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ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun

If it's too good to be true, it usually is

Salmon prices higher on another blow to '24e supply, but farmers struggling to reap the benefits due to weak biology. Valuation not demanding, but more mixed triggers short term.

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun

Catching its breath - down to HOLD

We estimate Q1 EBIT of NOK 1,650m (-4% vs. FactSet cons). '24e EBIT -7% as weak biology offsets higher spot prices. Limited upside after share price rally; down to HOLD.

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun

Slow start to an exciting year

We estimate Q1 EBIT of NOK 774m (-10% vs. FactSet consensus). '24e EBIT -5% as biological issues offset higher spot prices. Patience is a virtue: '24-25e PE 10x-9x – BUY, TP NOK 65 (59).

 PRESS RELEASE

Change in number of shares and votes in HMS Networks

Change in number of shares and votes in HMS Networks As previously announced, HMS Networks has carried out a directed share issue. The directed share issue has resulted in a change in the number of shares and votes in HMS Networks. Prior to the directed share issue, the total number of shares in HMS Networks amounted to 46,818,868, corresponding to 46,818,868 votes. The number of shares and votes has as a result of the directed share issue increased by 3,500,000. As of April 30, 2024, the total number of shares in HMS Networks amounts to 50,318,868, corresponding to 50,318,868 votes.1 ...

 PRESS RELEASE

Förändring av antalet aktier och röster i HMS Networks

Förändring av antalet aktier och röster i HMS Networks HMS Networks har som tidigare offentliggjorts genomfört en riktad nyemission av aktier. Emissionen har resulterat i en förändring av antalet aktier och röster i HMS Networks. Före emissionen fanns sammanlagt 46 818 868 aktier i HMS Networks, motsvarande 46 818 868 röster. Antalet aktier och röster har genom emissionen ökat med 3 500 000. Per den 30 april 2024 finns det sammanlagt 50 318 868 aktier i HMS Networks, motsvarande 50 318 868 röster.1 För mer information, vänligen kontakta:Staffan Dahlström, VD HMS, ...

 PRESS RELEASE

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.  

 PRESS RELEASE

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. ...

 PRESS RELEASE

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. ...

HMS Networks AB: 1 director

A director at HMS Networks AB bought 625 shares at 400.000SEK and the significance rating of the trade was 52/100. 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...

Ebba Bjorklid
  • Ebba Bjorklid

Husqvarna (Sell, TP: SEK63.00) - Pressure persists

Continued weak end-market demand, lower production volumes, and a legacy-business exit weighed on sales and earnings in Q1. We expect organic growth and earnings to remain under pressure in 2024. Following the Q1 results, we reiterate our SELL and SEK63 target price.

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson

Cautious optimism ahead of Q2

-11% org. growth, partly due to normalised robotics sales. We see good prospects for improvements in Q2'24e. Lacking short-term triggers for re-rating, we reiterate HOLD.

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
 PRESS RELEASE

Resolutions at the Annual General Meeting in HMS Networks

Resolutions at the Annual General Meeting in HMS Networks HMS Networks AB (publ) held its Annual General Meeting on April 23, 2024. The Meeting resolved in favour of all matters in accordance with the proposals of the Board of Directors and the Nomination Committee. The main contents of the most important resolutions are described below. ALLOCATION OF EARNINGSThe Annual General Meeting resolved to approve the Board's proposed dividend of SEK 4.40 per share. The record date for the dividend was set to be April 25, 2024. The dividend is expected to be distributed by Euroclea...

 PRESS RELEASE

Beslut vid årsstämman i HMS Networks

Beslut vid årsstämman i HMS Networks HMS Networks AB (publ) har den 23 april 2024 hållit årsstämma. I samtliga ärenden beslutade stämman i enlighet med styrelsens och valberedningens förslag. I det följande redogörs för de viktigaste beslutens huvudsakliga innehåll. VINSTDISPOSITIONÅrsstämman beslutade att bifalla styrelsens förslag om utdelning med 4,40 kr per aktie. Som avstämningsdag för utdelning fastslogs den 25 april 2024. Utdelning beräknas därmed att utsändas genom Euroclear Swedens försorg den 30 april 2024. FASTSTÄLLANDE AV RESULTAT- OCH BALANSRÄKNING OCH ANS...

 PRESS RELEASE

SalMar – Integrated annual report 2023

SalMar – Integrated annual report 2023 With reference to the stock exchange notice regarding board approval of final 2023 year-end financial statement on Friday 12 April 2024. Please find attached the 2023 integrated Annual report, including sustainability reporting, 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 renumeration report, TCFD report, GRI index and green bond report for 2023 are also published. For more information, please contact:Håkon...

 PRESS RELEASE

HMS Networks completes a placement of 3,500,000 shares, raising procee...

HMS Networks completes a placement of 3,500,000 shares, raising proceeds of SEK 1,400 million NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES (INCLUDING ITS TERRITORIES AND POSSESSIONS, ANY STATE OF THE UNITED STATES AND THE DISTRICT OF COLUMBIA), AUSTRALIA, CANADA, JAPAN, SOUTH AFRICA, OR ANY OTHER JURISDICTION IN WHICH THE RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE UNLAWFUL OR REQUIRE REGISTRATION OR ANY OTHER MEASURES. THIS ANNOUNCEMENT IS NOT A PROSPECTUS AND DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLI...

 PRESS RELEASE

HMS Networks har genomfört en riktad nyemission av 3 500 000 aktier oc...

HMS Networks har genomfört en riktad nyemission av 3 500 000 aktier och tillförs 1 400 miljoner SEK INTE AVSETT FÖR, OCH FÅR INTE, OFFENTLIGGÖRAS, PUBLICERAS ELLER DISTRIBUERAS, HELT ELLER DELVIS, DIREKT ELLER INDIREKT, INOM ELLER TILL USA (INNEFATTANDE DESS TERRITORIER OCH BESITTNINGAR, VARJE STAT I USA SAMT DISTRICT OF COLUMBIA), AUSTRALIEN, KANADA, JAPAN, SYDAFRIKA ELLER NÅGON ANNAN JURISDIKTION DÄR OFFENTLIGGÖRANDE, PUBLICERING ELLER DISTRIBUTION VORE OLAGLIG ELLER KRÄVA REGISTRERING ELLER ANDRA ÅTGÄRDER. DETTA PRESSMEDDELANDE UTGÖR INTE NÅGOT PROSPEKT OCH UTGÖR INTE NÅGOT ERBJUDANDE A...

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