AUSTEVOLL SEAFOOD(AUSS)
(AUSS)
Kvartalsrapport (Q4)
71 dager siden‧42min
4,50 NOK/aksje
Ex-dag 30. mai
4,96 %
Direkteavkastning
Ordredybde
Stengt
Antall
Kjøp
300
Selg
Antall
13
Siste handler
| Tid | Pris | Antall | Kjøpere | Selger |
|---|---|---|---|---|
| - | - | - | - |
Omsetning (NOK)
15 378 135Meglerstatistikk
Fant ingen data
Selskapshendelser
| Kommende | |
|---|---|
| 2024 Kvartalsrapport (Q1) | 15. mai 6 dager |
| Historisk | ||
|---|---|---|
| 2023 Kvartalsrapport (Q4) | 28. feb. | |
| 2023 Kvartalsrapport (Q3) | 15. nov. 2023 | |
| 2023 Kvartalsrapport (Q2) | 23. aug. 2023 | |
| 2022 Generalforsamling | 25. mai 2023 | |
| 2023 Kvartalsrapport (Q1) | 16. mai 2023 |
Data hentes fra Millistream, Quartr
Nyheter og Analyser
Nyheter og/eller generelle investeringsanbefalinger, eller utdrag av disse på denne siden og øvrige lenker, er produsert og levert av den spesifiserte leverandøren. Nordnet har ikke deltatt i utarbeidelsen, og har ikke gjennomgått eller gjort endringer i materialet. Les mer om investeringsanbefalinger.
Kvartalsrapport (Q4)
71 dager siden‧42min
Nyheter og Analyser
Nyheter og/eller generelle investeringsanbefalinger, eller utdrag av disse på denne siden og øvrige lenker, er produsert og levert av den spesifiserte leverandøren. Nordnet har ikke deltatt i utarbeidelsen, og har ikke gjennomgått eller gjort endringer i materialet. Les mer om investeringsanbefalinger.
Selskapshendelser
| Kommende | |
|---|---|
| 2024 Kvartalsrapport (Q1) | 15. mai 6 dager |
| Historisk | ||
|---|---|---|
| 2023 Kvartalsrapport (Q4) | 28. feb. | |
| 2023 Kvartalsrapport (Q3) | 15. nov. 2023 | |
| 2023 Kvartalsrapport (Q2) | 23. aug. 2023 | |
| 2022 Generalforsamling | 25. mai 2023 | |
| 2023 Kvartalsrapport (Q1) | 16. mai 2023 |
Data hentes fra Millistream, Quartr
Shareville
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3. mai · Endret3. mai · EndretNordea øker kursmålet sitt til 115 i dag. Tidligere 100 kr. Gjentar kjøp. Austevoll Seafood is a Norwegian producer of fish meal/oil, frozen pelagic products and salmon (through its subsidiary Lerøy). The company has operationsin Norway, the UK, Peru and Chile. In Peru/Chile, it owns vessels that catch and deliver pelagic fish for human consumption or for fish meal/oil, mainly for fish and animal feed. In the North Atlantic, it owns Pelagia AS (via a JV with Kverva), which produces frozen products, fish meal and fish oil, buying all the fish from third parties. Its main markets are South America, West Africa and South East Asia. Most of the fish meal/oil is consumed either in China or as salmon feed in Chile and Europe. Investment case We see a compelling investment case in Austevoll, as it is favourably positioned in the current food price and feed ingredient inflation environment, thanks to its production of fish oil and meals. Also, its core asset, Lerøy, is set to improve operational results in 2024 versus 2023, due to a more favourable contract mix –and it should reap the benefits of long-term customer relationships playing out with more stable price achievement over time. Main risks Key downside risks: El Niño or biological issues reducing fisheries substantially in Peru and Chile; stronger-than-expected salmon supply growth (lower prices); and a negative cost development. Estimate and valuation changes Austevoll is set to deliver Q1 numbers on 15 May. We expect EBIT of NOK 954m, slightly below LSEG Data & Analytics consensus. We now see an improved outlook for the pelagic industry in South America following a better quota situation and continued solid margins in Pelagia Holding, which should put the company in a solid position to pay healthy dividends in the coming years. This suggests that an investment should pay off in the longer term, despite the market not yet willing to price in Austevoll's solid pelagic and land-based businesses and in spite of the solid transaction multiple in Br. Birkeland. Soft short-term earnings with soft fisheries and low inventory levels in Peru in 2023 look set to make a U-turn for 2024. We stick to Buy and raise our SOTP-based target price to NOK 115 (100), which implies 2024E-26E P/E of ~10-12x.
26. apr.26. apr.Austevoll Seafood viser en sterk utvikling innenfor en stigende trendkanal på mellomlang sikt. Dette signaliserer økende optimisme blant investorene og indikerer videre kursoppgang. Aksjen ga også kjøpssignal fra en rektangelformasjon ved bruddet opp gjennom motstanden ved 82.72 kroner. Videre oppgang til 92.52 kroner eller mer er signalisert. Aksjen har støtte ved cirka 80.00 kroner og motstand ved cirka 94.40 kroner. https://www.investtech.com/no/market.php?CompanyID=100446
26. apr.26. apr.Jeg erklærer bear-markedet over! 😁- 16. apr.16. apr.Oppdatering fra DNB i dag: AUSTEVOLL SEAFOOD Set for Peruvian rebound We expect Q1 EBITDA of NOK1,528m, largely in line with consensus for NOK1,496m (results due at 07:00 CET on 15 May). Ahead of the report we have increased our Q1 EBITDA estimates for Lerøy Seafood and Foodcorp. The first season quota in Peru was 2.5mt, above our estimate of 2.0mt; while some uncertainty remains for catch rates, the proportion of juvenile fish and fat content, we expect more information with the Q1 report. Nevertheless, a normalisation in Peru through 2024 is set to benefit the company. We reiterate our BUY and NOK108 target price. We expect Q1 EBITDA of NOK1,528m, largely in line with consensus of NOK1,496m. Divisionally, we forecast Austral EBITDA of NOK29m (consensus: NOK49m), NOK144m for Foodcorp (consensus: NOK118m), NOK113m for Br Birkeland (consensus: NOK98m), NOK144m for Pelagia (50%; consensus NOK194m) and NOK1,245m for Lerøy Seafood (consensus: NOK1,282m). The first season quota in Peru of 2.5mt was c24% above our estimate (2.0mt), although some uncertainty remains on catch rates, the share of juvenile fish and fat content, we expect more information on this in the Q1 report and see a clear normalisation through 2024 as likely. Estimate changes. We have raised our Q1 EBITDA estimates for Lerøy Seafood (+22%, NOK221m) and Foodcorp (+27%, NOK30m), while we have cut our 2024 forecasts for Lerøy Seafood (-1%, NOK-39m) and Pelagia (-8%, NOK-67m), but raised our Foodcorp assumptions (+11%, NOK30m). In sum, we have lowered our 2024–2026e EPS by 1.3–4.9%. BUY and NOK108 target price reiterated. With a good quota situation in the North Atlantic, a very strong quota in Chile, and a likely normalisation of operations in Peru, 2024 is shaping up to be another strong year for the company’s pelagic operations. At our target price, Austevoll Seafood would be trading at a 2024–2026e P/E of 11.2–8.6x and a dividend yield of 4.2–5.4%, versus today’s 8.6–6.6x and 5.4–7.0%, respectively.
Kommentarene ovenfor kommer fra brukere på Nordnets sosiale nettverk Shareville og er verken redigert eller forhåndsvist av Nordnet. De innebærer ikke at Nordnet gir investeringsråd eller investeringsanbefalinger. Nordnet påtar seg ikke ansvar for kommentarene.
Kvartalsrapport (Q4)
71 dager siden‧42min
4,50 NOK/aksje
Ex-dag 30. mai
4,96 %
Direkteavkastning
Nyheter og Analyser
Nyheter og/eller generelle investeringsanbefalinger, eller utdrag av disse på denne siden og øvrige lenker, er produsert og levert av den spesifiserte leverandøren. Nordnet har ikke deltatt i utarbeidelsen, og har ikke gjennomgått eller gjort endringer i materialet. Les mer om investeringsanbefalinger.
4,50 NOK/aksje
Ex-dag 30. mai
4,96 %
Direkteavkastning
Shareville
Bli med i samtalen på SharevilleEt fellesskap av investorer som deler innsikt og kunnskap i sine porteføljer.
Logg inn
- 3. mai · Endret3. mai · EndretNordea øker kursmålet sitt til 115 i dag. Tidligere 100 kr. Gjentar kjøp. Austevoll Seafood is a Norwegian producer of fish meal/oil, frozen pelagic products and salmon (through its subsidiary Lerøy). The company has operationsin Norway, the UK, Peru and Chile. In Peru/Chile, it owns vessels that catch and deliver pelagic fish for human consumption or for fish meal/oil, mainly for fish and animal feed. In the North Atlantic, it owns Pelagia AS (via a JV with Kverva), which produces frozen products, fish meal and fish oil, buying all the fish from third parties. Its main markets are South America, West Africa and South East Asia. Most of the fish meal/oil is consumed either in China or as salmon feed in Chile and Europe. Investment case We see a compelling investment case in Austevoll, as it is favourably positioned in the current food price and feed ingredient inflation environment, thanks to its production of fish oil and meals. Also, its core asset, Lerøy, is set to improve operational results in 2024 versus 2023, due to a more favourable contract mix –and it should reap the benefits of long-term customer relationships playing out with more stable price achievement over time. Main risks Key downside risks: El Niño or biological issues reducing fisheries substantially in Peru and Chile; stronger-than-expected salmon supply growth (lower prices); and a negative cost development. Estimate and valuation changes Austevoll is set to deliver Q1 numbers on 15 May. We expect EBIT of NOK 954m, slightly below LSEG Data & Analytics consensus. We now see an improved outlook for the pelagic industry in South America following a better quota situation and continued solid margins in Pelagia Holding, which should put the company in a solid position to pay healthy dividends in the coming years. This suggests that an investment should pay off in the longer term, despite the market not yet willing to price in Austevoll's solid pelagic and land-based businesses and in spite of the solid transaction multiple in Br. Birkeland. Soft short-term earnings with soft fisheries and low inventory levels in Peru in 2023 look set to make a U-turn for 2024. We stick to Buy and raise our SOTP-based target price to NOK 115 (100), which implies 2024E-26E P/E of ~10-12x.
- 26. apr.26. apr.Austevoll Seafood viser en sterk utvikling innenfor en stigende trendkanal på mellomlang sikt. Dette signaliserer økende optimisme blant investorene og indikerer videre kursoppgang. Aksjen ga også kjøpssignal fra en rektangelformasjon ved bruddet opp gjennom motstanden ved 82.72 kroner. Videre oppgang til 92.52 kroner eller mer er signalisert. Aksjen har støtte ved cirka 80.00 kroner og motstand ved cirka 94.40 kroner. https://www.investtech.com/no/market.php?CompanyID=10044626. apr.26. apr.Jeg erklærer bear-markedet over! 😁
- 16. apr.16. apr.Oppdatering fra DNB i dag: AUSTEVOLL SEAFOOD Set for Peruvian rebound We expect Q1 EBITDA of NOK1,528m, largely in line with consensus for NOK1,496m (results due at 07:00 CET on 15 May). Ahead of the report we have increased our Q1 EBITDA estimates for Lerøy Seafood and Foodcorp. The first season quota in Peru was 2.5mt, above our estimate of 2.0mt; while some uncertainty remains for catch rates, the proportion of juvenile fish and fat content, we expect more information with the Q1 report. Nevertheless, a normalisation in Peru through 2024 is set to benefit the company. We reiterate our BUY and NOK108 target price. We expect Q1 EBITDA of NOK1,528m, largely in line with consensus of NOK1,496m. Divisionally, we forecast Austral EBITDA of NOK29m (consensus: NOK49m), NOK144m for Foodcorp (consensus: NOK118m), NOK113m for Br Birkeland (consensus: NOK98m), NOK144m for Pelagia (50%; consensus NOK194m) and NOK1,245m for Lerøy Seafood (consensus: NOK1,282m). The first season quota in Peru of 2.5mt was c24% above our estimate (2.0mt), although some uncertainty remains on catch rates, the share of juvenile fish and fat content, we expect more information on this in the Q1 report and see a clear normalisation through 2024 as likely. Estimate changes. We have raised our Q1 EBITDA estimates for Lerøy Seafood (+22%, NOK221m) and Foodcorp (+27%, NOK30m), while we have cut our 2024 forecasts for Lerøy Seafood (-1%, NOK-39m) and Pelagia (-8%, NOK-67m), but raised our Foodcorp assumptions (+11%, NOK30m). In sum, we have lowered our 2024–2026e EPS by 1.3–4.9%. BUY and NOK108 target price reiterated. With a good quota situation in the North Atlantic, a very strong quota in Chile, and a likely normalisation of operations in Peru, 2024 is shaping up to be another strong year for the company’s pelagic operations. At our target price, Austevoll Seafood would be trading at a 2024–2026e P/E of 11.2–8.6x and a dividend yield of 4.2–5.4%, versus today’s 8.6–6.6x and 5.4–7.0%, respectively.
Kommentarene ovenfor kommer fra brukere på Nordnets sosiale nettverk Shareville og er verken redigert eller forhåndsvist av Nordnet. De innebærer ikke at Nordnet gir investeringsråd eller investeringsanbefalinger. Nordnet påtar seg ikke ansvar for kommentarene.
Ordredybde
Stengt
Antall
Kjøp
300
Selg
Antall
13
Siste handler
| Tid | Pris | Antall | Kjøpere | Selger |
|---|---|---|---|---|
| - | - | - | - |
Omsetning (NOK)
15 378 135Meglerstatistikk
Fant ingen data
Selskapshendelser
| Kommende | |
|---|---|
| 2024 Kvartalsrapport (Q1) | 15. mai 6 dager |
| Historisk | ||
|---|---|---|
| 2023 Kvartalsrapport (Q4) | 28. feb. | |
| 2023 Kvartalsrapport (Q3) | 15. nov. 2023 | |
| 2023 Kvartalsrapport (Q2) | 23. aug. 2023 | |
| 2022 Generalforsamling | 25. mai 2023 | |
| 2023 Kvartalsrapport (Q1) | 16. mai 2023 |
Data hentes fra Millistream, Quartr