2026 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧37 min
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
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 18.8. | ||
2026 Q1 -tulosraportti 8.4. | ||
2025 Q4 -tulosraportti 8.1. | ||
2025 Q3 -tulosraportti 6.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·5 t sitten · MuokattuSB1 Markets 23.08.26 - buy 5.50 NOK: Salmon Evolution is ramping up production going forward. We expect a step-up in efficiency when Phase 2 is fully operational in 2027E • Due to a high fixed cost base, land-based salmon farmers in a ramp-up phase are more impacted by the current low salmon prices than traditional salmon operational results should improve more on a relative basis when salmon prices are expected to increase from Q4 26E. Production is still at an unsustainable low level, but we expect continued improvements in the upcoming quarters. Salmon Evolution has started production in Phase 2, and the company is reporting that the design upgrades are working as planned with clear improvements in water quality. Following the private placement in April, Salmon Evolution is fully financed for Phase 2 on our estimates, and we expect focus to be on improvements in net biomass growth over the next couple of quarters. • We reiterate our Buy rating but cut our target price from NOK6.30 to NOK5.50. Our target price is based on a P/E 31E of c13.5x (in line with historical 12M fwd P/E multiples [Factset] for traditional salmon farmers) with a 9% discount rate back to 2026, supporting NOK6.9/share. We apply a 20% discount to the fair value due to uncertainties regarding the production potential in Phase 2, and Phase 3 Capex. We expect that Phase 3 will be partly financed with new equity.
It's an interesting stock. Ever since the beginning, all brokerage houses have called for buy. They still do, but the price targets are steadily going down.
·10 t sittenWith today's salmon prices, salme loses money on every kilo of salmon they produce.
The upcoming expected prices (futures prices/forward prices) show the typical seasonal development: Prices bottom out in autumn, before climbing sharply towards the end of the year and into 2027. In the market and on Euronext / Fish Pool, expectations look like this based on the latest contract trades and analyst estimates: Expected price development per quarter Third quarter 2026 (late summer/autumn): Expected to be lowest, with an average of around 65 NOK/kg. Fourth quarter 2026 (winter/Christmas): Prices are expected to rise significantly towards the Christmas rush, with expectations around 74–75 NOK/kg. First quarter 2027: The seasonal peak is expected here, and contracts are indicated as high as around 90 NOK/kg. Second quarter 2027: Prices remain high in the new year, estimated at around 87 NOK/kg. Annual average for 2026 and 2027 (Analyst Estimates) Large brokerage houses have recently updated their forecasts for the entire coming years due to strong global demand combined with limited supply growth. Full year 2026: Analysts (including from Fearnley Securities and Arctic Securities) expect the year as a whole to land on an average between 75 and 77.50 NOK/kg. Full year 2027: A significant price jump is expected next year. Forecasts range from 82 NOK/kg up to 85–86 NOK/kg, driven by the flattening of global production growth. Nothing unusual, in other words. This applies to everyone who produces salmon.
·1 päivä sittenSome YouTube videos from the facility for those who haven't seen it: https://www.youtube.com/watch?v=4F2SJ6wRjPU https://www.youtube.com/watch?v=M1Dh8oo2onM https://www.youtube.com/watch?v=xbh3kXZn8xg https://www.youtube.com/watch?v=5ie-A_a9Ebw
·3 päivää sittenSALMON EVOLUTION: DNB reiterates buy with unchanged price target NOK 6,0.
·3 päivää sittenIt's going to be so DAMN FUN when this finally turns around.
There will probably be a lot of profit-taking on a potential way up. Many are probably fed up, I think.
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 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧37 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sitten · MuokattuSB1 Markets 23.08.26 - buy 5.50 NOK: Salmon Evolution is ramping up production going forward. We expect a step-up in efficiency when Phase 2 is fully operational in 2027E • Due to a high fixed cost base, land-based salmon farmers in a ramp-up phase are more impacted by the current low salmon prices than traditional salmon operational results should improve more on a relative basis when salmon prices are expected to increase from Q4 26E. Production is still at an unsustainable low level, but we expect continued improvements in the upcoming quarters. Salmon Evolution has started production in Phase 2, and the company is reporting that the design upgrades are working as planned with clear improvements in water quality. Following the private placement in April, Salmon Evolution is fully financed for Phase 2 on our estimates, and we expect focus to be on improvements in net biomass growth over the next couple of quarters. • We reiterate our Buy rating but cut our target price from NOK6.30 to NOK5.50. Our target price is based on a P/E 31E of c13.5x (in line with historical 12M fwd P/E multiples [Factset] for traditional salmon farmers) with a 9% discount rate back to 2026, supporting NOK6.9/share. We apply a 20% discount to the fair value due to uncertainties regarding the production potential in Phase 2, and Phase 3 Capex. We expect that Phase 3 will be partly financed with new equity.It's an interesting stock. Ever since the beginning, all brokerage houses have called for buy. They still do, but the price targets are steadily going down.
- ·10 t sittenWith today's salmon prices, salme loses money on every kilo of salmon they produce.The upcoming expected prices (futures prices/forward prices) show the typical seasonal development: Prices bottom out in autumn, before climbing sharply towards the end of the year and into 2027. In the market and on Euronext / Fish Pool, expectations look like this based on the latest contract trades and analyst estimates: Expected price development per quarter Third quarter 2026 (late summer/autumn): Expected to be lowest, with an average of around 65 NOK/kg. Fourth quarter 2026 (winter/Christmas): Prices are expected to rise significantly towards the Christmas rush, with expectations around 74–75 NOK/kg. First quarter 2027: The seasonal peak is expected here, and contracts are indicated as high as around 90 NOK/kg. Second quarter 2027: Prices remain high in the new year, estimated at around 87 NOK/kg. Annual average for 2026 and 2027 (Analyst Estimates) Large brokerage houses have recently updated their forecasts for the entire coming years due to strong global demand combined with limited supply growth. Full year 2026: Analysts (including from Fearnley Securities and Arctic Securities) expect the year as a whole to land on an average between 75 and 77.50 NOK/kg. Full year 2027: A significant price jump is expected next year. Forecasts range from 82 NOK/kg up to 85–86 NOK/kg, driven by the flattening of global production growth. Nothing unusual, in other words. This applies to everyone who produces salmon.
- ·1 päivä sittenSome YouTube videos from the facility for those who haven't seen it: https://www.youtube.com/watch?v=4F2SJ6wRjPU https://www.youtube.com/watch?v=M1Dh8oo2onM https://www.youtube.com/watch?v=xbh3kXZn8xg https://www.youtube.com/watch?v=5ie-A_a9Ebw
- ·3 päivää sittenSALMON EVOLUTION: DNB reiterates buy with unchanged price target NOK 6,0.
- ·3 päivää sittenIt's going to be so DAMN FUN when this finally turns around.There will probably be a lot of profit-taking on a potential way up. Many are probably fed up, I think.
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 18.8. | ||
2026 Q1 -tulosraportti 8.4. | ||
2025 Q4 -tulosraportti 8.1. | ||
2025 Q3 -tulosraportti 6.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 |
2026 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧37 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 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 18.8. | ||
2026 Q1 -tulosraportti 8.4. | ||
2025 Q4 -tulosraportti 8.1. | ||
2025 Q3 -tulosraportti 6.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sitten · MuokattuSB1 Markets 23.08.26 - buy 5.50 NOK: Salmon Evolution is ramping up production going forward. We expect a step-up in efficiency when Phase 2 is fully operational in 2027E • Due to a high fixed cost base, land-based salmon farmers in a ramp-up phase are more impacted by the current low salmon prices than traditional salmon operational results should improve more on a relative basis when salmon prices are expected to increase from Q4 26E. Production is still at an unsustainable low level, but we expect continued improvements in the upcoming quarters. Salmon Evolution has started production in Phase 2, and the company is reporting that the design upgrades are working as planned with clear improvements in water quality. Following the private placement in April, Salmon Evolution is fully financed for Phase 2 on our estimates, and we expect focus to be on improvements in net biomass growth over the next couple of quarters. • We reiterate our Buy rating but cut our target price from NOK6.30 to NOK5.50. Our target price is based on a P/E 31E of c13.5x (in line with historical 12M fwd P/E multiples [Factset] for traditional salmon farmers) with a 9% discount rate back to 2026, supporting NOK6.9/share. We apply a 20% discount to the fair value due to uncertainties regarding the production potential in Phase 2, and Phase 3 Capex. We expect that Phase 3 will be partly financed with new equity.It's an interesting stock. Ever since the beginning, all brokerage houses have called for buy. They still do, but the price targets are steadily going down.
- ·10 t sittenWith today's salmon prices, salme loses money on every kilo of salmon they produce.The upcoming expected prices (futures prices/forward prices) show the typical seasonal development: Prices bottom out in autumn, before climbing sharply towards the end of the year and into 2027. In the market and on Euronext / Fish Pool, expectations look like this based on the latest contract trades and analyst estimates: Expected price development per quarter Third quarter 2026 (late summer/autumn): Expected to be lowest, with an average of around 65 NOK/kg. Fourth quarter 2026 (winter/Christmas): Prices are expected to rise significantly towards the Christmas rush, with expectations around 74–75 NOK/kg. First quarter 2027: The seasonal peak is expected here, and contracts are indicated as high as around 90 NOK/kg. Second quarter 2027: Prices remain high in the new year, estimated at around 87 NOK/kg. Annual average for 2026 and 2027 (Analyst Estimates) Large brokerage houses have recently updated their forecasts for the entire coming years due to strong global demand combined with limited supply growth. Full year 2026: Analysts (including from Fearnley Securities and Arctic Securities) expect the year as a whole to land on an average between 75 and 77.50 NOK/kg. Full year 2027: A significant price jump is expected next year. Forecasts range from 82 NOK/kg up to 85–86 NOK/kg, driven by the flattening of global production growth. Nothing unusual, in other words. This applies to everyone who produces salmon.
- ·1 päivä sittenSome YouTube videos from the facility for those who haven't seen it: https://www.youtube.com/watch?v=4F2SJ6wRjPU https://www.youtube.com/watch?v=M1Dh8oo2onM https://www.youtube.com/watch?v=xbh3kXZn8xg https://www.youtube.com/watch?v=5ie-A_a9Ebw
- ·3 päivää sittenSALMON EVOLUTION: DNB reiterates buy with unchanged price target NOK 6,0.
- ·3 päivää sittenIt's going to be so DAMN FUN when this finally turns around.There will probably be a lot of profit-taking on a potential way up. Many are probably fed up, I think.
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