Q2 Trading Update - Voldsom vekst!
*** Den voldsomme veksten fortsetter - som forventet og fortjener derfor en egen tråd ... ;)
OSLO, July 7, 2021 - Kahoot! ASA, (KAHOT) Trading Update Second Quarter 2021
The Kahoot! Group continued its strong performance in the second quarter of 2021, including solid growth in usage, revenues, subscribers, launch of several new features and services as well as the completed acquisition of the learning app provider Motimate, and the announced acquisition of Clever, one of the most widely-used digital learning platforms by U.S. K-12 schools.
Invoiced revenue for the Kahoot! Group reached $20.6 million in the second quarter 2021, an increase of 114%, or $11 million year-over-year. Invoiced revenue for the first half of 2021 reached $39.6 million, an increase of 147%, or $23.5 million year-over-year. The Kahoot! Group delivered continued solid cash flow from operations and reached 933K paid subscriptions including acquired units.
The Kahoot! platform had record-high activity in the second quarter with more than 29 million active accounts (43% YoY growth) hosting 303 million games (44% YoY growth) for more than 1.8 billion participating players (49% YoY growth) in the last 12 months, building the foundation for further growth in the coming quarters.
An update from Eilert Hanoa, CEO of Kahoot!
Today we are pleased to share that Kahoot! continues to deliver strong financial performance in the second quarter of 2021, and that we are progressing well in delivering on our business agenda and annual targets.
The second quarter has been perhaps the company's most active thus far, across all aspects of the business, including R&D and product releases, technical integrations, multiple localization efforts as well as new partnerships and acquisitions. This quarter, we took significant steps in reaching our goal to become a global leading learning platform company.
Our record-high activity on the Kahoot! platform in the second quarter, including more than 29 million active accounts, 303 million games hosted and more than 1.8 billion participating players in the last 12 months, is a testament to the strength of the Kahoot! brand and our vision to make learning awesome!
We also continued the growth in paid subscriptions, reaching 933K in the second quarter. This includes all subscriptions on Kahoot!, DragonBox math curriculum, Drops language learning, Whiteboard.fi and employee licenses from Actimo and Motimate.
Last year, Kahoot! delivered very strong growth in the unprecedented second quarter and this year we achieved continued growth both organically and in total for the group year-over-year. In Q2 this year invoiced revenue was $20.6 million, a 114% year-over-year growth.
A key goal for Kahoot! in the second half of 2020 and first half of 2021 has been to increase momentum in building our employee engagement offering, with the overall goals of rapid solution launches to capture increased demand for online corporate learning. In April we announced the acquisition of the learning app provider Motimate and the combined user base of Motimate and Actimo, acquired in October 2020, represent more than a quarter of a million employees. This further accelerates the building of the next generation of tools for employee learning, engagement and corporate culture. The launch of the Kahoot! 360 Spirit solution in the second quarter represents our main offering to all organisations focusing on employee engagement. Kahoot! Spirit has already been well received by new and existing customers and the first larger projects have been initiated in the quarter.
With a focus on expanding our presence and offerings, in the second quarter we also announced the acquisition of Clever, Inc, the most used digital learning platform in U.S. K-12 (kindergarten to 12th grade) schools. Kahoot! Group will acquire 100% of the shares in Clever, Inc., for an enterprise value of USD 435-500 million on a cash and debt-free basis, including a performance-based element for 2021-2022. The consideration will consist of a combination of cash and Kahoot! shares. Clever will operate as an independent company in the Kahoot! Group led by its strong management team, and remains an open platform operating under the Clever brand. Clever expects to reach USD 44 million in billed revenues for 2021 from its U.S. ecosystem partners.
Completion of the Clever transaction is pending satisfaction of regulatory approval by The Committee on Foreign Investment in the United States (“CFIUS”) and completion of the transaction is expected in the second half of the third quarter 2021. We look forward to the completion of the transaction and are excited about the value the partnership will bring to both organizations stakeholders.
We continue to expand geographically, both through engaging new partnerships and launching localized services. In Q3 2020, we launched our Spanish language version and are pleased to see that LatAm is now among the fastest growing markets with more than 130% growth in active accounts over the last 12 months. Since then, we have launched several new language versions, including our first Asian language - Japanese. During the second half, Arabic and simplified Chinese will be added.
All in all the second quarter of 2021 has been strategically important for the Kahoot! Group as we continued to make significant progress across all teams and units. Our ecosystem of services, users, customers and partners provides a solid foundation for further scale. To capture that embedded growth, we have been adding talents and resources to support the execution of our commercial strategy. In the first half of 2021 we have built the foundation for a series of upcoming launches of new features and offerings, including Kahoot! Academy Marketplace for user groups, the full Kahoot! 360 Spirit to our business customers and our improved Kahoot! EDU for schools and school districts ready for the Back To School season.
As the global vaccine response to the pandemic has been rolled out and many schools, educational institutions as well as workplaces are gradually planning a return to a hybrid or more in-presence environment, Kahoot! continues to attract new users and subscribers across all markets and customer segments. The growth on the Kahoot! platform experienced in the first half of the year, including higher number of signups in the second quarter this year, provides a solid foundation for further development of customer value and commercial strategies.
We are well positioned with a strong product portfolio, scaled customer base and team as we move into the second half of the year, to make learning even more awesome!
Second Quarter 2021 Highlights
• Realized continued user growth on the Kahoot! platform
o 29 million active accounts in the last 12 months, up 43% YoY
o 303 million games hosted last 12 months, up 44% YoY
o More than 1.8 billion participants globally last 12 months, up 49% YoY
• Launched several new features and editions for all three main categories - At Work, At School and At Home, contributing to the growth of both free and paid users in the quarter
• Announced and closed the acquisition of Motimate, a learning app provider, Motimate, to accelerate the building of the next generation of tools for employee learning, engagement and corporate culture
• Announced the acquisition of Clever, Inc, one of the most widely-used digital learning platforms by U.S. K-12 schools that help engage students both in the physical classroom and through remote learning. Clever’s market-leading and open platform brings schools, teachers, students, and application developers together in a single-sign-on education network that simplifies accessible learning and provides an easy go-to solution for all users
• Kahoot! Group reached 933K paid subscriptions in the second quarter 2021, an increase of 173K from the first quarter 2021, whereof the acquired unit Motimate contributed with 140K. The net organic growth was 33K whereof 21K on the Kahoot! Platform. Kahoot! At School representing the main growth reaching 295K, Kahoot! At Home reaching 234K and Kahoot! At Work reaching 403K. The YoY increase in paid subscriptions including acquisitions was 663K, representing 246% growth per the second quarter 2021 vs. the second quarter 2020
• Invoiced revenue in Q2 of $20.6 million, up 114% YoY. Invoiced revenue in 1H of $39.6 million, up 147% YoY
• ARR (Annual Recurring Revenue) of $75 million, up 200% YoY
• EBITDA (excluding share-based compensation expenses and related payroll taxes, acquisition related expenses and listing cost) expected to exceed $4.0 million, representing more than 20% EBITDA margin
• Cash flow from operations (excluding payment of listing and acquisition cost) of approx. $4.5 million, up 15% YoY, and approx. $10 million for the first half year, up 100% YoY
• Cash and cash equivalents as of June 30, 2021, were $440 million; the company has no interest-bearing debt
Forward looking statement
For the full year 2021, the Kahoot! Group reiterates the ambition to reach $90-100 million in invoiced revenues with continued solid positive cash flow from operations and to reach 1.1 million paid subscriptions.
Financial effects from the announced Clever acquisition are not included in the forward looking statement. Forward looking statement reflecting Clever will be presented following the closing of the transaction.
The Company will explore the opportunity for a secondary listing, with timing of the listing being subject inter alia to the closing of the Clever transaction.
The full second quarter 2021 report is scheduled for release on August 19, 2021.
https://newsweb.oslobors.no/message/537644
OSLO, July 7, 2021 - Kahoot! ASA, (KAHOT) Trading Update Second Quarter 2021
The Kahoot! Group continued its strong performance in the second quarter of 2021, including solid growth in usage, revenues, subscribers, launch of several new features and services as well as the completed acquisition of the learning app provider Motimate, and the announced acquisition of Clever, one of the most widely-used digital learning platforms by U.S. K-12 schools.
Invoiced revenue for the Kahoot! Group reached $20.6 million in the second quarter 2021, an increase of 114%, or $11 million year-over-year. Invoiced revenue for the first half of 2021 reached $39.6 million, an increase of 147%, or $23.5 million year-over-year. The Kahoot! Group delivered continued solid cash flow from operations and reached 933K paid subscriptions including acquired units.
The Kahoot! platform had record-high activity in the second quarter with more than 29 million active accounts (43% YoY growth) hosting 303 million games (44% YoY growth) for more than 1.8 billion participating players (49% YoY growth) in the last 12 months, building the foundation for further growth in the coming quarters.
An update from Eilert Hanoa, CEO of Kahoot!
Today we are pleased to share that Kahoot! continues to deliver strong financial performance in the second quarter of 2021, and that we are progressing well in delivering on our business agenda and annual targets.
The second quarter has been perhaps the company's most active thus far, across all aspects of the business, including R&D and product releases, technical integrations, multiple localization efforts as well as new partnerships and acquisitions. This quarter, we took significant steps in reaching our goal to become a global leading learning platform company.
Our record-high activity on the Kahoot! platform in the second quarter, including more than 29 million active accounts, 303 million games hosted and more than 1.8 billion participating players in the last 12 months, is a testament to the strength of the Kahoot! brand and our vision to make learning awesome!
We also continued the growth in paid subscriptions, reaching 933K in the second quarter. This includes all subscriptions on Kahoot!, DragonBox math curriculum, Drops language learning, Whiteboard.fi and employee licenses from Actimo and Motimate.
Last year, Kahoot! delivered very strong growth in the unprecedented second quarter and this year we achieved continued growth both organically and in total for the group year-over-year. In Q2 this year invoiced revenue was $20.6 million, a 114% year-over-year growth.
A key goal for Kahoot! in the second half of 2020 and first half of 2021 has been to increase momentum in building our employee engagement offering, with the overall goals of rapid solution launches to capture increased demand for online corporate learning. In April we announced the acquisition of the learning app provider Motimate and the combined user base of Motimate and Actimo, acquired in October 2020, represent more than a quarter of a million employees. This further accelerates the building of the next generation of tools for employee learning, engagement and corporate culture. The launch of the Kahoot! 360 Spirit solution in the second quarter represents our main offering to all organisations focusing on employee engagement. Kahoot! Spirit has already been well received by new and existing customers and the first larger projects have been initiated in the quarter.
With a focus on expanding our presence and offerings, in the second quarter we also announced the acquisition of Clever, Inc, the most used digital learning platform in U.S. K-12 (kindergarten to 12th grade) schools. Kahoot! Group will acquire 100% of the shares in Clever, Inc., for an enterprise value of USD 435-500 million on a cash and debt-free basis, including a performance-based element for 2021-2022. The consideration will consist of a combination of cash and Kahoot! shares. Clever will operate as an independent company in the Kahoot! Group led by its strong management team, and remains an open platform operating under the Clever brand. Clever expects to reach USD 44 million in billed revenues for 2021 from its U.S. ecosystem partners.
Completion of the Clever transaction is pending satisfaction of regulatory approval by The Committee on Foreign Investment in the United States (“CFIUS”) and completion of the transaction is expected in the second half of the third quarter 2021. We look forward to the completion of the transaction and are excited about the value the partnership will bring to both organizations stakeholders.
We continue to expand geographically, both through engaging new partnerships and launching localized services. In Q3 2020, we launched our Spanish language version and are pleased to see that LatAm is now among the fastest growing markets with more than 130% growth in active accounts over the last 12 months. Since then, we have launched several new language versions, including our first Asian language - Japanese. During the second half, Arabic and simplified Chinese will be added.
All in all the second quarter of 2021 has been strategically important for the Kahoot! Group as we continued to make significant progress across all teams and units. Our ecosystem of services, users, customers and partners provides a solid foundation for further scale. To capture that embedded growth, we have been adding talents and resources to support the execution of our commercial strategy. In the first half of 2021 we have built the foundation for a series of upcoming launches of new features and offerings, including Kahoot! Academy Marketplace for user groups, the full Kahoot! 360 Spirit to our business customers and our improved Kahoot! EDU for schools and school districts ready for the Back To School season.
As the global vaccine response to the pandemic has been rolled out and many schools, educational institutions as well as workplaces are gradually planning a return to a hybrid or more in-presence environment, Kahoot! continues to attract new users and subscribers across all markets and customer segments. The growth on the Kahoot! platform experienced in the first half of the year, including higher number of signups in the second quarter this year, provides a solid foundation for further development of customer value and commercial strategies.
We are well positioned with a strong product portfolio, scaled customer base and team as we move into the second half of the year, to make learning even more awesome!
Second Quarter 2021 Highlights
• Realized continued user growth on the Kahoot! platform
o 29 million active accounts in the last 12 months, up 43% YoY
o 303 million games hosted last 12 months, up 44% YoY
o More than 1.8 billion participants globally last 12 months, up 49% YoY
• Launched several new features and editions for all three main categories - At Work, At School and At Home, contributing to the growth of both free and paid users in the quarter
• Announced and closed the acquisition of Motimate, a learning app provider, Motimate, to accelerate the building of the next generation of tools for employee learning, engagement and corporate culture
• Announced the acquisition of Clever, Inc, one of the most widely-used digital learning platforms by U.S. K-12 schools that help engage students both in the physical classroom and through remote learning. Clever’s market-leading and open platform brings schools, teachers, students, and application developers together in a single-sign-on education network that simplifies accessible learning and provides an easy go-to solution for all users
• Kahoot! Group reached 933K paid subscriptions in the second quarter 2021, an increase of 173K from the first quarter 2021, whereof the acquired unit Motimate contributed with 140K. The net organic growth was 33K whereof 21K on the Kahoot! Platform. Kahoot! At School representing the main growth reaching 295K, Kahoot! At Home reaching 234K and Kahoot! At Work reaching 403K. The YoY increase in paid subscriptions including acquisitions was 663K, representing 246% growth per the second quarter 2021 vs. the second quarter 2020
• Invoiced revenue in Q2 of $20.6 million, up 114% YoY. Invoiced revenue in 1H of $39.6 million, up 147% YoY
• ARR (Annual Recurring Revenue) of $75 million, up 200% YoY
• EBITDA (excluding share-based compensation expenses and related payroll taxes, acquisition related expenses and listing cost) expected to exceed $4.0 million, representing more than 20% EBITDA margin
• Cash flow from operations (excluding payment of listing and acquisition cost) of approx. $4.5 million, up 15% YoY, and approx. $10 million for the first half year, up 100% YoY
• Cash and cash equivalents as of June 30, 2021, were $440 million; the company has no interest-bearing debt
Forward looking statement
For the full year 2021, the Kahoot! Group reiterates the ambition to reach $90-100 million in invoiced revenues with continued solid positive cash flow from operations and to reach 1.1 million paid subscriptions.
Financial effects from the announced Clever acquisition are not included in the forward looking statement. Forward looking statement reflecting Clever will be presented following the closing of the transaction.
The Company will explore the opportunity for a secondary listing, with timing of the listing being subject inter alia to the closing of the Clever transaction.
The full second quarter 2021 report is scheduled for release on August 19, 2021.
https://newsweb.oslobors.no/message/537644
Redigert 07.07.2021 kl 08:11
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rischioso
07.07.2021 kl 08:25
7326
Knallveksten fortsetter
Kahoot! slipper onsdag morgen en oppdatering for andre kvartal og de viser stadig solid vekst i inntekter og antall abonnenter.
Fakturerte inntekter steg til 20,6 millioner dollar i kvartalet, en økning på 114 prosent fra den samme perioden i i fjor. For første halvår kom fakturerte inntekter inn på 39,6 millioner dollar, tilsvarende en vekst på 147 prosent fra tilsvarende periode i fjor.
Kontantstrømmen fra driften karakteriseres som solid, og selskapet nådde 933.000 betalende abonnenter i kvartalet.
Aktiviteten på Kahoot!-plattformen var rekordhøy i andre kvartal, med mer enn 29 millioner aktive konti (43 prosent vekst på årsbasis) og over 1,8 milliarder spillere (49 prosent vekst) deltakende i 303 millioner spill (44 prosent) i de siste 12 månedene.
https://finansavisen.no/nyheter/teknologi/2021/07/07/7701847/kahoot-fortsetter-knallveksten?internal_source=sistenytt
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*** Med en slik vekst, vekstutsikter (outlook) og snart notering på Nasdaq så vil det ikke være lenge før vi igjen er tilbake på 3 siffret aksjekurs ... ;)
Kahoot! slipper onsdag morgen en oppdatering for andre kvartal og de viser stadig solid vekst i inntekter og antall abonnenter.
Fakturerte inntekter steg til 20,6 millioner dollar i kvartalet, en økning på 114 prosent fra den samme perioden i i fjor. For første halvår kom fakturerte inntekter inn på 39,6 millioner dollar, tilsvarende en vekst på 147 prosent fra tilsvarende periode i fjor.
Kontantstrømmen fra driften karakteriseres som solid, og selskapet nådde 933.000 betalende abonnenter i kvartalet.
Aktiviteten på Kahoot!-plattformen var rekordhøy i andre kvartal, med mer enn 29 millioner aktive konti (43 prosent vekst på årsbasis) og over 1,8 milliarder spillere (49 prosent vekst) deltakende i 303 millioner spill (44 prosent) i de siste 12 månedene.
https://finansavisen.no/nyheter/teknologi/2021/07/07/7701847/kahoot-fortsetter-knallveksten?internal_source=sistenytt
---------------------
*** Med en slik vekst, vekstutsikter (outlook) og snart notering på Nasdaq så vil det ikke være lenge før vi igjen er tilbake på 3 siffret aksjekurs ... ;)
Redigert 07.07.2021 kl 08:33
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rischioso
07.07.2021 kl 08:56
6972
tommbakk skrevInnlegget er slettet
Det er flere ting her som gjør at kursen vil kunne passere ATH om ikke lenge:
(1) Det nærmer seg 30m brukere og pr nå er KUN 3% betalende - mao, selskapet er så gearet at for HVER nye % med betalende så vil man doble bunnlinjen
(2) Noteringen på Nasdaq.
(1) Det nærmer seg 30m brukere og pr nå er KUN 3% betalende - mao, selskapet er så gearet at for HVER nye % med betalende så vil man doble bunnlinjen
(2) Noteringen på Nasdaq.
Redigert 07.07.2021 kl 08:58
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bearish
07.07.2021 kl 09:12
6794
Ned 16% på gode tall. Ja ja, blir det mere gode nyheter nå, er de vel nede der jeg kjøpte de snart...
Kahoot er rigget for videre kursfall med sin ekstreme overprising ;))
Redigert 07.07.2021 kl 09:22
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SomSa
07.07.2021 kl 09:26
6537
Kahoot, PHO, AZT,..... er priset med astronomiske P/E verdier. Slik går det når man kjøper overprisede aksjer og selskapet klarer ikke å levere slik markedet krever.
3fotsyken
07.07.2021 kl 09:32
6418
Slettet brukerskrev Kahoot er rigget for videre kursfall med sin ekstreme overprising ;))
Ja. Helt til den dagen de offentliggjør Nasdaq-notering. Da skulle man ha kjøpt aksjer dagen før.
aksjeulven
07.07.2021 kl 09:32
6403
Tallene er vel ikke så gode når de måtte kjøpe 140 000 kunder og kun klarte å vokse med 33 000 organisk?, vinklingen til media var villedende.
Minner om at de samme mediene sa at Kahoots merkevare hadde samme verdi som Sony og YouTube
Minner om at de samme mediene sa at Kahoots merkevare hadde samme verdi som Sony og YouTube
oboy88
07.07.2021 kl 09:37
6286
Analytikere får masse pepper, men det viser seg på slike debattfora at de kanskje ikke bommer så mye likevel. Relativt sett, mener jeg. Imponerende å lese børsmeldingen fra Kahoot! uten å få med seg at den organiske veksttakten er kraftig ned, og forblir synkende gjennom året.
dubium
07.07.2021 kl 10:15
5801
EBITDA 40 miljoner, börsvärde 27 miljarder. Det behövs mycket växt innan det börsvärdet kan motiveras.
castro1
07.07.2021 kl 10:28
5604
Bunnen har falt ut. Med slik nedgang på gode nyheter blir det bare katastrofe videre her dessverre .
MASTERCLASS
17.11.2021 kl 21:15
3460
Det er nok definitivt slutt med voldsom vekst i Kahoot. Det er selvfølgelig lett å vokse med russiske prosenter når utgangspunktet er lavt. Men fra nå blir det ikke så lett. Og Kahoot har jo allerede guidet en ganske moderat vekst det neste året.
Omsetning i Q4 i år ventes i overkant av 40 mill. $ (Q4 annualisert = 160 mill. $)
Omsetning i 2022 ventes i intervallet 190-200 mill. $.
Hvis man tar utgangspunkt i 190 mill. (alle liker å bruke høyeste estimat, men det kan jo like gjerne blir det laveste - eller enda lavere) så blir omsetningsveksten neste år 18-19 prosent mot annualisert Q4 i år. Spørs om det holder til kursoppgang for et selskap som er priset til 25 milliarder kroner.
rischioso
18.11.2021 kl 13:47
3004
Godt å se at det er flere som begynner å få bakkekontakt - bedre sent enn aldri ... ;)
MASTERCLASS
18.11.2021 kl 17:39
2856
Høyeste kurs i går var 53,80. Sluttkurs i dag 48,60, dvs. 10 % ned fra gårsdagens topp. Tenk på et tall!!
Kahoot har jo det siste drøye året vært en ren bingo-aksje som har tiltrukket seg en mengde med grådige småsparere (og noen store!) som har slukt fantasi-kursmålene til meglerhusene med søkke og snøre! Men siden den hysteriske toppnoteringen i januar har trenden vært ned.
Hvis jeg skal driste meg til en spådom, så tviler jeg, basert på hva de har prestert de siste kvartalene, sterkt på at Kahoot klarer å levere en vekst de neste 12-15 månedene som gitt utviklingen er i nærheten av å kunne forsvare dagens børsverdi på 23,5 milliarder kroner. Jeg anser det som sannsynlig at vi vil kunne se kurser rundt 25 kroner i løpet av 1-1,5 år, dvs. samme kurs som forsommeren 2020 - før spekulantene kom inn døren og realismen gikk ut.
omans
18.11.2021 kl 18:11
2784
Du får gruble på det.
Ser en på kursmål fra hus, ligger de et stykke over det. Men de sjønner vel ingenting ift en "mester" som deg.
Når du skrev et innlegg den 4.august, spekulerte du i at kursen like gjerne kunne falle under 30 før året er omme, det vet en ikke før året er omme forsåvidt.
Det var bunnen du skrev på der, men rekylen gikk til 75, etter den 4 august.
Så det kan like godt gå til 75 som til 30, basert på tidligere forhold og kjent info.
4. august:
"Umulig å si hvor den skal videre, men rent psykologisk øker jo sjansen for en rekyl etter lange og kraftige fall. Men jeg tror nok det er like sannsynlig at den skal en tur under 30 kr før året er omme som at den skal krabbe over 50-55 kr igjen. Husk at børsene fortsatt vinger rundt all time high, og stadig flere såkalte eksperter forventer jo at en korreksjon på verdens børser på 10-15-20 % begynner å nærme seg. Skjer det, så vil ikke Kahoot klare å stå imot."
Ser en på kursmål fra hus, ligger de et stykke over det. Men de sjønner vel ingenting ift en "mester" som deg.
Når du skrev et innlegg den 4.august, spekulerte du i at kursen like gjerne kunne falle under 30 før året er omme, det vet en ikke før året er omme forsåvidt.
Det var bunnen du skrev på der, men rekylen gikk til 75, etter den 4 august.
Så det kan like godt gå til 75 som til 30, basert på tidligere forhold og kjent info.
4. august:
"Umulig å si hvor den skal videre, men rent psykologisk øker jo sjansen for en rekyl etter lange og kraftige fall. Men jeg tror nok det er like sannsynlig at den skal en tur under 30 kr før året er omme som at den skal krabbe over 50-55 kr igjen. Husk at børsene fortsatt vinger rundt all time high, og stadig flere såkalte eksperter forventer jo at en korreksjon på verdens børser på 10-15-20 % begynner å nærme seg. Skjer det, så vil ikke Kahoot klare å stå imot."
Redigert 18.11.2021 kl 18:18
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MASTERCLASS
18.11.2021 kl 18:59
2701
Jeg står for det jeg skrev 4. august, og trodde ikke det var stor sannsynlighet for den hysteriske oppgangen til 75 kr. Så en bom der. Men den ble jo ganske kortvarig. Så langt.
Samtidig trodde jeg nok på grunn av økende inflasjon og høyere markedsrenter at børsene world wide var moden for en høst-korreksjon. Men så lenge markedene fortsatt blir foret med dop fra sentralbankene, så ser det ut til at den korreksjonen uteblir fordi markedene nå har lært seg i 10-15 år at sentralbankene vil komme dem til unnsetning. Men på et eller annet tidspunkt går ikke dette lenger. Det er fullstendig umulig å ha inflasjon på 5-6 % (som i USA nå) og samtidig opprettholde praksisen med null-renter!
omans
18.11.2021 kl 19:06
2680
Det kan være delte meninger vedr om oppgang i renter har stor innvirkning på markeder. Rente oppgang er ikke en frykt hendelse eller en verkebyll i verdensøkonomiene, det er kun et virkemiddel for justere et forhold. Historien har vist at markedet ikke bryr seg (F.eks 2004-2008) også 1980-90 årene.
MASTERCLASS
18.11.2021 kl 19:36
2621
Da Fed (Powell) økte rentene i flere omganger i 2018, og varslet videre økninger i 2019, ble det åpenbart at smertegrensen for aksjemarkedet var rente på 2,25-2,5 prosent. Fra 3. oktober 2018 til 26. desember raste Dow Jones-indeksen rundt 14 %. Fed måtte slå full retrett i frykt for fullt aksjekrakk, og varsle rentekutt i stedet, noe som skjedde.
Tror aksjemarkedene og kredittmarkedene tåler renter i området 2 % ennå dårligere i dag. Gjelden, både privat og offentlig, i amerika er rett og slett så hinsides stor at noe må "krakke" hvis renten settes opp for mye (les til 2 % eller mer). Og sentralbankene skal jo bruke renten for å holde inflasjonen rundt 2 %. Nå ser det ut til at inflasjonen i USA blir 4-6 % i ganske lang tid, likevel tør ikke FED øke den. Sentralbankene har malt seg inn i et hjørne, og jeg tror alle aksjeinvestorer bør følge med på og frykte de økte inflasjonstendensene i verden. Også de mest innbarkede Kahoot-tilhengerne!
omans
19.11.2021 kl 18:34
2242
Det var flere ting som skjedde i 2018. Trump var president og startet handelskrigen sin med Kina det året,
Var dette som fikk markedene til å skjelve, men noen mente antakelig at det skyldtes rentene.
Intet tre vokser i himmelen, det er sant, det tar bare litt lang tid noen ganger. Tror ikke det er noen forskjell på aksjonærer i Kahoot og aksjonærer i andre vekst-selskaper. Om man er ute etter verdi og utbytter kan man jo konsentrere seg kun om aksjer med det innholdet.
Var dette som fikk markedene til å skjelve, men noen mente antakelig at det skyldtes rentene.
Intet tre vokser i himmelen, det er sant, det tar bare litt lang tid noen ganger. Tror ikke det er noen forskjell på aksjonærer i Kahoot og aksjonærer i andre vekst-selskaper. Om man er ute etter verdi og utbytter kan man jo konsentrere seg kun om aksjer med det innholdet.
Redigert 19.11.2021 kl 18:35
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omans
22.11.2021 kl 14:50
1767
Kan ikke se bort ifra at du traff bunnen igjen med dette innlegget, som også forrige gang.
Nå blir det å se om kursen kan få en god test av 54 og brudd opp av dette, etter nedside testingen som har vart en stund.
Nå blir det å se om kursen kan få en god test av 54 og brudd opp av dette, etter nedside testingen som har vart en stund.
Dette se da Veldig bra ut.Det er forøvrig merkverdig stille i Fjøset fra ris idag.Kansje han føler bunnen er satt?