{"id":91060,"date":"2025-11-27T10:12:08","date_gmt":"2025-11-27T10:12:08","guid":{"rendered":"https:\/\/www.europesays.com\/se\/91060\/"},"modified":"2025-11-27T10:12:08","modified_gmt":"2025-11-27T10:12:08","slug":"handelsbanken-salj-novo-nordisk-kop-investors-bjasse","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/91060\/","title":{"rendered":"Handelsbanken: S\u00e4lj Novo Nordisk \u2013 k\u00f6p Investors bj\u00e4sse"},"content":{"rendered":"<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Handelsbanken s\u00e4ljst\u00e4mplar <strong>Novo Nordisk<\/strong> och pekar p\u00e5 att marknaden har skruvat upp f\u00f6rv\u00e4ntningarna alltf\u00f6r h\u00f6gt, samtidigt som prispress i USA och nya regler v\u00e4ntas sl\u00e5 direkt mot marginalerna under 2026. <\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Banken varnar f\u00f6r att konsensus r\u00e4knar med en tillv\u00e4xttakt som \u00e4r dubbelt s\u00e5 h\u00f6g som branschens, trots \u00f6kande konkurrens, svagare ers\u00e4ttningsvilja f\u00f6r viktminskningsl\u00e4kemedel och risk f\u00f6r fler besvikelser fram\u00f6ver.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Efter den senaste kursuppg\u00e5ngen, sannolikt p\u00e5 f\u00f6rv\u00e4ntningar om godk\u00e4nnande i USA f\u00f6r oral Wegovy (tablett), ser vi s\u00e4mre f\u00f6rh\u00e5llande mellan potentiell avkastning och risk inf\u00f6r n\u00e4sta \u00e5rs guidning&#8221;, skriver banken. <\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Ist\u00e4llet upprepas k\u00f6p f\u00f6r <strong>Investors <\/strong>bj\u00e4sse <strong>Atlas Copco<\/strong>. Det med motiveringen att bolaget har stark l\u00e5ngsiktig potential inom halvledare och bilindustri, samtidigt som v\u00e4rderingen \u00e4r ovanligt l\u00e5g och ledande indikatorer pekar mot en tydlig efterfr\u00e5ge\u00e5terh\u00e4mtning 2026.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Med en stabil Q3-rapport i ryggen och ljusare utsikter f\u00f6r 2026 upprepar vi rekommendationen K\u00f6p, med en 12-m\u00e5naders riktkurs om 180 kronor&#8221;, skriver banken.<\/p>\n","protected":false},"excerpt":{"rendered":"Handelsbanken s\u00e4ljst\u00e4mplar Novo Nordisk och pekar p\u00e5 att marknaden har skruvat upp f\u00f6rv\u00e4ntningarna alltf\u00f6r h\u00f6gt, samtidigt som prispress&hellip;\n","protected":false},"author":2,"featured_media":91061,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[6219,5841,22,23,26,27,17,21,3665,24,25,28,29,15,1206,16,18,34,31,33,32,30,19,20],"class_list":{"0":"post-91060","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-rubriker","8":"tag-aktierekommendationer","9":"tag-atlas-copco","10":"tag-breaking-news","11":"tag-breakingnews","12":"tag-featured-news","13":"tag-featurednews","14":"tag-headlines","15":"tag-huvudnyheter","16":"tag-investor","17":"tag-latest-news","18":"tag-latestnews","19":"tag-main-news","20":"tag-mainnews","21":"tag-news","22":"tag-novo-nordisk","23":"tag-nyheter","24":"tag-rubriker","25":"tag-se","26":"tag-svenska","27":"tag-sverige","28":"tag-sweden","29":"tag-swedish","30":"tag-top-stories","31":"tag-topstories"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115621130742953731","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/91060","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=91060"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/91060\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/91061"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=91060"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=91060"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=91060"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}