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ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
LSG LEROY SEAFOOD GROUP ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
IFISH ICE FISH FARM AS
SACAM SALMONES CAMANCHACA S A
06/20/24 June 20, 2024 1 EN
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
PREMIUM
SACAM SALMONES CAMANC...

Weak as expected, but improvements in Q2

'24e EBIT (core) largely unchanged following a weak Q1. Temporary headwinds from poor biology and weak demand. Weaker outlook, but valuation support; BUY, TP NOK 27 (28).

SACAM SALMONES CAMANCHACA S A
05/20/24 May 20, 2024 1 EN
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
PREMIUM
LSG Leroy Seafood G...
AUSS Austevoll Seafo... ... (+8)

If it's too good to be true, it usually is

Salmon prices higher on another blow to '24e supply, but farmers struggling to reap the benefits due to weak biology. Valuation not demanding, but more mixed triggers short term.

LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
IFISH ICE FISH FARM AS
SACAM SALMONES CAMANCHACA S A
05/02/24 May 2, 2024 1 EN
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
PREMIUM
SACAM SALMONES CAMANC...

A challenging year ahead

Q1'24e EBIT of USD -1m (FactSet cons. at USD 11m). '24e EBIT slashed on weaker prices and biology. '25e P/E of 7x screens well, but risk has increased.

SACAM SALMONES CAMANCHACA S A
05/02/24 May 2, 2024 1 EN
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