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NGM Investment competition

4 Nov 2022 | 2 min read
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NGM Investerar-SM is approaching and with it is a time to show that you are the best investor in Sweden or learn more about investing with fictitious money. Finding where the moves will happen is key to coming out as the winner in the competition. Therefore, we present a potential strategy with key dates and some trades that may be interesting:

We start the week on November 7 with some positions in the OMX30 to feel the stock market. Towards the afternoon, there are positions to go into BionTech or Palantin. Which effect do the replenishment doses have on the performance of BionTech.

The day after on November 8, it will be the turn of German chemical/pharmaceutical company Bayer. There are questions about the impact of European gas prices on margins. Later in the evening it will be Disney where the number of users and their investment in Disney+ is central to the stock's performance. If you do the right trades during the day you have created some nice potential for future days.

On to November 9 which is a day where you can get nice exposure to companies operating in different sectors. Adidas offers a report and of course consumer spending is key here given the current economic climate with consumers under pressure. In addition, Commerzbank may offer some interesting numbers. The positive results from Nordic banks built on increased net interest income are not as common among non-Nordic players. This is due to the nature of financing solutions in different countries where the Nordic market tends to be more based on variable interest rates. Here, it can range from moving to easy and moderate. Bavarian Nordic and Genmab are also two companies to report results both in a sector that has been stable over the year and has shown strength.

Then comes November 10 where we have Fortum. It has been messy lately with the sale of Uniper offering a loss but also resulting in a relief rally after getting rid of this bleeding item. On top of that comes US inflation which could boost the S&P 500 index and the Nasdaq-100.
The last day of the race offers inflation figures from the UK. Then we'll see if new Prime Minister Rishi Sunak can exhale. The FTSE 100 and USD/GBP, among others, could move here.

That said, we wish you the best of luck.  

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