reports
- ABGSC Strategy Research
- Christer Linde
- Alexander Aukner
- 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
Lerøy Seafood Group ASA: Invitation to presentation of results for Q4 ...
Lerøy Seafood Group ASA: Invitation to presentation of results for Q4 2024 Lerøy Seafood Group ASA will present its results for Q4 2024 on 28 February 2025 at Continental Hotel, Stortingsgata 24/26 in Oslo at 08:00 CET. The presentation will be held in Norwegian followed by a Q&A session. Delicious seafood will be served from 07:45 CET. You may alternatively follow the Norwegian presentation and submit questions through a live broadcast available on . The quarterly report and presentation will be published at 06:30 CET.A recording of the presentation in English will be available from 12:0...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
Grieg Seafood (Hold, TP: NOK50.00) - One step forward, two steps back
Grieg Seafood ended 2024 with a NOK1.7bn impairment in Canada and announced a NOK1.5bn–2.0bn perpetual bond issue and potential sale-leaseback of Finnmark’s smolt facility to protect its Canadian assets. Although the short-term liquidity shortfall is plugged, none of the long-term challenges have been addressed. We have cut our target price to NOK50 (79), but reiterate our HOLD.
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
SalMar (Buy, TP: NOK690.00) - Back-end-loaded 2025e
SalMar had a stronger finish to the year than we (and consensus) expected, but guided for a back-end-loaded harvest for 2025. Encouragingly, biological performance in the sea looks promising for 2025e. We have cut our 2025e EPS by 7.5% on the back-end-loaded harvest, but increased our 2026–2027e on the higher expected realised prices due to a lower discount on downgrades. We reiterate our BUY and NOK690 target price.
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Mowi ASA: Primary insider purchase shares
Mowi ASA: Primary insider purchase shares Eivind Kallbekken, employee board representative in Mowi ASA, has on 18 February 2025 purchased 1,135 shares in Mowi ASA at a price of NOK 220.00 per share. Following the transaction, Eivind Kallbekken owns 1,835 shares in Mowi ASA. This information is subject to the disclosure requirements pursuant to section 4-2 and 5-12 of the Norwegian Securities Trading Act Attachment
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
SalMar – Satisfactory results and good biological development towards ...
SalMar – Satisfactory results and good biological development towards the end of the quarter The fourth quarter of 2024 marks the end of a challenging year for SalMar. However, biological conditions and results improved significantly towards the end of the year, providing brighter prospects for 2025.Operational EBIT for Norway was NOK 1,485 million in the fourth quarter of 2024. The harvest volume was 67,300 tonnes, and operational EBIT per kg was NOK 22.1. Operational EBIT for the group was NOK 1,489 million in the fourth quarter of 2024. The harvest volume was 73,800 tonnes, and operation...
SalMar – Tilfredsstillende resultat og god biologisk utvikling mot slu...
SalMar – Tilfredsstillende resultat og god biologisk utvikling mot slutten av kvartalet Fjerde kvartal 2024 markerer slutten på et krevende år for SalMar. Biologiske forhold og resultater bedret seg imidlertid klart mot slutten av året. Det gir lysere utsikter for 2025.Operasjonell EBIT for Norge var 1 485 millioner kroner i fjerde kvartal 2024. Slaktevolumet var 67 300 tonn og operasjonell EBIT per kg var 22,1 kroner. Operasjonell EBIT for konsernet var 1 489 millioner kroner i fjerde kvartal 2024. Slaktevolumet var 73 800 tonn og operasjonell EBIT pr. kg var 20,2 kroner.Oppdrettssegmenten...
- 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 (Hold, TP: NOK245.00) - Supply growth ahead
Mowi reported strong headline results, with increased harvest guidance and confidence in recovering demand. We have included NovaSea from Q4 2024, boosting 2026–2027e EPS, but the higher valuation is accounted for in our target price. We believe the factors behind Mowi’s increased harvest growth are also relevant for other farmers, suggesting more supply on the horizon. We reiterate our HOLD and NOK245 target price.
SalMar - Invitation to presentation of the fourth quarter 2024 results
SalMar - Invitation to presentation of the fourth quarter 2024 results SalMar presents results for the fourth quarter 2024 on Tuesday 18 February 2025 at 08:00 CET. The presentation will be held at Hotel Continental in Stortingsgaten 24/26 in Oslo. CEO Frode Arntsen and CFO Ulrik Steinvik will be representing the company. The presentation will in addition be available on Norwegian webcast at 08:00 CET on There will be an opportunity to send in questions during the Norwegian presentation. An English webcast (recording) will be available from 10:00 CET on After the presentation two group...
SalMar - Invitasjon til presentasjon av resultater for fjerde kvartal ...
SalMar - Invitasjon til presentasjon av resultater for fjerde kvartal 2024 SalMar presenterer resultater for fjerde kvartal 2024 tirsdag 18. februar 2025 klokken 08:00 på Hotel Continental, Stortingsgaten 24/26 i Oslo. Konsernsjef Frode Arntsen og CFO Ulrik Steinvik vil være til stede fra selskapet. Presentasjonen vil i tillegg være tilgjengelig via norsk webcast på selskapets hjemmeside, , fra 08:00. Det vil være mulig å sende inn spørsmål under presentasjonen. Engelsk webcast (opptak) vil være tilgjengelig fra 10:00 på Det vil bli arrangert to gruppekonferanser i etterkant av presenta...
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