Skillnader mot it-krasch: Lönsamma bolag nu
De globala techbolagen har haft ett starkt år 2017 och såväl värdering som p/e-tal har skjutit i höjden. Men att det skulle röra sig om någon ny it-bubbla tror inte Skandias sparekonom Maria Landeborn. Då, i början av 2000-talet, steg priset till skyarna på bolag som aldrig tjänat en krona, säger hon till TT.
– I dag pratar vi om lönsamma bolag.
Nordnets sparekonom Joakim Bornold menar att en del av börsframgångarna beror på att vissa av företagen är på väg att bli helt världsdominerande i sin nisch.
– Amazon är lite som Standard Oil, som en gång hade nästan hela infrastrukturen kring olja. Det är därför de värderas upp, trots att man rent rationellt har svårt att se att det i närtid ska betala tillbaka sig.
bakgrund
P/E-tal
Wikipedia (sv)
P [pe] är den sextonde bokstaven i det moderna latinska alfabetet.
bakgrund
Standard Oil grundades av John D Rockefeller 1870
Wikipedia (en)
Standard Oil Co. Inc. was an American oil producing, transporting, refining, and marketing company. Established in 1870 by John D. Rockefeller as a corporation in Ohio, it was the largest oil refinery in the world of its time. Its controversial history as one of the world's first and largest multinational corporations ended in 1911, when the United States Supreme Court ruled that Standard Oil was an illegal monopoly.
Standard Oil dominated the oil products market initially through horizontal integration in the refining sector, then, in later years vertical integration; the company was an innovator in the development of the business trust. The Standard Oil trust streamlined production and logistics, lowered costs, and undercut competitors. "Trust-busting" critics accused Standard Oil of using aggressive pricing to destroy competitors and form a monopoly that threatened other businesses.
John D. Rockefeller was a founder, chairman and a major shareholder. With the dissolution of the Standard Oil trust into 34 smaller companies, Rockefeller became the richest man in the world, as the initial income of these individual enterprises proved to be much bigger than that of a single larger company. Its successors such as ExxonMobil or Chevron are still among the companies with the largest income worldwide. By 1882, his top aide was John Dustin Archbold. After 1896, Rockefeller disengaged from business to concentrate on his philanthropy, leaving Archbold in control. Other notable Standard Oil principals include Henry Flagler, developer of the Florida East Coast Railway and resort cities, and Henry H. Rogers, who built the Virginian Railway.
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