reports
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
EAST EASTNINE AB
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
A1T7SE AB SAGAX CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
NYF NYFOSA AB
FAST A FASTPARTNER AB
CIBUS CIBUS NORDIC REAL ESTATE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
KLARA B KLARABO SVERIGE AB
WIHL WIHLBORG FASTIGHETER AB(PUBL)
BALD B FASTIGHETS AB BALDER
WALL B WALLENSTAM AB
SLP B SWEDISH LOGISTIC PROPERTY AB
PUBLI PUBLIC PROPERTY INVEST
INTEA.B-SE INTEA FASTIGHETER
LOGI A ODD MOLLY INTERNATIONAL AB
Mowi ASA (OSE:MOWI): Presentation of Q1 2025 results 14 May 2025 at 08...
Mowi ASA (OSE:MOWI): Presentation of Q1 2025 results 14 May 2025 at 08:00 (CET) Mowi ASA hereby invites you to the presentation of the results for the first quarter 2025 at Hotel Continental, Stortingsgaten 24/26, 0117 Oslo, Norway. The results will be presented in English through a live webcast followed by a Q&A session. Participants will have the opportunity to submit questions online throughout the webcast session. The webcast will be available on A recording of the webcast will be made available on our website immediately afterwards. Please note that the quarterly report and present...
- 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
- Simen Mortensen
More Q1 results and a proposed delisting
The Q1 reporting season is in full swing, with results from Catena, Entra, Pandox and Wihlborgs in the past week. In addition, Aurora Eiendom announced a proposal to delist from Euronext Growth Oslo. The weighted-average implied EBITDA yields on the stocks we cover are 5.00% for 2025e and 5.31% for 2026e.
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
WALL B WALLENSTAM AB CLASS B
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
ENTRA ENTRA ASA
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
CORE B COREM PROPERTY GROUP (B)
KOJAMO KOJAMO OYJ
CTY1S CITYCON OYJ
NYF NYFOSA AB
SAGAB SAGAX
AURA AURORA EIENDOM
PUBLI PUBLIC PROPERTY INVEST
LOGIB LOGISTEA
Lerøy Seafood Group ASA: Notice of General Shareholders' Meeting
Lerøy Seafood Group ASA: Notice of General Shareholders' Meeting The General Shareholders’ Meeting of Lerøy Seafood Group ASA will be held on 27 May 2025 at 10.00 a.m CET as an online meeting. The meeting notice is enclosed. All underlying documentation is available at This information is subject to the disclosure requirements according to section 5-12 of the Norwegian Securities Trading Act. Attachment
Lerøy Seafood Group ASA: Innkalling til ordinær generalforsamling
Lerøy Seafood Group ASA: Innkalling til ordinær generalforsamling Ordinær generalforsamling i Lerøy Seafood Group ASA avholdes 27. mai 2025 klokken 10.00 som online møte. Innkallingen med dagsorden er vedlagt. Vedlegg til innkallingen er tilgjengelig på Lerøy sin hjemmeside Disse opplysningene er informasjonspliktige etter verdipapirhandelloven § 5-12. Vedlegg
Lerøy Seafood Group ASA: Key information relating to the cash dividend...
Lerøy Seafood Group ASA: Key information relating to the cash dividend to be paid by Lerøy Seafood Group ASA Dividend amount: 2.5 per shareDeclared currency: NOKLast day including right: 27 May 2025Ex-date: 28 May 2025Record date: 30 May 2025Payment date: 5 June 2025Date of approval: 27 May 2025 This information is published in accordance with the requirements of the Oslo Børs Rule Book II section 4.2.5.2 (1).
Lerøy Seafood Group ASA: Nøkkelinformasjon ved kontantutbytte for Lerø...
Lerøy Seafood Group ASA: Nøkkelinformasjon ved kontantutbytte for Lerøy Seafood Group ASA Utbyttebeløp: 2,5 kroner per aksje Annonsert valuta: NOK Siste dag inklusive: 27. mai 2025Ex-dato: 28. mai 2025Record date (eierregisterdato): 30. mai 2025Betalingsdato: 5. juni 2025Vedtaksdato: 27. mai 2025 Denne opplysningen er informasjonspliktig etter Oslo Børs Regelbok II pkt. 4.2.5.2 (1).
Lerøy Seafood Group ASA: Integrated annual report for 2024
Lerøy Seafood Group ASA: Integrated annual report for 2024 Please find attached Lerøy Seafood Group ASA's annual report for 2024 as approved by the Board of Directors. The report is also provided in a machine-readable format according to ESEF (European Single Electronic Format) requirements. As part of the group’s integrated reporting, the report includes an overview of priorities, measurements, and targets related to environment, social and governance (“ESG”) matters. It also incorporates a double materiality assessment, in line with the Corporate Sustainability Reporting Directive (CSR...
Lerøy Seafood Group ASA: Integrert årsrapport for 2024
Lerøy Seafood Group ASA: Integrert årsrapport for 2024 Vedlagt følger styregodkjent årsrapport for Lerøy Seafood Group ASA for 2024. Som del av konsernets integrerte rapportering inneholder årsrapporten en oversikt over fokusområder, måleindikatorer og mål innen miljø, samfunnsmessig og finansiell bærekraft (ESG) samt dobbelt vesentlighetsanalyse iht. EUs direktiv for bærekraft. Rapporten er også vedlagt i et maskinlesbart format i tråd med ESEF (European Single Electronic Format). Styret har foreslått et utbytte til utbetaling i 2025 på NOK 2,50 per aksje. Det vises til egen b...
- Alexander Aukner
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
EAST EASTNINE AB
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
A1T7SE AB SAGAX CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
NYF NYFOSA AB
FAST A FASTPARTNER AB
CIBUS CIBUS NORDIC REAL ESTATE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
KLARA B KLARABO SVERIGE AB
WIHL WIHLBORG FASTIGHETER AB(PUBL)
BALD B FASTIGHETS AB BALDER
WALL B WALLENSTAM AB
SLP B SWEDISH LOGISTIC PROPERTY AB
PUBLI PUBLIC PROPERTY INVEST
INTEA.B-SE INTEA FASTIGHETER
LOGI A ODD MOLLY INTERNATIONAL AB
- 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
- Simen Mortensen
Signs of sector recovery, and more Q1 results
The markets were much quieter following the Easter break, with limited news; however, the names we cover saw their shares up 2.6% on average, with Atrium Ljungberg (7.1%), SBB (7.1%) and Pandox (4.8%) the top performers. JM released its Q1 results and we reiterated our BUY, believing it has passed the earnings trough, while we reiterated our HOLDs on Corem and Fabege following their quarterly reports. The weighted-average implied EBITDA yields on the stocks we cover are 5.04% for 2025e and 5.34%...
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
WALL B WALLENSTAM AB CLASS B
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
KMCP KMC PROPERTIES
ENTRA ENTRA ASA
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
CORE B COREM PROPERTY GROUP (B)
KOJAMO KOJAMO OYJ
CTY1S CITYCON OYJ
NYF NYFOSA AB
SAGAB SAGAX
AURA AURORA EIENDOM
PUBLI PUBLIC PROPERTY INVEST
- Johannes Grunselius
Boliden (Buy, TP: SEK480.00) - Earnings growth is on
Although Q1 earnings for the smelters and mines were slightly below our forecasts, we believe this was offset by constructive outlook comments for the rest of 2025 and explicit guidance that metal grades for the Kevitsa and Aitik mines should be picking up in 2026. We have cut our 2026–2027e EBITDA by 5%–4%, mainly due to slightly changed assumptions for FX and weaker prices and terms. We believe Boliden continues to offer impressive earnings growth and attractive multiples beyond the current ye...
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- Alexander Aukner
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.
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
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