GSF target 124 kr Handelsbanken

Fox
GSF 14.10.2020 kl 13:22 450

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Salmon farming: Expecting a stronger 2021-22 - Sector Report

• Set for 2-3% supply growth in 2021e-22e
• Gradual recovery in demand to support firmer markets
• Our top picks are Leroy Seafood, Grieg Seafood and Mowi
Redigert 21.01.2021 kl 07:41 Du må logge inn for å svare

Jeg er svært positiv til GSF på lang sikt, men her gjelder det å være tålmodig. Hentet fra rapporten til Handelsbanken:
"We like the longer-term outlook for salmon markets alongside Griegs target to lift harvest volumes to 150kt by 2025, and the potential for improvement in its operations. We reiterate our BUY recommendation, but lower our target price to NOK 124 (133), corresponding to a 2021e EV/EBIT of 11.5x."
Redigert 21.01.2021 kl 07:41 Du må logge inn for å svare