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
Grieg Seafood ASA: Presentation of first quarter 2024 results
Grieg Seafood ASA: Presentation of first quarter 2024 results Grieg Seafood ASA will release its first quarter 2024 results on Thursday, 16 May 2024, at 6:00 a.m. CEST. On the same day at 8:00 a.m. CEST, the results will be presented live at Hotel Continental, Stortingsgaten 24/26, Oslo. The presentation will be led by the Chief Executive Officer, Andreas Kvame, along with the Chief Financial Officer, Atle Harald Sandtorv. Following the presentation, it will be opened for questions from the audience. The presentation and the subsequent Q&A will be held in Norwegian. A live webcas...
- Alexander Aukner
Mowi (Buy, TP: NOK235.00) - Operational recovery under way
Q1 operating EBIT was EUR201m and Mowi proposed a DPS of NOK1.5. The Norwegian operations have suffered due to a high share of downgraded fish; however, with new vaccines, increased filleting capacity and better preparedness for jellyfish, we find a brighter outlook. Also, feed input costs have started to turn for the better, and Mowi expects lower costs in H2. We have increased our 2024–2026e EPS by 5.6–2.7%, and reiterate our BUY and NOK235 target price.
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
Mowi (Buy, TP: NOK235.00) - Neutral Q1, positive cost outlook
Q1 operating EBIT of EUR201m was in line with the trading update, but 4% below consensus of EUR210m. Q2 in Norway looks better; Mowi guided for lower costs in H2 and fewer fish downgrades next winter. The 2024 volume guidance remained 500kt. The proposed DPS of NOK1.5 was below expectations of NOK1.9–2.0. Mowi sees global supply growth of 1% in 2024, strong demand in Europe and a market recovery in the Americas. We find the report neutral, and see 0–1% changes to consensus 2024e EPS, with a simi...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Mowi ASA (OSE: MOWI): Quarterly dividend
Mowi ASA (OSE: MOWI): Quarterly dividend The Board of Mowi ASA has resolved on 7 May 2024 to make a quarterly distribution to shareholders of NOK 1.50 per share. Mowi ASA’s shares listed on the Oslo Stock Exchange will be traded including dividend up to and including 15 May 2024. Mowi ASA’s shares listed on the Oslo Stock Exchange will be traded excluding dividend from and including 16 May 2024. Mowi ASA’s shares listed on the Oslo Stock Exchange will have a Record Date of 21 May 2024. The expected payment date is 28 May 2024. This information is subject to the disclosure requirements pur...
Mowi ASA (OSE: MOWI): Notice of Annual General Meeting 30 May 2024
Mowi ASA (OSE: MOWI): Notice of Annual General Meeting 30 May 2024 Mowi ASA’s Annual General Meeting will be held on 30 May 2024 at 11:00 CET as a digital meeting. The notice including agenda for the meeting and selected appendices are attached to this disclosure. The notice will be sent today to all shareholders. The notice with complete appendices will be made available on Mowi’s website, . This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act. Attachment
Mowi ASA (OSE: MOWI): Innkalling til ordinær generalforsamling 30. mai...
Mowi ASA (OSE: MOWI): Innkalling til ordinær generalforsamling 30. mai 2024 Ordinær generalforsamling i Mowi ASA avholdes 30. mai 2024 kl. 11:00 som et digitalt møte. Innkalling med dagsorden til generalforsamlingen samt utvalgte vedlegg følger vedlagt. Innkallingen sendes i dag til alle aksjonærer. Innkallingen med samtlige vedlegg gjøres tilgjengelig på Mowis nettsider . Denne opplysningen er informasjonspliktig etter verdipapirhandelloven §5-12. Vedlegg
Good results in a biologically challenging quarter for Mowi in Norway
Good results in a biologically challenging quarter for Mowi in Norway (Bergen, 8 May 2024) Mowi recorded revenues of 1.33 billion euros in the first quarter, compared with 1.36 billion euros in the corresponding quarter of 2023. Operational profit was 201 million euros in the quarter. “The first quarter was challenging for Mowi in Norway due to winter sores and an unusually high prevalence of string jellyfish, in addition to a very cold winter. Consequently, I am pleased to see the situation in Norway has improved considerably in the second quarter. We are now vaccinating our smolt with an...
Gode resultater i et biologisk utfordrende kvartal for Mowi i Norge
Gode resultater i et biologisk utfordrende kvartal for Mowi i Norge (Bergen, 8. mai 2024) Mowi rapporterte inntekter på 1,33 milliarder euro i første kvartal, sammenlignet med 1,36 milliarder euro i samme kvartal i fjor. Selskapet oppnådde samtidig et operasjonelt driftsresultat på 201 millioner euro. – Første kvartal var biologisk utfordrende for Mowi i Norge på grunn av vintersår og unormalt høye forekomster av perlesnormaneter, samt en svært kald vinter. Jeg er derfor glad for at situasjonen har bedret seg vesentlig i andre kvartal. Vi vaksinerer nå også fisken vår i Norge med den nye v...
Wihlborgs Fastigheter AB: 1 director
A director at Wihlborgs Fastigheter AB sold 8,000 shares at 94.200SEK and the significance rating of the trade was 70/100. 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...
- 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
- Martin Huseby Karlsen
- Martin Huseby Karlsen
Consensus back in focus and tier-2 deepwater risk
With the start of the Q1 reporting season for Offshore Drilling, we sense increased investor attention on the risk to consensus. Although we like the investment case for its valuation in the out-years (2026), our estimates remain below consensus. We see potential for share price volatility as near-term consensus is revised lower, while investors gradually underwrite 2026 valuations. We also believe the gaps between contracts and increased idle-time risk for tier-2 deepwater rigs are not properly...
- ABGSC Seafood 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...
- 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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