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
FRO – Invitation to Q3 2024 Results Conference Call and Webcast
FRO – Invitation to Q3 2024 Results Conference Call and Webcast Frontline plc.’s preliminary third quarter 2024 results will be released on Wednesday November 27, 2024, and a webcast and conference call will be held at 3:00 p.m. CET (9:00 a.m. U.S. Eastern Time). The results presentation will be available for download from the Investor Relations section at ahead of the conference call. In order to attend the conference call you may do one of the following: a. WebcastGo to the Investor Relations section at and follow the “Webcast” link, or access directly from the link below. b. Confe...
H & M Hennes & Mauritz AB: 1 director
A director at H & M Hennes & Mauritz AB bought 1,850,000 shares at 153.698SEK and the significance rating of the trade was 67/100. 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...
Mowi ASA (OSE:MOWI): Extraordinary General Meeting held
Mowi ASA (OSE:MOWI): Extraordinary General Meeting held The Extraordinary General Meeting in Mowi ASA was held on 19 November 2024 and all items proposed on the agenda were adopted. An office translation of the minutes from the EGM is attached. This information is subject of the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act. Attachment
Mowi ASA (OSE:MOWI): Ekstraordinær generalforsamling avholdt
Mowi ASA (OSE:MOWI): Ekstraordinær generalforsamling avholdt Ekstraordinær generalforsamling i Mowi ASA ble avholdt 19. november 2024 og alle de foreslåtte sakene på agendaen ble godkjent. Protokollen fra generalforsamlingen er vedlagt. Denne opplysningen er informasjonspliktig etter verdipapirhandelloven §5-12. Vedlegg
- Patrik Ling
Elekta (Hold, TP: SEK69.00) - Still in ‘wait and see’ mode
During its Q1 call, Elekta indicated that H1 would be weaker than H2, and we believe this is reflected by consensus. For Q2, we forecast sales growth of c-5% YOY and organic growth of c-1% YOY. We expect order intake of cSEK4.9bn, broadly in line with consensus, and that the book-to-bill in Q2 should remain well above 1x. We are still cautious regarding Elekta’s longer-term performance, and reiterate our HOLD, while we have lowered our target price to SEK69 (76).
- Ola Trovatn
Icelandic Salmon (Hold, TP: NOK135.00) - Stabilised biology
Q3 operating EBIT of NOK-35m was slightly below our estimate and consensus of NOK-25m. Biology stabilised in Q3 after a challenging H1, and focus shifted to rebuilding biomass. The 2024 volume guidance of 13kt was unchanged, while 2025 was guided at 15kt, 3.2kt–4.2kt below our estimate and consensus. We have cut our target price to NOK135 (145) on our lowered estimates, and downgraded to HOLD (BUY), with the valuation looking fair at a 2025–2026e P/E of 22.6–9.8x.
Icelandic Salmon Q3 2024: Building a solid foundation for recovery
Icelandic Salmon Q3 2024: Building a solid foundation for recovery Bíldudalur, 18 November 2024Icelandic Salmon is the parent company of Arnarlax and its subsidiaries, which are involved in salmon farming and processing in Iceland. The companies are collectively referred to as "Icelandic Salmon" or the "Group". In the third quarter, Icelandic Salmon stabilised conditions following biological challenges from last winter and spring. Harvest volume remained low, impacting the quarterly results. However, the Group’s focus on biomass growth has built a solid foundation for recovery and future...
- ABGSC Healthcare Research
- Sten Gustafsson
Icelandic Salmon - Invitation to presentation for the third quarter 20...
Icelandic Salmon - Invitation to presentation for the third quarter 2024 results Bíldudalur, 15th of November 2024. Icelandic Salmon will be presenting results for the third quarter of 2024 on Monday the 18th of November 2024. The presentation will be held in English via webcast, please copy and paste the following link into your browser: The company’s CEO Bjørn Hembre and CFO Jónas Heiðar Birgisson will be presenting the company's results at 9:00 Icelandic time (11:00 CEST). There will be a Q&A session after the presentations so you can send in questions during the presentation to A...
FRO – Notice of Annual General Meeting 2024
FRO – Notice of Annual General Meeting 2024 Frontline plc (the “Company”) announces that its 2024 Annual General Meeting will be held on December 12, 2024. A copy of the Notice of Annual General Meeting and associated information including the Company’s Annual Report on Form 20-F for 2023 can be found on our website at and attached to this press release. November 14, 2024Limassol, Cyprus This information is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act Attachments ...
- Jesper Ingildsen
ALK-Abello (Buy, TP: DKK190.00) - Solid momentum reaffirmed
We find ALK’s solid momentum reaffirmed with the strong Q3 results, where higher European tablet sales more than offset the softness in SCIT/SLIT-drops. We believe the results also confirmed continued profitability improvement, leaving ALK on track to meet its 2025 EBIT margin target of c25% and in a position of strength to invest in growth opportunities, with the Neffy deal as a good example. We reiterate our BUY and DKK190 target price.
- 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
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
Mowi (Buy, TP: NOK235.00) - Q3 in line, with a good outlook
Q3 operating EBIT was EUR173m, in line with the trading update on 15 October. The 2024 harvest guidance of 500kt was unchanged, and the 2025 target of 520kt was introduced. The DPS of NOK1.5 was in line with consensus. Management sees global supply growth (
- Ole Martin Westgaard
Norwegian Air Shuttle (Buy, TP: NOK14.00) - October traffic statistics
We consider this a positive report for Norwegian Air Shuttle, including a yield above our expectation for Norwegian Air, higher revenues for Widerøe and positive outlook comments. We expect 5% positive revisions to consensus 2024e EBIT and believe a positive share price reaction is warranted.
- ABGSC Shipping & Transport Research
- Ali Shemmari
- Petter Nystrøm
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
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