reports
- Jørgen Lian
Odfjell SE (Buy, TP: NOK170.00) - Gear up for renewed momentum
We believe the low 3% swing tonnage and solid tanker outlook on increased OPEC+ volumes, an ageing fleet, and modest supply growth, along with higher chemical volumes, point to a strong chemical tanker outlook. We estimate a 2025 earnings yield of 26% and find Odfjell attractive at an average 2025–2026e P/E of 3.5x (tanker peers: 5.8x). We reiterate our BUY, but have cut our target price to NOK170 (180), mainly due to FX effects.
- Jørgen Lian
Wallenius Wilhelmsen ASA (Buy, TP: NOK87.00) - Still-attractive value
We have cut our near-term forecast to reflect heightened uncertainty and more cautious full-year guidance, but remain confident that the majority (79%) of the current market cap should be derisked by end-2027e, leaving an attractive stub value for the long-term business potential in the world-leading car carrier. We reiterate our BUY, but have cut our target price to NOK87 (91).
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
Lerøy Seafood Group ASA: Invitation to presentation of results for Q1 ...
Lerøy Seafood Group ASA: Invitation to presentation of results for Q1 2025 Lerøy Seafood Group ASA will present its results for Q1 2025 on 15 May 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 12:00 CET on /...
Lerøy Seafood Group ASA: Invitasjon til presentasjon av resultater for...
Lerøy Seafood Group ASA: Invitasjon til presentasjon av resultater for 1. kvartal 2025 Lerøy Seafood Group ASA presenterer resultater for 1. kvartal 2025 den 15. mai på Continental Hotel, Stortingsgata 24/26, Oslo klokken 08:00. Det vil være mulig å stille spørsmål etter presentasjonen. Det blir servering av smakfull sjømatbuffet fra klokken 07:45. Presentasjonen vil også kunne følges som webcast på /no/investor/ hvor det også vil være adgang til å stille spørsmål. Kvartalsrapporten og presentasjonen vil bli offentliggjort kl. 06.30 samme dag.Et opptak av presentasjon på engelsk vil være t...
- 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: Notice of General Shareholders' Meeting
Lerøy Seafood Group ASA: Notice of General Shareholders' Meeting The General Shareholders’ Meeting of Lerøy Seafood Group ASA will be held on 27 May 2025 at 10.00 a.m CET as an online meeting. The meeting notice is enclosed. All underlying documentation is available at This information is subject to the disclosure requirements according to section 5-12 of the Norwegian Securities Trading Act. Attachment
Lerøy Seafood Group ASA: Innkalling til ordinær generalforsamling
Lerøy Seafood Group ASA: Innkalling til ordinær generalforsamling Ordinær generalforsamling i Lerøy Seafood Group ASA avholdes 27. mai 2025 klokken 10.00 som online møte. Innkallingen med dagsorden er vedlagt. Vedlegg til innkallingen er tilgjengelig på Lerøy sin hjemmeside Disse opplysningene er informasjonspliktige etter verdipapirhandelloven § 5-12. Vedlegg
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Petter Haugen
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: 2.5 per shareDeclared currency: NOKLast day including right: 27 May 2025Ex-date: 28 May 2025Record date: 30 May 2025Payment date: 5 June 2025Date of approval: 27 May 2025 This information is published in accordance with the requirements of the Oslo Børs Rule Book II section 4.2.5.2 (1).
Lerøy Seafood Group ASA: Nøkkelinformasjon ved kontantutbytte for Lerø...
Lerøy Seafood Group ASA: Nøkkelinformasjon ved kontantutbytte for Lerøy Seafood Group ASA Utbyttebeløp: 2,5 kroner per aksje Annonsert valuta: NOK Siste dag inklusive: 27. mai 2025Ex-dato: 28. mai 2025Record date (eierregisterdato): 30. mai 2025Betalingsdato: 5. juni 2025Vedtaksdato: 27. mai 2025 Denne opplysningen er informasjonspliktig etter Oslo Børs Regelbok II pkt. 4.2.5.2 (1).
Lerøy Seafood Group ASA: Integrated annual report for 2024
Lerøy Seafood Group ASA: Integrated annual report for 2024 Please find attached Lerøy Seafood Group ASA's annual report for 2024 as approved by the Board of Directors. The report is also provided in a machine-readable format according to ESEF (European Single Electronic Format) requirements. As part of the group’s integrated reporting, the report includes an overview of priorities, measurements, and targets related to environment, social and governance (“ESG”) matters. It also incorporates a double materiality assessment, in line with the Corporate Sustainability Reporting Directive (CSR...
Lerøy Seafood Group ASA: Integrert årsrapport for 2024
Lerøy Seafood Group ASA: Integrert årsrapport for 2024 Vedlagt følger styregodkjent årsrapport for Lerøy Seafood Group ASA for 2024. Som del av konsernets integrerte rapportering inneholder årsrapporten en oversikt over fokusområder, måleindikatorer og mål innen miljø, samfunnsmessig og finansiell bærekraft (ESG) samt dobbelt vesentlighetsanalyse iht. EUs direktiv for bærekraft. Rapporten er også vedlagt i et maskinlesbart format i tråd med ESEF (European Single Electronic Format). Styret har foreslått et utbytte til utbetaling i 2025 på NOK 2,50 per aksje. Det vises til egen b...
- Alexander Aukner
- ABGSC Healthcare Research
- Julia Sundvall
- Stefan Knutsson
- Karl-Johan Bonnevier
Humana (Buy, TP: SEK52.00) - Growth agenda back in focus
The Q1 results were mixed, but with the financials now in good order, we see more of a growth focus ahead. We find management’s priorities logical, with our underlying forecast largely unchanged, but our 2025–2027e EPS cut by 6–2% on FX and non-cash items. We reiterate our BUY, but have trimmed our target price to SEK52 (53), focusing on Humana’s market opportunity, operating profile, financial outlook and valuation.
- 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
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