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Miljøaksjer Kan Bli En Ny «Hype», Hevder Partner Christian

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Miljøaksjer Kan Bli En Ny «Hype», Hevder Partner Christian 28 TIRSDAG 8. JANUAR 2019 AKSJEINDEKS - OBX SLUTT: 768,71 IT SLUTT: 199,47 ENERGI SLUTT: 846,35 INDUSTRI SLUTT: 394,09 MARINE SLUTT: 299,24 820 220 920 420 320 900 800 215 410 880 310 210 400 780 860 205 840 390 300 760 200 820 380 800 290 740 195 780 370 720 190 760 360 280 Siste 30 handelsdager Siste 30 handelsdager Siste 30 handelsdager Siste 30 handelsdager Siste 30 handelsdager Rød kurve: Oslo Børs hovedindeks OPP UENDRET NED 87 102 75 BØRSVERDI 2.652.101 (MNOK) OMSATT 693.955 (MNOK) – Kan bli litt som dotcom Aksjevinnere BØRSINTERVJUET: Anbefalinger I prosent, basert på omsetningskurs – Miljøaksjer kan bli SISTE % Bank og finans African Petroleum Corporation 30,26 en ny «hype», hevder WR Entertainment 28,33 Bærekraft Lavo.tv 20,00 Partner Christian Petroleum Geo-Services 18,67 Verdiorienterte Aqua Bio Technology 18,33 Kallevig Arnesen i aksjer BRAbank 16,25 Element 14,29 Finansco. Norske aksjer Jinhui Shipping and Transportation 10,22 DOF 7,78 THOMAS HILMERSEN Eiendom Salmones Camanchaca 7,27 [email protected] Odfjell ser. B 7,19 – Markedene generelt er uover- Industri siktlige – det er ikke noe annet å si enn det, hevder Partner Christian Auto Aksjetapere FORETREKKER VERDIAKSJER: Kallevig Arnesen i Finansco. I prosent, basert på omsetningskurs Partner Christian Kallevig Arnesen i – Uansett hva slags markeds- Statsobligasjoner SISTE % Finansco Rådgivning. foto: PEDER KLINGWALL Lifecare -13,90 syn man har, kan man i grunn Solstad Offshore -7,97 finne støtte hos ulike analyti- for feig enn litt for grådig, slik god egenkapitalavkastning. 5th Planet Games -7,69 kere og forvaltere, noe som gjør markedet er nå, mener han. BW Offshore Limited -6,37 navigeringen i dette landskapet Kjøpsmulighet i miljø Vistin Pharma -6,25 vanskelig. Bank- og finansaksjer Arnesen mener dessuten at Panoro Energy -5,92 I tillegg plukker Arnesen og hans tidspunktet kan være godt for å Questerre Energy Corporation -5,91 Sino Agro Food -5,88 Estimatene har falt kolleger mer verdiorienterte ak- investere langsiktig i selskaper Saga Tankers -5,77 Arnesen påpeker at de seneste sjer enn vekstorienterte. med en målbar positiv virkning Bakkafrost -5,42 månedenes børsfall har gjort de – Verdiorienterte aksjer er på miljøet. Axactor -4,81 fleste aksjer «billigere». gjerne mer kjedelige og robuste – Fremover vil det trolig bli Imidlertid har også selskape- selskaper, men i dagens marked er kanalisert mye penger inn i nes inntjeningsestimater sunket. vi heller litt kjedelige enn grådige selskaper med en bærekraf- Omløpshastighet – Selv om forventningene ikke på vegne av våre kunder, sier han. Mest omsatt av aksjekapitalen tig kjernevirksomhet, og dette SISTE % faller like mye som børsene, så blir Blant de ulike sektorene liker kan bli en ny «hype» – nesten XACT OBX Bear 15,52 ikke P/E-multiplene så mye lavere Finanscos ekspert blant annet litt som dotcom, spår han. XACT OBX Bull 10,46 enn det de ellers ville blitt, opply- banker og finansselskaper, som – Da vil det være mye penger å Element 10,09 ser rådgiveren. typisk gjør det bra i perioder med tjene på å være tidlig inne – i til- MED LYS FREMTID: Arnesen tror solcelle-produsenter vil gi god avkastning. Bildet er fra Kina. FOTO: NTB SCANPIX WR Entertainment 8,44 – Vi har derfor redusert risi- stigende renter. legg til at det selvsagt er bra for African Petroleum Corporation 6,16 koen noe for våre kunder og er for – Økte renter er bra for dem miljøet. pelt hen «ikke å forurense», slik Lavo.tv 3,98 tiden undervektet aksjer. som mottar og negativt for dem tilfellet er for mange aksjer i så- Petroleum Geo-Services 3,56 Arnesen nevner særlig selska- Panoro Energy 3,38 Finansco reduserte aksje- som betaler, forklarer han. per som produserer vindmøller, kalte «bærekraftsfond». DNB OBX 2,48 eksponering for flere måneder – Norske sparebanker er spesi- solceller og havrenseanlegg. Det BW Offshore Limited 2,18 siden. elt interessante, all den tid de har er dermed snakk om en langt mer Unngå de høyt girede NEL 2,04 – Det er bedre å være litt sterke regionale markedsandel og direkte positiv virkning enn sim- Finanscos Partner er derimot VINNERE SISTE MÅNED INDEKSER PÅ OSLO BØRS Endring i prosent Omsatt MNOK Avkastning i % Avkastning i % Selskap Kurs 1 dag 1 uke 1 mnd 3 mnd YTD 12 mnd (tusen kr) Sektor Navn Siste omsatt 1 dag 1 mnd 3 mnd YTD 12 mnd MSCI 1 mnd 3 mnd YTD 12 mnd Napatech 2,8 0,0 5,4 56,3 -37,5 5,4 -84,7 451 Likvide aksjer OBX 768,71 - -0,1 -4,3 -10,7 5,9 2,0 - - - - - Dolphin Drilling 1,6 0,7 24,3 40,7 -41,8 24,3 -93,2 119 Hovedindeks OSEBX 829,93 - 0,0 -4,6 -10,8 3,8 0,5 1 904,18 -4,4 -8,0 0,4 0,5 Photocure 44,0 -3,3 -5,2 27,8 -8,8 -5,2 64,6 4 831 Alle aksjer OSEAX 937,82 - 0,0 -4,5 -11,5 6,1 1,7 - - - - - Navamedic 12,8 -1,5 5,7 17,6 11,1 5,7 23,8 599 Tilpasset aksjefond OSEFX 803,36 - 0,0 -4,6 -10,8 3,8 0,5 - - - - - Treasure 12,9 2,4 8,6 16,1 -0,4 8,6 -7,2 492 10 % minste aksjene OSESX 601,33 - 0,9 -5,9 -15,8 4,0 -11,7 - - - - - Incus Investor - - 4,8 16,1 -26,3 4,8 -44,7 - Egenkapitalbevis OSEEX 1 795,75 - 0,0 -0,7 -3,7 3,6 6,8 - - - - - NextGenTel Holding - - 8,9 15,3 -9,2 8,9 -17,1 - Energi OSE10GI 846,35 - 0,1 -6,8 -19,3 8,5 4,4 190,80 -5,1 -16,3 3,7 4,4 NEL 5,2 -0,5 13,7 15,3 12,4 13,7 58,8 118 656 Råvarebasert industri OSE15GI 581,63 - 1,9 -4,0 -13,1 4,7 -21,8 229,84 -2,3 -9,1 0,3 -21,8 Skiens Aktiemølle - - 10,5 14,4 7,3 -12,0 -16,8 - Industri OSE20GI 394,09 - 1,6 -5,1 -8,1 4,6 -3,5 221,98 -4,7 -11,7 0,3 -3,5 Storm Real Estate 0,5 -1,6 7,5 10,5 -22,9 7,5 -31,5 4 Forbruksvarer OSE25GI 785,44 - 1,3 -17,7 -17,1 1,4 -10,0 226,16 -4,0 -7,1 0,7 -10,0 Magnora 6,3 -2,3 -0,8 10,3 -27,6 -0,8 -14,1 249 Konsumvarer OSE30GI 2 545,02 - -1,9 -8,2 -4,8 1,1 30,7 210,98 -4,2 -0,5 0,3 30,7 African Petroleum Corporation 1,0 30,3 31,0 10,1 -26,9 31,0 -12,6 9 485 Helsesektoren OSE35GI 466,23 - 0,4 -10,8 -9,6 7,1 -21,0 230,23 -5,5 -4,5 -0,5 -21,0 5th Planet Games 1,3 -7,7 19,2 10,0 -38,9 19,2 -76,5 61 Finanssektoren OSE40GI 1 760,68 - -0,4 -2,5 -12,8 6,6 -3,7 104,89 -4,5 -8,8 1,1 -3,7 Otello Corporation 13,5 -1,3 3,5 10,0 -15,0 3,5 -47,4 607 IT-sektoren OSE45GI 199,47 - 0,4 -5,4 -17,2 2,7 -19,9 210,81 -6,5 -13,8 -1,6 -19,9 Hexagon Composites 25,5 0,8 3,3 8,4 1,0 3,3 -2,1 1 419 Telesektoren OSE50GI 1 525,05 - -0,1 3,4 9,3 6,5 2,0 63,65 -0,5 -0,3 2,5 2,0 Forsyning/kraft OSE55GI 1 057,28 - 3,2 1,9 7,5 4,9 34,2 126,71 -1,4 5,5 0,0 34,2 Eiendom OSE6010GI 115,18 - -0,3 1,3 1,9 4,0 1,1 - - - - - TAPERE SISTE MÅNED Endring i prosent Omsatt Selskap Kurs 1 dag 1 uke 1 mnd 3 mnd YTD 12 mnd (tusen kr) AKSJEVINNERE I KRONER (MARKEDSVERDI) AKSJETAPERE I KRONER (MARKEDSVERDI) WR Entertainment 0,1 28,3 -13,0 -72,7 -74,6 -13,0 -86,0 587 Aksje Sluttkurs Endring i % Endr. i MNOK Aksje Sluttkurs Endring i % Endr. i MNOK Borgestad 18,5 1,1 11,6 -50,3 -66,1 11,6 -64,8 204 Norsk Hydro 39,8 2,9 2 316,20 Mowi 179,0 -3,0 - 2 838,00 Seadrill - - -29,6 -44,7 16,4 -3,5 -36,6 - TGS-NOPEC Geophysical Company 238,2 5,4 1 244,40 Telenor 172,5 -1,0 - 2 574,30 XXL 27,0 0,7 2,7 -34,9 -36,7 2,7 -66,1 21 823 Schibsted ser. B 282,0 3,3 1 170,00 DNB 146,8 -0,6 - 1 363,40 Nordic Nanovector 55,6 3,8 5,0 -29,7 -0,1 5,0 -34,5 16 044 Tomra Systems 203,5 3,8 1 110,00 Equinor 191,4 -0,2 - 1 335,20 Element 0,8 14,3 12,9 -27,7 -61,3 12,9 -85,8 10 552 Schibsted ser. A 310,1 3,1 1 015,20 SalMar 422,8 -2,4 - 1 197,80 Awilco Drilling 27,3 -1,8 -0,7 -25,1 -36,2 -0,7 -4,4 886 Yara International 359,4 1,0 1 010,10 Bakkafrost 412,0 -5,4 - 1 132,80 DOF 3,6 7,8 4,4 -24,0 -54,9 4,4 -47,9 2 392 Funcom 14,5 2,5 18,5 -22,8 -19,2 18,5 -8,4 9 424 Petroleum Geo-Services 17,4 18,7 922,70 Lerøy Seafood Group 64,3 -1,7 - 678,30 Avance Gas Holding 14,6 0,4 17,8 -22,4 -29,8 17,8 -34,1 4 116 Epic Gas 9,1 - 637,00 Borr Drilling 21,8 -4,4 - 532,00 Atlantic Petroleum - - 0,0 -21,8 -15,0 0,0 -34,6 - ADS Crude Carriers 20,1 - 462,30 BW Offshore Limited 33,8 -6,4 - 423,20 Petroleum Geo-Services 17,4 18,7 23,8 -21,8 -59,6 23,8 -23,4 209 130 Subsea 7 91,1 1,6 457,80 SpareBank 1 SR-Bank 91,1 -1,7 - 408,00 Gaming Innovation Group 20,6 -4,0 -6,1 -20,5 -20,1 -6,1 -59,0 2 531 Aker Solutions 43,4 3,8 427,00 Gjensidige Forsikring 134,4 -0,6 - 400,00 Siem Offshore 1,3 4,0 -7,4 -19,4 -30,6 -7,4 -38,1 3 Salmones Camanchaca 90,0 7,3 402,60 Austevoll Seafood 105,4 -1,7 - 363,60 Odfjell Drilling 23,4 1,5 11,4 -18,8 -35,2 11,4 -37,9 7 212 Kongsberg Gruppen 119,6 1,9 393,80 Grieg Seafood 101,5 -2,9 - 333,00 TIRSDAG 8.
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