2026 Q1 -tulosraportti
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98 päivää sitten
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
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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 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.4. | ||
2025 Q4 -tulosraportti 8.1. | ||
2025 Q3 -tulosraportti 6.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 7.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sittenIn week 28 in 2026, the export price for fresh salmon was 69.54 kr/kg, an increase of 3.3 percent compared to the previous week.
It is green and nice today, short stays below 4 kroner usually. Then q2 will show more if things go according to plan and guidance, and that then possibly the 5 figure can become more "normal" than the 3 figure during h2.
·20 t sittenI'm probably a bit fed up with Norwegian shares being dumped in their first ten years on the market….. probably all are mispriced when they go public.
Unfortunately, we are more loyal to foreign countries than to our own industry, technology, and infrastructure. The Oil Fund invests exclusively abroad due to regulations adopted by politicians. The justification is that investments in Norway can lead to inflation. I think that's pure bullshit. What about the Arab countries, which invest enormous sums in skyscrapers and other prestige projects that are barely adapted to the environment in the Middle East? At the same time, Norwegians invest almost blindly in the American stock market, even though many companies are extremely highly priced in relation to earnings (Starlink, Tesla, Celestica, Palantir ...). This does not mean that we should start throwing money at every startup company. But when a project proves to be realistic and has a solid foundation, the conditions for success should also be facilitated.
·1 päivä sittenIs this a good buying opportunity here now or will it go further down? What do you think?
If only one knew😊 what is probably more to expect is that the right season is on its way, then we will see in a couple of months if this was a bottom period or not. Positive for late summer and winter🔥- ·2 päivää sittenThe article from Finansavisen the other day. Several things, but promises extra well for those who can utilize perfect biology for net profit feed cost vs kilo price ref El nino.😊✌️
This is how Danske Bank's reasoning can affect them: * Mowi – The clearest winner according to the analysis. The bank has it as one of its favorites thanks to good biological development and opportunities to keep costs down. * Salmon Evolution – Indirectly positive. The company produces salmon in land-based facilities and is therefore less dependent on problems such as sea lice, algal blooms, and certain weather-related risks in the sea. If the global supply of salmon decreases and prices rise, the company can benefit as production increases. * Andfjord Salmon – This is also a land-based system (with flow-through seawater). Higher salmon prices can improve profitability as the company gradually scales up production. At the same time, Andfjord is still in an expansion phase, which means that the stock is also affected by how well the expansion and production develop. For your portfolio as a whole, the analysis is therefore predominantly positive. If Danske Bank's scenario of higher salmon prices becomes a reality, Mowi can benefit relatively quickly through higher profits, while Salmon Evolution and Andfjord Salmon can receive extra support in their future earnings prospects as they build up their production. It also fits quite well with the strategy you have previously described: to have a stable base in Mowi and supplement with growth companies in land-based salmon farming. 
·10.7.This doesn't look good. Strong negative trend, record low turnover at record low price, low salmon prices, high debt and production cost. There isn't much positive to see here. Extreme risk. Possibly the 2-figure within a few weeks/months. Everything points towards a lower price, but what do I know
We know that China is growing in the salmon market, so they will push prices up in the coming years :) At the same time, we don't need good prices until the beginning of 2027, that's when our volume starts to become significant😊
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
Vain PDF
98 päivää sitten
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
- ·9 t sittenIn week 28 in 2026, the export price for fresh salmon was 69.54 kr/kg, an increase of 3.3 percent compared to the previous week.It is green and nice today, short stays below 4 kroner usually. Then q2 will show more if things go according to plan and guidance, and that then possibly the 5 figure can become more "normal" than the 3 figure during h2.
- ·20 t sittenI'm probably a bit fed up with Norwegian shares being dumped in their first ten years on the market….. probably all are mispriced when they go public.Unfortunately, we are more loyal to foreign countries than to our own industry, technology, and infrastructure. The Oil Fund invests exclusively abroad due to regulations adopted by politicians. The justification is that investments in Norway can lead to inflation. I think that's pure bullshit. What about the Arab countries, which invest enormous sums in skyscrapers and other prestige projects that are barely adapted to the environment in the Middle East? At the same time, Norwegians invest almost blindly in the American stock market, even though many companies are extremely highly priced in relation to earnings (Starlink, Tesla, Celestica, Palantir ...). This does not mean that we should start throwing money at every startup company. But when a project proves to be realistic and has a solid foundation, the conditions for success should also be facilitated.
- ·1 päivä sittenIs this a good buying opportunity here now or will it go further down? What do you think?If only one knew😊 what is probably more to expect is that the right season is on its way, then we will see in a couple of months if this was a bottom period or not. Positive for late summer and winter🔥
- ·2 päivää sittenThe article from Finansavisen the other day. Several things, but promises extra well for those who can utilize perfect biology for net profit feed cost vs kilo price ref El nino.😊✌️This is how Danske Bank's reasoning can affect them: * Mowi – The clearest winner according to the analysis. The bank has it as one of its favorites thanks to good biological development and opportunities to keep costs down. * Salmon Evolution – Indirectly positive. The company produces salmon in land-based facilities and is therefore less dependent on problems such as sea lice, algal blooms, and certain weather-related risks in the sea. If the global supply of salmon decreases and prices rise, the company can benefit as production increases. * Andfjord Salmon – This is also a land-based system (with flow-through seawater). Higher salmon prices can improve profitability as the company gradually scales up production. At the same time, Andfjord is still in an expansion phase, which means that the stock is also affected by how well the expansion and production develop. For your portfolio as a whole, the analysis is therefore predominantly positive. If Danske Bank's scenario of higher salmon prices becomes a reality, Mowi can benefit relatively quickly through higher profits, while Salmon Evolution and Andfjord Salmon can receive extra support in their future earnings prospects as they build up their production. It also fits quite well with the strategy you have previously described: to have a stable base in Mowi and supplement with growth companies in land-based salmon farming.
- ·10.7.This doesn't look good. Strong negative trend, record low turnover at record low price, low salmon prices, high debt and production cost. There isn't much positive to see here. Extreme risk. Possibly the 2-figure within a few weeks/months. Everything points towards a lower price, but what do I knowWe know that China is growing in the salmon market, so they will push prices up in the coming years :) At the same time, we don't need good prices until the beginning of 2027, that's when our volume starts to become significant😊
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.4. | ||
2025 Q4 -tulosraportti 8.1. | ||
2025 Q3 -tulosraportti 6.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 7.4.2025 |
2026 Q1 -tulosraportti
Vain PDF
98 päivää sitten
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 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.4. | ||
2025 Q4 -tulosraportti 8.1. | ||
2025 Q3 -tulosraportti 6.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 7.4.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenIn week 28 in 2026, the export price for fresh salmon was 69.54 kr/kg, an increase of 3.3 percent compared to the previous week.It is green and nice today, short stays below 4 kroner usually. Then q2 will show more if things go according to plan and guidance, and that then possibly the 5 figure can become more "normal" than the 3 figure during h2.
- ·20 t sittenI'm probably a bit fed up with Norwegian shares being dumped in their first ten years on the market….. probably all are mispriced when they go public.Unfortunately, we are more loyal to foreign countries than to our own industry, technology, and infrastructure. The Oil Fund invests exclusively abroad due to regulations adopted by politicians. The justification is that investments in Norway can lead to inflation. I think that's pure bullshit. What about the Arab countries, which invest enormous sums in skyscrapers and other prestige projects that are barely adapted to the environment in the Middle East? At the same time, Norwegians invest almost blindly in the American stock market, even though many companies are extremely highly priced in relation to earnings (Starlink, Tesla, Celestica, Palantir ...). This does not mean that we should start throwing money at every startup company. But when a project proves to be realistic and has a solid foundation, the conditions for success should also be facilitated.
- ·1 päivä sittenIs this a good buying opportunity here now or will it go further down? What do you think?If only one knew😊 what is probably more to expect is that the right season is on its way, then we will see in a couple of months if this was a bottom period or not. Positive for late summer and winter🔥
- ·2 päivää sittenThe article from Finansavisen the other day. Several things, but promises extra well for those who can utilize perfect biology for net profit feed cost vs kilo price ref El nino.😊✌️This is how Danske Bank's reasoning can affect them: * Mowi – The clearest winner according to the analysis. The bank has it as one of its favorites thanks to good biological development and opportunities to keep costs down. * Salmon Evolution – Indirectly positive. The company produces salmon in land-based facilities and is therefore less dependent on problems such as sea lice, algal blooms, and certain weather-related risks in the sea. If the global supply of salmon decreases and prices rise, the company can benefit as production increases. * Andfjord Salmon – This is also a land-based system (with flow-through seawater). Higher salmon prices can improve profitability as the company gradually scales up production. At the same time, Andfjord is still in an expansion phase, which means that the stock is also affected by how well the expansion and production develop. For your portfolio as a whole, the analysis is therefore predominantly positive. If Danske Bank's scenario of higher salmon prices becomes a reality, Mowi can benefit relatively quickly through higher profits, while Salmon Evolution and Andfjord Salmon can receive extra support in their future earnings prospects as they build up their production. It also fits quite well with the strategy you have previously described: to have a stable base in Mowi and supplement with growth companies in land-based salmon farming.
- ·10.7.This doesn't look good. Strong negative trend, record low turnover at record low price, low salmon prices, high debt and production cost. There isn't much positive to see here. Extreme risk. Possibly the 2-figure within a few weeks/months. Everything points towards a lower price, but what do I knowWe know that China is growing in the salmon market, so they will push prices up in the coming years :) At the same time, we don't need good prices until the beginning of 2027, that's when our volume starts to become significant😊
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