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Onsdagens aviser med Vestas, Carlsberg og SP Group

Source RBB StockExchange Wednesday, 15 Nov, 2017 04:32:17 GMT
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BØRSEN

BESTSELLER I KINA SOLGTE FOR 1 MIA. KR. PÅ ÉT DØGN

Kineserne gik amok på Singles' Day og købte tøj og sko for over 1 mia. kr. hos den danske tøjgigant Bestseller. Det er ifølge partner og medstifter af Bestseller China Dan Friis en milepæl. Selskabet sælger årligt tøj for mere end 20 mia. kr. i Kina. (Forside, side 24-25)

LANDBRUGET GLÆDER SIG OVER NY RABAT FRA NYKREDIT

Erhvervskunder i Nykredit skal have rabat på deres lån. Det er et skridt i den rigtige retning, siger Landbrug & Fødevarer-formand Martin Merrild. (Side 8)

PANDORAS TOPCHEF UDEN VÆRDISKABELSE

Aktiekursen i Pandora er nu lavere, end da Anders Colding Friis tiltrådte som topchef. Han er dermed en af de direktører, der siden tiltrædelse, ikke har formået at skabe værdi til selskabets aktionærer i form af en stigende aktiekurs. Analytikere efterlyser indgreb fra formanden. (Side 9)

SP GROUP FIK VINDMØLLEGULDÆG FOR EN SLIK

SP Group gav i foråret 105 mio. kr. for vindmølleunderleverandøren MM Composite, som lige har afsluttet et regnskabsår med et overskud på 21 mio. kr. Kursen på SP Groups aktier er steget med over 70 pct. på et år. (Side 12)

INVESTORER KOMMER TIL AT BETALE FOR FÆRRE ANALYSER

Børsmæglere gør klar til nye regler, hvor investorers betaling af handel og analyser bliver påvirket. Når nye europæiske regler for investorbeskyttelse træder i kraft til nytår, kan banker ikke længere tage sig betalt for analyser gennem kurtage ved køb og salg. (Side 16)

BERLINGSKE BUSINESS

KRITIK AF VESTAS FOR UTILSTRÆKKELIG KOMMUNIKATION OM PRISPRES

Prispresset i vindmølleindustrien har ramt Vestas. Fra flere sider udtrykkes der forundring over ledelsens kommunikation om emnet, der har fået aktien til at falde med over 20 pct. (Forside, side 6)

CARLSBERG TVUNGET TIL LEDELSESROKADE PÅ KRITISK TIDSPUNKT

Mens Carlsberg er ved næste og mere offensive fase af koncernens strategi, tvinges topchef Cees ’t Hart til en rokade i bryggeriets øverste ledelse. Det skyldes, at Michiel Herkemij overraskende stopper som direktør for Carlsbergs vigtige vesteuropæiske forretning. (Side 7)

MÆRSK SKAL VÆRE MEGET INNOVATIV

At finde et nyt område til at erstatte den engang lukrative olieforretning bliver den helt store udfordring for den nye ledelse i A.P. Møller - Mærsk. Det vurderer tidligere topchef Nils Smedegaard. (Side 8-9)

JYLLANDS-POSTEN ERHVERV

NYKREDIT INDFØRER ERHVERVSRABATTER

Nykredits erhvervskunder får nu glæde af de rabatter, som realkreditgiganten vil strø ud over kunderne, for at de kan mærke, at de er en del af et kundeejet realkreditselskab. (Side 3)

CARLSBERG ER MILLIMETER FRA AFKLARING OM GYLDENT OPKØB

Den vietnamesiske stat er tættere på en afklaring om et endeligt salg af det attraktive bryggeri Habeco, som Carlsberg står først i køen til at få lov til at købe. Komitéen med ansvar for forhandlingerne har sat deadline onsdag, men myndigheden har tidligere overskredet frister. (Side 4)

DEN RINGESTE DANSKE REGNSKABSSÆSON I ÅREVIS

Formen blandt de største danske selskaber er ikke imponerende. Investorerne har reageret prompte på regnskaberne, der i de seneste dage er kommet i en lind strøm med store kursfald til følge. Ifølge investeringsøkonom er det den ringeste regnskabssæson i årevis. (Side 12)

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