Ja tämä olisi spekulaation mukaan siis eettisyyssyistä. Mikä on tietysti vähän hassua, kun ottaa huomioon, että Unibet on tehnyt paljon töitä haitallisen pelaamisen vähentämiseksi. Arvelevat ketsuppipullon aukeavan, kunhan rahastojen tyhjennyksestä aiheutuva tulppa on saatu ohitettua.
Pitäisiköhän sitä vielä yksi satsi ottaa kyytiin ja laittaa viimeiset vapaat eurot kyytiin… Onhan se aivan absurdia että jokainen analyytikkofirma väläyttelee vihreitä osta-suosituksia ja kurssi sukeltaa.
"Both companies have, based on their starting points, delivered good and exciting reports. Kindreds was obviously strong and also with a very strong start to Q2 etc … despite this, the share has backed down considerably from an all time high per se - but in terms of value.
Betsson clarifies more clearly than ever before an extremely exciting situation with large growth investments in markets with great potential that have quickly become significant.
My take is that in Kindred’s case, it must be a question of funds that sell due to CSR reasons, not sure that it is only good that Kindred paid so much attention to the fact that 3.9 percent of their income comes from problem gambling.
It may be enough for it to be clearly stated by the management that the most ethically sensitive feel compelled to sell.
In the case of Betsson, funds have sold for a long time, but there has historically been a much larger element of shortcomings, partly due to previously unclear report comments in connection with the company lacking strong owners who have been able to defend the price.
However, I thought we saw a much better transparency in today’s report presentation and also more detailed descriptions in the report itself, including the tech work and the value of its own software assets. So the price reaction is more unclear in Betsson’s case, but it is not uncommon for large institutional investors to take the opportunity to sell after positive reports when there are many buyers, especially when the price does not go down.
Given the companies’ low valuations in relation to their potentials and the strong reports, I can only see that some or some investors have made downgrades of their positions, which puts pressure in the short term.
7 analysis houses that are constantly taking turns raising the target prices, three today when it comes to Kindred … everyone has a purchase … it is a buying opportunity - an ESG offer that at least I took the opportunity to accept."
(translatella Aktieforum för både nybörjare och proffs | Placera. Puhutaan siis Kindredistä ja Bettsonista, joista Bettson lähti jo kevyeen nousuun)
Vaihto näyttää eilisestä rauhoittuneen, nyt 1,3 miljoonaa lappua ja eilen meni yli 6 miljoonaa.