2026 Q1 -tulosraportti
19 päivää sitten
‧43 min
10,00 NOK/osake
Irtoamispäivä 23.6.
4,12%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 276 | - | - | ||
| 1 142 | - | - | ||
| 188 | - | - | ||
| 276 | - | - | ||
| 187 | - | - |
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 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 20.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·7 t sittenSalmar has become a loss-making stock.
·8 t sittenA bit strange that Salmar is dropping more than Mowi in % here and now.. Hence more potential and strength in Mowi perhaps? Price target 250 on the latter.
·2 päivää sittenWill a strong El Niño and a closed Strait of Hormuz lead to higher feed costs for Salmar? Yes, a strong El Niño and a closed Strait of Hormuz will lead to significantly higher feed costs for SalMar, as these two factors respectively push up raw material prices and transport costs. How the mechanisms work: El Niño and raw materials: The weather phenomenon leads to warming of the Pacific Ocean, which reduces the availability of anchovetas (Peruvian anchovy). This is a central ingredient in fishmeal. When availability plummets, prices for marine feed raw material skyrocket. Even if feed producers use substitutes like poultry meal, the total raw material curve will become much more expensive. Closed Strait of Hormuz and logistics: The strait is the world's most important supply route for oil and gas. A closure creates shock in energy markets and drives fuel and bunker prices sharply up. This leads to more expensive freight of raw materials to feed factories and more expensive distribution of the finished feed to SalMar's fish farms. Feed costs normally account for about half of the total production costs for farmed salmon. More expensive raw materials and higher freight and energy prices will therefore directly eat into SalMar's margins, despite the company having had strong biological operations and high fish quality. The ingredients in the feed that are affected Salmon feed today mainly consists of two categories of raw materials: marine ingredients (from the sea) and vegetable ingredients (from agriculture). In the event of a strong El Niño and a closed Strait of Hormuz, almost all these ingredients will be severely affected. 1. Vegetable ingredients (Agriculture) This constitutes the largest part of salmon feed today (often around 60–70 %). In a crisis, states will prioritize these directly for human food: Soy protein: Soy is one of the most important protein sources in salmon feed. El Niño often creates extreme drought or floods in large producing countries like Brazil and the USA. If crops fail, states like China will buy up everything they can to secure food for their own population and their own pig and poultry farms. Wheat and corn: Used as a binder and energy source in the feed. These are critical grain types for global food security. In case of scarcity, countries will immediately introduce export bans to keep the grain themselves (as we saw, for example, during previous supply crises), making it almost impossible for feed producers to obtain it. Rapeseed oil: Used to provide salmon with fat and energy. In an energy crisis (due to a closed Strait of Hormuz), agricultural oils like rapeseed oil will also be sought after for the production of biofuels, which pushes the price even higher. 2. Marine ingredients (The Sea) These ingredients are not directly affected by states eating them, but they become extremely expensive because they have to replace the lack of agricultural goods: Fishmeal and fish oil: El Niño causes anchovy fishing quotas in Peru to completely collapse. Since less soy and grain become available worldwide, the demand for fishmeal for other animal feed (like chicken and pig globally) will skyrocket. SalMar must therefore compete with global meat producers for the few tons of fishmeal available. Who does SalMar buy feed from? It is important to note that SalMar does not buy these ingredients directly on the commodity exchange. SalMar buys ready-made salmon feed from the large global feed producers (often called feed suppliers or feed brokers in the value chain). The three dominant players in Norway that SalMar uses are: Cargill (Ewos): SalMar has a very close and strategic collaboration with American Cargill through initiatives like The Salmon Living Lab. Cargill is one of the world's very largest agricultural companies. Skretting: Owned by the Dutch group Nutreco. BioMar: A large Danish feed group. The consequence for SalMar. Even though companies like Cargill and Skretting have enormous purchasing departments and long-term contracts, a global state bidding war will make their raw materials extremely much more expensive. Feed producers have clauses in their contracts that allow them to pass this extra bill directly on to the fish farmers. For SalMar, this means that no matter how skilled their feed suppliers are, the price per kilo of feed will increase dramatically when states start to outbid the market.- 3 päivää sitten3 päivää sittenDNB Carnegie has lowered its salmon spot price and earnings per share forecasts for the aquaculture sector, including SalMar, citing higher slaughter volumes and a strong Norwegian Krone. Despite these adjustments, the firm maintains a positive long-term outlook. Concurrently, the Norwegian Parliament approved abolishing the norm price council for aquaculture ground rent tax, a key regulatory shift. Current salmon spot prices are reported around 59-60 NOK/kg, down from 70 NOK/kg last week, with expectations of further declines.
·3 päivää sittenThey report from 70, but the report last week from SSB documents 76kr? When they said on Friday that they meant the prices are at 68-70? Here I was caught a bit off guard. The 400 mark is coming fast. 😅
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
19 päivää sitten
‧43 min
10,00 NOK/osake
Irtoamispäivä 23.6.
4,12%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
- ·7 t sittenSalmar has become a loss-making stock.
- ·8 t sittenA bit strange that Salmar is dropping more than Mowi in % here and now.. Hence more potential and strength in Mowi perhaps? Price target 250 on the latter.
- ·2 päivää sittenWill a strong El Niño and a closed Strait of Hormuz lead to higher feed costs for Salmar? Yes, a strong El Niño and a closed Strait of Hormuz will lead to significantly higher feed costs for SalMar, as these two factors respectively push up raw material prices and transport costs. How the mechanisms work: El Niño and raw materials: The weather phenomenon leads to warming of the Pacific Ocean, which reduces the availability of anchovetas (Peruvian anchovy). This is a central ingredient in fishmeal. When availability plummets, prices for marine feed raw material skyrocket. Even if feed producers use substitutes like poultry meal, the total raw material curve will become much more expensive. Closed Strait of Hormuz and logistics: The strait is the world's most important supply route for oil and gas. A closure creates shock in energy markets and drives fuel and bunker prices sharply up. This leads to more expensive freight of raw materials to feed factories and more expensive distribution of the finished feed to SalMar's fish farms. Feed costs normally account for about half of the total production costs for farmed salmon. More expensive raw materials and higher freight and energy prices will therefore directly eat into SalMar's margins, despite the company having had strong biological operations and high fish quality. The ingredients in the feed that are affected Salmon feed today mainly consists of two categories of raw materials: marine ingredients (from the sea) and vegetable ingredients (from agriculture). In the event of a strong El Niño and a closed Strait of Hormuz, almost all these ingredients will be severely affected. 1. Vegetable ingredients (Agriculture) This constitutes the largest part of salmon feed today (often around 60–70 %). In a crisis, states will prioritize these directly for human food: Soy protein: Soy is one of the most important protein sources in salmon feed. El Niño often creates extreme drought or floods in large producing countries like Brazil and the USA. If crops fail, states like China will buy up everything they can to secure food for their own population and their own pig and poultry farms. Wheat and corn: Used as a binder and energy source in the feed. These are critical grain types for global food security. In case of scarcity, countries will immediately introduce export bans to keep the grain themselves (as we saw, for example, during previous supply crises), making it almost impossible for feed producers to obtain it. Rapeseed oil: Used to provide salmon with fat and energy. In an energy crisis (due to a closed Strait of Hormuz), agricultural oils like rapeseed oil will also be sought after for the production of biofuels, which pushes the price even higher. 2. Marine ingredients (The Sea) These ingredients are not directly affected by states eating them, but they become extremely expensive because they have to replace the lack of agricultural goods: Fishmeal and fish oil: El Niño causes anchovy fishing quotas in Peru to completely collapse. Since less soy and grain become available worldwide, the demand for fishmeal for other animal feed (like chicken and pig globally) will skyrocket. SalMar must therefore compete with global meat producers for the few tons of fishmeal available. Who does SalMar buy feed from? It is important to note that SalMar does not buy these ingredients directly on the commodity exchange. SalMar buys ready-made salmon feed from the large global feed producers (often called feed suppliers or feed brokers in the value chain). The three dominant players in Norway that SalMar uses are: Cargill (Ewos): SalMar has a very close and strategic collaboration with American Cargill through initiatives like The Salmon Living Lab. Cargill is one of the world's very largest agricultural companies. Skretting: Owned by the Dutch group Nutreco. BioMar: A large Danish feed group. The consequence for SalMar. Even though companies like Cargill and Skretting have enormous purchasing departments and long-term contracts, a global state bidding war will make their raw materials extremely much more expensive. Feed producers have clauses in their contracts that allow them to pass this extra bill directly on to the fish farmers. For SalMar, this means that no matter how skilled their feed suppliers are, the price per kilo of feed will increase dramatically when states start to outbid the market.
- 3 päivää sitten3 päivää sittenDNB Carnegie has lowered its salmon spot price and earnings per share forecasts for the aquaculture sector, including SalMar, citing higher slaughter volumes and a strong Norwegian Krone. Despite these adjustments, the firm maintains a positive long-term outlook. Concurrently, the Norwegian Parliament approved abolishing the norm price council for aquaculture ground rent tax, a key regulatory shift. Current salmon spot prices are reported around 59-60 NOK/kg, down from 70 NOK/kg last week, with expectations of further declines.·3 päivää sittenThey report from 70, but the report last week from SSB documents 76kr? When they said on Friday that they meant the prices are at 68-70? Here I was caught a bit off guard. The 400 mark is coming fast. 😅
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 |
|---|---|---|---|---|
| 276 | - | - | ||
| 1 142 | - | - | ||
| 188 | - | - | ||
| 276 | - | - | ||
| 187 | - | - |
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 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 20.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
2026 Q1 -tulosraportti
19 päivää sitten
‧43 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 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 20.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
10,00 NOK/osake
Irtoamispäivä 23.6.
4,12%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenSalmar has become a loss-making stock.
- ·8 t sittenA bit strange that Salmar is dropping more than Mowi in % here and now.. Hence more potential and strength in Mowi perhaps? Price target 250 on the latter.
- ·2 päivää sittenWill a strong El Niño and a closed Strait of Hormuz lead to higher feed costs for Salmar? Yes, a strong El Niño and a closed Strait of Hormuz will lead to significantly higher feed costs for SalMar, as these two factors respectively push up raw material prices and transport costs. How the mechanisms work: El Niño and raw materials: The weather phenomenon leads to warming of the Pacific Ocean, which reduces the availability of anchovetas (Peruvian anchovy). This is a central ingredient in fishmeal. When availability plummets, prices for marine feed raw material skyrocket. Even if feed producers use substitutes like poultry meal, the total raw material curve will become much more expensive. Closed Strait of Hormuz and logistics: The strait is the world's most important supply route for oil and gas. A closure creates shock in energy markets and drives fuel and bunker prices sharply up. This leads to more expensive freight of raw materials to feed factories and more expensive distribution of the finished feed to SalMar's fish farms. Feed costs normally account for about half of the total production costs for farmed salmon. More expensive raw materials and higher freight and energy prices will therefore directly eat into SalMar's margins, despite the company having had strong biological operations and high fish quality. The ingredients in the feed that are affected Salmon feed today mainly consists of two categories of raw materials: marine ingredients (from the sea) and vegetable ingredients (from agriculture). In the event of a strong El Niño and a closed Strait of Hormuz, almost all these ingredients will be severely affected. 1. Vegetable ingredients (Agriculture) This constitutes the largest part of salmon feed today (often around 60–70 %). In a crisis, states will prioritize these directly for human food: Soy protein: Soy is one of the most important protein sources in salmon feed. El Niño often creates extreme drought or floods in large producing countries like Brazil and the USA. If crops fail, states like China will buy up everything they can to secure food for their own population and their own pig and poultry farms. Wheat and corn: Used as a binder and energy source in the feed. These are critical grain types for global food security. In case of scarcity, countries will immediately introduce export bans to keep the grain themselves (as we saw, for example, during previous supply crises), making it almost impossible for feed producers to obtain it. Rapeseed oil: Used to provide salmon with fat and energy. In an energy crisis (due to a closed Strait of Hormuz), agricultural oils like rapeseed oil will also be sought after for the production of biofuels, which pushes the price even higher. 2. Marine ingredients (The Sea) These ingredients are not directly affected by states eating them, but they become extremely expensive because they have to replace the lack of agricultural goods: Fishmeal and fish oil: El Niño causes anchovy fishing quotas in Peru to completely collapse. Since less soy and grain become available worldwide, the demand for fishmeal for other animal feed (like chicken and pig globally) will skyrocket. SalMar must therefore compete with global meat producers for the few tons of fishmeal available. Who does SalMar buy feed from? It is important to note that SalMar does not buy these ingredients directly on the commodity exchange. SalMar buys ready-made salmon feed from the large global feed producers (often called feed suppliers or feed brokers in the value chain). The three dominant players in Norway that SalMar uses are: Cargill (Ewos): SalMar has a very close and strategic collaboration with American Cargill through initiatives like The Salmon Living Lab. Cargill is one of the world's very largest agricultural companies. Skretting: Owned by the Dutch group Nutreco. BioMar: A large Danish feed group. The consequence for SalMar. Even though companies like Cargill and Skretting have enormous purchasing departments and long-term contracts, a global state bidding war will make their raw materials extremely much more expensive. Feed producers have clauses in their contracts that allow them to pass this extra bill directly on to the fish farmers. For SalMar, this means that no matter how skilled their feed suppliers are, the price per kilo of feed will increase dramatically when states start to outbid the market.
- 3 päivää sitten3 päivää sittenDNB Carnegie has lowered its salmon spot price and earnings per share forecasts for the aquaculture sector, including SalMar, citing higher slaughter volumes and a strong Norwegian Krone. Despite these adjustments, the firm maintains a positive long-term outlook. Concurrently, the Norwegian Parliament approved abolishing the norm price council for aquaculture ground rent tax, a key regulatory shift. Current salmon spot prices are reported around 59-60 NOK/kg, down from 70 NOK/kg last week, with expectations of further declines.·3 päivää sittenThey report from 70, but the report last week from SSB documents 76kr? When they said on Friday that they meant the prices are at 68-70? Here I was caught a bit off guard. The 400 mark is coming fast. 😅
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 |
|---|---|---|---|---|
| 276 | - | - | ||
| 1 142 | - | - | ||
| 188 | - | - | ||
| 276 | - | - | ||
| 187 | - | - |
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