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Mandagens aktier: Carlsberg og GN tog toppen mens NKT slog rekord - KORR

Source RBB StockExchange Monday, 25 Mar, 2024 15:05:33 GMT
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Carlsberg og GN havde medvind mandag, hvor ingen af de to aktier ellers bød på selskabsspecifikt nyt.

Samlet steg C25-indekset 0,1 pct. til 1952,36 på den første dag i påskeugen. Den ventes at byde på relativt få og små nyheder, som også typisk betyder begrænset aktivitet.

- Det er et marked, hvor der ikke sker noget overhovedet, konstaterer Lars Hytting, chef for aktiehandel hos Artha Kapitalforvaltning.

Novo Nordisk er blandt undtagelserne, da selskabet mandag annonceret et milliardopkøb af tyske Cardior Pharceuticals. Aktien reagerede dog afdæmpet.

Dagen var også uden de store nøgletal, og handlerne ser dermed frem mod fredag, hvor PCE-kerneprisdeflatoren lander fra USA. Tallet beskrives som den amerikanske centralbanks foretrukne inflationsmål, men markedsreaktionen må vente til efter påskedagene, da der er lukket både i USA og herhjemme fredag.

NOVO PÅ MIA-INDKØB

Novo Nordisk har købt det tyske selskab Cardior Pharmaceuticals for 1,025 mia. euro - mere end 7,6 mia. kr.

Et beløb, som Lars Hytting kalder "et greb i den lille lomme", hvilket også kan forklare en begrænset aktiereaktion efter nyheden. Aktien steg 0,8 pct. til 894,50 kr.

Aftalen inkluderer en upfront-betaling og yderligere betalinger, hvis visse udviklingsmæssige og kommercielle milepæle bliver nået. Ifølge Novo er opkøbet et vigtigt skridt det danske selskabs strategi om at etablere en tilstedeværelse inden for hjerte-kar-sygdomme.

I handlen indgår Cardiors lægemiddelkandidat CDR132L, der i øjeblikket er i fase 2 udvikling til behandling af hjertesvigt.

NYE KURSMÅL TIL COLOPLAST, GN OG NOVONESIS

Medicoselskabet Coloplast fik løftet kursmålet til 970 kr. fra 800 kr. af canadiske RBC. Anbefalingen lyder fortsat på det neutrale "sector perform".

Coloplast endte stort set uændret i 932,20 kr.

Zealand Pharma er i en gunstig position med en pipeline, der potentielt kan skabe tre vægttabsmidler inden 2030. Det vurderer selskabets bestyrelsesformand, Martin Nicklasson, over for Børsen.

Samtidig er selskabet ifølge den tyske bank Berenberg "en interessant fusions- og opkøbsmulighed for store medicinalvirksomheder, der ønsker at opbygge en fedmepipeline."

Zealand Pharma endte nederst i indekset med et minus på 2,4 pct. til 702 kr.

Høreapparat- og headsetkoncernen GN har fået skruet en anelse op for kursmålet hos Nordea. Nu lyder målet på 220 kr. mod tidligere 215 kr., mens anbefalingen fortsat lyder på "køb".

GN steg 2,2 pct. til 186,20 kr.

Dermed kæmpede aktien dagen igennem om topplaceringen i C25-indekset, hvor den anden kandidat var Carlsberg med et plus på 2,4 pct. til 950,20 kr. uden selskabsspecifikt nyt.

Hertil slog NKT rekord, da aktien steg 0,7 pct. til 592,50 kr.

Kursmålet for Novonesis blev løftet af norske DNB til 440 kr. fra 380 kr., mens anbefalingen "hold" er uændret, fremgår det af Bloomberg.

Aktien faldt 0,7 pct. til 405,90 kr.

.\\˙ MarketWire

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