Laks - Pareto oppdaterer

nike
GSF 21.12.2017 kl 11:43 14821

ATH volum siste uke til spotpris som holdt seg bedre enn en kunne frykte.

"Salmon price NOK 47/EUR 4.7 next week (-2)

We expect the salmon price for next week to be around NOK 47/kg, which is around NOK 2/kg lower than our estimate for this week. The spot price next week will be NOK 31/kg lower than corresponding week last year (-40%) and in EUR the price will be EUR 3.9/kg lower (-45%). Export volumes were 32,918 tonnes last week, which is 23% above the corresponding week last year and the highest weekly export from Norway ever. YTD export volumes are up 1% compared to last year and the export price in EUR is up 3%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 49/kg (PAS est. NOK 49/kg)
This week: We expect NOK 49/kg (prev. est. NOK 51/kg)
Next week: We expect NOK 47/kg

Fishpool forward prices:
2017: NOK 60.9/kg (unch. from last week)
2018: NOK 55.2/kg (-0.3/kg from last week)
2019: NOK 57.5/kg (unch. from last week)

US prices:
Miami: USD 10.9/kg fillets (+0.5/kg from last week)
Seattle: USD 7.7/kg (+0.7/kg from last week)

French retail price for salmon fillets EUR 18.1/kg in week 49, unchanged from the week before and -11% from corresponding week last year

Trout price NOK 57.1/kg last week, +3.4/kg from the week before and -14/kg from the corresponding week last year Cod price NOK 31.2/kg last week, 0.9/kg from the week before and +2.6/kg from the corresponding week last year

Pareto salmon spot price estimates for 2017e-2019e
2017e: NOK 60/kg (EUR 6.4/kg)
Q1 17: NOK 66/kg (EUR 7.2/kg)
Q2 17: NOK 67/kg (EUR 7.2/kg)
Q3 17: NOK 55/kg (EUR 5.9/kg)
Q4 17e: NOK 52/kg (EUR 5.5/kg) QTD avg, incl. our estimates has been NOK 48.5/kg (EUR 5/kg)
2018e: NOK 58/kg (EUR 6.2/kg)
2019e: NOK 60/kg (EUR 6.4/kg)"
nike
29.12.2017 kl 12:02 13528

Ifølge Pareto sin oppdatering i dag bør det bli en ok start på nyåret for sjømatselskapene.

"Salmon price NOK 55/EUR 5.6 next week (+3)

We expect the salmon price for next week to be around NOK 55/kg, which is around NOK 3/kg higher than our estimate for this week. The spot price next week will be NOK 24/kg lower than corresponding week last year (-30%) and in EUR the price will be EUR 3.2/kg lower (36%). Fresh export volumes were 27,622 tonnes last week, which is 29% above the corresponding week last. YTD export volumes are up 1.5% compared to last year and the export price in EUR is up 2%.

Salmon and white fish prices Spot prices FCA Oslo
Last week: Reported at NOK 49.2/kg (PAS est. NOK 49/kg)
This week: We expect NOK 52/kg (prev. est. NOK 47/kg)
Next week: We expect NOK 55/kg

Fishpool forward prices:
2017: NOK 60.8/kg (-0.1 from last week)
2018: NOK 53.7/kg (-1.5/kg from last week)
2019: NOK 56.8/kg (-0.7/kg from last week)

US prices:
Miami: USD 11/kg fillets (+0.1/kg from last week)
Seattle: USD 8.0/kg (+0.3/kg from last week)

French retail price for salmon fillets EUR 16.7/kg in week 50, -8% from the week before and -6% from corresponding week last year

Trout price NOK 57.2/kg last week, +0.2/kg from the week before and -13/kg from the corresponding week last year Cod price NOK 31.4/kg last week, +0.2/kg from the week before and +2.2/kg from the corresponding week last year

Pareto salmon spot price estimates for 2017e-2019e
2017e: NOK 60/kg (EUR 6.4/kg)
Q1 17: NOK 66/kg (EUR 7.2/kg)
Q2 17: NOK 67/kg (EUR 7.2/kg)
Q3 17: NOK 55/kg (EUR 5.9/kg)
Q4 17e: NOK 52/kg (EUR 5.5/kg)  Avg Q4, incl. our estimates, will be NOK 49/kg (EUR 5/kg)
2018e: NOK 58/kg (EUR 6.2/kg)
2019e: NOK 60/kg (EUR 6.4/kg)"

nike
11.01.2018 kl 11:57 13250

Pareto sin torsdagsoppdatering forteller meg at den oppgangen Pareto (og andre hus) venter i dette kvartalet ennå ikke er bekreftet.

"Salmon price NOK 52/EUR 5.4 next week (-3)

We expect the salmon price for next week to be around NOK 52/kg, which is NOK 3/kg lower than our estimate for this week. The spot price next week will be NOK 19.5/kg lower than corresponding week last year (-27%) and in EUR the price will be EUR 2.6/kg lower (-43%). Export volumes were 18,503 tonnes last week, which is 13% above the corresponding week last year. Last four weeks export volumes are up 18% the corresponding weeks one year ago.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 54.8/kg (PAS est. NOK 55/kg)
This week: We expect NOK 55/kg (prev. est. NOK 55/kg)
Next week: We expect NOK 52/kg

Fishpool forward prices:
2017: NOK 60.9/kg (unch. from last week)
2018: NOK 53.9/kg (+0.6/kg from last week)
2019: NOK 56.8/kg (unch. from last week)

US prices:
Miami: USD 10.5/kg fillets (-0.4/kg from last week)
Seattle: USD 7.7/kg (-0.2. from last week)

French retail price for salmon fillets EUR 17.3/kg in week 52, +8% from the previous week and -6% from corresponding week last year

Trout price NOK 58.5/kg in week 1, -0.3/kg from previous week and -13.4/kg from the corresponding week last year

Cod price NOK 30.6/kg in week 1, unch. from previous week and +2.1/kg from the corresponding week last year

Pareto salmon spot price estimates for 2017e-2019e
2017e: NOK 60/kg (EUR 6.4/kg)
Q1 17: NOK 66/kg (EUR 7.2/kg)
Q2 17: NOK 67/kg (EUR 7.2/kg)
Q3 17: NOK 55/kg (EUR 5.9/kg)
Q4 17e: NOK 52/kg (EUR 5.5/kg)
2018e: NOK 58/kg (EUR 6.2/kg)
Q1 18e: NOK 55/kg (EUR 5.7/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
nike
25.01.2018 kl 13:34 12881

Fortsatt for tidlig å akkumulere?

"Salmon price NOK 54/EUR 5.6 next week (+1)

We expect the salmon price for next week to be around NOK 54/kg, which is NOK 1/kg higher than our estimate for this week. The spot price next week will then be NOK 10.6/kg lower than the corresponding week last year (-16%), and in EUR the price will be EUR 1.7/kg lower (-23%). Export volumes were 21,976 tonnes last week, which is 13% above the corresponding week last year. YTD export volumes are up 17% compared to last year.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 51.8/kg (PAS est. NOK 53/kg)
This week: We expect NOK 53/kg (prev. est. NOK 54/kg)
Next week: We expect NOK 54/kg

Fishpool forward prices:
2018: NOK 53.9/kg (-0.3/kg from last week)
2019: NOK 56.5/kg (-0.3/kg from last week)
2020: NOK 48.2/kg (+0.3/kg from last week)

US prices:
Miami: USD 10.5/kg fillets (unch. from last week)
Seattle: USD 8.1/kg (+0.2 from last week)

French retail price for salmon fillets EUR 18.5/kg last week, +11% from the week before and -11% from the corresponding week last year

Trout price NOK 56.0/kg last week, +1.1/kg from the week before and -25% from the corresponding week last year

Cod price NOK 31.5/kg last week, -0.3/kg from the week before and +6% from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 56/kg (EUR 5.8/kg)
Q1 18e: NOK 55/kg (EUR 5.7/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
nike
01.02.2018 kl 13:43 12635

Stort volum presser fortsatt spotprisen.

"Salmon price NOK 50/EUR 5.2 next week (-3)

We expect the salmon price for next week to be around NOK 50/kg, which is NOK 3/kg lower than our estimate for this week. The spot price next week will then be NOK 13.2/kg lower than the corresponding week last year (-21%), and in EUR the price will be EUR 1.9/kg lower (-26%). Export volumes were 23,276 tonnes last week, which is 18% above the corresponding week last year. Compared to last year, YTD export volumes are up 17% and export prices in EUR are down 27%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 54.0/kg (PAS est. NOK 53/kg)
This week: We expect NOK 53/kg (prev. est. NOK 54/kg)
Next week: We expect NOK 50/kg

Fishpool forward prices:
2018: NOK 53.7/kg (-0.2/kg from last week)
2019: NOK 56.4/kg (-0.1/kg from last week)

US prices:
Miami: USD 10.6/kg fillets (+0.1/kg from last week)
Seattle: USD 8.6/kg (+0.4 from last week)

French retail price for salmon fillets EUR 18.5/kg in week 3, +11% from the week before and -11% from corresponding week last year

Trout price NOK 57.1/kg last week, +1.1/kg from the week before and -15.2/kg from the corresponding week last year

Cod price NOK 31.8/kg last week, +0.3/kg from the week before and +NOK 3/kg from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 56/kg (EUR 5.8/kg)
Q1 18e: NOK 55/kg (EUR 5.7/kg) (QTD NOK 52.8/kg (EUR 5.5/kg))
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
aconcaqua
01.02.2018 kl 14:42 12594

Kult at du gidder!!
nike
08.02.2018 kl 12:36 12358

Pareto venter opptur for spotprisen neste uke og markedet er enig med frisk grønnfarge på alle sjømataksjene.

"Salmon price NOK 54/EUR 5.6 next week (+3)

We expect the salmon price for next week to be around NOK 54/kg, which is NOK 3/kg higher than our estimate for this week. The spot price next week will then be NOK 8.9/kg lower than the corresponding week last year (-14%), and in EUR the price will be EUR 1.5/kg lower (-21%). Export volumes were 22,856 tonnes last week, which is 14% above the corresponding week last year. Compared to last year, YTD export volumes are up 18% and export prices in EUR are down 21%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 52.6/kg (PAS est. NOK 53/kg)
This week: We expect NOK 51/kg (prev. est. NOK 50/kg)
Next week: We expect NOK 54/kg

Fishpool forward prices:
2018: NOK 53.7/kg (unch. from last week)
2019: NOK 56.0/kg (-0.4/kg from last week)

US prices:
Miami: USD 11.1/kg fillets (+0.5/kg from last week)
Seattle: USD 8.8/kg (+0.2 from last week)

French retail price for salmon fillets EUR 18.9/kg last week, +8% from the week before and -2% from corresponding week last year

Trout price NOK 60.3/kg last week, +3.2/kg from the week before and -13.2/kg from the corresponding week last year

Cod price NOK 31.1/kg last week, -0.7/kg from the week before and +NOK 2.0/kg from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 56/kg (EUR 5.8/kg)
Q1 18e: NOK 55/kg (EUR 5.7/kg)  QTD NOK 53.2/kg (EUR 5.5/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
nike
15.02.2018 kl 12:10 12134

Ingen innertier for sjømataksjene på OSE i dag, selv om SALM var svært nært.
Kanskje kan forventninger om kommende ukes prisutvikling gjenopprette kjøperinteressen vi har sett de foregående dagene?

"Salmon price NOK 58/EUR 6.0 next week (+3)

We expect the salmon price for next week to be around NOK 58/kg, which is NOK 3/kg higher than our estimate for this week. The spot price next week will then be NOK 3.5/kg lower than the corresponding week last year (-6%), and in EUR the price will be EUR 1.0/kg lower (-14%). Export volumes were 22,263 tonnes last week, which is 7% above the corresponding week last year. Compared to last year, YTD export volumes are up 16% and export prices in EUR are down -25%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 50.6/kg (PAS est. NOK 51/kg)
This week: We expect NOK 55/kg (prev. est. NOK 54/kg)
Next week: We expect NOK 58/kg

Fishpool forward prices:
2018: NOK 54.6/kg (+0.9/kg from last week)
2019: NOK 55.9/kg (-0.1/kg from last week)

US prices:
Miami: USD 11.4/kg fillets (+0.3/kg from last week)
Seattle: USD 8.8/kg (unch. from last week)

French retail price for salmon fillets EUR 18.0/kg last week, -4% from the week before and -12% from corresponding week last year

Trout price NOK 56.7/kg last week, NOK -3.6/kg from the week before and NOK -13.2/kg from the corresponding week last year

Cod price NOK 30.6/kg last week, NOK -0.5/kg from the week before and NOK +2.6/kg from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 56/kg (EUR 5.8/kg)
Q1 18e: NOK 55/kg (EUR 5.7/kg)  QTD NOK 52.8/kg (EUR 5.5/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
abbos
15.02.2018 kl 15:06 12058

Også fint driv i Lsg idag 🤓
nike
22.02.2018 kl 10:56 11775

"Det går likar no"



"Salmon price NOK 61 (EUR 6.3) next week, +3/kg YoY

We expect the salmon price for next week to be around NOK 61/kg, this is NOK 3/kg HIGHER(!) than same week last year (+6%) and around the same level as we expect for this week. In EUR, the salmon price next week will be EUR 6.3/kg (-2% YoY). Export volumes were 20,360 tonnes last week, which is 1% lower than the corresponding week last year. Compared to last year, YTD export volumes are up 12% and export prices in EUR are down -24%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 53.4/kg (PAS est. NOK 55/kg)
This week: We expect NOK 61/kg (prev. est. NOK 58/kg)
Next week: We expect NOK 61/kg

Fishpool forward prices:
2018: NOK 55.2/kg (+0.6/kg from last week)
2019: NOK 55.9/kg (unch. from last week)

US prices:
Miami: USD 11.8/kg fillets (+0.4/kg from last week)
Seattle: USD 8.2/kg (-0.6/kg from last week)

French retail price for salmon fillets EUR 18.0/kg in week 6, -4% from the week before and -12% from corresponding week last year

Trout price NOK 57.7/kg last week, +0.9/kg from the week before and NOK -16/kg from the corresponding week last year

Cod price NOK 30.8/kg last week, +0.2/kg from the week before and +2/kg from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 56/kg (EUR 5.8/kg)
Q1 18e: NOK 55/kg (EUR 5.7/kg)  QTD NOK 54.7/kg (EUR 5.6/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
nike
01.03.2018 kl 13:39 11492

"Det går bedre og bedre dag for dag"

"Salmon price NOK 66 (EUR 6.9) next week (+17% YoY)

We expect the salmon price for next week to be around NOK 66/kg, this is NOK 9.4/kg higher than the corresponding week last year (+17%), and around the same level as we expect for this week. In EUR, the salmon price next week will be EUR 6.9/kg (+11% YoY). Export volumes were 21,682 tonnes last week, which is 2% higher than the corresponding week last year. Compared to last year, YTD export volumes are up 11% and export prices in EUR are down -23%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 60.5/kg (PAS est. NOK 61/kg)
This week: We expect NOK 66/kg (prev. est. NOK 61/kg)
Next week: We expect NOK 66/kg

Fishpool forward prices:
2018: NOK 56.3/kg (+1.1/kg from last week)
2019: NOK 56.1/kg (+0.2/kg from last week)

US prices:
Miami: USD 11.9/kg fillets (+0.1/kg from last week)
Seattle: USD 7.9/kg (-0.2/kg from last week)

French retail price for salmon fillets EUR 18.7/kg in week 7, +3% from the week before and -12% from corresponding week last year

Trout price NOK 62.8/kg last week, +5.1/kg from the week before and NOK -7.1/kg from the corresponding week last year

Cod price NOK 32.4/kg last week, +1.6/kg from the week before and +3.5/kg from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 56/kg (EUR 5.8/kg)
Q1 18e: NOK 55/kg (EUR 5.7/kg)  QTD NOK 55.2/kg (EUR 5.7/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
Dieseldyr
08.03.2018 kl 23:37 11294

Ingen oppdatering idag?
nike
09.03.2018 kl 08:53 11289

Torsdagsoppdateringen fra Pareto kommer på fredag som følge av at analytikeren har vært opptatt med sjømatkonferansen i Bergen.
Sterkt at 70-nivået ventes også kommende uke!

"Salmon price NOK 70 (EUR 7.3) next week (-1/kg)

We expect the salmon price for next week to be around NOK 70/kg, this is NOK 13.4/kg higher than the corresponding week last year (+24%), and NOK 1/kg lower than the level we expect for this week. In EUR, the salmon price next week will be EUR 7.3/kg (+19% YoY). Export volumes were 20,902 tonnes last week, which is 5% lower than the corresponding week last year. Compared to last year, YTD export volumes are up 9% and export prices in EUR are down -20%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 65.6/kg (PAS est. NOK 66/kg)
This week: We expect NOK 71/kg (prev. est. NOK 70/kg)
Next week: We expect NOK 70/kg

Fishpool forward prices:
2018: NOK 57.7/kg (+1.4 from last week)
2019: NOK 56.2/kg (+0.1 from last week)

US prices:
Miami: USD 11.6/kg fillets (-0.2/kg from last week)
Seattle: USD 7.9/kg (unch. from last week)

French retail price for salmon fillets EUR 16.3/kg last week, -15% from the week before and -25% from corresponding week last year

Trout price NOK 61.6/kg last week, -1.1/kg from the week before and NOK -9.9/kg from the corresponding week last year

Cod price NOK 31.6/kg last week, -0.8/kg from the week before and +2.8/kg from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 56/kg (EUR 5.8/kg) o
Q1 18e: NOK 55/kg (EUR 5.7/kg)  QTD NOK 56.8/kg (EUR 5.9/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
Frekstad
12.03.2018 kl 09:51 11266

Då kan vel GSF snart begynne å slakte på storsmolten i Finnmark. Kortere tid i havet og mindre sykdom fører ble til at kvantum og lønnsomhet øker.
Frekstad
13.03.2018 kl 14:23 11077

Ny anbefaling i dag
goodoil
15.03.2018 kl 11:39 10875

Er det gevinst sikring i dag eller ?
nike
15.03.2018 kl 13:14 10817

Ned, men ikke mye ned.
Holder spot over 65 neste uke er det sterkt!

"Salmon price NOK 66 (EUR 6.9) next week (-5/kg)

We expect the salmon price for next week to be around NOK 66/kg, this is NOK 3.1/kg higher than the corresponding week last year (+5%), and NOK 5/kg lower than the level we expect for this week. In EUR, the salmon price next week will be EUR 6.9/kg (+1% YoY). The sharp decline WoW is due to abnormal high prices at the beginning of the week and higher harvest volumes putting pressure on prices throughout this week and into next week. Our indications for the coming remainder of the quarter suggest a Q1 price of NOK 59/kg vs our Q1 estimate of NOK 55/kg. Export volumes were 21,677 tonnes last week, which is 1% higher than the corresponding week last year. Compared to last year, YTD export volumes are up 11% and export prices in EUR are down -18%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 69.2/kg (PAS est. NOK 71/kg)
This week: We expect NOK 71/kg (prev. est. NOK 71/kg)
Next week: We expect NOK 66/kg

Fishpool forward prices:
2018: NOK 58.6/kg (+0.9 from last week)
2019: NOK 56.2/kg (unch. from last week)

US prices:
Miami: USD 11.6/kg fillets (unch. from last week)
Seattle: USD 7.8/kg (-0.1/kg from last week)

French retail price for salmon fillets EUR 16.3/kg last week, -15% from the week before and -25% from corresponding week last year

Trout price NOK 65.3/kg last week, +3.8/kg from the week before and NOK -6.5/kg from the corresponding week last year

Cod price NOK 32.1/kg last week, +0.5/kg from the week before and +2.0/kg from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 56/kg (EUR 5.8/kg) o
Q1 18e: NOK 55/kg (EUR 5.7/kg)  QTD NOK 57.9/kg (EUR 6.0/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
nike
22.03.2018 kl 11:15 10528

Spotprisen denne uke ser iht Pareto ut til å bli 3 - 4 kroner høyere denne uka enn det eksportørene signaliserte sist fredag - og Pareto venter videre stigning i spotprisen neste uke.
Jeg synes det er sterkt at prisen denne uka og neste holder seg så høyt - gitt det høye slaktevolumet.

"Salmon price/kg NOK 66 (EUR 7.0) next week (+2/kg)

We expect the salmon price for next week to be around NOK 66/kg, this is NOK 3.8/kg higher than the corresponding week last year (+6%), and NOK 2/kg higher than the level we expect for this week. In EUR, the salmon price next week will be EUR 7.0/kg (+3% YoY). Our indications for the remainder of the quarter suggest a Q1 price of NOK 58.8/kg vs our initial Q1 estimate of NOK 55/kg. Export volumes were 24,020 tonnes last week, which is 8% higher than the corresponding week last year. However, compared to week 13 last year (two weeks before Easter), export volumes are down 2%. Compared to last year, YTD export volumes are up 9% and export prices in EUR are down -16%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 68.4/kg (PAS est. NOK 70/kg)
This week: We expect NOK 64/kg (prev. est. NOK 61/kg)
Next week: We expect NOK 66/kg

Fishpool forward prices:
2018: NOK 58.7/kg (+0.1/kg from last week)
2019: NOK 56.5/kg (+0.3/kg from last week)

US prices:
Miami: USD 11.7/kg fillets (+0.1/kg from last week)
Seattle: USD 8.2/kg (+0.4/kg from last week)

French retail price for salmon fillets were EUR 15.8/kg in week 10, -3% from the week before and -19% from corresponding week last year

Trout price NOK 62.7/kg last week, NOK -2.6/kg from the week before and NOK -8.4/kg from the corresponding week last year

Cod price NOK 30.7/kg last week, NOK -1.4/kg from previous week and NOK -0.4/kg from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 56/kg (EUR 5.8/kg)
Q1 18e: NOK 55/kg (EUR 5.7/kg)  QTD NOK 57.7/kg (EUR 6.0/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
nike
28.03.2018 kl 12:16 10296

Litt tidlig å anslå spotprisen for neste uke, men Pareto tar sjansen og venter fortsatt spotprisen godt over 70

"Salmon price NOK 74/kg (EUR 7.7) next week (-2)

We expect the salmon price for next week to be around NOK 74/kg, this is NOK 12.3/kg higher than the corresponding week last year (+20%), and NOK -2/kg lower than the level we expect for this week. In EUR, the salmon price next week will be EUR 7.7/kg (+15% YoY). An Easter week price of NOK 76/kg is NOK 12.3/kg higher (+19%) than Easter last year. Our indications for the remainder of the quarter suggest a Q1 price of NOK 59.6/kg vs our initial Q1 estimate of NOK 55/kg. Fresh export volumes were 19,138 tonnes last week, which is 17% higher than the corresponding week last year. However, compared to week 14 last year (a week before Easter), fresh export volumes are up only 3%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 65.0/kg (PAS est. NOK 66/kg)
This week: We expect NOK 76/kg (prev. est. NOK 76/kg)
Next week: We expect NOK 74/kg

Fishpool forward prices:
2018: NOK 59.1/kg (+0.5/kg from last week)
2019: NOK 56.5/kg (unch. from last week)

US prices:
Miami: USD 12.0/kg fillets (+0.3/kg from last week)
Seattle: USD 8.3/kg (+0.1/kg from last week)

French retail price for salmon fillets were EUR 18.2/kg in week 11, +15% from the week before and -7% from corresponding week last year

Trout price not updated this week. Last week quoted at NOK 62.7/kg, NOK -2.6/kg from the week before and NOK -8.4/kg from the corresponding week last year

Cod price not updated this week. Last week quoted at NOK 30.7/kg, NOK -1.4/kg from the week before and NOK -0.4/kg from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e 2018e: NOK 56/kg (EUR 5.8/kg)
Q1 18e: NOK 55/kg (EUR 5.7/kg)  QTD NOK 58.3/kg (EUR 6.1/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"
nike
05.04.2018 kl 12:53 9934

Pareto venter fortsatt sterke spotpriser:

"Salmon price NOK 71/kg (EUR 7.4) next week (-3/kg)

We expect the salmon price for next week to be around NOK 71/kg, this is NOK 9.3/kg higher than the corresponding week last year (+15%), and NOK -3/kg lower than the level we expect for this week. In EUR, the salmon price next week will be EUR 7.4/kg (+4% YoY). The volume weighted Q1 price was NOK 59.4/kg vs our initial Q1 estimate of NOK 55/kg. Export volumes were 15,849 tonnes last week, which is -2% lower than Easter week last year. Compared to last year, YTD export volumes are up 6%, while the YTD export price in EUR is down -13%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 76.0/kg (PAS est. NOK 76/kg)
This week: We expect NOK 74/kg (prev. est. NOK 74/kg)
Next week: We expect NOK 71/kg

Fishpool forward prices:
2018: NOK 59.1/kg (unch. from last week)
2019: NOK 56.5/kg (unch. from last week)

US prices:
Miami: USD 12.1/kg fillets (+0.1/kg from last week)
Seattle: USD 8.3/kg (unch. from last week)

French retail price for salmon fillets were EUR 14.7/kg last week, -23% from the week before and -26% from corresponding week last year

Trout price last week quoted at NOK 64.9/kg, NOK +2/kg from the week before and NOK -5.2/kg from the corresponding week last year

Cod price last week quoted at NOK 28.8/kg, NOK -2.3/kg from the week before and NOK +0.5/kg from the corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 56/kg (EUR 5.8/kg)
Q1 18e: NOK 55/kg (EUR 5.7/kg)  Actual Q1 NOK 59.4/kg (EUR 6.2/kg)
Q2 18e: NOK 56/kg (EUR 5.8/kg)
Q3 18e: NOK 55/kg (EUR 5.7/kg)
Q4 18e: NOK 57/kg (EUR 5.9/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.5/kg)"


nike
12.04.2018 kl 15:57 9732

Fortsatt gode spotpriser

"Salmon price NOK 68/kg (EUR 7.1) next week (-1/kg)

We expect the salmon price for next week to be around NOK 68/kg, this is NOK 3.7/kg higher than the corresponding week last year (+6%), and NOK -1/kg lower than the level we expect for this week. In EUR, the salmon price next week will be EUR 7.1/kg (+3% YoY). We expect a Q2 price of NOK 62/kg (EUR 6.5/kg). Export volumes were 19,109 tonnes last week, which is -28% lower than the corresponding week last year. However, compared to the week after Easter last year (only four days of harvesting), volumes are down only -4% YoY. Compared to last year, YTD export volumes are up 2%, while the YTD export price in EUR is down -11%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 74.3/kg (PAS est. NOK 73/kg)
This week: We expect NOK 69/kg (prev. est. NOK 69/kg)
Next week: We expect NOK 68/kg

Fishpool forward prices:
2018: NOK 59.8/kg (+0.7/kg from last week)
2019: NOK 56.5/kg (unch. from last week)

US prices:
Miami: USD 12.3/kg fillets (+0.2/kg from last week)
Seattle: USD 8.3/kg (unch. from last week)

French retail price for salmon fillets were EUR 19.3/kg last week, +31% from the prior week and +3% from corresponding week last year

Trout price was NOK 65.0/kg last week, NOK +0.1/kg (+1%) from the week before, NOK -7.4/kg (-11%) from corresponding week last year

Cod price was NOK 35.1/kg last week, NOK +6.3/kg (+22%) from the week before, NOK +6.2/kg (+21%) from corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 58/kg (EUR 6.1/kg)
Q1 18e: NOK 55/kg (EUR 5.8/kg)  Actual Q1 NOK 59.4/kg (EUR 6.2/kg)
Q2 18e: NOK 62/kg (EUR 6.5/kg)
Q3 18e: NOK 55/kg (EUR 5.8/kg)
Q4 18e: NOK 57/kg (EUR 6.0/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.4/kg)"
nike
19.04.2018 kl 12:35 9454

Spotprisen er fortsatt sterk!

"Salmon price NOK 65/kg (EUR 6.8) next week (-2/kg)

We expect the salmon price for next week to be around NOK 65/kg, this is NOK 3.0/kg higher (+5%) than the corresponding week last year, and NOK -2/kg lower than the level we expect for this week. In EUR, the salmon price next week will be EUR 6.8/kg (+2% YoY). We expect a Q2 price of NOK 62/kg (EUR 6.5/kg). Export volumes were 21,602 tonnes last week, which is +14% higher than the corresponding week last year (two weeks after Easter). Compared to last year, YTD export volumes are up 3%, while the YTD export price
in EUR is down -11%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 68.4/kg (PAS est. NOK 69/kg)
This week: We expect NOK 67/kg (prev. est. NOK 68/kg)
Next week: We expect NOK 65/kg

Fishpool forward prices:
2018: NOK 62.1/kg (+2.3/kg from last week)
2019: NOK 58.0/kg (+1.5/kg from last week)

US prices:
Miami: USD 12.6/kg fillets (+0.3/kg from last week)
Seattle: USD 8.2/kg (-0.1/kg from last week)

French retail price for salmon fillets were EUR 20.7/kg last week, +7% from the prior week and +14% from corresponding week last year

Trout price was NOK 64.0/kg last week, NOK -1.1/kg (-2%) from the week before, NOK -12.2/kg (-16%) from corresponding week last year

Cod price was NOK 31.4/kg last week, NOK -3.7/kg (-12%) from the week before, NOK +1.4/kg (+5%) from corresponding week last year

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 58/kg (EUR 6.1/kg)
o Q1 18e: NOK 55/kg (EUR 5.8/kg)  Actual Q1 NOK 59.4/kg (EUR 6.2/kg)
o Q2 18e: NOK 62/kg (EUR 6.5/kg)
o Q3 18e: NOK 55/kg (EUR 5.8/kg)
o Q4 18e: NOK 57/kg (EUR 6.0/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.4/kg)"
nike
26.04.2018 kl 10:15 9230

Spotprisen overrasker positivt - igjen!

"Salmon price NOK 69/kg (EUR 7.1) next week (+3/kg)

We expect the salmon price for next week to be around NOK 69/kg, this is NOK 3.7/kg higher (+6%) than the corresponding week last year, and NOK 3/kg higher than the level we expect for this week. In EUR, the salmon price next week will be EUR 7.1/kg (+3% YoY). We include a Q2 price of NOK 62/kg (EUR 6.5/kg) in our estimates. Export volumes were 20,888 tonnes last week, which is +5% higher than the corresponding week last year. Compared to last year, YTD export volumes are up 4%, while the YTD export price in EUR is down -10%.

Salmon and white fish prices

Spot prices FCA Oslo
Last week: Reported at NOK 67.1/kg (PAS est. NOK 67/kg)
This week: We expect NOK 66/kg (prev. est. NOK 65/kg)
Next week: We expect NOK 69/kg

Fishpool forward prices:
2018: NOK 62.3/kg (+0.3/kg from last week)
2019: NOK 59.5/kg (+1.5/kg from last week)

US prices:
Miami: USD 13.1/kg fillets (+0.5/kg from last week)
Seattle: USD 8.3/kg (+0.1/kg from last week)

French retail price for salmon fillets were EUR 20.7/kg in week 15, +7% from the prior week and +14% from corresponding week last year.

Trout price was NOK 64.2/kg last week, NOK +0.2/kg (+1%) from the week before, NOK -11.6/kg (-15%) from corresponding week last year.

Cod price was NOK 33.7/kg last week, NOK +2.3/kg (+7%) from the week before, NOK +6.3/kg (+23%) from corresponding week last year.

Pareto salmon spot price estimates for 2018-2020e
2018e: NOK 58/kg (EUR 6.1/kg)
Q1 18e: NOK 55/kg (EUR 5.8/kg) Actual Q1 NOK 59.4/kg (EUR 6.2/kg)
Q2 18e: NOK 62/kg (EUR 6.5/kg) QTD NOK 71.4/kg (EUR 7.4/kg)
Q3 18e: NOK 55/kg (EUR 5.8/kg)
Q4 18e: NOK 57/kg (EUR 6.0/kg)
2019e: NOK 60/kg (EUR 6.4/kg)
2020e: NOK 61/kg (EUR 6.4/kg)"
nike
03.05.2018 kl 11:48 8944


Sterk - sterkere - når blir spotpisen sterkest?

Seafood - Salmon price NOK 77/kg (EUR 7.9) next week (+3/kg)

We expect the salmon price for next week to be around NOK 77/kg, this is NOK 6.5/kg higher (+9%) than the corresponding week last year, and NOK 3/kg higher than the level we expect for this week. In EUR, the salmon price next week will be EUR 7.9/kg (+6% YoY). We include a Q2 price of NOK 62/kg (EUR 6.5/kg) in our estimates. Fresh export volumes were 14,510 tonnes last week, which is +5% higher than the corresponding week last year. Compared to last year, YTD export volumes are up 4%, while the YTD export price in EUR is down -9%.
Vista
03.05.2018 kl 20:47 8835

Kun fire slaktedager fire uker på rad, derfor blir volum lavere og dermed prisen høyere, mao. en kunstig økning.
nike
18.05.2018 kl 11:09 8484

Kunstig økning - Hæ!

Hva blir kommentareb når spotprisen holder på tross av varmt vær samt sukk og stønn fra eksportørene?

Her er Pareto sin ioppdatering, og den bør stemme ettersom den kom nå nyss:

"
Seafood - Salmon price NOK 79/kg (EUR 8.3) next week (unch.)

We expect the salmon price for next week to be around NOK 79/kg, this is NOK 7.6/kg higher (+11%) than the corresponding week last year, and at the same level that we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 8.3/kg (+15% YoY). We include a Q2 price of NOK 67/kg (EUR 6.9/kg) in our estimates. Export volumes from Norway were 20,371 tonnes last week, which is +1% higher than the corresponding week last year. Compared to last year, YTD export volumes are up 5%, while the YTD export price in EUR is down -8%."
nike
31.05.2018 kl 10:31 8164

Det ventes stort fall i spotprisen for neste uke, mn markedet retter tydeligvis blikket lengre fram og løfter kursene likevel.Her er Pareto sin oppdatering fra i dag:
"Seafood - Salmon price NOK 58/kg (EUR 6.1) next week (-6)

We expect the salmon price for next week to be around NOK 58/kg, this is NOK 12.4/kg lower (-18%) than the corresponding week last year, and NOK 6/kg (-9%) lower than level we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 6.1/kg (-18% YoY). We include a Q2 price of NOK 67/kg (EUR 6.9/kg) in our estimates. Export volumes from Norway were 20,831 tonnes last week, which is +11% higher than the corresponding week last year. Compared to last year, YTD export volumes are up 5%, while the YTD export price in EUR is down -7%."

-Dëë-
31.05.2018 kl 14:32 8098

Godt de bare tror, tipper, venter, ser for seg, antar og aldri vet.
Helgarderinger er profitabelt.
kaliber
01.06.2018 kl 22:28 7949

Tipper at prisen er unde 50 kr/kg neste uke
nike
07.06.2018 kl 11:14 7645

Som vanlig snur det store prisfallet raskt.

Her er Pareto sin oppdatering:


Seafood - Salmon price NOK 61/kg (EUR 6.4) next week (+3)

We expect the salmon price for next week to be around NOK 61/kg, this is NOK 6.2/kg lower (-9%) than the corresponding week last year, and NOK 3/kg (+5%) higher than level we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 6.4/kg (-10% YoY). We include a Q2 price of NOK 67/kg (EUR 6.9/kg) in our estimates. Export volumes from Norway were 22,530 tonnes last week, which is +13% higher than the corresponding week last year. Compared to last year, YTD export volumes are up 5%, while the YTD export price in EUR is down -6%.
nike
14.06.2018 kl 10:42 7301

Pareto venter prisfall. En overraskelse ettersom kursene på sjømataksjene har steget jevnt og trutt fra fredag.


Seafood - Salmon price NOK 60/kg (EUR 6.4) next week (-3)

We expect the salmon price for next week to be around NOK 60/kg, this is NOK 8.5/kg lower (-12%) than the corresponding week last year, and NOK 3/kg (-5%) lower than level we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 6.4/kg (-12% YoY). We include a Q2 price of NOK 67/kg (EUR 6.9/kg) in our estimates. Export volumes from Norway were 22,859 tonnes last week, which is +30% higher than the corresponding week last year (corresponding week last year only had four harvesting days). Compared to last year, YTD export volumes are up 6%, while the YTD export price in EUR is down -7%.
nike
21.06.2018 kl 10:05 7006



Med stigende kurser for sjømaraksjene ventet jeg spoyprisen over 60 neste uke, men Pareto venter prisfall. Egentlig ikke overraskende når eksportvolumet de siste ukene er rundt 20 % høyere enn tilsvarende uker i fjor. Når det tidligere i uka ble opplyst at biomassen i norske mærer bare er 5 % høyere enn tilsvarende måned i fjor vil denne volumøkningen ikke kunne vedvare utover året.


Seafood - Salmon price NOK 56/kg (EUR 5.9) next week (-2)

We expect the salmon price for next week to be around NOK 56/kg, this is NOK 12.7/kg lower (-18%) than the corresponding week last year, and NOK 2/kg (-3%) lower than level we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.9/kg (-18% YoY). The Q2 price is looking to come in at NOK 68.1/kg (EUR 7.1/kg) vs our estimate of NOK 67/kg (EUR 6.9/kg). Export volumes from Norway were 22,534 tonnes last week, which is +19% higher than the corresponding week last year. Compared to last year, YTD export volumes are up 7%, while the YTD export price in EUR is down -7%.

Ja blir spennende å se hva som skjer når volumet kommer litt ned igjen. Det må vi regne med skjer når fellesferien starter i juli. Da er europeere flest fortsatt i jobb, og etterspørselen er høy. Kan fort få priser langt opp på 60-tallet da. Deretter får vi motsatt effekt igjen i august.
Redigert 21.06.2018 kl 22:54 Du må logge inn for å svare
nike
05.07.2018 kl 10:25 6470

Når jeg ser det store ukentlige slaktevolumet som Pareto rapporterer er det fortrøstningsfullt å ha i mente at hver laks bare kan slaktes en gang. Når volumene prosentuelt nå er langt over årets anslåtte volumvekst må det komme en periode seinere i år hvor volumene blir mer lik fjorårets.

Her er Pareto sin torsdagsoppdatering:


Seafood - Salmon price NOK 53/kg (EUR 5.6) next week (-4)

We expect the salmon price for next week to be around NOK 53/kg, this is NOK 7.9/kg (-13%) lower than the corresponding week last year, and NOK -4/kg (-7%) lower than the level we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.6/kg (-13% YoY). The volume weighted Q2 price came in at NOK 67.7/kg (EUR 7.1/kg) vs our Q2 estimate of NOK 67/kg (EUR 6.9/kg). Currently, we estimate a Q3 price of NOK 55/kg (EUR 5.8/kg). Export volumes from Norway were 22,778 tonnes last week, which is +14% higher than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 7%, while the YTD export price in EUR is down -7%.
nike
12.07.2018 kl 14:15 6153

Rekordstore slaktevolum og Pareto venter prisene opp.
Sterkt!!

"
Seafood - Salmon price NOK 54/kg (EUR 5.7) next week (+2)

We expect the salmon price for next week to be around NOK 54/kg, this is NOK 9.9/kg (-15%) lower than the corresponding week last year, but NOK 2/kg (+4%) higher than the level we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.7/kg (-16% YoY). We estimate a Q3 price of NOK 55/kg (EUR 5.8/kg). Export volumes from Norway were 23,685 tonnes last week, which is +13% higher than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 8%, while the YTD export price in EUR is down -7%."
nike
19.07.2018 kl 15:46 5847

Stort slakevolum holder prisen såvidt over 50 - mener Pareto


Seafood Price Update - Salmon price NOK 52/kg (EUR 5.5) next week (-1)

We expect the salmon price for next week to be around NOK 52/kg, this is NOK -7.7/kg (-13%) lower than the corresponding week last year, and NOK -1/kg (-2%) lower than the level we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.6/kg (-14% YoY). We estimate a Q3 price of NOK 55/kg (EUR 5.8/kg). Export volumes from Norway were 22,806 tonnes last week, which is +18% higher than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 8%, while the YTD export price in EUR is down -7%.
nike
02.08.2018 kl 12:03 5398

Stabilt, mener Pareto

"
Seafood Price Update - Salmon price NOK 53/kg (EUR 5.6) next week (unch.)

We expect the salmon price for next week to be around NOK 53/kg, this is NOK -2.9/kg (-5%) lower than the corresponding week last year, but in line with the level we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.6/kg (-6% YoY). We estimate a Q3 price of NOK 55/kg (EUR 5.8/kg). Export volumes from Norway were 22,895 tonnes last week, which is +16% higher than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 9%, while the YTD export price in EUR is down -8%."

Oslo (TDN Direkt): Pareto Securities nedjusterer sitt estimat for spotkiloprisen på laks i tredje kvartal 2018 til 52 kroner pr kilo, fra tidligere 55 kroner grunnet høyere norske tilbudsestimater. Samtidig oppjusteres flere kursmål på utsikter til fortsatt inntjeningsvekst i 2019 og 2020.

Det går frem av en sektoroppdatering fra meglerhuset torsdag.

Videre ventes det fortsatt en spotpris på 57 kroner kiloen i fjerde kvartal, og for 2019 og 2020 økes estimatene for spotprisene til henholdsvis 61 (60) og 62 (61) kroner pr kilo.

Pareto gjør én anbefalingsendring, der Austevoll Seafood nedgraderes til hold fra kjøp, mens kursmålet på aksjen oppjusteres til 120 kroner pr aksje, fra 110 kroner.

Ellers oppjusteres følgende kursmål:

Bakkafrost til 435 kroner pr aksje, fra tidligere 400 kroner.

Grieg Seafood til 110 kroner pr aksje, fra tidligere 105 kroner.

Lerøy Seafood til 70 kroner pr aksje, fra tidligere 66 kroner.

Marine Harvest til 190 kroner pr aksje, fra tidligere 180 kroner.

Norwegian Royal Salmon til 200 kroner pr aksje, fra tidligere 195 kroner.

SalMar til 345 kroner pr aksje, fra tidligere 320 kroner.

Salmones Camanchaca til 80 kroner pr aksje, fra tidligere 65 kroner.

The Scottish Salmon Company til 15 kroner pr aksje, fra tidligere 13,5 kroner.

EM finans@tdn.no
nike
09.08.2018 kl 14:39 5003

Pareto følger opp dagens analyse med forventning til fall i spotprosen for neste uke:

"
Seafood Price Update - Salmon price NOK 50/kg (EUR 5.3) next week (-3)

We expect the salmon price for next week to be around NOK 50/kg, this is NOK -1.7/kg (-3%) lower than the corresponding week last year, and NOK 3/kg (-6%) lower than what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.3/kg (-5% YoY). We estimate a Q3 price of NOK 52/kg (EUR 5.5/kg). Export volumes from Norway were 23,019 tonnes last week, which is +6% higher than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 8%, while the YTD export price in EUR is down -8%".
nike
16.08.2018 kl 12:18 4618

Det ser ut til at Nordea sine forventninger, som forøvrig er nær Pareto sine, bestemmer mer over dagens sjømatkurser enn forventningen til fortsatt nedgang i spotprisen:

Her er Pareto sin torsdagsoppdatering:
"Seafood Price Update - Salmon price NOK 47/kg (EUR 4.9) next week (-2)

We expect the salmon price for next week to be around NOK 47/kg, this is NOK -5.9/kg (-11%) lower than the corresponding week last year, and NOK -2/kg (-4%) lower than what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 4.9/kg (-14% YoY). Several holidays in Europe at the moment dampens the immediate short-term demand, while harvest volumes continue to increase. We estimate a Q3 price of NOK 52/kg (EUR 5.5/kg). Export volumes from Norway were 25,065 tonnes last week, which is +8% higher than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 9%, while the YTD export price in EUR is down -8%."
nike
23.08.2018 kl 17:43 4240

Ser man det!

Pareto venter at fallet i spotprisen snur kommende uke og igjen etablerer seg over 50

Sterkt på bakgrunn av den ekordstore eksporten!


"Seafood Price Update - Salmon price NOK 51/kg (EUR 5.3) next week (+3)

We expect the salmon price for next week to be around NOK 51/kg, this is the same as the corresponding week last year, and NOK 3/kg (+6%) higher than what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.3/kg (-4% YoY). We estimate a Q3 price of NOK 52/kg (EUR 5.5/kg). Export volumes from Norway were 25,333 tonnes last week, which is +12% higher than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 9%, while the YTD export price in EUR is down -8%."

Ja dette er sterkt. Halve Vestlandet slaktes pga. lus, det er fellesferie og hetebølge i Europa. Kanskje høstens prisbunn allerede er passert.

Silberman
nike
30.08.2018 kl 12:07 3898

Fortsatt rerordstor slakting og spotprisen stiger i den stille tida for eksporten til Europa.
Utmerket!!

Her er Pareto sin torsdagsoppdatering:

"
Seafood Price Update - Salmon price NOK 56/kg (EUR 5.7) next week (+3)

We expect the salmon price for next week to be around NOK 57/kg, this is NOK 3.8/kg (+7%) higher than the corresponding week last year, and NOK 3/kg (+6%) higher than what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.7/kg (+2% YoY). We estimate a Q3 price of NOK 52/kg (EUR 5.5/kg). Export volumes from Norway were 24,699 tonnes last week, which is +9% higher than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 9%, while the YTD export price in EUR is down -8%."
mozel
30.08.2018 kl 13:20 3851

Spørs om den rekordstore slaktingene er noe å juble for. Det innebærer at liten fisk slaktes og det blir lite igjen som skal vokse til stor fisk.
Det gir høyere priser men tapt volum. For å utligne fremtidig volumtap må prisøkningen som følge av mindre tilbud være betydelig, bortimot 25%.
Redigert 30.08.2018 kl 13:30 Du må logge inn for å svare
nike
06.09.2018 kl 13:40 3482

Prisen ser ut til å løfte seg ei krone til, iflg dagens prisoppdatering fra Pareto:

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Seafood Price Update - Salmon price NOK 63/kg (EUR 6.5) next week (+1)

We expect the salmon price for next week to be around NOK 63/kg, this is NOK 13.0/kg (+26%) higher than the corresponding week last year, and NOK 1/kg (+2%) higher than what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 6.5/kg (+21% YoY). We estimate a Q3 price of NOK 52/kg (EUR 5.5/kg). Export volumes from Norway were 24,142 tonnes last week, which is -1% lower than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 9%, while the YTD export price in EUR is down -8%."
nike
13.09.2018 kl 10:01 3249

Giskeødegaard venter sterk prisoppgang framover, men den kommer neppe umiddelbart ifølge Pareto sin oppdatering i dag:


"Seafood Price Update - Salmon price NOK 56/kg (EUR 5.8) next week (-3)

We expect the salmon price for next week to be around NOK 56/kg, this is NOK 4.1/kg (+8%) higher than the corresponding week last year, and NOK 3/kg (-5%) lower than we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.8/kg (+6% YoY). We estimate a Q3 price of NOK 52/kg (EUR 5.5/kg). Export volumes from Norway were 24,105 tonnes last week, which is -3% lower than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 8%, while the YTD export price in EUR is down -7%."
nike
20.09.2018 kl 10:27 3006

Stille før stormen?

Here r Pareto sin torsdagsoppdatering:

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Seafood Price Update - Salmon price NOK 56/kg (EUR 5.9) next week (unch.)

We expect the salmon price for next week to be around NOK 56/kg, this is NOK 1.7/kg (+3%) higher than the corresponding week last year, and unchanged from what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.9/kg (+2% YoY). With these estimates, the Q3 price FCA Oslo will come in at NOK ~53.9/kg (EUR 5.6/kg) vs our estimate of NOK 52/kg (EUR 5.5/kg). Export volumes from Norway were 24,611 tonnes last week, which is -4% lower than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 8%, while the YTD export price in EUR is down -7%."
nike
27.09.2018 kl 10:18 2693

Høstens prisoppgabg lar vente på seg.
Her er Pareto sin torsdagsoppdatering:


"Seafood Price Update - Salmon price NOK 54/kg (EUR 5.7) next week (-2)

We expect the salmon price for next week to be around NOK 54/kg, this is unchanged from the corresponding week last year, and NOK 2/kg (-4%) lower than what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.7/kg (-2% YoY). With these estimates, the non-volume weighted Q3 price FCA Oslo will come in at NOK ~54.0/kg (EUR 5.6/kg) vs our estimate of NOK 52/kg (EUR 5.5/kg). The Q3 Miami price is looking to come in at USD 11.45/kg fillets vs our estimate of USD 11.4/kg fillets. Export volumes from Norway were 24,000 tonnes last week, which is -4% lower than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 7%, while the YTD export price in EUR is down -6%."
nike
04.10.2018 kl 15:55 2381

Vi venter fortsatt på høstrallyet, men hva gjør det når kursene stiger uten hjelp av stigende spotpris?

Her er Pareto sin orsdagsoppdatering:


Seafood Price Update - Salmon price NOK 53/kg (EUR 5.6) next week (-1)

"We expect the salmon price for next week to be around NOK 53/kg, this is NOK 2.5/kg (5%) higher than corresponding week last year, and NOK 1/kg (-2%) lower than what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.6/kg (+4% YoY). Export volumes from Norway were 25,819 tonnes last week, which is -2% lower than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 7%, while the YTD export price in EUR is down -6%".
Hegu
09.10.2018 kl 12:12 2195

Laks: Teknisk analyse og fundamentale kommentarer på laksesektoren (video):

http://www.proinvestor.com/debat/76341