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
Scandi Standard AB: 2 directors
Two Directors at Scandi Standard AB bought 8,000 shares at between 87.880SEK and 88.470SEK. The significance rating of the trade was 55/100. 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 ...
- ABGSC Food & Beverage Research
- Martin Kaland
- Simon Brun
- ABGSC Food & Beverage Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
Essity Aktiebolag (publ): 4 directors
Four Directors at Essity Aktiebolag (publ) bought 27,207 shares at 272.220SEK. The significance rating of the trade was 75/100. 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 two ...
- Niclas Gehin
Yara (Buy, TP: NOK425.00) - Volumes/costs aid Q1 EBITDA beat
Q1 EBITDA beat our estimate by 19% and consensus by 22%, with help from solid volumes, lower energy costs and a higher share of premium products sold, FX tailwinds and further cost reductions. Its FID on the blue ammonia projects is still set for H1 2026 and it continues to highlight the strategic rationale of the investment. Our estimates are largely unchanged (no change to 2026–2027e EPS), with higher earnings following the report broadly offset by slightly lower nitrate prices in recent weeks...
- 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 Chemicals Research
- Bengt Jonassen
- Martin Melbye
Yara reports strong deliveries and margins
Yara reports strong deliveries and margins Yara reports first quarter 2025 EBITDA excluding special items1 of USD 638 million compared with USD 435 million in first quarter 2024. Net income was USD 295 million compared with USD 16 million a year earlier. First quarter 2025 highlights: EBITDA excl. special items1 up 47%, with strong deliveries and marginsCost reductions on track and continuous improvements through portfolio optimizationSupportive nitrogen upgrading margins in the medium termYara’s scale and global optimization provide flexibility in volatile times “We are pleased with rep...
Yara rapporterer sterke leveranser og marginer
Yara rapporterer sterke leveranser og marginer EBITDA eksklusive spesielle poster1 for første kvartal 2025 var 638 millioner USD sammenlignet med 435 millioner USD i første kvartal 2024. Resultat etter skatt var 295 millioner USD sammenlignet med 16 millioner USD året før. Hovedpunkter fra kvartalet: EBITDA eksklusive spesielle poster1 økte med 47% drevet av sterke leveranser og marginerKostnadsreduksjoner i rute og kontinuerlige forbedringer gjennom porteføljeoptimaliseringGode markedsutsikter for nitrogen på mellomlang siktYaras skala og globale forretningsmodell gir fleksibilitet – V...
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Henrik Bartnes
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Services Research
- Julia Sundvall
- Simon Jönsson
- Stefan Knutsson
- Karl-Johan Bonnevier
Coor Service Management (Buy, TP: SEK54.00) - Efficiencies gaining mom...
Promising signs of Coor’s self-improvement case gaining momentum were crystallised in sharp increases in earnings and FCF in Q1. This further improved the risk/reward in our view, combining internal efficiencies and a strengthening Nordic FM/IFM market, with Coor’s own portfolio largely derisked for 2025. After tweaking our 2025–2027e EPS, we reiterate our BUY and have raised our target price to SEK54 (52) on a strengthening turnaround case at an attractive valuation, in our view.
Reminder: Program for the publication of Yara International ASA first ...
Reminder: Program for the publication of Yara International ASA first quarter results 2025 Yara International ASA first quarter 2025 results will be published on Friday, 25 April 2025 at 08:00 CEST. You can follow the first-quarter results presentation online at 12:00 CEST. The presentation will be held in English. The report, presentation and webcast will be available at the above mentioned times at There will also be a conference call at 13:00 CEST the same day with an opportunity to ask questions to Yara’s management. Please use the link to register for this session: Registered c...
- ABGSC Services Research
- Julia Sundvall
- Simon Jönsson
- Stefan Knutsson
- Alexander Aukner
- Alexander Aukner
Time to revisit
The unfolding trade war has led us to cut our global 2025–2027e demand and trim our spot price estimates. The negative price effect is partly countered by reduced mortality boosting volumes and lowering costs, leading to net EPS cuts of 11–2%. Given the sector’s solid track record in adapting to past crises and recent share-price declines, we see a significantly improved risk/reward and have a positive stance on the sector. We have upgraded Mowi, Bakkafrost, and Grieg Seafood to BUY (HOLD).
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