Leroy Seafood Group ASA

Leroy Seafood Group is a supplier of seafood. Co.'s primary products are Atlantic salmon and trout. Co. reports within two main segments: Production and Sales and Distribution. The Production segment includes Co.'s activities within production and processing, mainly Atlantic salmon and trout. The subsidiaries in this segment are a main employer along the Norwegian coastline and other areas. The Sales and Distribution segment has a global reach, comprising sales, marketing, product development and distribution of both Co.'s own produced products as well as for external suppliers. Co. is also engaged in nationwide distribution of fresh fish on the Norwegian market.
  • TickerLSG
  • ISINNO0003096208
  • ExchangeOslo Bors
  • SectorFood Producers
  • CountryNorway

Analysts

Alexander Aukner ...
  • Ole-Andreas Krohn

Northern Lights

Aksel Øverland Engebakken ...
  • Casper Blom
  • Karl Fredrik Schjøtt-Pedersen
  • Mads Thinggaard
  • Martin Kaland
  • Patrik Brattelius

Talking Points - Collector (Sell): Rights issue initiated, EPS cut by 50%

Nilfisk (Buy) Post-results comments: No dessert in the first half of 2020 Dilutes the number of shares, EPS down 50% ‘20e-‘22e Too expensive – SELL TP SEK 20

Martin Kaland

Lerøy Seafood Group - Moving in the right direction

’20e EBIT down 2% on costs, ’21e up 5% on volumes Full recovery still some way off, but baby steps enough Valuation support and estimates are holding up, BUY

Alexander Aukner

Lerøy Seafood (Buy, TP: NOK70.00) - Moving in the right direction

Lerøy Seafood reported Q4 operational EBIT of NOK769m, in line with our estimate and consensus. The proposed 2019 DPS of NOK2.3 was 15% above our expectation. We were positively surprised by the company planning a CMD in May/June as well as the harvest guidance of 183–188kt in 2020 and 200–210kt in 2021. We see light at the end of the communication tunnel, and reiterate our BUY and NOK70 target price.

Martin Kaland

Lerøy Seafood Group - Q4: EBIT -3% vs cons, DPS +10%

Q4’19 EBIT 3% below consensus DPS 11% above cons, ‘20e volume guidance unchanged Expecting cons. ‘20e EBIT to come down ~2-5%

Aksel Øverland Engebakken ...
  • Casper Blom
  • Karl Fredrik Schjøtt-Pedersen
  • Mads Thinggaard
  • Martin Kaland
  • Patrik Brattelius

Talking Points - Collector (Sell): Rights issue initiated, EPS cut by 50%

Nilfisk (Buy) Post-results comments: No dessert in the first half of 2020 Dilutes the number of shares, EPS down 50% ‘20e-‘22e Too expensive – SELL TP SEK 20

Martin Kaland

Lerøy Seafood Group - Moving in the right direction

’20e EBIT down 2% on costs, ’21e up 5% on volumes Full recovery still some way off, but baby steps enough Valuation support and estimates are holding up, BUY

Alexander Aukner

Lerøy Seafood (Buy, TP: NOK70.00) - Moving in the right direction

Lerøy Seafood reported Q4 operational EBIT of NOK769m, in line with our estimate and consensus. The proposed 2019 DPS of NOK2.3 was 15% above our expectation. We were positively surprised by the company planning a CMD in May/June as well as the harvest guidance of 183–188kt in 2020 and 200–210kt in 2021. We see light at the end of the communication tunnel, and reiterate our BUY and NOK70 target price.

Martin Kaland

Lerøy Seafood Group - Q4: EBIT -3% vs cons, DPS +10%

Q4’19 EBIT 3% below consensus DPS 11% above cons, ‘20e volume guidance unchanged Expecting cons. ‘20e EBIT to come down ~2-5%

Alexander Aukner

Seafood - Fat Trout Weekly

Seafood - Fat Trout Weekly

Leroy Seafood Group: 2 directors bought/maiden bought

Two Directors at Leroy Seafood Group bought/maiden bought 21,000 shares at between 54.000NOK and 54.680NOK. The significance rating of the trade was 74/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricte...

Alexander Aukner ...
  • Ole-Andreas Krohn

Northern Lights

Alexander Aukner ...
  • Christer Magnergård
  • Joachim Gunell
  • Nicolas McBeath
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Paul Harper
  • Simen Mortensen
  • Viktor Trollsten

Northern Lights

Alexander Aukner ...
  • Jørgen Lian
  • Niklas Wetterling
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Patrik Ling

Northern Lights

Alexander Aukner ...
  • Jon Masdal
  • Martin Arnell
  • Martin Huseby Karlsen
  • Ole Martin Westgaard
  • Ole-Andreas Krohn

Northern Lights

Alexander Aukner ...
  • Christer Magnergård
  • Jesper Ingildsen
  • Karl-Johan Bonnevier
  • Niclas Gehin
  • Niklas Wetterling
  • Ole-Andreas Krohn
  • Patrik Ling
  • Rune Majlund Dahl

Northern Lights

LEROY SEAFOOD GROUP ASA sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of LEROY SEAFOOD GROUP ASA (NO), a company active in the Farming & Fishing industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date February 21, 2020, the closing price was NOK 61.96 and its potential was estimated at NOK 68.75.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

MarketLine Department

Marine Harvest Asa - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Marine Harvest Asa Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Marine Harvest Asa since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. ...

MarketLine Department

Grieg Seafood ASA - Strategy, SWOT and Corporate Finance Report

Summary Grieg Seafood ASA - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Grieg Seafood ASA (Grieg Seafood) is a fish farming and distribution company that specializes in farming of Atlantic salmon. The company’s business operations primarily include the production and trade of salmon and trout. It holds several licenses for the production of salmon. The company ...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

As support levels continue to hold for the MSCI ACWI and S&P 500, our neutral but constructive outlook remains. Additionally, we reiterate our expectation for more consolidation and volatility. In today's report we highlight actionable stocks within countries that are displaying bullish price and relative strength trends. • Asia/Pacific. In Japan, the TOPIX continues to exhibit leadership characteristics. Stay overweight. Broadly speaking, global Consumer Staples stocks are lagging, but Japan is the exception. Hong Kong's Hang Seng Index also remains on bullish footing... see pages 2 and 5-11...

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