VEND - FORTSATT PÅ STOCK WATCH - PF KJØP 291!
WALL STREET - SLUTTKURSER m/ norske
The Dow Industrials and S&P 500 fall from Tuesday's record close as oil and gold prices retreat. Crude prices decline as President Trump says U.S. will receive sanctioned Venezuelan crude and continue controlling sales indefinitely. Home-builder stocks drop after Trump posts on social media that he would take steps to ban large investors from buying single-family homes, while defense shares are hurt as he says in a separate post that he would bar them from issuing dividends and stock buybacks, citing overly high executive pay and unsatisfactory delivery of military equipment. DJIA falls 466 points, or 0.9%, to 48996, the S&P 500 loses 0.3% to 6920, while the Nasdaq gains 0.2% to 23584.
TANKERS -> rates higher // FW: TANKERS -> Marinera boarded by US coast guard/military /// TANKERS -->Big uptick in tanker values
Det er høye volumer og et kraftig momentum. Ratene forventes til å stige kraftig. Amerikanerne tar og angriper i skyggeflåten, tar lasten og det vil kunne ekskludere mange skip, som gjør at ratene forventes å stige samtidig som skipsverdiene også stiger. Oppgangene er altså, etter min oppfatning basert på fundamentale signaler. Sjekk med en shipping-analytiker. Rent teknisk er det ekstremt oppsidemomentum i aksjene og flere av de stiger på et markant volum. Har lagt ved noen charts!
NORDIC SEMICONDUCTOR – tester nytt PF kjøpssignal og teknisk brudd opp
Har utløst et objektivt PF kjøpssignal ved 139,50 hvor modellen har et indikativt kursmål på 158.
Trendindikatoren har utløst et objektivt kjøpssignal i modellen (8/20) og det over 50 dager støtten.
Taktisktrendindikator viser en bedring og fornyet momentum.
Har også steget over 50 dager motstanden idag.
Bevegelsen sammenfaller med sterk utvikling i Silicon Lab.
NOD er i skrivende stund blitt løftet over konsolideringsboksen og volumet er helt greit.
Det er interessant å se at volumprofilen indikerer svært lite med overliggende motstand samtidig som kursen drar over forrige topp og konsolideringsboksen, og at den stiger over det nivået som er det mest omsatte nivået sett over perioden fra juli.
Samlet sett ser det tekniske sterkt ut på kort sikt. Flere av de tekniske modellene og volumprofilen indikerer aktive kjøpssignaler.
BWLPG - STIGER SVAKT VIDERE OG TESTER BRUDD OPP!
Mangler litt på volumet, men det kan komme på close. Kommentar i chartet.
FRONTLINE STIGER - RATENE STRAMMER SEG TIL!
Fikk denne fra en megler på rate futures: Tankers - FFA momentum accellerating. Suezmaxes now +5-7%, but VLCCs surging. February now +8%, Q2/Q3 +8% / 6%
Frontline reagerte prompt og har nå kommet opp til 20 dager motstanden og tester toppen av nedtrenden. Volumet er lavt og det mest omsatte nivået venter noen kroner opp.
Hei, kan du ta en teknisk gjennomgang av vår energi?
God Morgen - Morgenrapport
US stocks were up – SPX +0,62% and NDX +0,94% – with nine of the 11 S&P 500 sectors outperforming on renewed investor interest – Micron Technology, Texas Instruments, Analog Devices and NXP advancing between 5,6% and 10% (MU). Nvidia CEO Jensen Huang said at the CES conference in Las Vegas that the company is seeing strong customer demand in China for its H200 AI chips.
Asian shares are dowm – CSI -0,25%, HSI -1,07%, NKY -1,06%.
Euro Stoxx 50 is flat +0,08%.
Brent 60,06/bbl and WTI 56,19/bbl.
European gas (TTF) USD 9,65/MMBtu.
Gold 4449,25/oz, silver 79,31/oz, BTC 92.708.
Pareto: SEAFOOD - SALM + LSG + NOAP + MAS Trading update
SALM – Harvest volumes came in 2.4kt above guidance, driven by strong Central performance late in Q4 as sea lice pressure eased and temperatures stayed high. We see FY25e EPS up ~2% mechanically, but expect consensus to revise Central estimates down as price achievement looks too optimistic and harvest weights were weak through the quarter.
LSG – Slight volume beat vs PAS/consensus (+1%), led by Aurora (+4%), while wild catch came in softer. Overall, no material impact expected on 2026 estimates.
NOAP – Harvest of 353t exceeded guidance (316t) with solid quality (93% superior) and 3.3kg HOG weights. Biomass continues to build, and the company remains on track for first Stage 2 harvest in September 2026.
MAS – Harvest volumes of 8.7kt beat guidance by 0.9kt, helped by low sea lice pressure and strong biology late in the quarter. We expect this to lift FY25e EBIT consensus by ~15%.
NAS: Capacity decline of 5% at NAS was spot on expectations, leaving FY’25 ASK up ~3%. The ~3pp uptick in load factor is solid, but comes against fairly easy comps, while the close-to-flat yield was a disappointment versus PAS/consensus expectations of +2–3%. Our understanding is that this is predominantly explained by softer performance in Denmark and Finland as the competitive landscape has intensified, with Northern Norway also lagging after NAS added a meaningful amount of new capacity. The opposite was seen at Widerøe, where load factor fell ~6pp while yields increased 8%. The weaker load factor is largely explained by limited wet-lease and charter activity this December versus last year, combined with improving regularity driving supply growth aggressively that demand has not been able to absorb. In sum, we estimate Q4 revenue at NOK 8.55–8.60bn, in line with, if not slightly below, consensus (0.6% below PAS). With much of the positive revisions we previously anticipated now halted, we would expect a negative reaction today. Hold, TP NOK 18.
TOMRA - WATCH KANDIDAT FOR ONSDAG 7/1
En teknisk gjennomgang nå på ettermiddagen viste at Tomra tester et brudd opp gjennom inneværende konsolideringsboks.
Det som fanget min interesse i chartet er at det blir utløst et tre-topp kjøpssignal ved 138, hvor det indikative kursmålet er 150,65, samtidig som trendmodellen gikk i kjøp ved inngangen til desember, kursen handles i tillegg over 50 dager snittet og Taktisk Trendindikator er stigende og nærmer seg 77-nivået.
Volumet kunne vært høyere og har vært lavt under konsolideringen, hvilket er positivt. Volumet kan tilta dersom kursen bryter over volumprofilen. Kursen handles nå innenfor det mest omsatte nivået, og et bekreftet brudd opp kan endre den tekniske oppmerksomheten rundt aksjen.
Samlet sett er det teknisk styrke i aksjen hvor trendmodellen ligger i kjøp og den sluttet i et PF kjøp. Dette kan bli bekreftet ved videre oppgang gjennom 139-nivået. Tomra plasseres på StockWatch ettersom modellene er i bedring og to av dem befinner seg i en kjøpsstilling.
WALL STREET - OPENING SUMMARY
Briefing: Opening Market Summary: Semiconductors and defensive names prompt opening gains
The S&P 500 (+0.4%), Nasdaq Composite (+0.5%), and DJIA (+0.2%) sit modestly higher as the market sees a slight flip from yesterday's trends shortly after the open.
Defensive stocks are outperforming this morning, with strong leadership coming from the health care sector (+1.7%). Pharmaceutical and biotech names such as Moderna (MRNA 34.30, +2.13, +6.62%) are among the outperformers, pushing the iShares Nasdaq Biotech ETF (IBB 170.42, +3.08, +1.84%) higher.
The information technology sector (+0.7%) is also higher after closing with a modest loss yesterday. Semiconductors continue to surge in the new year, with the PHLX Semiconductor Index up another 2.4% today. Sandisk (SNDK 327.60, +53.52, +19.53%) is the best-performing S&P 500 name by a considerable margin, while Microchip (MCHP 71.92, +4.86, +7.25%) also holds a nice gain after guiding Q3 revenues above consensus.
Meanwhile, several cyclical sectors that outperformed yesterday, including the energy (-1.0%), consumer discretionary (-0.2%), XLE Energy (-1,4%) and industrials (-0.2%) sectors, are lower this morning.
The final reading of the December S&P Global U.S. Services PMI registered at 52.5, from a prior level of 52.9.