MÅSØVAL AS(MAS)
(MAS)
Q4
59 dage siden‧34 min
0,50 NOK/aktie
X-dag 5. jun.
1,57 %
Direkte afkast
Ordredybde
Åben
Antal
Køb
1.320
Sælg
Antal
2.506
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| 16 | - | - | ||
| 40 | - | - |
Omsætning (NOK)
1.781Mæglerstatistik
Ingen data fundet
Corporate Actions
| Næste begivenhed | |
|---|---|
| 2024 Q1 | 23. maj |
| Tidligere begivenheder | ||
|---|---|---|
| 2023 Q4 | 27. feb. | |
| 2023 Q3 | 21. nov. 2023 | |
| 2023 Ekstraordinær generalforsamling | 25. sep. 2023 | |
| 2023 Q2 | 29. aug. 2023 | |
| 2022 Generalforsamling | 14. jun. 2023 |
Data hentes fra Millistream, Quartr
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Q4
59 dage siden‧34 min
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Corporate Actions
| Næste begivenhed | |
|---|---|
| 2024 Q1 | 23. maj |
| Tidligere begivenheder | ||
|---|---|---|
| 2023 Q4 | 27. feb. | |
| 2023 Q3 | 21. nov. 2023 | |
| 2023 Ekstraordinær generalforsamling | 25. sep. 2023 | |
| 2023 Q2 | 29. aug. 2023 | |
| 2022 Generalforsamling | 14. jun. 2023 |
Data hentes fra Millistream, Quartr
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
16. apr.16. apr.Oppdatering fra DNB, datert 15.04: MÅSØVAL In line with consensus for Q1e We expect Q1 operating EBIT of NOK89m, in line with consensus of NOK93m, from a 3.6kt harvest, corresponding to a group EBIT/kg of NOK24.8, including 35% downgrades in Farming Mid. We also see the potential for Q2 volume guidance being a positive at Q1 reporting (we model 10kt incl. Frøya Laks), and estimate EBIT of NOK341m in Q2, 37% above consensus. We reiterate our BUY and NOK39 target price. We expect Q1 operating EBIT of NOK89m, in line with consensus of NOK93m. Assuming consensus reflects the 3.6kt harvest disclosed in the Q1 trading update, we are in line on both harvest volumes and EBIT/kg margins (our estimate: NOK24.8/kg, consensus NOK25.7/kg). On segments, we expect EBIT/kg of NOK33.9 in Farming Mid, NOK7.6 in Farming West and NOK0.2 in Sales & Processing. Furthermore, we see the potential for Q2 volume guidance being positive at Q1 reporting. Our estimate for Q2 operating EBIT is NOK341m, 37% above consensus of NOK249m, based on a 10kt harvest (including Frøya Laks). The report is due at 06:00 CET on 23 May. Estimate changes. For 2024, we have made positive changes to the harvest profile, increasing harvest in Q2e from 23% of FY volumes to 34%. Additionally, we have made adjustments to our realised price estimates and now model 35% downgrades in Farming Mid in Q1 and 30% in Q2. We have also changed our modelling of Frøya Laks from being accounted for as a minority to now being an associate, and it is included in the Farming Mid segment. Lastly, we have updated our harvest volumes to reflect the Q1 trading update, although we interpret the trading update to also include volumes from Føya Laks. The Ulvan harvesting facility is not included in our estimates, and we expect more details on future plans at Q1 reporting. In sum, we have increased our 2024e EPS by 13.4% and our 2025–2026e EPS by 1.6–2.7%. BUY and NOK39 target price reiterated. Our valuation is based on a DCF (50% weight), peer group 2024 P/E multiples (25% weight), and peer group 2024e EV/EBIT multiples (25% weight). Måsøval is trading at 2024–2026e EPS of 10.3–6.9x and a dividend yield of 3.3–5.8%, versus 13.4–9.0x and 2.6–4.5% at our target price.
7. apr.7. apr.Får de ut noen volumer i markedet på disse prisnivåer må man tro?- 18. mar.18. mar.Kursen er i ferd med å etablere seg over 30,- nå. På tide. Salmar har steget rundt 60% fra bunnen. Det bør være mye å gå på rent kursmessig i MAS.
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Q4
59 dage siden‧34 min
0,50 NOK/aktie
X-dag 5. jun.
1,57 %
Direkte afkast
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
0,50 NOK/aktie
X-dag 5. jun.
1,57 %
Direkte afkast
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
- 16. apr.16. apr.Oppdatering fra DNB, datert 15.04: MÅSØVAL In line with consensus for Q1e We expect Q1 operating EBIT of NOK89m, in line with consensus of NOK93m, from a 3.6kt harvest, corresponding to a group EBIT/kg of NOK24.8, including 35% downgrades in Farming Mid. We also see the potential for Q2 volume guidance being a positive at Q1 reporting (we model 10kt incl. Frøya Laks), and estimate EBIT of NOK341m in Q2, 37% above consensus. We reiterate our BUY and NOK39 target price. We expect Q1 operating EBIT of NOK89m, in line with consensus of NOK93m. Assuming consensus reflects the 3.6kt harvest disclosed in the Q1 trading update, we are in line on both harvest volumes and EBIT/kg margins (our estimate: NOK24.8/kg, consensus NOK25.7/kg). On segments, we expect EBIT/kg of NOK33.9 in Farming Mid, NOK7.6 in Farming West and NOK0.2 in Sales & Processing. Furthermore, we see the potential for Q2 volume guidance being positive at Q1 reporting. Our estimate for Q2 operating EBIT is NOK341m, 37% above consensus of NOK249m, based on a 10kt harvest (including Frøya Laks). The report is due at 06:00 CET on 23 May. Estimate changes. For 2024, we have made positive changes to the harvest profile, increasing harvest in Q2e from 23% of FY volumes to 34%. Additionally, we have made adjustments to our realised price estimates and now model 35% downgrades in Farming Mid in Q1 and 30% in Q2. We have also changed our modelling of Frøya Laks from being accounted for as a minority to now being an associate, and it is included in the Farming Mid segment. Lastly, we have updated our harvest volumes to reflect the Q1 trading update, although we interpret the trading update to also include volumes from Føya Laks. The Ulvan harvesting facility is not included in our estimates, and we expect more details on future plans at Q1 reporting. In sum, we have increased our 2024e EPS by 13.4% and our 2025–2026e EPS by 1.6–2.7%. BUY and NOK39 target price reiterated. Our valuation is based on a DCF (50% weight), peer group 2024 P/E multiples (25% weight), and peer group 2024e EV/EBIT multiples (25% weight). Måsøval is trading at 2024–2026e EPS of 10.3–6.9x and a dividend yield of 3.3–5.8%, versus 13.4–9.0x and 2.6–4.5% at our target price.
- 7. apr.7. apr.Får de ut noen volumer i markedet på disse prisnivåer må man tro?
- 18. mar.18. mar.Kursen er i ferd med å etablere seg over 30,- nå. På tide. Salmar har steget rundt 60% fra bunnen. Det bør være mye å gå på rent kursmessig i MAS.
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Åben
Antal
Køb
1.320
Sælg
Antal
2.506
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| 16 | - | - | ||
| 40 | - | - |
Omsætning (NOK)
1.781Mæglerstatistik
Ingen data fundet
Corporate Actions
| Næste begivenhed | |
|---|---|
| 2024 Q1 | 23. maj |
| Tidligere begivenheder | ||
|---|---|---|
| 2023 Q4 | 27. feb. | |
| 2023 Q3 | 21. nov. 2023 | |
| 2023 Ekstraordinær generalforsamling | 25. sep. 2023 | |
| 2023 Q2 | 29. aug. 2023 | |
| 2022 Generalforsamling | 14. jun. 2023 |
Data hentes fra Millistream, Quartr