Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.3.2026
Jakauma
- Osakkeet95,7%
- Muut3,6%
- Lyhyt korko0,7%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·8 t sitten · MuokattuDollar continues to collapse👍🏻 It is down 11% year-to-date, as you can see.What is happening now is not unexpected.Normally, the dollar is a safe haven in turbulent times, but not this time.This is due to money printing and rising national debt.For 40 years ago, the USA had 1.Trillion dollars in debt, now they have almost 40.trillion.If you are so unlucky as to be reborn in the USA, you start life with 115.000$ in debt. We in Norway start life with 3.8 million kr in assets (the oil fund) we think..We don't actually own them, but the Great State controls the assets. 90% of the Oil Fund is in fantasy money(dollar)Not good because we are affected by it. Anyway, what is happening now is welfare transfer.The USA will be the big loser and we plus some other parts of the world will become terribly rich compared to the Americans.Money always goes where there is the greatest return. I see no alternatives other than gold, silver and local tourism companies now. Technology in the USA is out of the question. Oil will fall somewhat when Hormuz opens again, but it will remain quite high due to inflation in the USA.When that happens, markets like Canada, Asia and Europe are very exciting. Bank stocks are out of the question. Mr.Google says yes The historical price increaseFrom fixed price to free float: In 1971, President Richard Nixon abolished the gold standard ("Nixon Shock"), which until then had pegged the price at 35 dollars per ounce.Extreme growth: Towards January 1980, the price rose to a peak of 850 dollars per ounce.Total return: This corresponded to a nominal increase of over 2 300 % in less than a decade.Why gold "won" over stagflationInflation hedge: When annual inflation (CPI) reached almost 15 % in 1980, gold served as an effective store of value that grew much faster than price increases.Energy crises: The oil shocks in 1973 and 1979 created economic uncertainty that drove investors towards precious metals.Negative real interest rate: Because inflation was often higher than the interest rate banks offered, it was unattractive to hold cash, which increased the demand for gold. Silver rose by 3000% Anyone recognize today's situation
11 t sitten11 t sitten🇰🇷 KOSPI above 6,800 – the start of a broader re-rating? The KOSPI broke through the 6,800 level today and traded close to 6,900 intraday, gaining roughly 5% on the day. At the same time, SK Hynix rallied sharply and has now surpassed 1,000 trillion won in market capitalization for the first time, while Samsung Electronics rose several percent. This looks less like random noise and more like multiple structural drivers moving in the same direction. The most important factor is the development in AI-related memory. SK Hynix reported record results for Q1 2026, with revenue of approximately 52.6 trillion won and operating profit of around 37.6 trillion won. These are exceptionally strong figures, but they are supported by surging demand for High Bandwidth Memory used in AI infrastructure. Several reports indicate that demand is already exceeding supply, and that the market could remain tight for years. This supports the view that we are not simply seeing a short-term inventory cycle, but rather a broader capex cycle driven by hyperscalers and global technology companies. At the same time, the so-called “Korea discount” may be starting to narrow. South Korea has historically traded at a discount to peers, partly due to weaker corporate governance and complex ownership structures. Policymakers have recently signaled a stronger focus on shareholder returns and governance, which could support higher valuation multiples over time if investor confidence improves. There are also early signs of capital rotation. After years of concentrated exposure to U.S. megacaps, global investors appear to be increasing allocations to companies further down the value chain, particularly in semiconductors. Korean firms play a critical role in the AI ecosystem, and incremental foreign inflows could continue to support the market if this trend persists. That said, there are clear risks. A potential strike at Samsung could create short-term volatility, expectations are already elevated following the recent rally, and FX moves will impact returns for international investors. In addition, the memory industry remains inherently cyclical, even if AI demand is currently dampening the traditional swings. I hold JPM Korea Equity A, which provides broad exposure to this theme, with SK Hynix and Samsung Electronics as key positions. Korea has long been viewed as a “value trap,” but the current setup raises the question of whether we are at the beginning of a structural re-rating or closer to the peak of a powerful earnings cycle. For now, the data leans more toward the former, but this remains a high-beta, cyclical market. This is not investment advice. I may be wrong. ⸻ Sources and further reading: https://www.reuters.com/world/asia-pacific/nvidia-supplier-sk-hynix-q1-profit-rises-406-meets-forecasts-2026-04-22/https://finance.yahoo.com/markets/stocks/articles/sk-hynix-announces-1q26-financial-233600460.htmlhttps://www.tomshardware.com/tech-industry/artificial-intelligence/samsung-and-sk-hynix-warn-ai-driven-memory-shortages-could-last-until-2027-and-beyond-as-hbm-demand-explodes-customers-already-reserving-supply-years-ahead-while-the-wider-dram-market-begins-to-tightenhttps://www.marketwatch.com/story/the-good-times-roll-for-sk-hynix-with-record-breaking-quarter-but-living-up-to-expectations-isnt-easy-1f2ae731https://www.mk.co.kr/en/stock/12035188
·23 t sitten · MuokattuFirst Majestic Silver. This will be exciting, because a year ago the silver price was at 33 and the company earned about 10 dollars per oz. This Q1 they earned approx. 84-25= 59 dollars per oz. The profit increased 6 times. The share price has approx increased by 3 times. That means that the share price now is 50 % of what it was 1 year ago. It will be exciting to follow the 4 big ones in the fund this week.
·1 päivä sittenNow it can only get better
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 31.3.2026
Jakauma
- Osakkeet95,7%
- Muut3,6%
- Lyhyt korko0,7%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sitten · MuokattuDollar continues to collapse👍🏻 It is down 11% year-to-date, as you can see.What is happening now is not unexpected.Normally, the dollar is a safe haven in turbulent times, but not this time.This is due to money printing and rising national debt.For 40 years ago, the USA had 1.Trillion dollars in debt, now they have almost 40.trillion.If you are so unlucky as to be reborn in the USA, you start life with 115.000$ in debt. We in Norway start life with 3.8 million kr in assets (the oil fund) we think..We don't actually own them, but the Great State controls the assets. 90% of the Oil Fund is in fantasy money(dollar)Not good because we are affected by it. Anyway, what is happening now is welfare transfer.The USA will be the big loser and we plus some other parts of the world will become terribly rich compared to the Americans.Money always goes where there is the greatest return. I see no alternatives other than gold, silver and local tourism companies now. Technology in the USA is out of the question. Oil will fall somewhat when Hormuz opens again, but it will remain quite high due to inflation in the USA.When that happens, markets like Canada, Asia and Europe are very exciting. Bank stocks are out of the question. Mr.Google says yes The historical price increaseFrom fixed price to free float: In 1971, President Richard Nixon abolished the gold standard ("Nixon Shock"), which until then had pegged the price at 35 dollars per ounce.Extreme growth: Towards January 1980, the price rose to a peak of 850 dollars per ounce.Total return: This corresponded to a nominal increase of over 2 300 % in less than a decade.Why gold "won" over stagflationInflation hedge: When annual inflation (CPI) reached almost 15 % in 1980, gold served as an effective store of value that grew much faster than price increases.Energy crises: The oil shocks in 1973 and 1979 created economic uncertainty that drove investors towards precious metals.Negative real interest rate: Because inflation was often higher than the interest rate banks offered, it was unattractive to hold cash, which increased the demand for gold. Silver rose by 3000% Anyone recognize today's situation
- 11 t sitten11 t sitten🇰🇷 KOSPI above 6,800 – the start of a broader re-rating? The KOSPI broke through the 6,800 level today and traded close to 6,900 intraday, gaining roughly 5% on the day. At the same time, SK Hynix rallied sharply and has now surpassed 1,000 trillion won in market capitalization for the first time, while Samsung Electronics rose several percent. This looks less like random noise and more like multiple structural drivers moving in the same direction. The most important factor is the development in AI-related memory. SK Hynix reported record results for Q1 2026, with revenue of approximately 52.6 trillion won and operating profit of around 37.6 trillion won. These are exceptionally strong figures, but they are supported by surging demand for High Bandwidth Memory used in AI infrastructure. Several reports indicate that demand is already exceeding supply, and that the market could remain tight for years. This supports the view that we are not simply seeing a short-term inventory cycle, but rather a broader capex cycle driven by hyperscalers and global technology companies. At the same time, the so-called “Korea discount” may be starting to narrow. South Korea has historically traded at a discount to peers, partly due to weaker corporate governance and complex ownership structures. Policymakers have recently signaled a stronger focus on shareholder returns and governance, which could support higher valuation multiples over time if investor confidence improves. There are also early signs of capital rotation. After years of concentrated exposure to U.S. megacaps, global investors appear to be increasing allocations to companies further down the value chain, particularly in semiconductors. Korean firms play a critical role in the AI ecosystem, and incremental foreign inflows could continue to support the market if this trend persists. That said, there are clear risks. A potential strike at Samsung could create short-term volatility, expectations are already elevated following the recent rally, and FX moves will impact returns for international investors. In addition, the memory industry remains inherently cyclical, even if AI demand is currently dampening the traditional swings. I hold JPM Korea Equity A, which provides broad exposure to this theme, with SK Hynix and Samsung Electronics as key positions. Korea has long been viewed as a “value trap,” but the current setup raises the question of whether we are at the beginning of a structural re-rating or closer to the peak of a powerful earnings cycle. For now, the data leans more toward the former, but this remains a high-beta, cyclical market. This is not investment advice. I may be wrong. ⸻ Sources and further reading: https://www.reuters.com/world/asia-pacific/nvidia-supplier-sk-hynix-q1-profit-rises-406-meets-forecasts-2026-04-22/https://finance.yahoo.com/markets/stocks/articles/sk-hynix-announces-1q26-financial-233600460.htmlhttps://www.tomshardware.com/tech-industry/artificial-intelligence/samsung-and-sk-hynix-warn-ai-driven-memory-shortages-could-last-until-2027-and-beyond-as-hbm-demand-explodes-customers-already-reserving-supply-years-ahead-while-the-wider-dram-market-begins-to-tightenhttps://www.marketwatch.com/story/the-good-times-roll-for-sk-hynix-with-record-breaking-quarter-but-living-up-to-expectations-isnt-easy-1f2ae731https://www.mk.co.kr/en/stock/12035188
- ·23 t sitten · MuokattuFirst Majestic Silver. This will be exciting, because a year ago the silver price was at 33 and the company earned about 10 dollars per oz. This Q1 they earned approx. 84-25= 59 dollars per oz. The profit increased 6 times. The share price has approx increased by 3 times. That means that the share price now is 50 % of what it was 1 year ago. It will be exciting to follow the 4 big ones in the fund this week.
- ·1 päivä sittenNow it can only get better
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sitten · MuokattuDollar continues to collapse👍🏻 It is down 11% year-to-date, as you can see.What is happening now is not unexpected.Normally, the dollar is a safe haven in turbulent times, but not this time.This is due to money printing and rising national debt.For 40 years ago, the USA had 1.Trillion dollars in debt, now they have almost 40.trillion.If you are so unlucky as to be reborn in the USA, you start life with 115.000$ in debt. We in Norway start life with 3.8 million kr in assets (the oil fund) we think..We don't actually own them, but the Great State controls the assets. 90% of the Oil Fund is in fantasy money(dollar)Not good because we are affected by it. Anyway, what is happening now is welfare transfer.The USA will be the big loser and we plus some other parts of the world will become terribly rich compared to the Americans.Money always goes where there is the greatest return. I see no alternatives other than gold, silver and local tourism companies now. Technology in the USA is out of the question. Oil will fall somewhat when Hormuz opens again, but it will remain quite high due to inflation in the USA.When that happens, markets like Canada, Asia and Europe are very exciting. Bank stocks are out of the question. Mr.Google says yes The historical price increaseFrom fixed price to free float: In 1971, President Richard Nixon abolished the gold standard ("Nixon Shock"), which until then had pegged the price at 35 dollars per ounce.Extreme growth: Towards January 1980, the price rose to a peak of 850 dollars per ounce.Total return: This corresponded to a nominal increase of over 2 300 % in less than a decade.Why gold "won" over stagflationInflation hedge: When annual inflation (CPI) reached almost 15 % in 1980, gold served as an effective store of value that grew much faster than price increases.Energy crises: The oil shocks in 1973 and 1979 created economic uncertainty that drove investors towards precious metals.Negative real interest rate: Because inflation was often higher than the interest rate banks offered, it was unattractive to hold cash, which increased the demand for gold. Silver rose by 3000% Anyone recognize today's situation
- 11 t sitten11 t sitten🇰🇷 KOSPI above 6,800 – the start of a broader re-rating? The KOSPI broke through the 6,800 level today and traded close to 6,900 intraday, gaining roughly 5% on the day. At the same time, SK Hynix rallied sharply and has now surpassed 1,000 trillion won in market capitalization for the first time, while Samsung Electronics rose several percent. This looks less like random noise and more like multiple structural drivers moving in the same direction. The most important factor is the development in AI-related memory. SK Hynix reported record results for Q1 2026, with revenue of approximately 52.6 trillion won and operating profit of around 37.6 trillion won. These are exceptionally strong figures, but they are supported by surging demand for High Bandwidth Memory used in AI infrastructure. Several reports indicate that demand is already exceeding supply, and that the market could remain tight for years. This supports the view that we are not simply seeing a short-term inventory cycle, but rather a broader capex cycle driven by hyperscalers and global technology companies. At the same time, the so-called “Korea discount” may be starting to narrow. South Korea has historically traded at a discount to peers, partly due to weaker corporate governance and complex ownership structures. Policymakers have recently signaled a stronger focus on shareholder returns and governance, which could support higher valuation multiples over time if investor confidence improves. There are also early signs of capital rotation. After years of concentrated exposure to U.S. megacaps, global investors appear to be increasing allocations to companies further down the value chain, particularly in semiconductors. Korean firms play a critical role in the AI ecosystem, and incremental foreign inflows could continue to support the market if this trend persists. That said, there are clear risks. A potential strike at Samsung could create short-term volatility, expectations are already elevated following the recent rally, and FX moves will impact returns for international investors. In addition, the memory industry remains inherently cyclical, even if AI demand is currently dampening the traditional swings. I hold JPM Korea Equity A, which provides broad exposure to this theme, with SK Hynix and Samsung Electronics as key positions. Korea has long been viewed as a “value trap,” but the current setup raises the question of whether we are at the beginning of a structural re-rating or closer to the peak of a powerful earnings cycle. For now, the data leans more toward the former, but this remains a high-beta, cyclical market. This is not investment advice. I may be wrong. ⸻ Sources and further reading: https://www.reuters.com/world/asia-pacific/nvidia-supplier-sk-hynix-q1-profit-rises-406-meets-forecasts-2026-04-22/https://finance.yahoo.com/markets/stocks/articles/sk-hynix-announces-1q26-financial-233600460.htmlhttps://www.tomshardware.com/tech-industry/artificial-intelligence/samsung-and-sk-hynix-warn-ai-driven-memory-shortages-could-last-until-2027-and-beyond-as-hbm-demand-explodes-customers-already-reserving-supply-years-ahead-while-the-wider-dram-market-begins-to-tightenhttps://www.marketwatch.com/story/the-good-times-roll-for-sk-hynix-with-record-breaking-quarter-but-living-up-to-expectations-isnt-easy-1f2ae731https://www.mk.co.kr/en/stock/12035188
- ·23 t sitten · MuokattuFirst Majestic Silver. This will be exciting, because a year ago the silver price was at 33 and the company earned about 10 dollars per oz. This Q1 they earned approx. 84-25= 59 dollars per oz. The profit increased 6 times. The share price has approx increased by 3 times. That means that the share price now is 50 % of what it was 1 year ago. It will be exciting to follow the 4 big ones in the fund this week.
- ·1 päivä sittenNow it can only get better
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 31.3.2026
Jakauma
- Osakkeet95,7%
- Muut3,6%
- Lyhyt korko0,7%