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Monday, May 27, 2024

All Norwegian Shares Half 19 – The “Grand Last” and the subsequent Goal


With a delay of some calendar days towards the unique 2023 12 months finish goal, I’m very pleased to conclude the “All Norwegian Shares” collection with the ultimate “Prime 20” Watchlist.

Total, I used to be someway slightly bit underwhelmed by the Norwegian inventory market, a minimum of it doesn’t supply that a lot of what I’m concerned about.

From the 270+ shares, there’s a massive share of what I’d name “listed early stage VC corporations” which have been IPOed within the final 3 years. These corporations have usually little gross sales and little money left however excessive losses. For those who decide the appropriate one, one may make a bundle, however most of them will disappear out of business eventually. This isn’t my recreation. Then there are one thing like 40 totally different Sparebanken, many Delivery corporations and Fish farmers which have enterprise fashions the place I’m not 100% snug both.

I nonetheless managed to gather 20 shares that I discover value watching going ahead, In distinction to for example the “All Swiss” collection I didn’t discover any firm that I felt the urge to instantly make investments into (apart from my portfolio holding Bouvet).

Last Prime 20 Watch checklist

With out additional intro, listed below are the 20 shares that I made a decision are value watching going ahead (on prime of my portfolio holding Bouvet ASA):

For those who ask me what the scientific foundation behind the choice is, I don’t have a very good reply. The ultimate sele ction was a really subjective stroll by.With “Deep Worth Driller” I really chosen a inventory that I initially placed on “cross”.

So what’s subsequent ?

As I’ve teasered a possible new taregt nation a few time, once more with little Intro my subsequent goal: Belgium.

Why Belgium ? The reason being easy: Over the previous 13 years, I lined various Belgian corporations and I used to be all the time shocked, how such a small, unspectacular nation can create so many fascinating corporations. There are lots of corporations that I needed to have a look at anyway or once more, so Belgium will probably be. By way of the three related segments (Euronext, Development, skilled makret) Belgium has round 215 corporations, which I believe is a practical goal to complete in 2024. For the “Knowledgeable Market” nevertheless, there appears little info accessible, so let’s see ho that can work.

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