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2020 is likely to go down in history as one of the strangest years in the stock market. A strong run during a black march was followed by a long and stable rally, while the uncertainty surrounding the economic recovery remained constant.
– The bleaker the real economic reality looked, the more prospective the stock market became. At the same time, we were able to see a staggeringly large increase in interest in the stock market in Swedish country houses. The pandemic and its financial consequences caused more people to open their eyes to their personal finances and savings, says Frida Bratt.
Many business records
The year is characterized by huge activity with trade registrations over several days among Nordnet customers.
– Two sectors stood out during the year as clear shopping favorites, says Frida Bratt.
The first were the airlines Norwegian and SAS, two companies with financial challenges in an already vulnerable sector characterized by fierce competition and price pressure.
– Corona was a blow to the companies that were already on the ground. Norwegian’s share price has been completely bombed, but it is causing deaths as the company struggles to avoid bankruptcy, says Frida Bratt.
“New buying trend of homemaker companies”
The other clear buying trend is the winners of the pandemic, who can be said to belong to the category of “businesses from home”.
– Games were all the rage even before the pandemic, with its own structural growth in a cyclically insensitive industry. But in 2020, purchases skyrocketed, partly at Evolution Gaming, partly at game developer Embracer. Two favorite purchases month after month in 2020, says Frida Bratt.
“Hard year for banks”
The sales list is headed by the most bought stock of 2019: Swedbank.
– Banking as a sector has had a difficult year, and has not kept up as well in the recovery as, for example, industrial companies. This is due to concerns about rampant credit losses, but also increased competition, lost dividends, and continued low interest rates. In addition, in mid-December, information arrived in the media that showed in a more concrete way that Swedbank and SEB are being investigated by the US authorities, and this made savers fear that the worst of the money laundering issue has not yet been completed. finished, says Frida Bratt.
Investor still on top
The investor will remain a stable and popular buy, even in 2020.
– Many have investment companies as their base in the portfolio, and the investor offers risk diversification, a good track record, low management costs and this at a discount compared to the underlying positions. Something that actually got a bit more unusual in a year like 2020, when risk appetite was at its peak and discounts decreased as premiums rose at investment firms. We can see that savers chose to sell and take home the profits at Latour, a company with a sky-high premium, says Frida Bratt.
Graphic: The following table shows the most traded stocks among Nordnet clients in 2020:
| Most bought shares | Most sold shares |
| Investor | Swedbank |
| Norwegian | Latour |
| SAS | Sinchi |
| Astra Zeneca | Intrum |
| Hugging | Nibe |
| Evolution games | SCA |
| Castellum | Power cell |
| Telia Company | Ericsson |
| Scandic Hotels | Nokia |
| Axfood | FIG |
| Source: Nordnet, 201228 |
