Trade view / 08 January 2016 at 12:13 GMT
Strategic trade
Head of Equity Strategy / Saxo Bank
Denmark
Shares of Infineon have collapsed by over 10% in the wake of this week's Chinese carnage, and we feel this represents an opportunity.
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Article /
26 November 2015 at 12:42 GMT
World markets are relatively still today as the US head into Thanksgiving weekend, but investors remain wary of fresh headline risks from the Middle East. Meanwhile, metals finally gained some ground on news reports from Moscow and Beijing.
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Article /
20 November 2015 at 12:00 GMT
Head of Equity Strategy / Saxo Bank
Denmark
The number of earnings releases has slowed down with only 25 companies reporting next week in the S&P 1200 Global Index. Today we focus on HP Enterprise and Seadrill, reporting on Tuesday and Thursday respectively.
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Trade view / 04 June 2015 at 9:00 GMT
Medium term
Our long position in European large-cap company Infineon Technologies has been stopped out. However, due to the combination of the stock’s performance in the last two weeks of May and our implementation of a trailing stop we are nevertheless able to book a profit of 2.1%.
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Trade view / 15 May 2015 at 8:04 GMT
Strategic trade
Head of Equity Strategy / Saxo Bank
Denmark
We are initiating a long core equity position in Infineon on the basis of strong execution, expanding margins, high ROIC against fair valuation, and exposure to growth.
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Article /
05 May 2015 at 8:00 GMT
Head of Editorial Content / Saxo Bank
Denmark
Australia may have cut rates, but it also appears to have drawn a line on the sand regarding further easing. This comes as bond yields and interest rates spike upwards, giving traders at least a glance at what economic normalisation might look like.
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Article /
04 May 2015 at 9:30 GMT
Head of Equity Strategy / Saxo Bank
Denmark
Q1 earnings season is entering its final phase in the US and the verdict so far is satisfactory. US companies have managed to deliver wins on both the top and bottom line against low expectations with especially the energy sector being the biggest positive surprise. In Europe, companies have also managed to succeed across both the top and bottom line with the technology sector being the positive surprise.
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