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Aktier/åbning: Carlsberg og ISS tager toppen i grønt marked

Source RBB StockExchange Thursday, 18 Jan, 2018 07:16:53 GMT
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Det danske aktiemarked åbner med mindre stigninger torsdag, hvor Carlsberg og ISS fører an blandt de større danske selskaber.

C25-indekset stiger 0,1 pct. fra start til 1158,38 efter onsdagens stigning på 0,3 pct.

Den positive stemning kommer på ryggen af aktierekorder i USA onsdag, hvor kursstigningerne især satte ind, efter at det danske marked var lukket.

Bag sig har investorerne et pænt nøgletal fra Kina, da bruttonationalproduktet, BNP, steg 6,8 pct. i de sidste tre måneder af 2017, hvilket ifølge Bloomberg News var en spids over økonomernes forventning på 6,7 pct.

Blandt de danske selskaber er Carlsberg i fokus, da Deutsche Bank har løftet anbefalingen til "køb" fra "hold" og hævet kursmålet 31 pct. til 890 kr. Aktien stiger 1,5 pct. til 758 kr.

- Carlsberg er et andet selskab, end det var for bare to-tre år siden, da der ifølge vores vurdering er sket et markant kulturskift. Vi er optimistiske, i forhold til at den underliggende vækst vil blive forbedret, skriver analytiker Andrea Pistacchi i en analyse.

Deutsche Bank har desuden haft Royal Unibrew under luppen, og her er mønstret det modsatte, da anbefalingen er sænket til "hold" fra "køb", mens kursmålet er hævet til 390 kr. fra 350 kr. Aktien stiger 0,2 pct. til 361,60 kr.

ISS er også i god gænge i toppen af C25 med en stigning på 2,1 pct. til 243,90 kr. Servicegiganten kunne sent onsdag fortælle, at det har landet en stor servicekontrakt med et unavngivent selskab, der driver forretning i føde- og drikkevareindustrien.

Kontrakten er på fem år og vil beskæftige godt 2000 medarbejdere. Alm. Brand vurderer, at kontrakten giver 0,5 pct. ekstra vækst på toplinjen hos ISS.

Til gengæld har det franske finanshus Exane BNP Paribas ifølge Reuters sænket anbefalingen af ISS-aktien til "underperform" fra "neutral".

Nordea har fået en lignende tur hos amerikanske Jefferies, som har skåret anbefalingen til "hold" fra "køb", mens kursmålet ifølge Bloomberg News er sat til 83,46 kr. fra 93,37 kr. Nordea-aktien falder 0,6 pct. til 76,64 kr.

Novo Nordisk får opmærksomhed i Børsen, der kan fortælle, at medicinalselskabet for første gang i knap tre år har hævet listepriserne på insulin i USA, hvilket ifølge Danske Bank kan tyde på, at det værste prispres er aftaget. Novo-aktien stiger 0,7 pct. til 344,40 kr.

Blandt fondsbørsen miniputter er der torsdag regnskaber fra Intermail og Brdr. Klee.

Intermail kunne sent onsdag fortælle, at det har afhændet sin konvolutdivision til svenske Bong. Aktien stiger 5,8 pct. til 11 kr., mens Brd. Klee-aktien ikke er handlet.

/ritzau/FINANS

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