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Aktier/tendens: Blikket vil være rettet mod Chr. Hansen i grøn åbning

Source RBB StockExchange Wednesday, 18 Apr, 2018 05:12:16 GMT
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Ingrediensvirksomheden Chr. Hansen vil løbe med opmærksomheden onsdag, efter at selskabet har udsendt en strategiopdatering med nye langsigtede mål som optakt til kapitalmarkedsdagen.

Det generelle marked ser ud til at starte med små stigninger, efter at både det amerikanske og asiatiske aktiemarked har været præget af optimisme efter dansk børslukketid. Onsdag morgen indikerer både de amerikanske og europæiske futures desuden, at den positive stemning fortsætter.

Det danske eliteindeks, C25, endte tirsdagen 1,1 pct. højere i 1111,77.

CHR. HANSEN MED NYE MÅL

Onsdag inviterer Chr. Hansen analytikere, institutionelle investorer og journalister inden for til en kapitalmarkedsdag, der afholdes i London. Allerede tirsdag aften har ingredienskoncernen offentliggjort nye langsigtede mål.

Nu lyder målsætningen, at selskabet skal levere en overskudsgrad (EBIT-margin) på over 30 pct., hvor der førhen var et mål om at realisere en bedre overskudsgrad end i regnskabsåret 2014/15. Dengang lød overskudsgraden på 27,1 pct.

Herudover venter Chr. Hansen nu at levere en årlig vækst i sine pengestrømme på omkring 10 pct. Tidligere lød målsætningen, at pengestrømmene skulle vokse sammenlignet med i 2014/15, hvor der blev realiseret 151 mio. euro i frie pengestrømme.

For den organiske salgsvækst er målsætningen den samme, da Chr. Hansen fortsat sigter efter at levere en årlig organisk vækst på 8-10 pct. Chr. Hansen-aktien steg 1,4 pct. til 547,40 kr. tirsdag.

ANALYSENYT TIL NOVOZYMES

Enzymkoncernen Novozymes har været under lup hos ABG Sundal Collier, der har løftet anbefalingen til "hold" fra "sælg", mens også kursmålet er hævet til 315 kr. fra 275 kr. Tirsdag steg aktien 0,7 pct. til 311,50 kr.

Også Royal Unibrew har fået hævet kursmålet til 410 kr. fra 390 kr. af Deutsche Bank, som gentager anbefalingen "hold". Aktien sluttede i 410,20 kr. tirsdag efter en stigning på 0,2 pct.

Carlsberg får nyt fra en af sine nærmeste konkurrenter, når hollandske Heineken kommer med sine resultater for første kvartal i løben af onsdagen. Tirsdag sluttede Carlsberg-aktien 0,5 pct. højere i 690 kr.

ALK-PRISAFTALE I JAPAN

ALK-Abelló har leveret nyt fra morgenstunden, da selskabets partner i Japan, Torii Pharmaceutical, har banet vejen for en lancering af de to selskabers tabletvaccine mod japansk cedertræsallergi. Det er sket med indgåelsen af en prisaftale med de japanske myndigheder, der ligeledes har optaget pillen på listen over tilskudsberettigede lægemidler.

ALK-aktien faldt 0,4 pct. til 745 kr.

Der kommer også lidt regnskabsnyt i løbet af dagen.

Softwareselskabet Cbrain leverer regnskab for første kvartal. Før dette venter softwareselskabet for 2018 en vækst i omsætningen på 15-17 pct.

SPEAS er ligeledes på banen med regnskab, dog for fjerde kvartal af det forskudte regnskabsår 2017/18. Selskabet venter for året et egenkapitalafkast på cirka 5 pct.

/ritzau/FINANS

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