2026 Q1 -tulosraportti
67 päivää sitten
‧32 min
6,50 NOK/osake
Viimeisin osinko
7,75%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 12.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sittenUnexpectedly good result for the competitor https://www.nettavisen.no/nyheter/mowi-slaktet-150-000-tonn-i-andre-kvartal-det-hoyeste-noensinne/s/5-95-3148769
·12.7.Does anyone have access and can share? https://www.finansavisen.no/sjomat/2026/07/07/8364038/analytiker-wilhelm-dahl-roe-ser-historisk-kjopsmulighet-innen-oppdrett
Sees historic buying opportunity in aquaculture Danske Bank analyst Wilhelm Dahl Røe is generally positive on salmon stocks, but has a strong preference for two companies. POSITIVE ON THE SEAFOOD SECTOR: Analyst Wilhelm Dahl Røe at Danske Bank has a strong preference for Mowi and Salmar. – With a fall of 20–25 percent since the New Year, we are coming out of a tough period for salmon stocks, and even though we have also significantly downgraded the 2026 estimates, it has been a long time since we have had greater expectations for the stocks, says Wilhelm Dahl Røe, analyst at Danske Bank. – This is mainly due to our belief that the effects of the Iran war on the price picture will gradually subside, as well as current estimates grossly underestimating the potential for El Niño to not only increase costs, but also salmon prices. According to the analyst, a pause in fishing in Peru and low global quotas in recent weeks have contributed to important input factors for salmon feed reaching record levels, which has raised farmers' expenses by an estimated four kroner per kilo. – Furthermore, El Niño could threaten further fishing activity, even when we look towards the end of 2026, he adds. Increased mortality in Chile Røe believes El Niño also creates a risk of greater mortality in Chilean fish farms, given that the weather phenomenon is expected to be about as strong this year as in 2015–2016. – Some fundamental changes in Norway also played a role here, but the salmon price then increased by 50 percent, while costs rose closer to 20 percent, he says. – To varying degrees, these effects have balanced each other out previously, but the expected strength of the weather phenomenon is now at a level where the risk is high enough for us to include a net effect in our estimates. Furthermore, Røe points out that currency effects conceal strong underlying demand growth. – So far this year, value growth out of Norway is up by 6 percent in local currency, compared to zero percent in Norwegian kroner, and this is during a period of higher transport costs, he elaborates. – The market is clearly improving, partly due to sustained high growth in Asia and European supermarkets. A SOUGHT-AFTER FISH: The strengthening of the krone means that the recent solid demand growth is not reflected in Norwegian fish farmers' export statistics. Little volume growth effect – At the same time, Norwegian fish farmers' volume growth has been high leading up to summer, the analyst continues. – The degree of harvest-ready fish will affect the next month, but we believe the potential for further improvement is limited, also given that we expect biological pressure over the summer. Røe emphasizes that he is generally positive on the seafood sector, but has a strong preference for Mowi and Salmar, given company-specific biological conditions. – For Mowi, a couple of structural measures will also more significantly affect the cost side, he elaborates – On the other hand, the market underestimates the risk of cost increases in Bakkafrost, and Austevoll will to a small extent be able to profit from high meal and oil prices, so we are more reserved about both. Recommendations Buy: Salmar Mowi Lerøy Seafood Group Grieg Seafood Hold: Bakkafrost Austevoll Seafood Danske Bank does not directly own shares in any of the companies and has not had corporate assignments for them in the past year. Source: Finansavisen
·10.7.I don't know, but based on my calculations this is a really godg buy as of now.
You are most likely right about that. For the more cautious investor, AUSS is in many ways a no-brainer if one otherwise wants exposure to fish. Unlike most others in the sector, the dividend is so good that there's no stress in being "trapped" for a couple of years.- ·7.7. · MuokattuThey have pushed prices to the bottom, bought in, and now the buy signals are coming: https://www.finansavisen.no/sjomat/2026/07/07/8364038/analytiker-wilhelm-dahl-roe-ser-historisk-kjopsmulighet-innen-oppdrett
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.
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
67 päivää sitten
‧32 min
6,50 NOK/osake
Viimeisin osinko
7,75%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
Kirjaudu
- ·2 päivää sittenUnexpectedly good result for the competitor https://www.nettavisen.no/nyheter/mowi-slaktet-150-000-tonn-i-andre-kvartal-det-hoyeste-noensinne/s/5-95-3148769
- ·12.7.Does anyone have access and can share? https://www.finansavisen.no/sjomat/2026/07/07/8364038/analytiker-wilhelm-dahl-roe-ser-historisk-kjopsmulighet-innen-oppdrettSees historic buying opportunity in aquaculture Danske Bank analyst Wilhelm Dahl Røe is generally positive on salmon stocks, but has a strong preference for two companies. POSITIVE ON THE SEAFOOD SECTOR: Analyst Wilhelm Dahl Røe at Danske Bank has a strong preference for Mowi and Salmar. – With a fall of 20–25 percent since the New Year, we are coming out of a tough period for salmon stocks, and even though we have also significantly downgraded the 2026 estimates, it has been a long time since we have had greater expectations for the stocks, says Wilhelm Dahl Røe, analyst at Danske Bank. – This is mainly due to our belief that the effects of the Iran war on the price picture will gradually subside, as well as current estimates grossly underestimating the potential for El Niño to not only increase costs, but also salmon prices. According to the analyst, a pause in fishing in Peru and low global quotas in recent weeks have contributed to important input factors for salmon feed reaching record levels, which has raised farmers' expenses by an estimated four kroner per kilo. – Furthermore, El Niño could threaten further fishing activity, even when we look towards the end of 2026, he adds. Increased mortality in Chile Røe believes El Niño also creates a risk of greater mortality in Chilean fish farms, given that the weather phenomenon is expected to be about as strong this year as in 2015–2016. – Some fundamental changes in Norway also played a role here, but the salmon price then increased by 50 percent, while costs rose closer to 20 percent, he says. – To varying degrees, these effects have balanced each other out previously, but the expected strength of the weather phenomenon is now at a level where the risk is high enough for us to include a net effect in our estimates. Furthermore, Røe points out that currency effects conceal strong underlying demand growth. – So far this year, value growth out of Norway is up by 6 percent in local currency, compared to zero percent in Norwegian kroner, and this is during a period of higher transport costs, he elaborates. – The market is clearly improving, partly due to sustained high growth in Asia and European supermarkets. A SOUGHT-AFTER FISH: The strengthening of the krone means that the recent solid demand growth is not reflected in Norwegian fish farmers' export statistics. Little volume growth effect – At the same time, Norwegian fish farmers' volume growth has been high leading up to summer, the analyst continues. – The degree of harvest-ready fish will affect the next month, but we believe the potential for further improvement is limited, also given that we expect biological pressure over the summer. Røe emphasizes that he is generally positive on the seafood sector, but has a strong preference for Mowi and Salmar, given company-specific biological conditions. – For Mowi, a couple of structural measures will also more significantly affect the cost side, he elaborates – On the other hand, the market underestimates the risk of cost increases in Bakkafrost, and Austevoll will to a small extent be able to profit from high meal and oil prices, so we are more reserved about both. Recommendations Buy: Salmar Mowi Lerøy Seafood Group Grieg Seafood Hold: Bakkafrost Austevoll Seafood Danske Bank does not directly own shares in any of the companies and has not had corporate assignments for them in the past year. Source: Finansavisen
- ·10.7.I don't know, but based on my calculations this is a really godg buy as of now.You are most likely right about that. For the more cautious investor, AUSS is in many ways a no-brainer if one otherwise wants exposure to fish. Unlike most others in the sector, the dividend is so good that there's no stress in being "trapped" for a couple of years.
- ·7.7. · MuokattuThey have pushed prices to the bottom, bought in, and now the buy signals are coming: https://www.finansavisen.no/sjomat/2026/07/07/8364038/analytiker-wilhelm-dahl-roe-ser-historisk-kjopsmulighet-innen-oppdrett
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
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
2026 Q1 -tulosraportti
67 päivää sitten
‧32 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
6,50 NOK/osake
Viimeisin osinko
7,75%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenUnexpectedly good result for the competitor https://www.nettavisen.no/nyheter/mowi-slaktet-150-000-tonn-i-andre-kvartal-det-hoyeste-noensinne/s/5-95-3148769
- ·12.7.Does anyone have access and can share? https://www.finansavisen.no/sjomat/2026/07/07/8364038/analytiker-wilhelm-dahl-roe-ser-historisk-kjopsmulighet-innen-oppdrettSees historic buying opportunity in aquaculture Danske Bank analyst Wilhelm Dahl Røe is generally positive on salmon stocks, but has a strong preference for two companies. POSITIVE ON THE SEAFOOD SECTOR: Analyst Wilhelm Dahl Røe at Danske Bank has a strong preference for Mowi and Salmar. – With a fall of 20–25 percent since the New Year, we are coming out of a tough period for salmon stocks, and even though we have also significantly downgraded the 2026 estimates, it has been a long time since we have had greater expectations for the stocks, says Wilhelm Dahl Røe, analyst at Danske Bank. – This is mainly due to our belief that the effects of the Iran war on the price picture will gradually subside, as well as current estimates grossly underestimating the potential for El Niño to not only increase costs, but also salmon prices. According to the analyst, a pause in fishing in Peru and low global quotas in recent weeks have contributed to important input factors for salmon feed reaching record levels, which has raised farmers' expenses by an estimated four kroner per kilo. – Furthermore, El Niño could threaten further fishing activity, even when we look towards the end of 2026, he adds. Increased mortality in Chile Røe believes El Niño also creates a risk of greater mortality in Chilean fish farms, given that the weather phenomenon is expected to be about as strong this year as in 2015–2016. – Some fundamental changes in Norway also played a role here, but the salmon price then increased by 50 percent, while costs rose closer to 20 percent, he says. – To varying degrees, these effects have balanced each other out previously, but the expected strength of the weather phenomenon is now at a level where the risk is high enough for us to include a net effect in our estimates. Furthermore, Røe points out that currency effects conceal strong underlying demand growth. – So far this year, value growth out of Norway is up by 6 percent in local currency, compared to zero percent in Norwegian kroner, and this is during a period of higher transport costs, he elaborates. – The market is clearly improving, partly due to sustained high growth in Asia and European supermarkets. A SOUGHT-AFTER FISH: The strengthening of the krone means that the recent solid demand growth is not reflected in Norwegian fish farmers' export statistics. Little volume growth effect – At the same time, Norwegian fish farmers' volume growth has been high leading up to summer, the analyst continues. – The degree of harvest-ready fish will affect the next month, but we believe the potential for further improvement is limited, also given that we expect biological pressure over the summer. Røe emphasizes that he is generally positive on the seafood sector, but has a strong preference for Mowi and Salmar, given company-specific biological conditions. – For Mowi, a couple of structural measures will also more significantly affect the cost side, he elaborates – On the other hand, the market underestimates the risk of cost increases in Bakkafrost, and Austevoll will to a small extent be able to profit from high meal and oil prices, so we are more reserved about both. Recommendations Buy: Salmar Mowi Lerøy Seafood Group Grieg Seafood Hold: Bakkafrost Austevoll Seafood Danske Bank does not directly own shares in any of the companies and has not had corporate assignments for them in the past year. Source: Finansavisen
- ·10.7.I don't know, but based on my calculations this is a really godg buy as of now.You are most likely right about that. For the more cautious investor, AUSS is in many ways a no-brainer if one otherwise wants exposure to fish. Unlike most others in the sector, the dividend is so good that there's no stress in being "trapped" for a couple of years.
- ·7.7. · MuokattuThey have pushed prices to the bottom, bought in, and now the buy signals are coming: https://www.finansavisen.no/sjomat/2026/07/07/8364038/analytiker-wilhelm-dahl-roe-ser-historisk-kjopsmulighet-innen-oppdrett
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