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Last week, the portfolio fell 3.8% at SpareBank 1 Markets, while the main index of the Oslo Stock Exchange finished at 4%. This means that the portfolio has grown by 6.4% since the beginning of the year.
This week, analysts have chosen to get rid of Kid Interior for the benefit of Norwegian.
Last week, Lars-Daniel Westby and Petter Kongslie eliminated Norwegian from the portfolio because of uncertainty related to traffic statistics, which turned out to be a correct decision.
With these numbers fully accounted for in the stock, they are wearing it again this week.
"We believe that NAS has advanced discussions with a partner to do something about his new construction to free up capital, which will reduce his emancipation." As a reminder, Willie Walsh, chief executive officer, said: IAG, said at the previous presentation Q: 1) that it was a good choice of NAS and 2) that they had reviewed similar structures, wrote analysts in an update.
SpareBank 1 Markets hopes and believes in the information before the end of the year and thinks that it will serve as a trigger for the action.
Read also: Sissener warns: The share price could fall by half
Buy recommendations:
- Norwegian
- Kitron
- Yara
- Aker BP
- DNO
- spectrum
- DNB
- Norsk Hydro
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