforce
Deep Value Driller
Definitive Healthcare
Denison Mines
Denny's
Dime Community Bancshares
Dlaboratory Sweden
Donegal Group
Donnelley Financial Solutions
Dorchester Minerals
Duroc
EOG Resources
EZ
Eagle Bancorp
Eagle Bancorp Montana
East West Bancorp
Editas Medicine
Egetis Therapeutics
Emerald Expositions Events
EnPro Industries
Enact Holdings
Ennis
Enstar Group
Enterprise Bancorp
Enviri
Equitrans Midstream
Era Group
Euronav
Euronet Worldwide
Everest Re Group
Expeditors International of Washington
EyePoint Pharmaceuticals
FB Financial
Fabrinet
Ferrari
First Bancorp
First Bancshares
First Citizens BancShares
First Community
First Community Bancshares
First Foundation
First Interstate BancSystem
First Merchants
First Mid-Illinois Bancshares
First of Long Island
Fluor
FormFactor
Forum Energy Technologies
Freshworks
FuboTV
Fulgent Genetics
G1 Therapeutics
Gapwaves
Gartner
GasLog
Genco Shipping & Trading
Gibraltar Industries
Glaston
Glaukos
Global Industrial Company
Globalstar
GoDaddy
Gogo
Goodbye Kansas Group
Goodtech
Grand Canyon Education
Great Ajax
Green Brick Partners
Green Plains
Greenlight Capital Re
H&D Wireless Sweden Holding
Hannon Armstrong Sustainable Infrastructure Capital
Harvia
Haypp Group
Heartland Express
Heartland Financial USA
Heliospectra
Henry Schein
Herbalife
Hershey
Hexagon Purus
Hoist Finance
Host Hotels & Resorts
Hub Group
Huntington Ingalls Industries
ICF International
IRadimed
Idun Industrier
Infinera
Ingersoll Rand
Ingles
Inmune Bio
Innospec
Inogen
Insight Enterprises
Insmed
Inspire Medical Systems
Instalco
Installed Building Products
Intellia Therapeutics
InterDigital
Interface
Intesa Sanpaolo
Intrepid Potash
Ironwood Pharmaceuticals
Itera
Itron
KVH Industries
Karyopharm Therapeutics
Kennametal
Kennedy-Wilson Holdings
Kforce
Kimball Electronics
Kiniksa Pharmaceuticals
KlaraBo
Knowit
Kontron
Kopin
Koppers Holdings
Krones
Kronos Worldwide
L S Starrett
Laboratory of America Holdings
Ladder Capital
Lantern Pharma
Lantronix
Lazydays Holdings
Lee Enterprises
Liberty Broadband
Lincoln National
Lindab International
Liquidity Services
Lisata Therapeutics
Logistea
Logitech International
Louisiana-Pacific Corporation
MDU Resources Group
MGE Energy
MVB Financial
Magna International
Magnachip Semiconductor
Mammoth Energy Services
Manitex International
Marathon Oil
Masonite International
Maximus
MedCap
MedHelp Care
Mentice
MercadoLibre
Merrimack Pharmaceuticals
Metallus
Middlefield Banc Corp
Middlesex Water
Miller Industries
Mirum Pharmaceuticals
ModivCare
Moment Group
Monarca Minerals
MorphoSys
Mueller Water Products
Murphy Oil
Myriad Genetics
NACCO Industries
NBT Bancorp
NCC
NL Industries
NRG Energy
Nanexa
National Fuel Gas
Natural Grocers by Vitamin Cottage
Netcompany Group
New Fortress Energy
New Jersey Resources
NexGen Energy
NextCure
NiSource
Nilsson Special Vehicles
Northrim BanCorp
Northwest Natural Gas
Northwest Pipe
Norwood Financial
Novus Group International
O'Reilly Auto Parts
OFS Capital
OUTFRONT Media
OXE Marine
Oaktree Specialty Lending
Obducat
Ocwen Financial
Old Second Bancorp
Omega Healthcare Investors
Omega Therapeutics
OpenLane
Opko Health
Orion Group Holdings
Orkla
Orrstown Financial Services
OrthoPediatrics
Orthofix
Otter Tail
Owens & Minor
PAM Transportation Services
PC Connection
PCB Bancorp
PROCEPT BioRobotics
Pacira Pharmaceuticals
Papa Johns International
Parke Bank
Pathward Financial
PennyMac Mortgage Investment Trust
Phibro Animal Health
Pihlajalinna
Pioneer Natural Resources
Piper Jaffray Companies
Pitney Bowes
Popular
Portillo's
Potbelly
Powell Industries
PowerSchool Holdings
Premier
Primerica
Pro-Dex
ProPetro Holding
Procore Technologies
Profire Energy
Protagonist Therapeutics
Protara Therapeutics
Prothena
Proto Labs
Provident Financial Holdings
QCR Holdings
Quaker Houghton
Quanta Services
RBB Bancorp
RGC Resources
Radian Group
Rapid Micro Biosystems
Raute
Raymond James Financial
Regenxbio
Regis
Reinsurance Group of America
Renasant
Resideo Technologies
Ryerson Holding
SITIME Corp
SPX Technologies
Safety Insurance Group
Sally Beauty Holdings
SaltX Technology Holding
Sangamo Therapeutics
Sanmina
Scandi Standard
Seacoast Banking of Florida
Sealed Air
Seamless Distribution Systems
Select Medical Holdings
Seres Therapeutics
Seritage Growth Properties
Si-Bone
Silvercrest Asset Management Group
Simpson Manufacturing
SiriusPoint
SiteOne Landscape Supply
Sivers Semiconductors
Skillz
Sleep Cycle
Societe Generale
Sony
South State
Southern First Bancshares
Southern Missouri Bancorp
Sprout Social
Standex International
Stendörren Fastigheter
Stifel Financial
Strattec Security
Sturm, Ruger & Co
Summit Financial Group
Sun Life Financial
Suncor Energy
Surgery Partners
Svenska Aerogel Holding
Sweetgreen
Symbotic
Sysco
TTEC Holdings
Tactile Systems Technology
Targa Resources
Telephone & Data Systems /de/
Teleste
Tellurian
Tessin Nordic Holding
Tetra Tech
Texas Roadhouse
The Andersons
Tile Shop Holdings
Tiptree
Titan International
TransAlta
TriCo Bancshares
Trimble
Trustco Bank
Tulikivi
Tutor Perini
Tyra Biosciences
UMH Properties
Ufp Industries
Ultragenyx Pharmaceutical
Unifi
United States Cellular
Uniti Group
Unity Bancorp
Universal Health Services
VANDA Pharmaceuticals
Vaisala
Valhi
Valley National Bancorp
Valvoline
Varex Imaging Corp
Vaxxa
Veracyte
Veritex Holdings
Vestum
Via Renewables
Viavi Solutions
Vicore Pharma Holding
Viemed Healthcare
Viper Energy Partners
Virtu Financial
Virtus Investment Partners
Vistra Energy
Vital Energy
Vivakor
Vo2 Cap Holding
Vulcan Materials
W5 Solutions
WSFS Financial
Walker & Dunlop
Welltower
Western New England Bancorp
Westlake Chemical
Westpay
WideOpenWest
WisdomTree Investments
WntResearch
Woodward
XPO Logistics
York Water
Zillow group
ZimVie
frontdoor

Stämmor

ADDvise Group
ATEX Resources
AbbVie
Aegis Brands
Air Lease
Alisa Pankki
Altri SGPS
Ascend Wellness Holdings
Atlantic Petroleum
Attana
BTS Group
BWX Technologies
Balder
Barnes Group
BioInvent International
Botnia Exploration Holding
Bridge Investment Group
CMS Energy
CNH Industrial
California Resources
Capstone Cooper
CellaVision
CodeMill
Deutsche Post
Dlaboratory Sweden
Dover
EchoStar
Ensign Energy Services
Entergy
Franklin Electric
General Assembly Holdings
Geo Group
H&M
HSBC Holdings
Huron Consulting Group
IGM Financial
Illinois Tool Works
InterContinental Hotels Group
Jervois Global
JonDeTech Sensors
KlaraBo
Klepierre
Knowit
Lattice Semiconductor
Logistea
ManpowerGroup
Meriaura Group
NFI Group
Nine Energy Service
Nordic Flanges Group
Nosa Plugs
OXE Marine
Olympic Steel
Ontex Group
PaySign
Physitrack
PlantX Life
RWE
Ranplan Group
Ryder System
Scandi Standard
Slate Office REIT
Spie
Starwood Property Trust
Sunstone Hotel Investors
TMX Group
Teleflex
Telkom Indonesia
Timken
Tobii Dynavox
Utah Medical Products
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Anders Lundborg

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