Laks - Pareto oppdaterer

nike
GSF 21.12.2017 kl 11:43 21791

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)"
Redigert 21.01.2021 kl 09:33 Du må logge inn for å svare

Analytiker Tore Tønseth i Sparebank 1 Markets mener utviklingen i lakseprisen har vært svakere enn de ventet ved inngangen av året og mener årsaken er mer volum tilgjengelig.

"Selv om volumene som har gått ut av Norge de første ukene av året er under 2018-nivåer, endte forrige uke på 23,7 kilotonn, opp to prosent fra samme periode i fjor. Dette er et høyt volum for å være januar. Det har i tillegg sannsynligvis vært noe lager igjen i EU inn i 2019, samtidig som de nyeste Aquabench-tallene fra Chile indikerer 25 prosent mer 5 kilo + tilgjengelig til sjøstart i januar", skriver meglerhuset.

Pareto Securities forventer laksepriser denne uken på nivå med forrige uke.

"Vi forventer priser rundt 55 kroner pr kilo denne uken, som er uendret fra forrige uke. Fortsatt høye volumer holder prisene på relativt lave nivåer. Kontali økte sine veksttall for 2019 til 5,5 prosent vekst, mot tidligere 3,5 prosent vekst", skriver meglerhuset.
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
Bippe
31.01.2019 kl 15:56 2560

Noe må ned på OSE når DOW går ned. Og når olja står stille så står laksen lagelig til med sin store oppgang siste års tid. Mange selskap har gått over 50%. Klart det er en del å tære på her når robotene kjøres på høyere gir.
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
10.01.2019 kl 13:17 2753

Laks begynner å bli interessent igjen.
12 % høyere pris enn tilsvarende uke ett år tilbake forteller om solid etterspørsel og lover godt for dette kvartalet.

Seafood Price Update - Salmon price NOK 58/kg (EUR 5.9) next week (-1)
We expect the salmon price for next week to be around NOK 58/kg, this is NOK 6.2/kg (+12%) higher than corresponding week last year, and NOK 1/kg lower (-2%) than we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.9/kg (+10% YoY). Export volumes from Norway were 17,199 tonnes in week 1, 7% lower than the corresponding week last year. However, week 1 had one more working day in 2018.
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
20.12.2018 kl 10:58 3045

Kan vel kalles et mini julerally?
Her er dagens oppdatering fra Pareto:

"Seafood Price Update - Salmon price NOK 61/kg (EUR 6.2) next week (+6)
We expect the salmon price for next week to be around NOK 61/kg, this is NOK 9.4/kg (+18%) higher than corresponding week last year, and NOK 6/kg (+11%) higher than we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 6.2/kg (+18% YoY). Export volumes from Norway were 30,620 tonnes last week, 7% lower than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 4.4%, while the YTD export price in EUR is down -2.8% (-0.6% in NOK)."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
milk
14.12.2018 kl 18:06 3209

Som sagt,vi solgte mye fisk lenge før Jul. Ble et bra Q3 :-) Er det så vanskelig å sitte stille å la Jula 2018 gå inn i historien da ;-) Ett lite hint,påska 2019 kan bli et lite eventyr.... Alle som kjøper på denne dippen,kan være godt fornøyd! PS.
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
Bippe
14.12.2018 kl 16:16 3247

Skal si GSF fikk smake pisken idag! fredagssladder er ikke å spøke med. så får vi se hva SSB melder på onsdag.
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
13.12.2018 kl 15:41 3327

Julerally for sjømataksjer kan glemmes:

Her er Pareto sin torsdagsoppdatering:

"Seafood Price Update - Salmon price NOK 57/kg (EUR 5.9) next week (+1)
We expect the salmon price for next week to be around NOK 57/kg, this is NOK 7.8/kg (+16%) higher than corresponding week last year, and NOK 1/kg (+2%) higher than we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.9/kg (+17% YoY). Export volumes from Norway were 29,631 tonnes last week, 3% higher than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 5.4%, while the YTD export price in EUR is down -3% (-0.8% in NOK). "!
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
milk
22.11.2018 kl 18:32 3542

Det spøker for både ditt å datt og den ene og den andre,det kan ingen endre på.... ;-) Oppdretterne hadde et dårlig volum i Q3 pga at de ville dra fordelen av bedre pris før Jul. Kjøp og salg er aldri enkelt. Det være seg fisk eller aksjer. For heaven`s sake,sitt rolig i sjarken å la Jula komme og gå :-)
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
-Dëë-
22.11.2018 kl 16:30 3578

Julerally uteble ifjor og. Men her vi, lagt ett knallår bak oss.... igjen. ?? ?
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
22.11.2018 kl 11:19 3643

Pareto venter at denne ukas fall i spotprisen snur forsiktig opp, men nå spøker det for julerally 2018

"Seafood Price Update - Salmon price NOK 51/kg (EUR 5.2) next week (+1)
We expect the salmon price for next week to be around NOK 51/kg, this is NOK 7.8/kg (+18%) higher than 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 5.2/kg (+18% YoY). Export volumes from Norway were 26,185 tonnes last week, -2% lower than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 6%, while the YTD export price in EUR is down -4%. "
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
15.11.2018 kl 12:53 3817

Ingen signaler i spotprisen om at det bare er vel 5 uker igjen til jul

Her er Pareto sin torsdagsoppdatering:

"Seafood Price Update - Salmon price NOK 53/kg (EUR 5.5) next week (-1)
We expect the salmon price for next week to be around NOK 53/kg, this is NOK 8.7/kg (+20%) 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 5.5/kg (+20% YoY). Export volumes from Norway were 25,273 tonnes last week, -6% lower than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 6%, while the YTD export price in EUR is down -5%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
08.11.2018 kl 11:55 4001

Surt å se at starten på julerallyet er utsatt til over midten av november.
Her er Pareto sin torsdagsoppdatering:

"Seafood Price Update - Salmon price NOK 55/kg (EUR 5.8) next week (unch.)
We expect the salmon price for next week to be around NOK 55/kg, this is NOK 4.5/kg (+9%) higher than corresponding week last year, and in line with what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.8/kg (+11% YoY). Export volumes from Norway were 25,928 tonnes last week, -3% lower than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 6%, while the YTD export price in EUR is down -5%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
01.11.2018 kl 11:39 4145

Dette hadde jeg ikke venta, og neppe analytikerne heller. Prisfall akkurat nå som julerallyet er i startgropa.
Her er Pareto sin torsdagsoppdatering:

"Seafood Price Update - Salmon price NOK 55/kg (EUR 5.8) next week (-2)
We expect the salmon price for next week to be around NOK 55/kg, this is NOK 9.2/kg (+20%) higher than corresponding week last year, and NOK 2/kg lower (-4%) than what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 5.8/kg (+19% YoY). Export volumes from Norway were 26,005 tonnes last week, which is -5% lower than the corresponding week last year. Compared to last year, YTD export volumes from Norway are up 6%, while the YTD export price in EUR is down -6%. "
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
25.10.2018 kl 11:50 4286

Kan vi eeendelig vente starten på høstrallyet?

Pareto ser muligheten i sin torsdagsoppdatering:


"Seafood Price Update - Salmon price NOK 58/kg (EUR 6.1) next week (+3)

We expect the salmon price for next week to be around NOK 58/kg, this is NOK 14/kg (32%) higher than corresponding week last year, and NOK 3/kg higher (+5%) than what we expect prices for this week to come in at. In EUR, the salmon price next week will be EUR 6.1/kg (+32% YoY). Export volumes from Norway were 27,527 tonnes last week, which is 9% 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 -6%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare

Pareto korrigerer, prisen under press

We get some pushbacks on our price estimate for next week. According to several sources the spot price is lower, and expectations are that prices next week will be lower than NOK 57/kg. Spot prices are under pressure, and currently around NOK 52-53/kg.

See mail from earlier today below
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
18.10.2018 kl 10:26 4430

Ser ut til at det drøyer med høstoppgangen, men hva gjør det når kursene stiger daglig likevel?

Her er Pareto sin torsdagsoppdatering:

"Seafood Price Update - Salmon price NOK 57/kg (EUR 6.0) next week (unch.)

We expect the salmon price for next week to be around NOK 57/kg, this is NOK 7.8/kg (16%) higher than 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 6.0/kg (+16% YoY). Export volumes from Norway were 25,999 tonnes last week, which is 5% 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 -6%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
11.10.2018 kl 10:18 4525

Håper dette er første signal om at spotpriser under 60 er historie for denne gangen:

Her er Pareto sin torsdagsoppdatering:


"Seafood Price Update - Salmon price NOK 56/kg (EUR 5.9) next week (+1)

We expect the salmon price for next week to be around NOK 56/kg, this is NOK 4.0/kg (8%) 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 5.9/kg (+7% YoY). Export volumes from Norway were 26,733 tonnes last week, which is 4% 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 -6%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
Hegu
09.10.2018 kl 12:12 5683

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

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

Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
04.10.2018 kl 15:55 5874

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%".
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
27.09.2018 kl 10:18 6187

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%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
20.09.2018 kl 10:27 6502

Stille før stormen?

Here r Pareto sin torsdagsoppdatering:

"
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%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
13.09.2018 kl 10:01 6748

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%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
06.09.2018 kl 13:40 6984

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

"
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%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
mozel
30.08.2018 kl 13:20 7354

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 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
30.08.2018 kl 12:07 7404

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%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare

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

Silberman
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
23.08.2018 kl 17:43 7750

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%."
Redigert 21.01.2021 kl 06:36 Du må logge inn for å svare
nike
16.08.2018 kl 12:18 8811

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%."
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare
nike
09.08.2018 kl 14:39 9199

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%".
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare

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
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare
nike
02.08.2018 kl 12:03 9606

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%."
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare
nike
19.07.2018 kl 15:46 10057

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%.
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare
nike
12.07.2018 kl 14:15 10367

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%."
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare
nike
05.07.2018 kl 10:25 10689

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%.
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare
Silberman
21.06.2018 kl 22:52 11103

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 20.01.2021 kl 21:09 Du må logge inn for å svare
nike
21.06.2018 kl 10:05 11227



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%.
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare
nike
14.06.2018 kl 10:42 11527

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%.
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare
nike
07.06.2018 kl 11:14 11875

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%.
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare
kaliber
01.06.2018 kl 22:28 12181

Tipper at prisen er unde 50 kr/kg neste uke
Redigert 20.01.2021 kl 21:09 Du må logge inn for å svare