Thomas Westerholm
@ThomasWesterholSell-side analyst @Inderes. Focus on Nordic equities. All posts investing related.
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It's been a rough 1,5 decades for investors underweighting US equities (yours truly included). At least the dividend yields are getting up there...
IPOs coming to life in Finland with Solar Foods announcing their IPO intention. The early-stage foodtech focuses on producing sustainable protein using gas-fed fermentation to grow a single-cell protein called Solein. At least BCG seemed bullish on the space some years ago
Random thoughts on $GOOGL Waymo / $UBER. 1) Waymo is ramping monetized rides in 3 metros against what ought to be mostly fixed costs. This could be a tailwind to $GOOGL earnings while the $5b incremental investment is likely a headwind to FCF to start. 2) I struggle to believe…
A trend worth keeping an eye on for those owning companies with European manufacturing. 👇
This @TheEconomist chart should really keep European and German policymakers awake at night. China’s state-directed investment in ‘high-quality, productive’ forces is leading to massive overproduction that will reverberate in global markets for manufactured goods. 1/
On days like this I wonder why I don't own Qt shares. Q2 revenue growth accelerated to 23 % and EBITA margin kept on expanding to almost 35 %. Both above consensus forecasts. Still catching up to do with a guidance of 20-30 % fx neutral revenue growth for the year. $QTCOM
Equity research is becoming increasingly accessible as we expanded our coverage with Björn Borg today. Good job with the report @LucasMattsson99 👏 Some snippets from the initiation report in the thread 👇 $BORG
The recessionary trade was in full effect today following weak ISM data. Cyclicals underperformed Defensives by 429bps, one of the worst days in the last 16+ years. The only other comparable days were during the March 2020 Covid Crash and 2008 GFC. $SPY $QQQ $IWM
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Who to follow
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Mika Heikkilä
@arvo_heikkila -
Atte Riikola
@AtteRiikola -
Salkku-Mauri
@Salkku_Mauri -
Juha Varis
@JuhaVaris -
Marianne Palmu
@MariannePalmu -
Petri Gostowski
@PetriGostowski -
Kaisa Vanha-Perttula
@vanhaperttula -
Olli Koponen
@Ollikopo -
Antti Järvenpää
@antti9arvenpaa -
Inderes IR
@Inderes_IR -
Antti Luiro
@AnttiLuiro -
Joni Grönqvist
@JoniGronqvist -
Riku Virtanen 📈
@RikuVirtanen_ -
Juha Kinnunen
@Juha_Kinnunen -
Acumen
@AcumenFutures
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