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
Orkla ASA: 1 director
A director at Orkla ASA bought 20,000 shares at 82.100NOK and the significance rating of the trade was 53/100. 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 years clearly sho...
- Alexander Aukner
SalMar (Hold, TP: NOK690.00) - Earnings disappoint in Q1
Operating EBIT of NOK1.5bn undershot our estimate and consensus of NOK1.6bn–1.7bn. Core farming in Norway was better than we expected, while Icelandic Salmon and SalMar Aker Offshore missed significantly. We have factored in the Q2 guidance for low harvest volumes in our full-year EPS, while a lower tax charge aided Q1 EPS. We have raised our 2025–2026e EPS by 2.5-4.1%, largely reflecting larger volumes and a margin gain in the offshore operations; however, we reiterate our HOLD and NOK690 targe...
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Olof Cederholm
- Stian Wibstad
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
- ABGSC IT Research
- Øystein Elton Lodgaard
SalMar - Notice of annual general meeting
SalMar - Notice of annual general meeting SalMar ASA will hold its annual general meeting on Thursday 6 June 2024 at 12:00 CEST. The meeting will be held virtually through the general meeting portal administrated by Euronext Securities Oslo. Please find the notice of the Annual General Meeting (AGM) enclosed. The company published its annual report on 19 April 2024. The report is available at the company homepage, , including other relevant documents for the general meeting. For further information, please contact:Håkon Husby, Head of Investor RelationsTel: +47 936 30 449 Email: This i...
SalMar - Innkalling til generalforsamling
SalMar - Innkalling til generalforsamling SalMar ASA avholder ordinær generalforsamling torsdag 6. juni 2024 klokken 12:00. Møtet vil avholdes digitalt via generalforsamlingsportalen administrert av Euronext Securities Oslo. Innkalling til generalforsamling er vedlagt. Selskapets årsrapport ble offentliggjort 19. april 2024 og er tilgjengelig på selskapets hjemmeside, , sammen med øvrige relevante dokumenter til generalforsamlingen. For ytterligere informasjon, vennligst kontakt:Håkon Husby, IR-ansvarligTel: +47 936 30 449 Email: Denne opplysningen er informasjonspliktig etter verdipap...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
SalMar (Hold, TP: NOK690.00) - Q1 on the soft side
Q1 operating EBIT of NOK1,512m was 7% below our forecast and 11% below consensus. SalMar Aker Ocean (SAO) and Icelandic Salmon reported lower-than-expected margins, accounting for the majority of the miss. The 2024 harvest guidance was unchanged at 237kt for Norway, 7kt for SAO, 15kt for Iceland and 37kt for the UK, while guided Q2 volumes were lower, suggesting a more back-end loaded profile. Costs were guided slightly lower QOQ for Norway. We expect consensus 2024e EPS to come down by c5–10% a...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
SalMar - Results in the first quarter characterized by a challenging w...
SalMar - Results in the first quarter characterized by a challenging winter period Harsh winter conditions, extreme weather events and continued jellyfish attacks had adverse effect on SalMar’s farming segments in Norway in the first quarter and impacted the company’s results.Operational EBIT for Norway was NOK 1,546 million for the first quarter. Harvest volume was 45,400 tonnes and operational EBIT per kg was NOK 34.1.Operational EBIT for the Group was NOK 1,512 million for the first quarter. Harvest volume was 52,900 tonnes and operational EBIT per kg was NOK 28.6.The Salmon Living Lab i...
SalMar - Resultater i første kvartal preget av en krevende vinterperio...
SalMar - Resultater i første kvartal preget av en krevende vinterperiode Tøffe vinterforhold, ekstremvær og manetangrep satte sitt preg på SalMars oppdrettsvirksomhet i Norge i første kvartal og påvirket SalMar sine resultater i negativ retning.Operasjonell EBIT for Norge var 1 546 millioner kroner i første kvartal. Slaktevolumet var 45 400 tonn og operasjonell EBIT per kg var NOK 34,1.Operasjonell EBIT for konsernet var 1 512 millioner kroner i første kvartal. Slaktevolumet var 52 900 tonn og operasjonell EBIT per kg var NOK 28,6.Innovasjons- og FoU-senteret Salmon Living Lab som ble lanse...
- Helene Kvilhaug Brøndbo
Trump vows to stop offshore wind development with executive order on d...
Over the weekend, former US president Donald Trump said he would issue an executive order targeting offshore wind on his first day as president if elected. A president can issue an executive order directing a study of the impact while halting permitting of new projects. While this could negatively affect US permitting and thus the growth of offshore wind in the country, all other elements for the wind farms are determined on a state level. Hence, permitted wind farms would likely see a limited e...
- Helene Kvilhaug Brøndbo
Positive read-across from OX2 offer
This morning, renewable energy project developer OX2 announced it has received an offer from infrastructure fund EQT at a 43.4% premium to Friday’s close. We view this as further evidence of a greater willingness to pay for renewables in the private markets than the public ones, and thus believe the bid offers a positive read-across for renewable energy companies with strong development capabilities in the Nordics/Northern Europe, such as Cloudberry and Bonheur. We also believe it could be posit...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- 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 IT Research
- Øystein Elton Lodgaard
SalMar - Invitation to presentation of the first quarter 2024 results
SalMar - Invitation to presentation of the first quarter 2024 results SalMar presents results for the first quarter 2024 on Tuesday 14 May 2024 at 08:00 CEST. 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 CEST on . There will be opportunity to send in questions during the Norwegian presentation. An English webcast (recording) will be available from 10:00 CEST on After the presentation two group confe...
SalMar - Invitasjon til presentasjon av resultater for første kvartal ...
SalMar - Invitasjon til presentasjon av resultater for første kvartal 2024 SalMar presenterer resultater for første kvartal 2024 tirsdag 14. mai 2024 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 presentasjon...
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Olof Cederholm
- Stian Wibstad
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
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