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Analysts at Berenberg have raised their estimates for the global obesity market to $150 billion by 2035, up from $125 billion previously. This revision is the result of positive data on co-morbidities and advances in competing studies. Berenberg recommends buying shares of $LLY+0.7% and Zealand Pharma, while he recommends holding on to shares of $NVO-5.5%.
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I see that $STLA-2.7%stock is down over 10% this year and looks quite undervalued. To me, it's a quality company, but I want to take a closer look at it.
Do you have $STLA-2.7%stock in your portfolio?
Stellantis N.V.
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I don't really like those car companies, but Stellantis is a pretty good company. Buying it might not be a bad choice.
So after the inflation data, it looks like the S&P 500 $^GSPC-0.2% is going to beat the new ATH again today (if the positive sentiment holds). Investing in some ETF replicating the S&P 500 may not be as fun as stock picking, but then again I don't have that many positions that will beat +18% YTD this year 😄.
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Well, it seemed like it, but the reality was completely different... We finally saw a real sale on the market. But today it's green again.
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I'm curious about Q2 QS results, especially the conference after. Otherwise QS has long been my most important R/R i.e. risk/revenue, Czech 🚀/⚰️, 😉, investment. So now I'm hopefully leaning towards the rocket side🤞.
This sector currently has great potential. However, shares in this sector are already quite expensive. I bought $NVO-5.5% and I don't regret it.