Investing in Denmark:
The country of Novo Nordisk
INVESTOR TRIP TO COPENHAGEN
23 - 25 May 2024 - 2 spaces left
A small market with lots of choice
Some hands-on, real-life research on Denmark's investment opportunities.
Denmark may be a country of just 6m people, but in terms of publicly listed companies, it's punching far above its weight:
- Novo Nordisk is Europe's most valuable company when measured by market cap.
- ALK-Abelló is one of Denmark's hidden champions, with a 35% global market share in allergy treatments.
- Scandinavian Tobacco is the world's leader for cigars.
The Copenhagen Stock Exchange offers a lot more choice for investors than most investors would be aware of. It makes you wonder:
- Which famous brand names are listed in Copenhagen?
- What are up-and-coming Danish healthcare companies?
- Which Danish blue-chip companies may be worth investigating in more detail?
Join me on a three-day trip to Copenhagen to get a better understanding of the Danish market, look at several promising companies, and enjoy some local experiences as well as networking with like-minded individuals.
Overall, there is capacity for 14 participants.
A small market with lots of choice
About the trip
Participants
A dozen people – fund managers, family offices, high-net-worth investors, analysts, or journalists/podcasters/bloggers – can join the trip.
Activities
We will spend two days visiting publicly listed companies in and around Copenhagen. To make sure we maximise the time that we have available for meetings, our group is going to have its own bus.
In the evenings, we'll share dinner. One of the attractions of such trips is that you can meet like-minded people.
For those who can stay around for the third day (Saturday, 25 May 2024), we'll get a private tour of Copenhagen by "Politically Incorrect Tours". My briefing to them: "We are impossible to offend, so give us your best!"
Companies
cBrain
Software for the digital transformation of the knowledge economy
EUR 900m market cap
Scandinavian Tobacco
200 brands, world's #1 for cigars and pipe tobacco
EUR 1.4bn market cap
ALK-Abelló
35% global market share in allergy treatments
EUR 3.3bn market cap
Bavarian Nordic
Vaccines against infectious diseases and cancer
EUR 1.7bn market cap
Ørsted
#1 worldwide for offshore wind farms
EUR 21bn market cap
Ambu
Single-use endoscopy devices
EUR 3.5bn market cap
Lundbeck
Pharma for brain disease
EUR 800m market cap
Vestas
Wind turbine manufacturer
EUR 25bn market cap
Royal Unibrew
Danish beer brands and strong presence in the Baltics
EUR 3bn market cap
Costs
Bus travel, joint dinners and similar will be charged at cost (EUR 600). Participants will have to book their own travel to Denmark, airport transfers and accommodation.
Interested in joining?
If you'd like to join please do get in touch.
