{"id":81259,"date":"2025-11-15T10:19:21","date_gmt":"2025-11-15T10:19:21","guid":{"rendered":"https:\/\/www.europesays.com\/se\/81259\/"},"modified":"2025-11-15T10:19:21","modified_gmt":"2025-11-15T10:19:21","slug":"strategerna-tror-pa-tvasiffrigt-rally-pa-stockholmsborsen","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/81259\/","title":{"rendered":"Strategerna tror p\u00e5 tv\u00e5siffrigt rally p\u00e5 Stockholmsb\u00f6rsen"},"content":{"rendered":"<p>Ser tv\u00e5siffrig uppsida<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">B\u00e5de Landeborn och Isakson \u00e4r optimistiska inf\u00f6r 2026 och ser samst\u00e4mmigt en uppsida p\u00e5 cirka 15% f\u00f6r Stockholmsb\u00f6rsen h\u00e4rifr\u00e5n. Vid sidan av konjunkturen lyfter b\u00e5da fram att r\u00e4ntes\u00e4nkningar och finanspolitiska stimulanser talar f\u00f6r b\u00e4ttre tider. Dessutom har kronan stabiliserats p\u00e5 sistone efter en kraftig f\u00f6rst\u00e4rkning mot fr\u00e4mst dollarn i \u00e5r.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;N\u00e4r vi gick in i 2025 r\u00e4knade analytikerna med en vinsttillv\u00e4xt f\u00f6r Stockholmsb\u00f6rsen p\u00e5 cirka 10%. N\u00e4r vi st\u00e4nger \u00e5ret s\u00e5 kommer den faktiska vinsttillv\u00e4xten ligga n\u00e4rmare noll, och kronan \u00e4r en bov d\u00e4r. Den har s\u00e4nkt vinsterna f\u00f6r industribolagen, men den motvinden b\u00f6r avta n\u00e4sta \u00e5r&#8221;, s\u00e4ger Landeborn.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Mattias Isakson tror ocks\u00e5 p\u00e5 stigande bolagsvinster och h\u00f6jningar av estimaten inf\u00f6r 2026. Han lyfter dessutom fram att Sverige g\u00e5r mot en kraftigare \u00e5terh\u00e4mtning \u00e4n vad som v\u00e4ntas i b\u00e5de USA och Europa. B\u00e5da strategerna ser d\u00e4rf\u00f6r f\u00f6ruts\u00e4ttningar f\u00f6r breda b\u00f6rsuppg\u00e5ngar n\u00e4sta \u00e5r.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;B\u00e4ttre industrikonjunktur \u00e4r bra f\u00f6r de stora verkstadsbolagen. Och b\u00e4ttre fart i svensk ekonomi \u00e4r bra f\u00f6r bankerna, men ocks\u00e5 f\u00f6r mindre b\u00f6rsbolag som ofta har en st\u00f6rre inhemsk exponering. Konsumentbolagen kan ocks\u00e5 bli intressanta n\u00e4r hush\u00e5llen f\u00e5r mer pengar i pl\u00e5nb\u00f6ckerna&#8221;, s\u00e4ger Landeborn.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Isakson tror att fastighetssektorn kan f\u00e5 en revansch n\u00e4r oron f\u00f6r finansieringen lagt sig, och bilden av en starkare svensk ekonomi f\u00e5r f\u00e4ste i omv\u00e4rlden.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Det skulle kunna leda till att utl\u00e4ndskt kapital fl\u00f6dar till fastighetsbolagen d\u00e4r v\u00e4rderingarna \u00e4r l\u00e5ga&#8221;, s\u00e4ger han.<\/p>\n","protected":false},"excerpt":{"rendered":"Ser tv\u00e5siffrig uppsida B\u00e5de Landeborn och Isakson \u00e4r optimistiska inf\u00f6r 2026 och ser samst\u00e4mmigt en uppsida p\u00e5 cirka&hellip;\n","protected":false},"author":2,"featured_media":81260,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[72,323,70,71,7451,34,467,31,33,2066,32,30],"class_list":{"0":"post-81259","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-business","9":"tag-danske-bank","10":"tag-economy","11":"tag-ekonomi","12":"tag-omx-stockholm-30","13":"tag-se","14":"tag-stockholmsborsen","15":"tag-svenska","16":"tag-sverige","17":"tag-swedbank","18":"tag-sweden","19":"tag-swedish"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115553210393448719","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/81259","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=81259"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/81259\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/81260"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=81259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=81259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=81259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}