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
- Simen Mortensen
Q1 reporting continues
This week, Castellum and Balder reported Q1 results, Wihlborgs announced a new lease, and SBB corrected 2023 profits and dissolved Unobo. Norges Bank has signalled interest rates might stay higher for longer. K2A has halted preference dividend payments. The weighted-average implied EBITDA yields on the stocks we cover are 4.69% for 2024e and 4.97% for 2025e.
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
- ABGSC Food & Beverage Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Mowi ASA (OSE:MOWI): Presentation of Q1 2024 results 8 May 2024 at 08:...
Mowi ASA (OSE:MOWI): Presentation of Q1 2024 results 8 May 2024 at 08:00 (CET) Mowi ASA hereby invites you to the presentation of the results for the first quarter 2024 at Høyres Hus, Stortingsgata 20, 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 presentation will b...
- ABGSC Services Research
- Ali Shemmari
- Petter Nystrøm
- Ole Martin Westgaard
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Are the Lows "In" for this Pullback? While we are not yet out of the woods, we continue to see evidence that suggests the lows may be "in" for this pullback. Last week (4/23/24 Compass) we discussed the possibility that further downside was limited on the S&P 500 due to a multitude of reasons (SPX had simply filled 2/22/24 gap support that we had been discussing since late-February, Russell 2000 and Equal-Weighted S&P 500 were holding above key supports, short-term oversold conditions, subdued ...
SUM SUMMIT MATERIALS INC. CLASS A
MATX MATSON INC.
SBL SAFE BULKERS INC.
GNK GENCO SHIPPING & TRADING LTD.
LCM COSTAMARE INC.
MLM MARTIN MARIETTA MATERIALS INC.
AWC BROOK CROMPTON HOLDINGS
CENX CENTURY ALUMINUM COMPANY
KEX KIRBY CORPORATION
NMM NAVIOS MARITIME PARTNERS
GSL GLOBAL SHIP LEASE INC. CLASS A
VNC VRANCART
DAC DANAOS
KNF KNIFE RIVER CORPORATION
HSHP HIMALAYA SHIPPING LTD.
HWM HOWMET AEROSPACE INC COM
- Jørgen Lian
Yard response and dry bulk qualms
Our trip to South Korea and China revealed Chinese shipbuilders are seeking growth to take on Korea’s established yards who are facing constraints. An eagerness to add capacity is one of our takeaways, as well as a gloomy outlook for Chinese real estate, which in our view should inevitably weigh on dry bulk demand.
DHT DHT HOLDINGS INC.
SBL SAFE BULKERS INC.
LPG DORIAN LPG
GNK GENCO SHIPPING & TRADING LTD.
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
ODF ODFJELL ASA
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
WWI WILHELM WILHELMSEN HOLDING
SBLK STAR BULK CARRIERS CORP.
FRO FRONTLINE LTD.
G2O GOLAR LNG LIMITED
AMSC AMERICAN SHIPPING COMPANY ASA
SN6 STOLT-NIELSEN LTD.
BWLPG BW LPG LTD.
GOGLO GOLDEN OCEAN GROUP LTD
AVACF AVANCE GAS HOLDINGS LTD
HUNT HUNTER GROUP ASA
STNG SCORPIO TANKERS INC.
FLNG FLEX LNG LTD.
SFL SFL CORPORATION LIMITED
TNK TEEKAY TANKERS
2020 2020 BULKERS LTD
KCC KLAVENESS COMBINATION CARRIERS
EGLE EAGLE BULK SHIPPING
MPCC MPC CONTAINER SHIPS AS
HAUTO HOEGH AUTOLINERS ASA
WEST WESTERN BULK CHARTERING
HAFNI HAFNIA
COOL COOL COMPANY LTD.
HSHP HIMALAYA SHIPPING LTD.
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Viktor Stenlöf
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
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
NYF NYFOSA AB
FAST A FASTPARTNER 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
FASTAT-SE FASTATOR
LOGI.B-SE LOGISTEA 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
Q1 reporting season kicks off
Q1 reporting season kicked off this week, with results from Nyfosa, Entra, Wallenstam, Fabege, KMC Properties, Pandox, and Catena. In other news, Public Property Invest is to be listed on the Oslo stock exchange on 29 April. The weighted-average implied EBITDA yields on the stocks we cover are 4.75% for 2024e and 5.04% for 2025e.
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
Modern Times Group AB: 3 directors
Three Directors at Modern Times Group AB bought/maiden bought 3,152 shares at 6.574SEK. The significance rating of the trade was 51/100. 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 ...
CGG Announces its Q1 Financial Results on Tuesday 14th May 2024, afte...
CGG Announces its Q1 Financial Results on Tuesday 14th May 2024, after Market Close PARIS, France April 26th, 2024 First quarter 2024 financial results and conference call CGG will announce its first quarter financial results on Tuesday 14th May, after market close. The press release and the presentation will be made available on our website at 5:40 pm (CET)An English language analysts conference call is scheduled the same day at 6.00 pm (CET) Participants should register for the call to receive a dial-in number and code or participate in the live webcast from A replay of th...
Publication des résultats financiers du T1 2024 le mardi 14 mai aprè...
Publication des résultats financiers du T1 2024 le mardi 14 mai après bourse PARIS, France – 26 avril 2024 Résultats financiers du T1 2024 - conférence téléphonique CGG annoncera ses résultats du 1er trimestre 2024 le mardi 14 mai après bourse. Le communiqué de presse et la présentation seront disponibles sur le site à 17h40 (heure française).Une conférence téléphonique en langue anglaise est programmée à 18h00 (heure française) ce même jour. Pour accéder à la conférence en direct, merci de vous connecter à l’audio webcast depuis votre ordinateur sur le site . Les participan...
Mowi ASA – Successful placement of new senior unsecured green bonds
Mowi ASA – Successful placement of new senior unsecured green bonds Bergen, 25 April 2024 – Reference is made to the stock exchange notice from 22 April 2024. Today, Mowi ASA (rated BBB+/Stable by Nordic Credit Rating) has successfully issued a total of NOK 3,500 million (EUR 298 million) of new senior unsecured green bonds split between two tranches. NOK 2,500 million (EUR 213 million) has been issued with a tenor of 5 years and a coupon of 3-month Nibor + 1.13% margin p.a., and NOK 1,000 million (EUR 85 million) has been issued with a tenor of 8 years and a fixed coupon of 3-month Nibor +...
- Martin Arnell
MTG (Buy, TP: SEK120.00) - Profitable growth and buybacks
We reiterate our BUY and have raised our target price to SEK120, following a >10% earnings beat in Q1. MTG gave a cautious revenue growth outlook for 2024 (+1-5% YOY) but with positive adj. EBITDA margin guidance (26–29%). It announced SEK100m of buybacks, with more likely to come following the AGM on 16 May. We have raised our 2024–2025e EBITDA by c3% and continue to like the MTG story, with market growth, good cost control and the ~SEK3bn net cash position.
CGG: Availability of the preparatory documents for the Combined Genera...
CGG: Availability of the preparatory documents for the Combined General Meeting CGGSociété Anonyme with a share capital of €7,136,762Registered office: 27 avenue Carnot, 91300 MassyEvry Trade and Company Register No.: 969 202 241 AVAILABILITY AND CONSULTATION OF THE PREPARATORY DOCUMENTS FOR THE CGG COMBINED GENERAL MEETING OF WEDNESDAY, MAY 15, 2024 Massy, France – April 24, 2024 The Combined General Meeting of CGG (the “Company”) will be held on Wednesday, May 15, 2024 at 10:30 a.m. at Business Center Paris Trocadéro, 112 avenue Kléber, 75016 Paris, France. The meeting notice publi...
CGG : Communiqué de mise à disposition des documents préparatoires à l...
CGG : Communiqué de mise à disposition des documents préparatoires à l'assemblée générale mixte CGG Société anonyme au capital de 7 136 762 €Siège social : 27 avenue Carnot91300 Massy969 202 241 R.C.S. Evry MISE A DISPOSITION ET CONSULTATION DES DOCUMENTS PREPARATOIRES A L’ASSEMBLEE GENERALE MIXTE DE CGG DU MERCREDI 15 MAI 2024 Massy, France – 24 avril 2024 L’Assemblée Générale Mixte de CGG (la « Société ») se tiendra le mercredi 15 mai 2024 à 10 heures 30 au Business Center Paris Trocadéro, 112 avenue Kléber, 75016 Paris L’avis de réunion publié au Bulletin des Annonces Légales Obli...
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