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]]>https://dev.proinvestor.com/forum/topic/399699/aktiesnakken-marts-2017RSS for NodeSat, 06 Jun 2026 21:03:41 GMTWed, 01 Mar 2017 06:52:53 GMT60<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 18:48:26 GMT]]>Helge, kommer dine P/E-tal her i chatten, når du har dem klar? - Og ja, jeg glæder mig til at
se dem 🙂

]]>https://dev.proinvestor.com/forum/post/7940830https://dev.proinvestor.com/forum/post/7940830Fri, 31 Mar 2017 18:48:26 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 11:20:41 GMT]]>Imponerende at der kan være så store forskelle på kursmål fra samme dag.

]]>https://dev.proinvestor.com/forum/post/7940825https://dev.proinvestor.com/forum/post/7940825Fri, 31 Mar 2017 11:20:41 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 11:11:49 GMT]]>Tangerer det Nordea har gang i ikke til kursmanipulation, hvis de kommer med så negativ analyse og så selv køber op på faldet
?

]]>https://dev.proinvestor.com/forum/post/7940826https://dev.proinvestor.com/forum/post/7940826Fri, 31 Mar 2017 11:11:49 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 10:33:23 GMT]]>Kg. pris næste uge er sidelæns eller lidt ned : http://ilaks.no/prisen-siger-nedover-for-paskelaksen/

]]>https://dev.proinvestor.com/forum/post/7940828https://dev.proinvestor.com/forum/post/7940828Fri, 31 Mar 2017 10:33:23 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 10:31:25 GMT]]>Paretos kursmå fra i dag:
GSF NOK 92
MHG EUR 19,60 (NOK 179,70)
BAKKA NOK 350
SALM NOK 277
LSG NOK 578
AUSS NOK 91
NRS NOK 178
SSC NOK 9,66 (GBP 0,91)

]]>https://dev.proinvestor.com/forum/post/7940823https://dev.proinvestor.com/forum/post/7940823Fri, 31 Mar 2017 10:31:25 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 10:26:50 GMT]]>Det er stadig historisk høje priser og vil give flotte bundlinjer både på Færøerne samt i Norge. Scottish Salmon Company vil få det svært.

]]>https://dev.proinvestor.com/forum/post/7940827https://dev.proinvestor.com/forum/post/7940827Fri, 31 Mar 2017 10:26:50 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 10:16:07 GMT]]>Fra analysen: Based on the negative market
reaction, we cut our 2017-19 salmon price forecasts by NOK 3 per kilo
to NOK 57, NOK 51 and NOK 50, respectively. Accordingly, we also cut
our target prices and maintain our general Sell ratings for the bulk of the
companies listed. We are now 16% lower than consensus on 2018E EBIT
and see a risk for negative estimate revisions.

]]>https://dev.proinvestor.com/forum/post/7940824https://dev.proinvestor.com/forum/post/7940824Fri, 31 Mar 2017 10:16:07 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 09:27:25 GMT]]>Bakkafrost er i samme kurs som før algeopblomstringen i Chile... Jeg finder fiskestangen frem igen.

]]>https://dev.proinvestor.com/forum/post/7940820https://dev.proinvestor.com/forum/post/7940820Fri, 31 Mar 2017 09:27:25 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 09:26:51 GMT]]>Nordea-analyse senker laksen : http://www.hegnar.no/Nyheter/Boers-finans/2017/03/Nordea-analyse-senker-laksen

]]>https://dev.proinvestor.com/forum/post/7940819https://dev.proinvestor.com/forum/post/7940819Fri, 31 Mar 2017 09:26:51 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 09:19:25 GMT]]>Sidste gang griskeødegård var ude med pisken fik jeg købt lerøy i 350

]]>https://dev.proinvestor.com/forum/post/7940829https://dev.proinvestor.com/forum/post/7940829Fri, 31 Mar 2017 09:19:25 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 09:19:04 GMT]]>Jeg tror jeg køber NRS og bakka i denne omgang

]]>https://dev.proinvestor.com/forum/post/7940822https://dev.proinvestor.com/forum/post/7940822Fri, 31 Mar 2017 09:19:04 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 09:17:48 GMT]]>Nordea er største køber i Bakka i år. De køber også stort op i dag. Banken er samtidigt bank for Bakkafrost og datterselskaberne.

]]>https://dev.proinvestor.com/forum/post/7940818https://dev.proinvestor.com/forum/post/7940818Fri, 31 Mar 2017 09:17:48 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 09:12:24 GMT]]>China and US will eat all supply growth
Limited and controlled supply growth in a market with strong demand is still the main reason being positive on the sector. Our demand estimates indicate that the US and greater China will eat almost all the production growth going forward, hence volumes into EU will be stable and prices will remain high.
Marginal supply growth

We estimate a moderate annual supply growth of 2-6% the next 4 years, due to strict regulatory limitations in Norway and Chile, c

]]>https://dev.proinvestor.com/forum/post/7940817https://dev.proinvestor.com/forum/post/7940817Fri, 31 Mar 2017 09:12:24 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 09:10:27 GMT]]>Mere Pareto: Fine tuning salmon price estimates

Q1 17 spot price came in at NOK 64.8/kg, NOK 3.2 below our estimate. We reduce our Q2 17 spot price assumption from NOK 60 to 58, and our 2018e contract price assumption from NOK 60 to NOK 58. In total this gives earnings revisions of around -3%.

]]>https://dev.proinvestor.com/forum/post/7940812https://dev.proinvestor.com/forum/post/7940812Fri, 31 Mar 2017 09:10:27 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 09:09:02 GMT]]>Har lige købt lidt Bakka kurs 262,4 og lidt Grieg 63,7

]]>https://dev.proinvestor.com/forum/post/7940816https://dev.proinvestor.com/forum/post/7940816Fri, 31 Mar 2017 09:09:02 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 09:02:20 GMT]]>jeg synes det er en uetisk måde Nordea håndterer det på, når de ved hvor stor indflydelse de har på kurserne

]]>https://dev.proinvestor.com/forum/post/7940811https://dev.proinvestor.com/forum/post/7940811Fri, 31 Mar 2017 09:02:20 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 09:01:01 GMT]]>Fanme godt vi har nogle her på forummet der kan fremlægge data, så vi får et klart billede af situationen. Tak til jer 🙂

]]>https://dev.proinvestor.com/forum/post/7940821https://dev.proinvestor.com/forum/post/7940821Fri, 31 Mar 2017 09:01:01 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 08:59:59 GMT]]>Det værste ved nordeas analyse og kursmål er at de sender dem efter aktierne allerede er hamret ned 20-40%

]]>https://dev.proinvestor.com/forum/post/7940810https://dev.proinvestor.com/forum/post/7940810Fri, 31 Mar 2017 08:59:59 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 08:58:04 GMT]]>gratis penge igen bare køb

]]>https://dev.proinvestor.com/forum/post/7940814https://dev.proinvestor.com/forum/post/7940814Fri, 31 Mar 2017 08:58:04 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 08:54:58 GMT]]>We find this to be in glaring contrast with the financial market focusing on demand destruction. The salmon sector, with an underlying annual demand growth of 8%, is trading at P/E 10x with a dividend yield of 6-7%. In the unlikely scenario that 17e spot price collapse by NOK 10/kg vs our expectations, the sector is still trading at decent 14x P/E, hence the downside should be limited. We favour Marine Harvest, Lerøy and Salmar."

]]>https://dev.proinvestor.com/forum/post/7940808https://dev.proinvestor.com/forum/post/7940808Fri, 31 Mar 2017 08:54:58 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 08:54:39 GMT]]>dagens rapport som oppsummerer Q1-17 og vurderer utsiktene er Pareto like bull som før.
Her er ingresen i rapporten:"Buy on weakness, again (71 pages)We find the recent negative share price performance unjustified as prices are high, demand is strong and outlook is great. The harvest volume was down 7% in Q117 vs Q116, but prices were around 23% higher, hence the total value of salmon consumption increased by impressive 13% YoY.

]]>https://dev.proinvestor.com/forum/post/7940809https://dev.proinvestor.com/forum/post/7940809Fri, 31 Mar 2017 08:54:39 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 08:50:37 GMT]]>Det godt nok er stor forskel i kursmålene. Hvis man ska se på historikken, med nordeas klovnerier, mon så ik pareto er mere seriøse i deres kursmål?

]]>https://dev.proinvestor.com/forum/post/7940815https://dev.proinvestor.com/forum/post/7940815Fri, 31 Mar 2017 08:50:37 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 08:47:46 GMT]]>Tak Ul. Jeg supplere i Grieg på mandag

]]>https://dev.proinvestor.com/forum/post/7940813https://dev.proinvestor.com/forum/post/7940813Fri, 31 Mar 2017 08:47:46 GMT<![CDATA[Reply to Aktiesnakken — Marts 2017 on Fri, 31 Mar 2017 08:46:03 GMT]]>man ka jo håbe at når først det vender så blir det et rally uden li mod himlen

]]>https://dev.proinvestor.com/forum/post/7940807https://dev.proinvestor.com/forum/post/7940807Fri, 31 Mar 2017 08:46:03 GMT