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
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
- Alexander Aukner
- 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
Muted 2025 growth expectations
Following Q1 earnings calls by some of the oil service companies, 2025 outlooks appear more challenging than previously. Baker Hughes expects international upstream spending to decline by mid- to high-single digits, while Halliburton sees its international revenues flat to slightly down. Furthermore, Weatherford expects 2025 international revenue to decline by low double- to mid-double digits. Precision Drilling flagged additional rig suspensions by Saudi Aramco, and SLB highlighted a slow start...
SDRL SEADRILL LTD
ARCHERO ARCHER
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
DO DIAMOND OFFSHORE DRILLING INC.
RIGN TRANSOCEAN LTD.
BWO BW OFFSHORE LIMITED
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
OTL ODFJELL TECHNOLOGY LTD
SDNS SHELF DRILLING NORTH SEA
DDRIL DOLPHIN DRILLING
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
- Martin Huseby Karlsen
ENI capex cut but maintains shareholder returns
Driven by macro headwinds and uncertainty around trade tariffs, ENI was the first large oil company to introduce capex cuts for 2025, contributing to a more challenging business environment for oil services. Over the past five years, we estimate ENI to have been the oil major with strongest offshore spending growth, and it has been considered active and opportunistic while others have been more conservative. Hence, we see its reduction as a soft datapoint for oil services. ENI has optimised its ...
SDRL SEADRILL LTD
ARCHERO ARCHER
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
DO DIAMOND OFFSHORE DRILLING INC.
RIGN TRANSOCEAN LTD.
BWO BW OFFSHORE LIMITED
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
OTL ODFJELL TECHNOLOGY LTD
SDNS SHELF DRILLING NORTH SEA
DDRIL DOLPHIN DRILLING
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
TGS Webcast Details for Q1 2025 Presentation
TGS Webcast Details for Q1 2025 Presentation Oslo, Norway (23 April 2025) - TGS, a leading global provider of energy data and intelligence will release its Q1 2025 results at approximately 07:00 a.m. CEST on 9 May 2025. CEO Kristian Johansen and CFO Sven Børre Larsen will present the results at 09:00 a.m. CEST at House of Oslo, Ruseløkkveien 34 in Oslo, Norway. The presentation is open to the public and will be webcasted live. Access and registration for webcast attendees are available by copying and pasting the link below into your browser, or use the link on the front page of :/landin...
- Alexander Aukner
SalMar (Buy, TP: NOK650.00) - Minor model adjustments
We have updated our estimates for the volumes in the recent Q1 trading update and a back-end-loaded harvest profile in the quarter, with a higher share of downgrades. We expect operating EBIT of NOK997m for the quarter, c16% below consensus of NOK1,188m. We do not consider these changes to be material, and we have not changed our BUY recommendation. We reiterate our NOK650 target price. The full Q1 report is due at 06:30 CET on 20 May.
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- Alexander Aukner
- Alexander Aukner
Time to revisit
The unfolding trade war has led us to cut our global 2025–2027e demand and trim our spot price estimates. The negative price effect is partly countered by reduced mortality boosting volumes and lowering costs, leading to net EPS cuts of 11–2%. Given the sector’s solid track record in adapting to past crises and recent share-price declines, we see a significantly improved risk/reward and have a positive stance on the sector. We have upgraded Mowi, Bakkafrost, and Grieg Seafood to BUY (HOLD).
SalMar - Merger with Wilsgård AS and resolution to increase the share ...
SalMar - Merger with Wilsgård AS and resolution to increase the share capital Frøya, 22 April 2025 SalMar ASA (“SalMar”) refers to the stock exchange notice published on 18 February 2025 regarding SalMar and Wilsgård Sea Service AS’s intention to develop the ownership in Wilsgård AS (“Wilsgård”), including through a consolidation with the SalMar group. The boards of Wilsgård, SalMar Farming AS, a wholly-owned subsidiary of SalMar, (“SalMar Farming”) and SalMar have today approved a merger plan for a triangular merger pursuant to Chapter 13 of the Norwegian Public Limited Liability Compani...
SalMar - Fusjon med Wilsgård AS og beslutning om kapitalforhøyelse
SalMar - Fusjon med Wilsgård AS og beslutning om kapitalforhøyelse Frøya, 22. april 2025 SalMar ASA ("SalMar") viser til børsmelding publisert 18. februar 2025 vedrørende SalMar og Wilsgård Sea Service AS sin intensjon om å utvikle eierskapet i Wilsgård AS ("Wilsgård"), herunder ved en konsolidering med SalMar-konsernet. Styrene i Wilsgård, SalMar Farming AS, et heleid datterselskap av SalMar, ("SalMar Farming") og SalMar har i dag godkjent en fusjonsplan for en trekantfusjon i henhold til kapittel 13 i allmennaksjeloven, med SalMar Farming som overtakende selskap, Wilsgård som overdragen...
Notice of Annual General Meeting 2025
Notice of Annual General Meeting 2025 OSLO, NORWAY (15 April 2025) - The annual general meeting of TGS ASA ("TGS" or the "Company") will be held on 8 May 2025 as a virtual meeting through the facilities of Lumi at 17:00 hours (Oslo time). The notice for the annual general meeting is attached hereto (English and Norwegian), together with relevant appendices. The notice will be sent to all registered shareholders on 15 April 2025. To register your attendance, grant proxy or cast votes electronically in advance through VPS Investor Services, please use the following link: /gm/logOn.htm?tok...
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
SalMar - Integrated annual report 2024
SalMar - Integrated annual report 2024 With reference to the stock exchange notice regarding board approval of final 2024 year-end financial statement on Wednesday 9 April 2025. Please find attached the 2024 integrated Annual report, including sustainability reporting in accordance with CSRD, for SalMar ASA. The company publishes its annual financial statements also in European Single Electronic Format (ESEF), available as an attachment to this release. On SalMar's website, the remuneration report is also published. For more information, please contact:Håkon Husby, Head of Investor Relat...
SalMar - Integrert årsrapport 2024
SalMar - Integrert årsrapport 2024 Med henvisning til børsmelding vedrørende styrebehandling av endelig årsregnskap for 2024 onsdag 9. april 2025. Vedlagt følger SalMar ASA sin integrerte årsrapport, inkludert bærekraftsrapportering iht. CSRD, for 2024. Selskapet publiserer også regnskapet på European Single Electronic Format (ESEF), som er vedlagt denne meldingen. På hjemmesiden til SalMar er også lederlønnsrapport for 2024 publisert. For mer informasjon, kontakt:Håkon Husby, IR-ansvarligTel: +47 936 30 449 Email: Vedlegg ...
- Simen Mortensen
Mixed upside potential, despite market recovery expectations
Pent-up demand and falling interest rates remain the backbone for newbuild recovery expectations. However, as the recovery has not yet started, property developers screen as the most attractive long-term, but visibility remains mixed. Diversified construction companies are more attractive on near-term P/Es, although many seem to be fully valued on solid share-price performance over the past six months. We maintain a neutral sector view; NCC and Skanska are our top picks.
SalMar - Key information relating to the cash dividend paid by SalMar ...
SalMar - Key information relating to the cash dividend paid by SalMar ASA Dividend amount: 22.0 per shareDeclared currency: NOK Last day including right: 18.06.2025Ex-date: 19.06.2025Record date: 20.06.2025Payment date: On or about 02.07.2025Date of approval: 18.06.2025 For more information, please contact:Håkon Husby, Head of Investor RelationsTel: +47 936 30 449 Email: This information is subject of the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.
SalMar - Nøkkelinformasjon ved kontantutbytte for SalMar ASA
SalMar - Nøkkelinformasjon ved kontantutbytte for SalMar ASA Utbyttebeløp: 22,0 kroner per aksjeAnnonsert valuta: NOK Siste dag inklusive: 18.06.2025Ex-dato: 19.06.2025Record date (eierregisterdato): 20.06.2025Betalingsdato: På eller omkring: 02.07.2025Vedtaksdato: 18.06.2025 For mer informasjon, kontakt:Håkon Husby, IR-ansvarligTel: +47 936 30 449 Email: Denne opplysningen er informasjonspliktig etter verdipapirhandelloven §5-12
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