reports
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: NOK 2.5 per shareDeclared currency: NOKLast day including right: 28 May 2024Ex-date: 29 May 2024Record date: 30 May 2024Payment date: 5 June 2024Date of approval: 28 May 2024 This information is published in accordance with the requirements of the Oslo Børs Rule Book II section 4.2.4 (1) no. 3.
Lerøy Seafood Group ASA: Annual report for 2023
Lerøy Seafood Group ASA: Annual report for 2023 Please find attached Lerøy Seafood Group ASA's annual report for 2023. The annual report is also attached in a machine-readable format according to ESEF (European Single Electronic Format). As part of the group’s integrated reporting, an overview of priorities, measurements, and targets within environment, social and governance (“ESG”) is included. The Board of Directors has proposed a dividend payment of NOK 2.50 per share for distribution in 2024. Key dates are set out in a separate stock exchange announcement. ...
Lerøy Seafood Group ASA: Årsrapport for 2023
Lerøy Seafood Group ASA: Årsrapport for 2023 Vedlagt følger årsrapport for Lerøy Seafood Group ASA for 2023. Som del av konsernets integrerte rapportering inneholder årsrapporten en oversikt over fokusområder, måleindikatorer og mål innen miljø, samfunnsmessig og finansiell bærekraft (ESG). Årsrapporten er også vedlagt i et maskinlesbart format i tråd med ESEF (European Single Electronic Format). Styret har foreslått et utbytte til utbetaling i 2024 på NOK 2,50 per aksje. Det vises til egen børsmelding med relevante datoer. ...
- 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
- 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
- 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
- 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
- Alexander Aukner
Lerøy Seafood (Buy, TP: NOK52.00) - Better harvest mix in Q1
Lerøy Seafood’s Q1 trading update revealed harvest volumes in line with our estimates, but with a better mix on higher-than-expected volumes from Lerøy Midt and lower volumes from Lerøy Sjøtroll in Q1, while higher wild-catch volumes also contributed positively. We have raised our 2024e EPS by 1.5%, and we now expect Q1 operating EBIT of NOK880m (previously NOK752m), in line with consensus of NOK881m (full Q1 report due at 06:30 CET on 15 May). We reiterate our BUY and NOK52 target price.
Lerøy Seafood Group ASA: Trading update Q1 2024
Lerøy Seafood Group ASA: Trading update Q1 2024 HARVEST VOLUMES OF SALMON AND TROUT Total harvest volume of salmon and trout for Q1 2024 was 26,400 GWT, excluding volumes from Scottish Seafarms. Harvest volumes per region/company (in 1,000 GWT): Lerøy Aurora: 6.0 Lerøy Midt: 13.7 Lerøy Sjøtroll: 6.7 (of which 3.3 was trout) CATCH VOLUMES OF WILDFISH Total wild catch volumes (Lerøy Havfisk) was 24,100 tonnes for Q1 2024 of which 6,700 tonnes of cod. The complete Q1 2024 report will be released on 15 May 2024 at 06:30 CET. Queries may be addressed to the company’s CFO Sjur S. M...
Lerøy Seafood Group ASA: Oppdatering volum i første kvartal 2024
Lerøy Seafood Group ASA: Oppdatering volum i første kvartal 2024 SLAKTET VOLUM AV LAKS OG ØRRET Slaktet volum av laks og ørret for første kvartal 2024 ble 26.400 GWT. Dette inkluderer ikke volumer fra Scottish Seafarms. Slaktet volum av laks og ørret per region / havbruksselskap (i 1.000 GWT): Lerøy Aurora: 6,0 Lerøy Midt: 13,7 Lerøy Sjøtroll: 6,7 (hvorav 3,3 var ørret) FANGSTVOLUM VILLFISK Fangstvolum av villfisk (Lerøy Havfisk) utgjorde 24.100 tonn i første kvartal 2024, hvorav 6.700 tonn med torsk. Fullstendig rapport for første kvartal 2024 blir offent...
- Alexander Aukner
Lerøy Seafood (Buy, TP: NOK52.00) - Below consensus for Q1e
We expect Q1 operating EBIT of NOK752m, 13% below consensus of NOK863m, with the difference explained by our lower harvest estimate (results due at 06:30 CET on 15 May). We have raised our Q1e Wild Catch operating EBIT due to the timing of sales, but cut 2024–2026e on lower margin assumptions. In turn, we have lowered our 2024–2026e EPS by 3.0–2.0%, but reiterate our BUY and NOK52 target price.
- 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
- 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
- Alexander Aukner
The quality report
Knowing who has the best farming locations, production areas and operations is key to assessing future performance potential. Our extensive asset quality research findings suggest SalMar has the best sites, and the best MAB portfolio, while Mowi has outperformed its benchmark the most and has the most conservative estimates versus our expectations. Grieg Seafood is the most undervalued and Lerøy Seafood has the highest margin rebound potential in our view.
- 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
Teekay Tankers Ltd: 1 director
A director at Teekay Tankers Ltd sold 3,216 shares at 55.094USD and the significance rating of the trade was 62/100. 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 clear...
- 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
Elekta AB: 1 director
A director at Elekta AB bought 3,150 shares at 76.860SEK and the significance rating of the trade was 68/100. 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 show...
- Alexander Aukner
Lerøy Seafood (Buy, TP: NOK52.00) - Q4 beat, but 2024e EPS cut
Q4 operating EBIT was NOK765m, 18% above our estimate and 13% above consensus on strong VAP & Sales EBIT. Management guided for higher costs and lower volumes in Q1, suggesting a back-end loaded harvest profile for the year. With a lower wild-catch cod quota and margins, we have cut our 2024–2025e EPS by 4.7–2.5%. The company proposed a 2023 DPS of NOK2.5 (11% below our forecast, 4% below consensus). We reiterate our BUY and NOK52 target price.
- Patrik Ling
Elekta (Hold, TP: SEK82.00) - A soft quarter
Q3 earnings were softer than we and the market expected. The weak order intake stood out, while strong cash flow was the bright spot in the report. Order intake (c14% below our forecast and consensus) remains hampered by still-poor performance in APAC (mainly China). EMEA was also weak, but on very challenging comparables. Overall, the company was optimistic that Q4 would be in line with last year, bolstering the share price. We reiterate our HOLD, but have trimmed our target price to SEK82 (SEK...
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