2025 Q4 -tulosraportti
85 päivää sitten
‧32 min
10,00 NOK/osake
Irtoamispäivä 24.6.
3,91%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 118 | - | - | ||
| 250 | - | - | ||
| 280 | - | - | ||
| 258 | - | - | ||
| 168 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 | ||
2024 Q4 -tulosraportti 18.2.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·14 t sittenGone from 562 in the morning to 542 now because ?
·14 t sittenPerhaps because of what you said 4h ago?- ·18 t sittenSoon reaching the 550-level. We are heading towards low season.·14 t sittenWas right about it going under 550 today......
·1 päivä sittenOslo (Infront TDN Direkt): ABG Sundal Collier lowers earnings estimates for the aquaculture sector due to lower salmon price forecasts, and downgrades several price targets. This is stated in a sector report on Monday. In euros, the brokerage makes small positive adjustments to salmon price estimates, but due to currency effects, the estimates in Norwegian kroner are lower in 2026 and 2028, and marginally higher in 2027. "Our lower salmon price assumption is the main driver behind our negative operating profit revision of 5 percent for 2026, and although operating profit for 2027 is largely unchanged – where higher salmon prices as a result of negative supply growth offset higher costs – operating profit for 2028 is down 7 percent. This implies that we are 9 percent below consensus on operating profit in 2026 and indicates that negative estimate revisions may continue," writes the brokerage. It is noted, however, that earnings growth is still the most important driver for the share price, and despite negative revisions, ABG still sees prospects for significant earnings growth in 2026 to 2028, and estimates an annual growth rate of 36 percent, driven by low supply growth and normalized prices. "We acknowledge that the sector does not appear particularly attractive on short-term earnings, and we see both a stronger krone and potentially renewed cost inflation as important risk factors. At the same time, salmon's cost advantage compared to other proteins and expected low supply growth suggest that price increases should be able to offset cost inflation," writes the brokerage. It is noted that summer appears to be a better entry point in the short term, but as the seafood index is down 12 percent year-to-date, the brokerage maintains that headwinds and seasonal variations may already be partially reflected in the share prices. ABG therefore recommends buying on potential weaknesses and reiterates Salmar as top pick, followed by Lerøy Seafood and Mowi. Overview of ABG Sundal Collier's coverage of aquaculture stocks: Company Recommendation Price target Austevoll Seafood Buy 113 (115) Bakkafrost Hold 320 (312) Grieg Seafood Hold 35 (73) Kaldvik Buy 9 (15) Lerøy Seafood Buy 56 (57) Mowi Buy 240 (253) Salmar Buy 649 (658)·1 päivä sittenIs it correct then that June/July is low season and a good entry point?
·30.4.Marshall Wace LLP's short position was yesterday reduced to < 0.5%. Total visible short position in SalMar is now 1.51%. https://ssr.finanstilsynet.no/Home/Details/NO0010310956
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.
2025 Q4 -tulosraportti
85 päivää sitten
‧32 min
10,00 NOK/osake
Irtoamispäivä 24.6.
3,91%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
- ·14 t sittenGone from 562 in the morning to 542 now because ?·14 t sittenPerhaps because of what you said 4h ago?
- ·18 t sittenSoon reaching the 550-level. We are heading towards low season.·14 t sittenWas right about it going under 550 today......
- ·1 päivä sittenOslo (Infront TDN Direkt): ABG Sundal Collier lowers earnings estimates for the aquaculture sector due to lower salmon price forecasts, and downgrades several price targets. This is stated in a sector report on Monday. In euros, the brokerage makes small positive adjustments to salmon price estimates, but due to currency effects, the estimates in Norwegian kroner are lower in 2026 and 2028, and marginally higher in 2027. "Our lower salmon price assumption is the main driver behind our negative operating profit revision of 5 percent for 2026, and although operating profit for 2027 is largely unchanged – where higher salmon prices as a result of negative supply growth offset higher costs – operating profit for 2028 is down 7 percent. This implies that we are 9 percent below consensus on operating profit in 2026 and indicates that negative estimate revisions may continue," writes the brokerage. It is noted, however, that earnings growth is still the most important driver for the share price, and despite negative revisions, ABG still sees prospects for significant earnings growth in 2026 to 2028, and estimates an annual growth rate of 36 percent, driven by low supply growth and normalized prices. "We acknowledge that the sector does not appear particularly attractive on short-term earnings, and we see both a stronger krone and potentially renewed cost inflation as important risk factors. At the same time, salmon's cost advantage compared to other proteins and expected low supply growth suggest that price increases should be able to offset cost inflation," writes the brokerage. It is noted that summer appears to be a better entry point in the short term, but as the seafood index is down 12 percent year-to-date, the brokerage maintains that headwinds and seasonal variations may already be partially reflected in the share prices. ABG therefore recommends buying on potential weaknesses and reiterates Salmar as top pick, followed by Lerøy Seafood and Mowi. Overview of ABG Sundal Collier's coverage of aquaculture stocks: Company Recommendation Price target Austevoll Seafood Buy 113 (115) Bakkafrost Hold 320 (312) Grieg Seafood Hold 35 (73) Kaldvik Buy 9 (15) Lerøy Seafood Buy 56 (57) Mowi Buy 240 (253) Salmar Buy 649 (658)·1 päivä sittenIs it correct then that June/July is low season and a good entry point?
- ·30.4.Marshall Wace LLP's short position was yesterday reduced to < 0.5%. Total visible short position in SalMar is now 1.51%. https://ssr.finanstilsynet.no/Home/Details/NO0010310956
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 118 | - | - | ||
| 250 | - | - | ||
| 280 | - | - | ||
| 258 | - | - | ||
| 168 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 | ||
2024 Q4 -tulosraportti 18.2.2025 |
2025 Q4 -tulosraportti
85 päivää sitten
‧32 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 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 | ||
2024 Q4 -tulosraportti 18.2.2025 |
10,00 NOK/osake
Irtoamispäivä 24.6.
3,91%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14 t sittenGone from 562 in the morning to 542 now because ?·14 t sittenPerhaps because of what you said 4h ago?
- ·18 t sittenSoon reaching the 550-level. We are heading towards low season.·14 t sittenWas right about it going under 550 today......
- ·1 päivä sittenOslo (Infront TDN Direkt): ABG Sundal Collier lowers earnings estimates for the aquaculture sector due to lower salmon price forecasts, and downgrades several price targets. This is stated in a sector report on Monday. In euros, the brokerage makes small positive adjustments to salmon price estimates, but due to currency effects, the estimates in Norwegian kroner are lower in 2026 and 2028, and marginally higher in 2027. "Our lower salmon price assumption is the main driver behind our negative operating profit revision of 5 percent for 2026, and although operating profit for 2027 is largely unchanged – where higher salmon prices as a result of negative supply growth offset higher costs – operating profit for 2028 is down 7 percent. This implies that we are 9 percent below consensus on operating profit in 2026 and indicates that negative estimate revisions may continue," writes the brokerage. It is noted, however, that earnings growth is still the most important driver for the share price, and despite negative revisions, ABG still sees prospects for significant earnings growth in 2026 to 2028, and estimates an annual growth rate of 36 percent, driven by low supply growth and normalized prices. "We acknowledge that the sector does not appear particularly attractive on short-term earnings, and we see both a stronger krone and potentially renewed cost inflation as important risk factors. At the same time, salmon's cost advantage compared to other proteins and expected low supply growth suggest that price increases should be able to offset cost inflation," writes the brokerage. It is noted that summer appears to be a better entry point in the short term, but as the seafood index is down 12 percent year-to-date, the brokerage maintains that headwinds and seasonal variations may already be partially reflected in the share prices. ABG therefore recommends buying on potential weaknesses and reiterates Salmar as top pick, followed by Lerøy Seafood and Mowi. Overview of ABG Sundal Collier's coverage of aquaculture stocks: Company Recommendation Price target Austevoll Seafood Buy 113 (115) Bakkafrost Hold 320 (312) Grieg Seafood Hold 35 (73) Kaldvik Buy 9 (15) Lerøy Seafood Buy 56 (57) Mowi Buy 240 (253) Salmar Buy 649 (658)·1 päivä sittenIs it correct then that June/July is low season and a good entry point?
- ·30.4.Marshall Wace LLP's short position was yesterday reduced to < 0.5%. Total visible short position in SalMar is now 1.51%. https://ssr.finanstilsynet.no/Home/Details/NO0010310956
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 118 | - | - | ||
| 250 | - | - | ||
| 280 | - | - | ||
| 258 | - | - | ||
| 168 | - | - |
Välittäjätilasto
Dataa ei löytynyt