2025 Q4 -tulosraportti
83 päivää sitten
‧47 min
1,50 NOK/osake
Viimeisin osinko
3,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 581 | - | - | ||
| 419 | - | - | ||
| 188 | - | - | ||
| 56 | - | - | ||
| 4 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 12.2.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenThe entry looks good again and I'm starting to slowly buy in after profit-taking. I doubt the downside is much more now, we'll see..·19 min sittenMOWI has a lot of Euro debt. It is complex, but I see the figure €2.65 billion as of Q4. Not far from 30 billion kroner. Uncertain if anything is hedged against NOK, but perhaps doubtful. It should be shown as a counterbalance to currency loss on the income side in the next report.
- ·5 t sittenHi - I've been playing around a bit with Ecosia AI Chat to better understand the impact of rising oil and fertilizer prices. A comparison of animal protein with seafood. A longer Q&A session, but here are some results, current prices (?) in Euro (you might want to transfer the table to a spreadsheet/sheet): 1. Feed Requirements, Energy Use, and Costs per kg of Protein (EUR) Protein Source Feed Required (kg/kg protein) Feed Cost (€/kg protein) Energy Input (MJ/kg protein) Energy Cost (€/kg protein) Total Cost (Feed + Energy) Retail Price (€/kg protein) Cost Efficiency Ratio (Total Cost / Retail Price) Beef 6–10 €2.76–€4.60 150–300 €13.80–€27.60 €16.56–€32.20 €11.04 1.50–2.92 (Overpriced) Pork 3–4 €0.69–€0.92 50–100 €4.60–€9.20 €5.29–€10.12 €7.36 0.72–1.38 (Underpriced) Chicken 1.7–2.0 €0.40–€0.46 30–60 €2.76–€5.52 €3.16–€5.98 €5.52 0.57–1.08 (Underpriced) Farmed Salmon 1.1–1.5 €1.52–€2.07 40–80 €3.68–€7.36 €5.20–€9.43 €13.80 0.38–0.68 (Underpriced) Tilapia 1.5–2.0 €0.41–€0.55 20–50 €1.84–€4.60 €2.25–€5.15 €4.60 0.49–1.12 (Underpriced) Shrimp 1.5–3.0 €0.69–€1.38 100–200 €9.20–€18.40 €9.89–€19.78 €16.56 0.60–1.19 (Underpriced) Wild-Caught Fish 0 €0.00 20–60 €1.84–€5.52 €1.84–€5.52 €9.20 0.20–0.60 (Underpriced) 3. Key Takeaways: Cost Efficiency and Sustainability (EUR) Protein Source Total Production Cost (€/kg protein) Retail Price (€/kg protein) Cost Efficiency Ratio Sustainability Rating Best For Beef €16.56–€32.20 €11.04 1.50–2.92 ❌ Poor Avoid (highest environmental impact) Pork €5.29–€10.12 €7.36 0.72–1.38 ⚠️ Moderate Moderate consumption Chicken €3.16–€5.98 €5.52 0.57–1.08 ✅ Good Most sustainable land-based option Farmed Salmon €5.20–€9.43 €13.80 0.38–0.68 ⚠️ Moderate Occasional treat (choose plant-based feed) Tilapia €2.25–€5.15 €4.60 0.49–1.12 ✅ Excellent Best sustainable seafood option Shrimp €9.89–€19.78 €16.56 0.60–1.19 ❌ Poor Avoid (high energy and environmental impact) Wild-Caught Fish €1.84–€5.52 €9.20 0.20–0.60 ✅ Good (if sustainable) Local, MSC-certified options /One can dive into regional details forever, but a global overview/ Hope someone can use this for something, if nothing else then to decide the menu at home... Input is welcome.
- ·1 päivä sitten · MuokattuToday, Mowi in the portfolio for May: DNB Carnegie recommends eight stocks: https://www.finansavisen.no/finans/2026/05/04/8348380/store-endringer-i-portefoljen-dnb-carnegie-anbefaler-atte-aksjer
- ·1 päivä sittenOslo (Infront TDN Direkt): ABG Sundal Collier lowers earnings estimates for the aquaculture sector due to lower salmon price forecasts, and downgrades several price targets. This is stated in a sector report on Monday. In euros, the brokerage makes small positive adjustments to salmon price estimates, but due to currency effects, the estimates in Norwegian kroner are lower in 2026 and 2028, and marginally higher in 2027. "Our lower salmon price assumption is the main driver behind our negative operating profit revision of 5 percent for 2026, and although operating profit for 2027 is largely unchanged – where higher salmon prices as a result of negative supply growth offset higher costs – operating profit for 2028 is down 7 percent. This implies that we are 9 percent below consensus on operating profit in 2026 and indicates that negative estimate revisions may continue," writes the brokerage. It is noted, however, that earnings growth is still the most important driver for the share price, and despite negative revisions, ABG still sees prospects for significant earnings growth in 2026 to 2028, and estimates an annual growth rate of 36 percent, driven by low supply growth and normalized prices. "We acknowledge that the sector does not appear particularly attractive on short-term earnings, and we see both a stronger krone and potentially renewed cost inflation as important risk factors. At the same time, salmon's cost advantage compared to other proteins and expected low supply growth suggest that price increases should be able to offset cost inflation," writes the brokerage. It is noted that summer appears to be a better entry point in the short term, but as the seafood index is down 12 percent year-to-date, the brokerage maintains that headwinds and seasonal variations may already be partially reflected in the share prices. ABG therefore recommends buying on potential weaknesses and reiterates Salmar as top pick, followed by Lerøy Seafood and Mowi. Overview of ABG Sundal Collier's coverage of aquaculture stocks: Company Recommendation Price target Austevoll Seafood Buy 113 (115) Bakkafrost Hold 320 (312) Grieg Seafood Hold 35 (73) Kaldvik Buy 9 (15) Lerøy Seafood Buy 56 (57) Mowi Buy 240 (253) Salmar Buy 649 (658)
- ·30.4.So it will probably be another red day for this Crap Stock tomorrow, and red on Friday, on the calendar.·1.5. · MuokattuBetter to have the money in the bank than to own this long-term! No price increase in 8 years and 3% dividend. In addition, there's only 22% tax on better bank interest. Incredible how little critical/objective people are about their own positions here on the forum. Bravo666 is absolutely right: Crap stock
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
83 päivää sitten
‧47 min
1,50 NOK/osake
Viimeisin osinko
3,00%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenThe entry looks good again and I'm starting to slowly buy in after profit-taking. I doubt the downside is much more now, we'll see..·19 min sittenMOWI has a lot of Euro debt. It is complex, but I see the figure €2.65 billion as of Q4. Not far from 30 billion kroner. Uncertain if anything is hedged against NOK, but perhaps doubtful. It should be shown as a counterbalance to currency loss on the income side in the next report.
- ·5 t sittenHi - I've been playing around a bit with Ecosia AI Chat to better understand the impact of rising oil and fertilizer prices. A comparison of animal protein with seafood. A longer Q&A session, but here are some results, current prices (?) in Euro (you might want to transfer the table to a spreadsheet/sheet): 1. Feed Requirements, Energy Use, and Costs per kg of Protein (EUR) Protein Source Feed Required (kg/kg protein) Feed Cost (€/kg protein) Energy Input (MJ/kg protein) Energy Cost (€/kg protein) Total Cost (Feed + Energy) Retail Price (€/kg protein) Cost Efficiency Ratio (Total Cost / Retail Price) Beef 6–10 €2.76–€4.60 150–300 €13.80–€27.60 €16.56–€32.20 €11.04 1.50–2.92 (Overpriced) Pork 3–4 €0.69–€0.92 50–100 €4.60–€9.20 €5.29–€10.12 €7.36 0.72–1.38 (Underpriced) Chicken 1.7–2.0 €0.40–€0.46 30–60 €2.76–€5.52 €3.16–€5.98 €5.52 0.57–1.08 (Underpriced) Farmed Salmon 1.1–1.5 €1.52–€2.07 40–80 €3.68–€7.36 €5.20–€9.43 €13.80 0.38–0.68 (Underpriced) Tilapia 1.5–2.0 €0.41–€0.55 20–50 €1.84–€4.60 €2.25–€5.15 €4.60 0.49–1.12 (Underpriced) Shrimp 1.5–3.0 €0.69–€1.38 100–200 €9.20–€18.40 €9.89–€19.78 €16.56 0.60–1.19 (Underpriced) Wild-Caught Fish 0 €0.00 20–60 €1.84–€5.52 €1.84–€5.52 €9.20 0.20–0.60 (Underpriced) 3. Key Takeaways: Cost Efficiency and Sustainability (EUR) Protein Source Total Production Cost (€/kg protein) Retail Price (€/kg protein) Cost Efficiency Ratio Sustainability Rating Best For Beef €16.56–€32.20 €11.04 1.50–2.92 ❌ Poor Avoid (highest environmental impact) Pork €5.29–€10.12 €7.36 0.72–1.38 ⚠️ Moderate Moderate consumption Chicken €3.16–€5.98 €5.52 0.57–1.08 ✅ Good Most sustainable land-based option Farmed Salmon €5.20–€9.43 €13.80 0.38–0.68 ⚠️ Moderate Occasional treat (choose plant-based feed) Tilapia €2.25–€5.15 €4.60 0.49–1.12 ✅ Excellent Best sustainable seafood option Shrimp €9.89–€19.78 €16.56 0.60–1.19 ❌ Poor Avoid (high energy and environmental impact) Wild-Caught Fish €1.84–€5.52 €9.20 0.20–0.60 ✅ Good (if sustainable) Local, MSC-certified options /One can dive into regional details forever, but a global overview/ Hope someone can use this for something, if nothing else then to decide the menu at home... Input is welcome.
- ·1 päivä sitten · MuokattuToday, Mowi in the portfolio for May: DNB Carnegie recommends eight stocks: https://www.finansavisen.no/finans/2026/05/04/8348380/store-endringer-i-portefoljen-dnb-carnegie-anbefaler-atte-aksjer
- ·1 päivä sittenOslo (Infront TDN Direkt): ABG Sundal Collier lowers earnings estimates for the aquaculture sector due to lower salmon price forecasts, and downgrades several price targets. This is stated in a sector report on Monday. In euros, the brokerage makes small positive adjustments to salmon price estimates, but due to currency effects, the estimates in Norwegian kroner are lower in 2026 and 2028, and marginally higher in 2027. "Our lower salmon price assumption is the main driver behind our negative operating profit revision of 5 percent for 2026, and although operating profit for 2027 is largely unchanged – where higher salmon prices as a result of negative supply growth offset higher costs – operating profit for 2028 is down 7 percent. This implies that we are 9 percent below consensus on operating profit in 2026 and indicates that negative estimate revisions may continue," writes the brokerage. It is noted, however, that earnings growth is still the most important driver for the share price, and despite negative revisions, ABG still sees prospects for significant earnings growth in 2026 to 2028, and estimates an annual growth rate of 36 percent, driven by low supply growth and normalized prices. "We acknowledge that the sector does not appear particularly attractive on short-term earnings, and we see both a stronger krone and potentially renewed cost inflation as important risk factors. At the same time, salmon's cost advantage compared to other proteins and expected low supply growth suggest that price increases should be able to offset cost inflation," writes the brokerage. It is noted that summer appears to be a better entry point in the short term, but as the seafood index is down 12 percent year-to-date, the brokerage maintains that headwinds and seasonal variations may already be partially reflected in the share prices. ABG therefore recommends buying on potential weaknesses and reiterates Salmar as top pick, followed by Lerøy Seafood and Mowi. Overview of ABG Sundal Collier's coverage of aquaculture stocks: Company Recommendation Price target Austevoll Seafood Buy 113 (115) Bakkafrost Hold 320 (312) Grieg Seafood Hold 35 (73) Kaldvik Buy 9 (15) Lerøy Seafood Buy 56 (57) Mowi Buy 240 (253) Salmar Buy 649 (658)
- ·30.4.So it will probably be another red day for this Crap Stock tomorrow, and red on Friday, on the calendar.·1.5. · MuokattuBetter to have the money in the bank than to own this long-term! No price increase in 8 years and 3% dividend. In addition, there's only 22% tax on better bank interest. Incredible how little critical/objective people are about their own positions here on the forum. Bravo666 is absolutely right: Crap stock
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 581 | - | - | ||
| 419 | - | - | ||
| 188 | - | - | ||
| 56 | - | - | ||
| 4 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 12.2.2025 |
2025 Q4 -tulosraportti
83 päivää sitten
‧47 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 12.2.2025 |
1,50 NOK/osake
Viimeisin osinko
3,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenThe entry looks good again and I'm starting to slowly buy in after profit-taking. I doubt the downside is much more now, we'll see..·19 min sittenMOWI has a lot of Euro debt. It is complex, but I see the figure €2.65 billion as of Q4. Not far from 30 billion kroner. Uncertain if anything is hedged against NOK, but perhaps doubtful. It should be shown as a counterbalance to currency loss on the income side in the next report.
- ·5 t sittenHi - I've been playing around a bit with Ecosia AI Chat to better understand the impact of rising oil and fertilizer prices. A comparison of animal protein with seafood. A longer Q&A session, but here are some results, current prices (?) in Euro (you might want to transfer the table to a spreadsheet/sheet): 1. Feed Requirements, Energy Use, and Costs per kg of Protein (EUR) Protein Source Feed Required (kg/kg protein) Feed Cost (€/kg protein) Energy Input (MJ/kg protein) Energy Cost (€/kg protein) Total Cost (Feed + Energy) Retail Price (€/kg protein) Cost Efficiency Ratio (Total Cost / Retail Price) Beef 6–10 €2.76–€4.60 150–300 €13.80–€27.60 €16.56–€32.20 €11.04 1.50–2.92 (Overpriced) Pork 3–4 €0.69–€0.92 50–100 €4.60–€9.20 €5.29–€10.12 €7.36 0.72–1.38 (Underpriced) Chicken 1.7–2.0 €0.40–€0.46 30–60 €2.76–€5.52 €3.16–€5.98 €5.52 0.57–1.08 (Underpriced) Farmed Salmon 1.1–1.5 €1.52–€2.07 40–80 €3.68–€7.36 €5.20–€9.43 €13.80 0.38–0.68 (Underpriced) Tilapia 1.5–2.0 €0.41–€0.55 20–50 €1.84–€4.60 €2.25–€5.15 €4.60 0.49–1.12 (Underpriced) Shrimp 1.5–3.0 €0.69–€1.38 100–200 €9.20–€18.40 €9.89–€19.78 €16.56 0.60–1.19 (Underpriced) Wild-Caught Fish 0 €0.00 20–60 €1.84–€5.52 €1.84–€5.52 €9.20 0.20–0.60 (Underpriced) 3. Key Takeaways: Cost Efficiency and Sustainability (EUR) Protein Source Total Production Cost (€/kg protein) Retail Price (€/kg protein) Cost Efficiency Ratio Sustainability Rating Best For Beef €16.56–€32.20 €11.04 1.50–2.92 ❌ Poor Avoid (highest environmental impact) Pork €5.29–€10.12 €7.36 0.72–1.38 ⚠️ Moderate Moderate consumption Chicken €3.16–€5.98 €5.52 0.57–1.08 ✅ Good Most sustainable land-based option Farmed Salmon €5.20–€9.43 €13.80 0.38–0.68 ⚠️ Moderate Occasional treat (choose plant-based feed) Tilapia €2.25–€5.15 €4.60 0.49–1.12 ✅ Excellent Best sustainable seafood option Shrimp €9.89–€19.78 €16.56 0.60–1.19 ❌ Poor Avoid (high energy and environmental impact) Wild-Caught Fish €1.84–€5.52 €9.20 0.20–0.60 ✅ Good (if sustainable) Local, MSC-certified options /One can dive into regional details forever, but a global overview/ Hope someone can use this for something, if nothing else then to decide the menu at home... Input is welcome.
- ·1 päivä sitten · MuokattuToday, Mowi in the portfolio for May: DNB Carnegie recommends eight stocks: https://www.finansavisen.no/finans/2026/05/04/8348380/store-endringer-i-portefoljen-dnb-carnegie-anbefaler-atte-aksjer
- ·1 päivä sittenOslo (Infront TDN Direkt): ABG Sundal Collier lowers earnings estimates for the aquaculture sector due to lower salmon price forecasts, and downgrades several price targets. This is stated in a sector report on Monday. In euros, the brokerage makes small positive adjustments to salmon price estimates, but due to currency effects, the estimates in Norwegian kroner are lower in 2026 and 2028, and marginally higher in 2027. "Our lower salmon price assumption is the main driver behind our negative operating profit revision of 5 percent for 2026, and although operating profit for 2027 is largely unchanged – where higher salmon prices as a result of negative supply growth offset higher costs – operating profit for 2028 is down 7 percent. This implies that we are 9 percent below consensus on operating profit in 2026 and indicates that negative estimate revisions may continue," writes the brokerage. It is noted, however, that earnings growth is still the most important driver for the share price, and despite negative revisions, ABG still sees prospects for significant earnings growth in 2026 to 2028, and estimates an annual growth rate of 36 percent, driven by low supply growth and normalized prices. "We acknowledge that the sector does not appear particularly attractive on short-term earnings, and we see both a stronger krone and potentially renewed cost inflation as important risk factors. At the same time, salmon's cost advantage compared to other proteins and expected low supply growth suggest that price increases should be able to offset cost inflation," writes the brokerage. It is noted that summer appears to be a better entry point in the short term, but as the seafood index is down 12 percent year-to-date, the brokerage maintains that headwinds and seasonal variations may already be partially reflected in the share prices. ABG therefore recommends buying on potential weaknesses and reiterates Salmar as top pick, followed by Lerøy Seafood and Mowi. Overview of ABG Sundal Collier's coverage of aquaculture stocks: Company Recommendation Price target Austevoll Seafood Buy 113 (115) Bakkafrost Hold 320 (312) Grieg Seafood Hold 35 (73) Kaldvik Buy 9 (15) Lerøy Seafood Buy 56 (57) Mowi Buy 240 (253) Salmar Buy 649 (658)
- ·30.4.So it will probably be another red day for this Crap Stock tomorrow, and red on Friday, on the calendar.·1.5. · MuokattuBetter to have the money in the bank than to own this long-term! No price increase in 8 years and 3% dividend. In addition, there's only 22% tax on better bank interest. Incredible how little critical/objective people are about their own positions here on the forum. Bravo666 is absolutely right: Crap stock
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 581 | - | - | ||
| 419 | - | - | ||
| 188 | - | - | ||
| 56 | - | - | ||
| 4 | - | - |
Välittäjätilasto
Dataa ei löytynyt






