SALM SalMar ASA

SalMar – Presentasjon North Atlantic Seafood Forum

SalMar – Presentasjon North Atlantic Seafood Forum

I dag på North Atlantic Seafood Forum lanserer SalMar ett ambisiøst innovasjons og forskningsinitiativ, Salmon Living Lab.

Vedlagt finner man kopi av presentasjonen som ble presentert av konsernsjef i SalMar Frode Arntsen.

Vennligst se pressemeldingen, tilgjengelig fra SalMar hjemmeside, og for mer informasjon om Salmon Living Lab.

For mer informasjon vennligst kontakt:

Håkon Husby, IR ansvarlig SalMar

Tel: +47 936 30 449

Email:

Om SalMar

SalMar er en av verdens største og mest effektive produsenter av laks. Konsernet har oppdrettsaktivitet i Midt-Norge, Nord-Norge og på Island, med en betydelig slakteri- og videreforedlingsaktivitet. I tillegg driver selskapet lakseoppdrett til havs gjennom selskapet SalMar Aker Ocean og eier 50% av Scottish Seafarms Ltd.

Se for mer informasjon om selskapet.

Denne opplysningen er informasjonspliktig etter verdipapirhandelloven §5-12.

Vedlegg



EN
06/03/2024

Underlying

SALMSalMar ASA

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Reports on SalMar ASA

Alexander Aukner
  • Alexander Aukner
BMK BENCHMARK HOLDINGS
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
AKVA AKVA GROUP ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
AKBM AKER BIOMARINE
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
MAS MÅSØVAL
6h / 20m 6h / 20m 1 EN
Alexander Aukner
  • Alexander Aukner
Free Trial
SALM SALMAR ASA

SalMar (Buy, TP: NOK650.00) - Minor model adjustments

We have updated our estimates for the volumes in the recent Q1 trading update and a back-end-loaded harvest profile in the quarter, with a higher share of downgrades. We expect operating EBIT of NOK997m for the quarter, c16% below consensus of NOK1,188m. We do not consider these changes to be material, and we have not changed our BUY recommendation. We reiterate our NOK650 target price. The full Q1 report is due at 06:30 CET on 20 May.

04/23/25 April 23, 2025 1 EN
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
04/23/25 April 23, 2025 1 EN
Alexander Aukner
  • Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
MAS MÅSØVAL
04/22/25 April 22, 2025 1 EN
Alexander Aukner
  • Alexander Aukner
Free Trial
LSG Leroy Seafood G...
AUSS Austevoll Seafo... ... (+13)

Time to revisit

The unfolding trade war has led us to cut our global 2025–2027e demand and trim our spot price estimates. The negative price effect is partly countered by reduced mortality boosting volumes and lowering costs, leading to net EPS cuts of 11–2%. Given the sector’s solid track record in adapting to past crises and recent share-price declines, we see a significantly improved risk/reward and have a positive stance on the sector. We have upgraded Mowi, Bakkafrost, and Grieg Seafood to BUY (HOLD).

LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
MAS MÅSØVAL
04/22/25 April 22, 2025 1 EN

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