2026 Q2 - tulosraportti
56 päivää sitten
‧38 min
10,00 NOK/osake
Viimeisin osinko
1,83%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 346 | - | - | ||
| 297 | - | - | ||
| 13 | - | - | ||
| 1 023 | - | - | ||
| 227 | - | - |
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 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 25.8. | ||
2026 Q1 - tulosraportti 20.5. | ||
2025 Q4 - tulosraportti 10.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
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
·1 t sittenGood momentum for Salmar today. In the short term, there will be lower supply vs demand for salmon, which will drive up the price per kg. The share price for seafood stocks usually peaks in mid-Dec every year, as is standard practice.
·2 t sittenFinansavisen: Predicts comeback – It is certain! - With a buy across the board, head of research Christian Nordby believes it is set up for a comeback next year. He highlights one top choice in particular. 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 turning around for the fish 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 of this year. At that time, demand growth was 36 percent, which resulted in a jump in the salmon price of 40 percent in 2022. – 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 lower salmon supply, he says. Predicts price jump Next year, the analyst expects salmon prices at an average of 85 kroner, compared to the 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 numbers, 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 high salmon prices, high prices have often reflected greater problems with fish health 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 paid by salmon companies is at all-time high. At the same time, the feed factor 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 guide themselves, he says. Before the weekend, it became known that the important anchoveta fishery in Peru has been cancelled as a result of the El Niño weather phenomenon. That initially contributes to even higher prices for fish oil and fishmeal, but Nordby sees a correlation that he believes bodes well for the fish farmers next year. – A point that is not talked about enough is that you always get a very good fishing season after El Niño. That means 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 the top choice, while there is the greatest upside in Faroese Bakkafrost. – However, that depends on Bakkafrost managing to turn around the business in Scotland, which involves a certain amount of risk, says Nordby. Salmar is relatively more expensive than Mowi, but due to a higher 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 analyst in aquaculture.
·1 päivä sittenNorway enters into free trade agreement with Vietnam Norwegian seafood industry rejoices over new terms that provide better conditions for exporters. https://e24.no/hav-og-sjoemat/i/31KMg9/norge-inngaar-frihandelsavtale-med-vietnam
·16.10.Excerpt from iLaks. - There is an increase in the euro, but flat price for Norwegian kroner. Customer and consumer pay more for the fish, says a fish farmer. - 68-70 kroner for 3-5, 71-71.50 kroner for 5-6 and 78+ kroner for 6+ in Europe. For 6+ you get something in the 80s to Asia.
·16.10.https://www.intrafish.no/priser/uvar-i-nord-norge-og-sterkere-krone-slik-gar-det-med-prisene/2-1-2060007 It seems prices are ticking slowly upwards👍
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
56 päivää sitten
‧38 min
10,00 NOK/osake
Viimeisin osinko
1,83%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
- ·1 t sittenGood momentum for Salmar today. In the short term, there will be lower supply vs demand for salmon, which will drive up the price per kg. The share price for seafood stocks usually peaks in mid-Dec every year, as is standard practice.
- ·2 t sittenFinansavisen: Predicts comeback – It is certain! - With a buy across the board, head of research Christian Nordby believes it is set up for a comeback next year. He highlights one top choice in particular. 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 turning around for the fish 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 of this year. At that time, demand growth was 36 percent, which resulted in a jump in the salmon price of 40 percent in 2022. – 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 lower salmon supply, he says. Predicts price jump Next year, the analyst expects salmon prices at an average of 85 kroner, compared to the 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 numbers, 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 high salmon prices, high prices have often reflected greater problems with fish health 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 paid by salmon companies is at all-time high. At the same time, the feed factor 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 guide themselves, he says. Before the weekend, it became known that the important anchoveta fishery in Peru has been cancelled as a result of the El Niño weather phenomenon. That initially contributes to even higher prices for fish oil and fishmeal, but Nordby sees a correlation that he believes bodes well for the fish farmers next year. – A point that is not talked about enough is that you always get a very good fishing season after El Niño. That means 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 the top choice, while there is the greatest upside in Faroese Bakkafrost. – However, that depends on Bakkafrost managing to turn around the business in Scotland, which involves a certain amount of risk, says Nordby. Salmar is relatively more expensive than Mowi, but due to a higher 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 analyst in aquaculture.
- ·1 päivä sittenNorway enters into free trade agreement with Vietnam Norwegian seafood industry rejoices over new terms that provide better conditions for exporters. https://e24.no/hav-og-sjoemat/i/31KMg9/norge-inngaar-frihandelsavtale-med-vietnam
- ·16.10.Excerpt from iLaks. - There is an increase in the euro, but flat price for Norwegian kroner. Customer and consumer pay more for the fish, says a fish farmer. - 68-70 kroner for 3-5, 71-71.50 kroner for 5-6 and 78+ kroner for 6+ in Europe. For 6+ you get something in the 80s to Asia.
- ·16.10.https://www.intrafish.no/priser/uvar-i-nord-norge-og-sterkere-krone-slik-gar-det-med-prisene/2-1-2060007 It seems prices are ticking slowly upwards👍
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 |
|---|---|---|---|---|
| 346 | - | - | ||
| 297 | - | - | ||
| 13 | - | - | ||
| 1 023 | - | - | ||
| 227 | - | - |
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 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 25.8. | ||
2026 Q1 - tulosraportti 20.5. | ||
2025 Q4 - tulosraportti 10.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
56 päivää sitten
‧38 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 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 25.8. | ||
2026 Q1 - tulosraportti 20.5. | ||
2025 Q4 - tulosraportti 10.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
10,00 NOK/osake
Viimeisin osinko
1,83%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 t sittenGood momentum for Salmar today. In the short term, there will be lower supply vs demand for salmon, which will drive up the price per kg. The share price for seafood stocks usually peaks in mid-Dec every year, as is standard practice.
- ·2 t sittenFinansavisen: Predicts comeback – It is certain! - With a buy across the board, head of research Christian Nordby believes it is set up for a comeback next year. He highlights one top choice in particular. 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 turning around for the fish 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 of this year. At that time, demand growth was 36 percent, which resulted in a jump in the salmon price of 40 percent in 2022. – 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 lower salmon supply, he says. Predicts price jump Next year, the analyst expects salmon prices at an average of 85 kroner, compared to the 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 numbers, 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 high salmon prices, high prices have often reflected greater problems with fish health 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 paid by salmon companies is at all-time high. At the same time, the feed factor 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 guide themselves, he says. Before the weekend, it became known that the important anchoveta fishery in Peru has been cancelled as a result of the El Niño weather phenomenon. That initially contributes to even higher prices for fish oil and fishmeal, but Nordby sees a correlation that he believes bodes well for the fish farmers next year. – A point that is not talked about enough is that you always get a very good fishing season after El Niño. That means 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 the top choice, while there is the greatest upside in Faroese Bakkafrost. – However, that depends on Bakkafrost managing to turn around the business in Scotland, which involves a certain amount of risk, says Nordby. Salmar is relatively more expensive than Mowi, but due to a higher 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 analyst in aquaculture.
- ·1 päivä sittenNorway enters into free trade agreement with Vietnam Norwegian seafood industry rejoices over new terms that provide better conditions for exporters. https://e24.no/hav-og-sjoemat/i/31KMg9/norge-inngaar-frihandelsavtale-med-vietnam
- ·16.10.Excerpt from iLaks. - There is an increase in the euro, but flat price for Norwegian kroner. Customer and consumer pay more for the fish, says a fish farmer. - 68-70 kroner for 3-5, 71-71.50 kroner for 5-6 and 78+ kroner for 6+ in Europe. For 6+ you get something in the 80s to Asia.
- ·16.10.https://www.intrafish.no/priser/uvar-i-nord-norge-og-sterkere-krone-slik-gar-det-med-prisene/2-1-2060007 It seems prices are ticking slowly upwards👍
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 |
|---|---|---|---|---|
| 346 | - | - | ||
| 297 | - | - | ||
| 13 | - | - | ||
| 1 023 | - | - | ||
| 227 | - | - |
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