reports
- Simen Mortensen
Kojamo (Buy, TP: EUR12.00) - Occupancy is improving
Kojamo reported a Q1 EPRA occupancy rate of 92.8% (+40bp YOY), with further improvement in March to 93.5%, driven by lower tenant turnover and incentives for new signings. EBIT exceeded our estimate by 2% and Infront consensus by 3%, but EPRA earnings missed our forecast (by 10%) due to higher funding costs. Despite the EPRA EPS miss, Kojamo reiterated its full-year FFO guidance. We have raised our adj. EPS (FFO) forecasts for 2025−2027 by 2–5% due to lower market interest rates. We reiterate ou...
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
- Simen Mortensen
More Q1 results and a proposed delisting
The Q1 reporting season is in full swing, with results from Catena, Entra, Pandox and Wihlborgs in the past week. In addition, Aurora Eiendom announced a proposal to delist from Euronext Growth Oslo. The weighted-average implied EBITDA yields on the stocks we cover are 5.00% for 2025e and 5.31% for 2026e.
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
WALL B WALLENSTAM AB CLASS B
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
ENTRA ENTRA ASA
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
CORE B COREM PROPERTY GROUP (B)
KOJAMO KOJAMO OYJ
CTY1S CITYCON OYJ
NYF NYFOSA AB
SAGAB SAGAX
AURA AURORA EIENDOM
PUBLI PUBLIC PROPERTY INVEST
LOGIB LOGISTEA
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
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
- 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
- Simen Mortensen
Signs of sector recovery, and more Q1 results
The markets were much quieter following the Easter break, with limited news; however, the names we cover saw their shares up 2.6% on average, with Atrium Ljungberg (7.1%), SBB (7.1%) and Pandox (4.8%) the top performers. JM released its Q1 results and we reiterated our BUY, believing it has passed the earnings trough, while we reiterated our HOLDs on Corem and Fabege following their quarterly reports. The weighted-average implied EBITDA yields on the stocks we cover are 5.04% for 2025e and 5.34%...
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
WALL B WALLENSTAM AB CLASS B
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
KMCP KMC PROPERTIES
ENTRA ENTRA ASA
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
CORE B COREM PROPERTY GROUP (B)
KOJAMO KOJAMO OYJ
CTY1S CITYCON OYJ
NYF NYFOSA AB
SAGAB SAGAX
AURA AURORA EIENDOM
PUBLI PUBLIC PROPERTY INVEST
- 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).
- Simen Mortensen
Q1 reporting begins, volatility persists, CEO to leave and ‘special ex...
The ‘tariff volatility’ in credit and equity markets persisted this week, reversing many of the gains from previous weeks. Atrium Ljungberg kicked off Q1 reporting season. Öresund’s representative left the board of Stenhus and appointed a special examiner to review the company’s management. Castellum’s CEO Joacim Sjöberg stated he plans to leave by Q4 2026. The weighted-average implied EBITDA yields on the stocks we cover are 5.33% for 2025e and 5.66% for 2026e.
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
WALL B WALLENSTAM AB CLASS B
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
KMCP KMC PROPERTIES
ENTRA ENTRA ASA
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
CORE B COREM PROPERTY GROUP (B)
KOJAMO KOJAMO OYJ
CTY1S CITYCON OYJ
NYF NYFOSA AB
SAGAB SAGAX
AURA AURORA EIENDOM
PUBLI PUBLIC PROPERTY INVEST
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Lerøy Seafood Group ASA: Trading update Q1 2025
Lerøy Seafood Group ASA: Trading update Q1 2025 HARVEST VOLUMES OF SALMON AND TROUT Total harvest volume of salmon and trout for Q1 2025 was 38,200 GWT, compared to 26,400 GWT in Q1 2024. These figures exclude harvest volumes from Scottish Seafarms. Harvest volumes by region/company for Q1 2025 (Q1 2024), measured in 1,000 GWT: Lerøy Aurora: 7.1 (6.0) Lerøy Midt: 16.4 (13.7) Lerøy Sjøtroll: 14.8 of which 9.5 was trout (6.7 of which 3.3 was trout) CATCH VOLUMES OF WILDFISH Total wild catch volumes in Lerøy Havfisk, measured in 1,000 tonnes: Q1 2025: 19.0 of which 3.6 of cod Q1 2024:...
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