2026 Q1 -tulosraportti
51 päivää sitten
‧39 min
2,30 NOK/osake
Viimeisin osinko
3,63%Tuotto/v
Tarjoustasot
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·6 t sittenThere is a solid upswing in salmon prices, writes Intrafish on Friday, referring to a round of calls. Prices have increased since last Friday. It is a quite significant rise, says a fish farmer to Intrafish. He states that salmon of size 3--4 kilos is now between 61 and 62 kroner per kilo.
·13 t sittenPrice-wise and market-wise a tough Q2 for the seafood companies, but finally a Friday with an increase! Biology has improved and the lice situation/number of delousings has been much better than the last couple of years. This has led to reduced mortality and waste and a superior share that is back to normal at up to 98-99% among the most skilled farmers. This, along with good growth conditions, has resulted in higher biomass and high export volumes. Prices have been affected by this, but also production costs! This week started with prices for 3-5 at around 60,- and 66-70 for 5+. Today, 3-5 is sold at 68-69 and 5+ at 73-75 delivered Oslo, meaning a nice increase of 7-8 kr, i.e., 12-15% up!! Last week's total export of over 37.000 tonnes is a record for a single slaughter week for the 1st half, and now volumes will decrease somewhat. What is positive: Chile now has neg biomass at 5,5% Currency has improved in recent weeks Low prices build market! Prices will return to 90-100 again during the year, but it's difficult to predict the exact timing. Remember the temporary tariff to the USA runs until July 25, then we'll see what comes from Trump. Americans still eat a lot of salmon, and total consumption is increasing. Haaland is positively profiled for Norwegian seafood over there, - that will probably have an effect for our salmon!
·1 päivä sittenFor those who are also interested in hearing negative views on the seafood industry (salmon), I recommend the latest episode of Arcticpodden with Gaute Eie: https://open.spotify.com/episode/1afQRVRO1Lw7IcXqdhCtcx?si=3Z52g1KpTzunZjf6F1iSfw
It's an interesting insight Eie presents. He says, among other things, that salmon deserved growth pricing previously when volumes were small, but now Salmar has 300k tonnes in production and Mowi has 600k, which limits growth opportunities in production going forward. This means that top-line growth must mainly come from increased salmon prices and not increased volume. This challenges the salmon companies' growth pricing, and raises the question of whether they shouldn't rather be valued at commodity multiples. Nevertheless, I think it's too simplistic to view Mowi as a pure commodity case. The company has high return on capital, a strong cost position, an integrated value chain, Feed, Consumer Products, and a size that provides advantages many competitors do not have. And we should not ignore that the prospects for higher salmon prices in the long term are still good. Demand for premium protein is growing and salmon production appears to be structurally limited in the long term. With technological growth, it is also not unlikely that production will become more efficient and less costly over time, which can improve margins. Valuing Mowi as a commodity company, I believe, is too cheap, but we'll see what mr.market thinks in the end.
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.
2026 Q1 -tulosraportti
51 päivää sitten
‧39 min
2,30 NOK/osake
Viimeisin osinko
3,63%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
- ·6 t sittenThere is a solid upswing in salmon prices, writes Intrafish on Friday, referring to a round of calls. Prices have increased since last Friday. It is a quite significant rise, says a fish farmer to Intrafish. He states that salmon of size 3--4 kilos is now between 61 and 62 kroner per kilo.
- ·13 t sittenPrice-wise and market-wise a tough Q2 for the seafood companies, but finally a Friday with an increase! Biology has improved and the lice situation/number of delousings has been much better than the last couple of years. This has led to reduced mortality and waste and a superior share that is back to normal at up to 98-99% among the most skilled farmers. This, along with good growth conditions, has resulted in higher biomass and high export volumes. Prices have been affected by this, but also production costs! This week started with prices for 3-5 at around 60,- and 66-70 for 5+. Today, 3-5 is sold at 68-69 and 5+ at 73-75 delivered Oslo, meaning a nice increase of 7-8 kr, i.e., 12-15% up!! Last week's total export of over 37.000 tonnes is a record for a single slaughter week for the 1st half, and now volumes will decrease somewhat. What is positive: Chile now has neg biomass at 5,5% Currency has improved in recent weeks Low prices build market! Prices will return to 90-100 again during the year, but it's difficult to predict the exact timing. Remember the temporary tariff to the USA runs until July 25, then we'll see what comes from Trump. Americans still eat a lot of salmon, and total consumption is increasing. Haaland is positively profiled for Norwegian seafood over there, - that will probably have an effect for our salmon!
- ·1 päivä sittenFor those who are also interested in hearing negative views on the seafood industry (salmon), I recommend the latest episode of Arcticpodden with Gaute Eie: https://open.spotify.com/episode/1afQRVRO1Lw7IcXqdhCtcx?si=3Z52g1KpTzunZjf6F1iSfwIt's an interesting insight Eie presents. He says, among other things, that salmon deserved growth pricing previously when volumes were small, but now Salmar has 300k tonnes in production and Mowi has 600k, which limits growth opportunities in production going forward. This means that top-line growth must mainly come from increased salmon prices and not increased volume. This challenges the salmon companies' growth pricing, and raises the question of whether they shouldn't rather be valued at commodity multiples. Nevertheless, I think it's too simplistic to view Mowi as a pure commodity case. The company has high return on capital, a strong cost position, an integrated value chain, Feed, Consumer Products, and a size that provides advantages many competitors do not have. And we should not ignore that the prospects for higher salmon prices in the long term are still good. Demand for premium protein is growing and salmon production appears to be structurally limited in the long term. With technological growth, it is also not unlikely that production will become more efficient and less costly over time, which can improve margins. Valuing Mowi as a commodity company, I believe, is too cheap, but we'll see what mr.market thinks in the end.
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
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
2026 Q1 -tulosraportti
51 päivää sitten
‧39 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 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
2,30 NOK/osake
Viimeisin osinko
3,63%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenThere is a solid upswing in salmon prices, writes Intrafish on Friday, referring to a round of calls. Prices have increased since last Friday. It is a quite significant rise, says a fish farmer to Intrafish. He states that salmon of size 3--4 kilos is now between 61 and 62 kroner per kilo.
- ·13 t sittenPrice-wise and market-wise a tough Q2 for the seafood companies, but finally a Friday with an increase! Biology has improved and the lice situation/number of delousings has been much better than the last couple of years. This has led to reduced mortality and waste and a superior share that is back to normal at up to 98-99% among the most skilled farmers. This, along with good growth conditions, has resulted in higher biomass and high export volumes. Prices have been affected by this, but also production costs! This week started with prices for 3-5 at around 60,- and 66-70 for 5+. Today, 3-5 is sold at 68-69 and 5+ at 73-75 delivered Oslo, meaning a nice increase of 7-8 kr, i.e., 12-15% up!! Last week's total export of over 37.000 tonnes is a record for a single slaughter week for the 1st half, and now volumes will decrease somewhat. What is positive: Chile now has neg biomass at 5,5% Currency has improved in recent weeks Low prices build market! Prices will return to 90-100 again during the year, but it's difficult to predict the exact timing. Remember the temporary tariff to the USA runs until July 25, then we'll see what comes from Trump. Americans still eat a lot of salmon, and total consumption is increasing. Haaland is positively profiled for Norwegian seafood over there, - that will probably have an effect for our salmon!
- ·1 päivä sittenFor those who are also interested in hearing negative views on the seafood industry (salmon), I recommend the latest episode of Arcticpodden with Gaute Eie: https://open.spotify.com/episode/1afQRVRO1Lw7IcXqdhCtcx?si=3Z52g1KpTzunZjf6F1iSfwIt's an interesting insight Eie presents. He says, among other things, that salmon deserved growth pricing previously when volumes were small, but now Salmar has 300k tonnes in production and Mowi has 600k, which limits growth opportunities in production going forward. This means that top-line growth must mainly come from increased salmon prices and not increased volume. This challenges the salmon companies' growth pricing, and raises the question of whether they shouldn't rather be valued at commodity multiples. Nevertheless, I think it's too simplistic to view Mowi as a pure commodity case. The company has high return on capital, a strong cost position, an integrated value chain, Feed, Consumer Products, and a size that provides advantages many competitors do not have. And we should not ignore that the prospects for higher salmon prices in the long term are still good. Demand for premium protein is growing and salmon production appears to be structurally limited in the long term. With technological growth, it is also not unlikely that production will become more efficient and less costly over time, which can improve margins. Valuing Mowi as a commodity company, I believe, is too cheap, but we'll see what mr.market thinks in the end.
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
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt