MARINE HARVEST WKN: 924848 ISIN: NO0003054108 Kürzel: MOWIAD Forum: Aktien Thema: Hauptdiskussion

(Bergen, 14 May 2025) Mowi generated operating revenues of EUR 1.36 billion in the first quarter which translated into an operational profit of EUR 214 million. The first quarter of 2025 brought increased revenues and results for Mowi compared with the same quarter last year, on strong biological and operational performance, along with improved volumes and cost. “So far, 2025 has been a very good year operationally and biologically which has resulted in high harvest volumes combined with seasonally record-high biomass in sea,” said Mowi CEO, Ivan Vindheim. Volume growth across the value chain is one of Mowi’s strategic pillars. The company harvested 108,000 tonnes in the quarter representing growth of 12% compared with last year. Mowi is maintaining its harvest volume guidance for 2025 of 530,000 tonnes, equivalent to annual growth of 6%. This is supported by seasonally record-high biomass in sea with 11% growth year-on-year. Taking into consideration the recent agreement to increase its ownership of Nova Sea from 49% to 95%, Mowi expects to harvest 600,000 tonnes next year. “Seawater production went very well in the first quarter, with improved growth, survival rates, feed conversion ratio and superior share,” Vindheim said. As recently as 2018, Mowi’s harvest volumes were 375,000 tonnes, hence the company will have grown its farming volumes by 155,000 tonnes by the end of 2025, which is equivalent to a CAGR of 5.1% versus a projected CAGR for the industry of 3.3%. This comprises mainly organic growth, and Mowi still has further organic growth initiatives that are expected to contribute to additional volume growth. Mowi Consumer Products, the group’s value-added business, had yet another strong quarter on good operational performance and high volumes. “Demand for salmon was good in the quarter and downstream earnings improved in Europe, Americas and Asia. At the same time, however, high supply growth put pressure on market prices,” Vindheim said. Global supply growth in the first quarter was as much as 13% in Europe and 8% globally, an effect that should be seen as a one-off correction following three years of challenging biology. Mowi expects supply growth to be 6% in 2025, before returning to trend growth of around 2-3% thereafter because of regulatory constraints. Mowi Feed also had a strong quarter with record-high earnings and sold volumes for a first quarter. “Mowi’s own feed continues to perform very well, constituting a crucially important contributing factor to our harvest volume growth of recent years,” said Vindheim. Mowi’s Board has decided to pay a quarterly dividend of NOK 1.70 per share.

Mowi habe ich als Dividenden Aktie im Depot. War so nicht geplant. Vor allem aufgrund der Norwegen Quellensteuer Thematik. Ich warte eigentlich darauf, dass ich die Aktie bei 23 bis 27 aus dem Depot schmeißen kann. Bis dahin heißt es Dividenden kassieren. Corona Einkaufspreis ist schon gut.

https://www.deraktionaer.de/artikel/aktien/mowi-enttaeuschung-20378321.html?fbclid=IwY2xjawJnBT5leHRuA2FlbQIxMQABHmUXaurKGDomuCV-SiJBr6lfDI0nrbqRo-tXj1HMtGg6NZivkWYAP7Ig4ciD_aem_AwCLa6HxITvZnr1tposzMg&sfnsn=scwspwa

War verwundert, dass sie gegen den Trend am Morgen so stark gefallen ist.

Hat sich doch wieder gut gefangen.

Und warum fällt Mowi heute?

Wenn die Ozeane immer wärmer werden und die natürlichen Fischbestände gefährden, dürften doch Aquakulturen mit Zuchtfischen langfristig im Vorteil sein, oder? Wie seht Ihr das?

Das kann nicht der Grund für den Absturz sein. Trump trade? Allerdings ist Lachs in US eigentlich bald preiswerter als Eier!

https://www.spiegel.de/wissenschaft/natur/norwegen-lachse-fluechten-massenhaft-aus-zuchtfarm-a-0c26ec5b-4920-45ba-97c6-a292db424318?sara_ref=re-xx-cp-sh

Bin ich der einzige der sich gerade wundert? Die Zahlen sind doch echt okay ??

Auch wenn die positiveren Nachrichten der letzten Wochen nicht viel für das letzte Quartal bringen, aber sind jetzt nicht irgendwann die Woche earnings?

Meinen gab es im EDEKA. Gefunden in Essen in der Kühletage bei den anderen Fischgerichten.

Klingt halt echt bescheuert aber immer wieder suche ich, und finde es nicht. Wird er nicht deutschlandweit verkauft?

Ich verleibe mir nun regelmässig den leckeren Mowi-Lachs ein. Der ist echt hammermässig. 🥰

Danke

"Mowi increases ownership of Nova Sea from 49% to 95%: (Bergen/Bodø, 30 January 2025) Mowi ASA has entered into an agreement with Vigner Olaisen AS to acquire its controlling stake in Nova Sea AS, leveraging the strong joint position in one of the world’s best areas for salmon farming." https://ml-eu.globenewswire.com/Resource/Download/a740e882-4ace-40d2-b984-01354fc816d8