Peter Garnry
Head of Equity Strategy
- @petergarnry
@MarkFlemming9 Good point. The new updated valuation given by the mid-price makes the risk-reward ratio much worse… https://t.co/ENXTeFNZuj
- @petergarnry
What is the similarity between Danske Bank’s ML scandal and Boeing’s MCAS scandal? Regulatory capture. Antitrust ag… https://t.co/1nmIO44i8W
- @petergarnry
12-month forward EV/Sales is ~5.4 at $14.5bn valuation compared to ~4.8 for MSCI World Software & Services Index #Equities
- @petergarnry
Our take on Lyft's business and valuation basesd on their S-1 filing. If Lyft constrains itself and doesn't go too… https://t.co/RSIb21KByA
- @petergarnry
A new ‘68 revolution is coming. But this time a revolution against a growing sick corporate culture which may deliv… https://t.co/DEhKSx9MFD
- @petergarnry
@ThomasBerntH @OECD Frankrig lider af en absorberingsbarriere (hvilket ofte skyldes rent seeking). Specielt i toppe… https://t.co/WbcBF5g4wV
- @petergarnry
We argue that Danske Bank shares offer attractive upside potential for the patient investor as noise around the mon… https://t.co/DHnyIr3yrj
- @petergarnry
Random tweet, but if you’re interested in economics follow @ole_b_peters. His work on expectation values and time a… https://t.co/F4yJ0QFobf
- @petergarnry
Our monthly equity presentation starts now...join us if you want to know our views on macro and equities https://t.co/ehVbg9nDsk
- @petergarnry
Our take on the massive rally in Chinese equities and preview of tomorrow's BASF Q4 earnings which are important fo… https://t.co/gYBDJFfXrA
- @petergarnry
@Danielfjensen Combination of many things. Rhine water level in Q3. China slowdown. Fiscal surplus. Declining auto… https://t.co/9Yg9THxSXF
- @petergarnry
@Danielfjensen It’s more around 2-7% annualised over 10 years in real terms. The band is the 99% prediction interva… https://t.co/CU85mvfmvf
- @petergarnry
January's rebound in global equities took valuation from 0.04 to 0.34 in standard deviation terms. Still more attra… https://t.co/FmqcY7Z8Qk
- @petergarnry
Japan and Germany PMI Manf. (Feb P) both indicate no positive change yet in global manf. industry including China.… https://t.co/5FXHgVmgoI
- @petergarnry
We are not buying into this Chinese equity rally before German and South Korean equity markets turn higher...… https://t.co/3FhpUCyWWk
- @petergarnry
A small update on Norwegian and its deteriorating credit quality #stockstowatch https://t.co/ZHiORF5fvy
- @petergarnry
Italy industrial sales y/y (Dec) makes worst print since November 2009. We remain negative on equities until we hav… https://t.co/BQJSsSKVTA
- @petergarnry
OECD released yesterday their Global Leading Indicators (Dec). Here is our take on the economy and equities. We are… https://t.co/FjL5j6AbuH
- @petergarnry
RT @TokyoWoods: Japan-South Korea ties are unraveling and Washington has “taken its eye off the ball.” https://t.co/s92zl7aZ7c
- @petergarnry
We spent the last 50 years fighting the things that negatively impact our physical health (tobacco, drugs and alcoh… https://t.co/9DIDdnS3b9
- @petergarnry
Europe's growth decline in the past 11 months is the steepest decline since the 2011 slowdown. However, with the cu… https://t.co/CKtebathPJ
- @petergarnry
Listen to @timoreilly on Silicon Valley and its counterproductive obsession with monopoly business models...it’s wo… https://t.co/X32ySmSVTo
- @petergarnry
@TeisKnuthsen As I read the consensus in the quant factor community the factor is dead. It was fun while it lasted.… https://t.co/9NOYC3BF0K
- @petergarnry
South Korea equity market seems to be the lighthouse to follow as it has historically turned at or just before the… https://t.co/xIdKR1OJFj
- @petergarnry
DAX futures up ~2% yesterday. Deutsche says Germany is drifting towards recession. Germany factory order (Dec) this… https://t.co/T89cn68ggN
- @petergarnry
Alphabet posted their lowest EBITDA margin (27.5%) as a publicly listed company and the lowest since Q1 2004
- @petergarnry
Alphabet is still a money machine, but the 150% growth in CAPEX over the past two years has to stop soon. Otherwise… https://t.co/pT4yU7OuME
- @petergarnry
@TeisKnuthsen Øger dilemmaet for Fed. Hvor meget vægt skal de tillægge amerikansk økonomi vs. verden der klart er a… https://t.co/qCfyxSsgJI
- @petergarnry
Yesterday's FOMC meeting was the expected u-turn on previous policy. The muted market reaction today says most was… https://t.co/Ajg1KhayE7
- @petergarnry
RT @jsblokland: BREAKING! #Italy, the most indebted country within the Eurozone after #Greece, slips back into #recession after Q4 #GDP gro…
- @petergarnry
This week's earnings preview where we zoom in on earnings from Apple, Facebook, Alibaba and Amazon #stocks #Earnings https://t.co/lqcYeHPl41
- @petergarnry
"However, deteriorating macroeconomic conditions, particularly in China, impacted consumer demand for NVIDIA gaming… https://t.co/GsmgVAOwyv
- @petergarnry
Nvidia disappointing earnings release is sending NASDAQ futures down by 1%. Sentiment to remain weak this session.… https://t.co/JALUjhPHq5
- @petergarnry
Nvidia cuts outlook on weaker economy and citing China in particularly. Big negative surprise is weaker sales forec… https://t.co/kHNhJPGo8p
- @petergarnry
RT @Ole_S_Hansen: #Commodities rise ahead of crucial week. Given what is on the plate next week one can argue that we are now moving from t…
- @petergarnry
In recent investor presentations I have put forward a negative view on equities. However, I also said that if Fed c… https://t.co/4htnpneSww
- @petergarnry
@mikaelmilhoj Ja vi har været undervægt/defensive på aktier siden Q1 sidste år og fastholder det syn. Vil gerne se… https://t.co/8i86Md0pGV
- @petergarnry
RT @Ole_S_Hansen: #Gold trading higher (despite rising stocks) ahead of a potential massive week of events: Brexit "Plan B" vote, US-China…
- @petergarnry
@krisgunnars Great, everything is transparent then. I have no position or vested interest in FB :-)
- @petergarnry
@krisgunnars @jessefelder And you are right about spending. You can create very good campaigns on FB...hence their… https://t.co/xZ9HMZrbxG
- @petergarnry
@krisgunnars @jessefelder 1) My better half works in the online ads industry. The problem has been known for years… https://t.co/SR5PdPu0TV
About Peter Garnry
Peter Garnry joined Saxo Bank in 2010 and is Head of Equity Strategy. In 2016, he became responsible for the quantitative strategies team, which focuses on how to apply computer models to financial markets. He develops trading strategies and analyses of the equity markets as well as individual company stocks applying statistics and models.
Garnry developed Saxo Bank’s Alpha Picks which is a monthly publication selecting the most attractive stocks across the US, Europe and Asia. He also contributes to the Saxo Bank Quarterly Outlooks and the annual Outrageous Predictions and is a regular commentator on television, including CNBC and Bloomberg TV.
Peter Garnry joined Saxo Bank in 2010 and is Head of Equity Strategy. In 2016, he became responsible for the quantitative strategies team, which focuses on how to apply computer models to financial markets. He develops trading strategies and analyses of the equity markets as well as individual company stocks applying statistics and models.
Garnry developed Saxo Bank’s Alpha Picks which is a monthly publication selecting the most attractive stocks across the US, Europe and Asia. He also contributes to the Saxo Bank Quarterly Outlooks and the annual Outrageous Predictions and is a regular commentator on television, including CNBC and Bloomberg TV.
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