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

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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

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Arvor810
5 t sitten
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Arvor810
5 t sitten
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Will 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.
FiskeBaron
4 t sitten
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FiskeBaron
4 t sitten
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Agree with that
Sky is the limit
9 t sitten
Sky is the limit
9 t sitten
DNB 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.
KrisNorwegian
8 t sitten
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KrisNorwegian
8 t sitten
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They 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. 😅
Bull x10
9 t sitten
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Bull x10
9 t sitten
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How come Salmar has 3 times as high P/E as Mowi?
Berkley
7 t sitten
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Berkley
7 t sitten
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From ChatGPT: SalMar trades at a significantly higher P/E (price/earnings) multiple than Mowi because the market prices in expectations of higher margins and stronger future earnings growth. This is mainly due to the following structural and operational differences:Lower production costs: SalMar is known for having among the industry's lowest costs per produced kilo, thanks to highly efficient facilities and good biology.Brand and processing: SalMar has invested heavily in further processing, which provides more stable and higher margins throughout the entire value chain.Different market and currency conditions: Analysts point out that Mowi has lower exposure to certain market risks (such as higher tariffs in the USA), which means the stock is priced more defensively and stably.
Harryjh
10 t sitten
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Harryjh
10 t sitten
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Oslo (Infront TDN Direkt): An exporter believes that no colleague should buy from the producer for more than 59–60 kroner per kilo. Intrafish reports this on Friday. Intrafish is receiving very conflicting feedback from sources this Friday. Last Friday, the salmon price hovered around 70 kroner to the producer. "This week we started at 67 kroner to the producer, but then it has steadily gone down. We are down to 60 now," says an exporter to Intrafish around 12 PM on Friday. He reports market pressure and blames a strong krone exchange rate. "It's the currency. In euros, we get better paid, perhaps between 6.20 and 6.40 per kilo delivered abroad. Last year we were down to 5.50 euros. So it's a completely different exchange rate now than before," he says. Intrafish finds it difficult to reach people by phone this Friday. This is often a sign of lower prices than the sources are comfortable with. One replies that he does not yet have an overview, and that we must come back to him "in a few hours." "I have a good feeling that prices will go down. It will probably be an Oslo price of, well, I don't know yet, but last Friday it hovered around 70 kroner," he says. "Prices are not set yet. After many weeks and months with the wrong price on Friday, we have to wait until customers come back and say what they can buy at," writes another exporter via SMS to Intrafish closer to 1:30 PM.
Sky is the limit
9 t sitten
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Sky is the limit
9 t sitten
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Good entry points for my part here and now at approx. 539. Below 530 I don't foresee, in that case I would be very surprised. Good weekend everyone.
Arvor810
14 t sitten
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Arvor810
14 t sitten
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Is anyone afraid of the feeding costs per fish when the Strait of Hormuz remains closed?
Sky is the limit
13 t sitten
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Sky is the limit
13 t sitten
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No, most likely offset due to strong NOK.

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Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti

16 päivää sitten

10,00 NOK/osake

Irtoamispäivä 23.6.

3,97%Tuotto/v

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