2026 Q2 - tulosraportti
64 päivää sitten
‧45 min
2,30 NOK/osake
Viimeisin osinko
3,56%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 11.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 20.8.2025 |
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
·15 t sittenThis is stated in FA today; Very high supply of salmon has dampened both salmon prices and share prices for fish farmers on the Oslo Stock Exchange this year, where the broader seafood index is down close to 10 percent. Head of Research Christian Nordby at Arctic Securities is however certain that things are about to turn for the fish farmers. He predicts a comeback for the salmon price, driven by higher demand and lower supply. We now estimate a global demand growth for salmon of 25 percent in the third quarter measured in euros. Prices are up only 10–12 percent, but that is due to high supply growth in the quarter, he says.
·16 t sittenFinansavisen: Predicts comeback - It is certain! - With a buy across the board, head of analysis Christian Nordby believes it is set up for a comeback next year. He specifically highlights one top pick. An extremely high supply of salmon has dampened both salmon prices and share prices for fish farmers on the Oslo Stock Exchange this year, where the broader seafood index is down close to 10 percent. Head of analysis Christian Nordby at Arctic Securities is, however, certain that things are about to turn around for the farmers. He predicts a comeback for the salmon price, driven by higher demand and lower supply. - It is certain. We now estimate a global demand growth for salmon of 25 percent in the third quarter measured in euros. Prices are up only 10-12 percent, but that is due to high supply growth in the quarter, he says. History has shown that when periods of high growth are followed by periods of lower growth, demand tends to establish itself at a higher level. According to Nordby, one has to go back to the third quarter of 2021 to find a corresponding boost in demand as in the third quarter this year. Back then, demand growth was 36 percent, which resulted in a jump in the salmon price of 40 percent in 2022. - Based on our estimates, supply will fall by 3.5 percent in Norway next year, where it will be extra tight in the first half of the year, where the market is basically already characterized by a lower supply of salmon, he says. Predicts price jump Next year, the analyst expects salmon prices at 85 kroner on average, compared to a preliminary estimate of 75 kroner for this year. The highest expectations are for the first quarter, where Nordby believes the salmon price can sniff at 100 kroner per kilo. - At those figures, Mowi will trade at a P/E of 11, which is cheap, says Nordby. - We have seen such prices before, but the difference now is that I believe several of the companies will manage to take advantage of higher salmon prices. In previous years with a high salmon price, a high price has often reflected greater fish health problems among several of the farmers. Nordby believes this is not the case this time. At the same time, fear of higher costs has weighed on investor sentiment. - Looking at indicators such as fishmeal, fish oil, soybean meal and soybean oil, the feed price the salmon companies pay is at all-time high. At the same time, the feed conversion ratio is record low, and that is because mortality is so low. If you adjust for this and currency, we find that the feed cost is up 5 kroner per kilo, in line with what the companies themselves guide, says he. Before the weekend, it became known that the important anchoveta fishery in Peru has been cancelled, as a result of the weather phenomenon El Nino. That basically contributes to even higher prices for fish oil and fishmeal, but Nordby sees a connection that he believes will bode well for the farmers next year. - A point that is not talked about enough is that you always get a very good fishing season after El Nino. This means the companies will be able to buy more fishmeal through next summer, in addition to several of the farmers already having taken action by using chicken meal as a substitute in the feed. - Then you go from record-expensive feed to more normal prices, he says. Nordby has a buy recommendation on all fish farmers now, with the exception of Grieg Seafood. Mowi is highlighted as a top pick, while there is the greatest upside in Faroese Bakkafrost. - However, that depends on Bakkafrost managing to turn around the business in Scotland, to which a certain amount of risk is attached, says he. Salmar is relatively more expensive than Mowi, but as a result of a greater probability that the company will hike this year's volume guidance, he believes there are opportunities for good momentum in earnings.If anyone is wondering who Christian Nordby is, he is an analyst for Arctic Securities, and won Kapital's annual ranking as the best aquaculture analyst.
·1 päivä sittenMowi cuts costs through better biology, streamlining and increased slaughter volumes. Higher salmon prices are expected in 2027. Then margins will increase sharply. Is Mowi heading into a new period of super profits?
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
64 päivää sitten
‧45 min
2,30 NOK/osake
Viimeisin osinko
3,56%Tuotto/v
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
- ·15 t sittenThis is stated in FA today; Very high supply of salmon has dampened both salmon prices and share prices for fish farmers on the Oslo Stock Exchange this year, where the broader seafood index is down close to 10 percent. Head of Research Christian Nordby at Arctic Securities is however certain that things are about to turn for the fish farmers. He predicts a comeback for the salmon price, driven by higher demand and lower supply. We now estimate a global demand growth for salmon of 25 percent in the third quarter measured in euros. Prices are up only 10–12 percent, but that is due to high supply growth in the quarter, he says.
- ·16 t sittenFinansavisen: Predicts comeback - It is certain! - With a buy across the board, head of analysis Christian Nordby believes it is set up for a comeback next year. He specifically highlights one top pick. An extremely high supply of salmon has dampened both salmon prices and share prices for fish farmers on the Oslo Stock Exchange this year, where the broader seafood index is down close to 10 percent. Head of analysis Christian Nordby at Arctic Securities is, however, certain that things are about to turn around for the farmers. He predicts a comeback for the salmon price, driven by higher demand and lower supply. - It is certain. We now estimate a global demand growth for salmon of 25 percent in the third quarter measured in euros. Prices are up only 10-12 percent, but that is due to high supply growth in the quarter, he says. History has shown that when periods of high growth are followed by periods of lower growth, demand tends to establish itself at a higher level. According to Nordby, one has to go back to the third quarter of 2021 to find a corresponding boost in demand as in the third quarter this year. Back then, demand growth was 36 percent, which resulted in a jump in the salmon price of 40 percent in 2022. - Based on our estimates, supply will fall by 3.5 percent in Norway next year, where it will be extra tight in the first half of the year, where the market is basically already characterized by a lower supply of salmon, he says. Predicts price jump Next year, the analyst expects salmon prices at 85 kroner on average, compared to a preliminary estimate of 75 kroner for this year. The highest expectations are for the first quarter, where Nordby believes the salmon price can sniff at 100 kroner per kilo. - At those figures, Mowi will trade at a P/E of 11, which is cheap, says Nordby. - We have seen such prices before, but the difference now is that I believe several of the companies will manage to take advantage of higher salmon prices. In previous years with a high salmon price, a high price has often reflected greater fish health problems among several of the farmers. Nordby believes this is not the case this time. At the same time, fear of higher costs has weighed on investor sentiment. - Looking at indicators such as fishmeal, fish oil, soybean meal and soybean oil, the feed price the salmon companies pay is at all-time high. At the same time, the feed conversion ratio is record low, and that is because mortality is so low. If you adjust for this and currency, we find that the feed cost is up 5 kroner per kilo, in line with what the companies themselves guide, says he. Before the weekend, it became known that the important anchoveta fishery in Peru has been cancelled, as a result of the weather phenomenon El Nino. That basically contributes to even higher prices for fish oil and fishmeal, but Nordby sees a connection that he believes will bode well for the farmers next year. - A point that is not talked about enough is that you always get a very good fishing season after El Nino. This means the companies will be able to buy more fishmeal through next summer, in addition to several of the farmers already having taken action by using chicken meal as a substitute in the feed. - Then you go from record-expensive feed to more normal prices, he says. Nordby has a buy recommendation on all fish farmers now, with the exception of Grieg Seafood. Mowi is highlighted as a top pick, while there is the greatest upside in Faroese Bakkafrost. - However, that depends on Bakkafrost managing to turn around the business in Scotland, to which a certain amount of risk is attached, says he. Salmar is relatively more expensive than Mowi, but as a result of a greater probability that the company will hike this year's volume guidance, he believes there are opportunities for good momentum in earnings.If anyone is wondering who Christian Nordby is, he is an analyst for Arctic Securities, and won Kapital's annual ranking as the best aquaculture analyst.
- ·1 päivä sittenMowi cuts costs through better biology, streamlining and increased slaughter volumes. Higher salmon prices are expected in 2027. Then margins will increase sharply. Is Mowi heading into a new period of super profits?
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 11.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 20.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
64 päivää sitten
‧45 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 11.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 20.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
2,30 NOK/osake
Viimeisin osinko
3,56%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·15 t sittenThis is stated in FA today; Very high supply of salmon has dampened both salmon prices and share prices for fish farmers on the Oslo Stock Exchange this year, where the broader seafood index is down close to 10 percent. Head of Research Christian Nordby at Arctic Securities is however certain that things are about to turn for the fish farmers. He predicts a comeback for the salmon price, driven by higher demand and lower supply. We now estimate a global demand growth for salmon of 25 percent in the third quarter measured in euros. Prices are up only 10–12 percent, but that is due to high supply growth in the quarter, he says.
- ·16 t sittenFinansavisen: Predicts comeback - It is certain! - With a buy across the board, head of analysis Christian Nordby believes it is set up for a comeback next year. He specifically highlights one top pick. An extremely high supply of salmon has dampened both salmon prices and share prices for fish farmers on the Oslo Stock Exchange this year, where the broader seafood index is down close to 10 percent. Head of analysis Christian Nordby at Arctic Securities is, however, certain that things are about to turn around for the farmers. He predicts a comeback for the salmon price, driven by higher demand and lower supply. - It is certain. We now estimate a global demand growth for salmon of 25 percent in the third quarter measured in euros. Prices are up only 10-12 percent, but that is due to high supply growth in the quarter, he says. History has shown that when periods of high growth are followed by periods of lower growth, demand tends to establish itself at a higher level. According to Nordby, one has to go back to the third quarter of 2021 to find a corresponding boost in demand as in the third quarter this year. Back then, demand growth was 36 percent, which resulted in a jump in the salmon price of 40 percent in 2022. - Based on our estimates, supply will fall by 3.5 percent in Norway next year, where it will be extra tight in the first half of the year, where the market is basically already characterized by a lower supply of salmon, he says. Predicts price jump Next year, the analyst expects salmon prices at 85 kroner on average, compared to a preliminary estimate of 75 kroner for this year. The highest expectations are for the first quarter, where Nordby believes the salmon price can sniff at 100 kroner per kilo. - At those figures, Mowi will trade at a P/E of 11, which is cheap, says Nordby. - We have seen such prices before, but the difference now is that I believe several of the companies will manage to take advantage of higher salmon prices. In previous years with a high salmon price, a high price has often reflected greater fish health problems among several of the farmers. Nordby believes this is not the case this time. At the same time, fear of higher costs has weighed on investor sentiment. - Looking at indicators such as fishmeal, fish oil, soybean meal and soybean oil, the feed price the salmon companies pay is at all-time high. At the same time, the feed conversion ratio is record low, and that is because mortality is so low. If you adjust for this and currency, we find that the feed cost is up 5 kroner per kilo, in line with what the companies themselves guide, says he. Before the weekend, it became known that the important anchoveta fishery in Peru has been cancelled, as a result of the weather phenomenon El Nino. That basically contributes to even higher prices for fish oil and fishmeal, but Nordby sees a connection that he believes will bode well for the farmers next year. - A point that is not talked about enough is that you always get a very good fishing season after El Nino. This means the companies will be able to buy more fishmeal through next summer, in addition to several of the farmers already having taken action by using chicken meal as a substitute in the feed. - Then you go from record-expensive feed to more normal prices, he says. Nordby has a buy recommendation on all fish farmers now, with the exception of Grieg Seafood. Mowi is highlighted as a top pick, while there is the greatest upside in Faroese Bakkafrost. - However, that depends on Bakkafrost managing to turn around the business in Scotland, to which a certain amount of risk is attached, says he. Salmar is relatively more expensive than Mowi, but as a result of a greater probability that the company will hike this year's volume guidance, he believes there are opportunities for good momentum in earnings.If anyone is wondering who Christian Nordby is, he is an analyst for Arctic Securities, and won Kapital's annual ranking as the best aquaculture analyst.
- ·1 päivä sittenMowi cuts costs through better biology, streamlining and increased slaughter volumes. Higher salmon prices are expected in 2027. Then margins will increase sharply. Is Mowi heading into a new period of super profits?
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt