reports
- Alexander Aukner
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
Coloplast A/S - Invitation to Coloplast's Meet the Management event on...
Coloplast A/S - Invitation to Coloplast's Meet the Management event on 6 June 2024 (gentle reminder) The event will take place on Thursday, 6 June 2024 at Coloplast’s HeadquartersHoltedam 3, 3050 Humlebaek, Denmarkfrom 11.30 - 18.00 CEST (Central European Summer Time) Coloplast invites institutional investors, equity analysts and media to attend our 2024 Meet the Management event.The event will be held in person at our headquarters in Humlebaek, Denmark, with the option to join us virtually for the plenary session.The purpose of the event is to provide participants with the opportuni...
- Alexander Aukner
SalMar (Hold, TP: NOK690.00) - Earnings disappoint in Q1
Operating EBIT of NOK1.5bn undershot our estimate and consensus of NOK1.6bn–1.7bn. Core farming in Norway was better than we expected, while Icelandic Salmon and SalMar Aker Offshore missed significantly. We have factored in the Q2 guidance for low harvest volumes in our full-year EPS, while a lower tax charge aided Q1 EPS. We have raised our 2025–2026e EPS by 2.5-4.1%, largely reflecting larger volumes and a margin gain in the offshore operations; however, we reiterate our HOLD and NOK690 targe...
- ABGSC Capital Goods Research
- Peter Sehested
- Tomi Railo
FLSmidth (Buy, TP: DKK440.00) - Mixed start to the year
Following a rather mixed Q1 report, our 2024–2026e clean EPS are virtually unchanged. We reiterate our BUY and have raised our target price to DKK440 (400) on a slightly raised SOTP multiple approach. We like the continued earnings quality improvement and further value-creation potential through an exit from Cement.
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Olof Cederholm
- Stian Wibstad
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
Svenska Cellulosa AB SCA: 1 director
A director at Svenska Cellulosa AB SCA bought 1,514,710 shares at 166.569SEK and the significance rating of the trade was 100/100. 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 t...
- Johan Skoglund
GARO (Hold, TP: SEK30.00) - Low voltage
We reiterate our HOLD and SEK30 target price following a weak Q1 report compared to our estimates, with negative EBIT for E-Mobility due to low demand and negative operational leverage, and Electrification still in a cyclically slow Nordic construction market. With net debt/EBITDA of c4.0x, we acknowledge the market’s increased concerns on liquidity, dependent on an inventory reduction near-term.
- ABGSC Capital Goods Research
- Peter Sehested
SalMar - Notice of annual general meeting
SalMar - Notice of annual general meeting SalMar ASA will hold its annual general meeting on Thursday 6 June 2024 at 12:00 CEST. The meeting will be held virtually through the general meeting portal administrated by Euronext Securities Oslo. Please find the notice of the Annual General Meeting (AGM) enclosed. The company published its annual report on 19 April 2024. The report is available at the company homepage, , including other relevant documents for the general meeting. For further information, please contact:Håkon Husby, Head of Investor RelationsTel: +47 936 30 449 Email: This i...
SalMar - Innkalling til generalforsamling
SalMar - Innkalling til generalforsamling SalMar ASA avholder ordinær generalforsamling torsdag 6. juni 2024 klokken 12:00. Møtet vil avholdes digitalt via generalforsamlingsportalen administrert av Euronext Securities Oslo. Innkalling til generalforsamling er vedlagt. Selskapets årsrapport ble offentliggjort 19. april 2024 og er tilgjengelig på selskapets hjemmeside, , sammen med øvrige relevante dokumenter til generalforsamlingen. For ytterligere informasjon, vennligst kontakt:Håkon Husby, IR-ansvarligTel: +47 936 30 449 Email: Denne opplysningen er informasjonspliktig etter verdipap...
FLSmidth & Co. Group Interim Report for Q1 2024: Strong gross margin l...
FLSmidth & Co. Group Interim Report for Q1 2024: Strong gross margin leading to continued improvement in profitability COMPANY ANNOUNCEMENT NO. 8-2024 15 May 2024, Copenhagen, Denmark Highlights in Q1 2024 Mining order intake showed organic growth of 3% reflecting stable Service market and large Products order winsMining revenue declined organically by 11% due to timing of order executionGroup gross margin of 29.2% driven primarily by strong margin execution in MiningAdjusted Mining EBITA margin of 11.5% driven by continued strong execution and realised synergies Good progression...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Niclas Gehin
Rana Gruber (Buy, TP: NOK90.00) - Volatile iron ore prices
Rana Gruber reported a mixed set of Q1 results, with accounting and hedging effects as well as volatile iron ore prices, which blurred much of the underlying operational result. We have lowered our 2024–2026e EPS by 1–3% on the results and our updated forecasts for the latest iron ore futures curve and FX changes. We continue to find a 2024e P/E of 7x on current spot rates attractive, while we await the benefits of the company’s upgrade to Fe 65% and potential further upgrades longer-term. We re...
- Alexander Aukner
SalMar (Hold, TP: NOK690.00) - Q1 on the soft side
Q1 operating EBIT of NOK1,512m was 7% below our forecast and 11% below consensus. SalMar Aker Ocean (SAO) and Icelandic Salmon reported lower-than-expected margins, accounting for the majority of the miss. The 2024 harvest guidance was unchanged at 237kt for Norway, 7kt for SAO, 15kt for Iceland and 37kt for the UK, while guided Q2 volumes were lower, suggesting a more back-end loaded profile. Costs were guided slightly lower QOQ for Norway. We expect consensus 2024e EPS to come down by c5–10% a...
Coloplast udvider Luja™-portefølje med nyt kateter til kvinder
Coloplast udvider Luja™-portefølje med nyt kateter til kvinder Engangskateteret gør det muligt for kvinder at tømme blæren i et frit flow1, hvilket nedsætter risikoen for urinvejsinfektioner2. Luja-platformen er med sin Micro-hole Zone Technology en ny generation af intermitterende engangskatetre til mennesker med behov for hjælp til at tømme deres blære. Efter en vellykket lancering af Luja til mandlige kateterbrugere lancerer Coloplast nu Luja til kvinder. ”Vi har modtaget rigtig god feedback for Luja til mænd i vores produktevalueringer. Næsten alle sundhedsprofessionelle anbefaler kat...
Coloplast expands its Luja™ portfolio with next generation catheter fo...
Coloplast expands its Luja™ portfolio with next generation catheter for women The female intermittent catheter enables complete bladder emptying in one free flow1, aiming to reduce the risk of urinary tract infections2. Following the successful launch of Luja with Micro-hole Zone Technology, a next generation intermittent catheter for men, Coloplast is now launching Luja for women. “So far, we have received great feedback on Luja for men in our product evaluations. Nearly all healthcare professionals would recommend the male catheter to their patients3, and sev...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
SalMar - Results in the first quarter characterized by a challenging w...
SalMar - Results in the first quarter characterized by a challenging winter period Harsh winter conditions, extreme weather events and continued jellyfish attacks had adverse effect on SalMar’s farming segments in Norway in the first quarter and impacted the company’s results.Operational EBIT for Norway was NOK 1,546 million for the first quarter. Harvest volume was 45,400 tonnes and operational EBIT per kg was NOK 34.1.Operational EBIT for the Group was NOK 1,512 million for the first quarter. Harvest volume was 52,900 tonnes and operational EBIT per kg was NOK 28.6.The Salmon Living Lab i...
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