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Aktier/åbning: Demant og GN stryger frem i analysepræget marked

Source RBB StockExchange Monday, 14 Oct, 2019 06:28:07 GMT
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Høreapparatkoncernerne GN og Demant starter i toppen af det danske eliteindeks mandag morgen, hvor der ellers kun er helt små bevægelser på indeksniveau.

Meldinger om udviklingen i handelskonflikten mellem USA og Kina skabte fredag en god stemning på de finansielle markeder, som mandag spilder over til de asiatiske markeder med flotte stigninger til følge.

På det danske aktiemarked starter eliteindekset, C25, med en lille stigning på 0,2 pct. til 1119,38 ved handelsstart mandag, hvor Jyske Bank og FLSmidth har placeret sig helt i bunden.

DEMANT STARTER HELT I TOPPEN

Demant har omvendt indtaget topplaceringen med et kurshop på 3,3 pct. til 169,40 kr. Fredag efter børslukketid oplyste Demant, at it-infrastrukturen nu er normaliseret, efter at selskabet i starten af september blev ramt af et hackerangreb.

Koncernen har færdiggjort gendannelsen og genaktiveringen af alle forretningskritiske systemer, applikationer og servere i alle regioner og forretningsområder, oplyste selskabet fredag i en fondsbørsmeddelelse.

Her fastholdt selskabet også sin foreløbige vurdering om, at angrebet vil have en negativ finansiel effekt på det rapporterede resultat af primær drift, EBIT, for året på 550-650 mio. kr

Branchefællen GN følger efter med en stigning på 2,8 pct. til 275,70 kr. mandag morgen, efter at norske DNB har løftet anbefalingen af selskabets aktie til "køb" fra "hold". Kursmålet er samtidig hævet til 330 kr. fra 320 kr., oplyser finanshuset til Ritzau Finans.

FLSMIDTH-NEDJUSTERING SKÆRER AF KURSMÅL OG ANBEFALING

Ingeniørkoncernen FLSmidth fortsætter fredagens kedelige tendens mandag morgen. Selskabet blev straffet massivt på børsen med et fald på 10 pct. fredag, hvor selskabet nedjusterede forventningerne.

Siden har JPMorgan skåret ikke mindre end 17 pct. af kursmålet, og det amerikanske finanshus vurderer nu aktien til et potentiale på 300 kr. mod tidligere 360 kr. Anbefalingen er fortsat "overvægt", viser data fra Bloomberg News.

Også finanshuset ABG Sundal Collier har været ude med riven og har skåret 20 kr. af kursmålet til 280 kr. ABG Sundal Collier fastholder anbefalingen "køb" af aktien.

Hårdere går Nordea til værks, idet anbefalingen nedjusteres til "hold" fra "køb". Kepler Chevreux har desuden sænket kursmålet til 250 kr. fra 315 kr., fremgår det af data fra Reuters.

Mandag falder FLSmidth-aktien 2,8 pct. til 227,20 kr.

ØRSTED FÅR INDLEDT DÆKNING AF WELLS FARGO

Energikoncernen Ørsted er kommet med i Wells Fargos selskabsunivers med den positive anbefaling "outperform". Kursmålet er samtidig fastsat til 750 kr.

Ørsted starter med en stigning på 0,6 pct. til 626,40 kr. mandag.

Danske Bank får også del i opmærksomheden efter en stribe analyseændringer, og ved handelsstart falder aktien 0,6 pct. til 94,64 kr.

Deutsche Bank har sænket kursmålet til 110,10 kr. fra 115 kr., mens anbefalingen ”hold” gentages, og Kepler Cheuvreux har ligeledes skåret kursmålet til 145 kr. fra 155 kr.

Tyske Berenberg har sænket kursmålet for Nordea-aktien til 80 svenske kr. svarende til 55,10 kr. Hidtil lød målet på 90 svenske kr. Anbefalingen af bankaktien er fortsat "køb".

Aktien falder 1,9 pct. til 47,43 kr. mandag morgen.

/ritzau/FINANS

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