Food, Beverage & Tobacco Norwegian Community
Our community narratives are driven by numbers and valuation.
Food, Beverage & Tobacco Norwegian Investing Ideas
Orkla
30.3% undervalued intrinsic discount
Orkla's Potential for 13% Upside Amid Strategic Transformation
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Published 24 Apr 2025
Orkla
7.3% overvalued intrinsic discount
Market Position and Consumer Behaviour Changes Outweigh the Risks
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Published 14 Apr 2024
Lerøy Seafood Group
36.5% undervalued intrinsic discount
Lerøy Seafood Group will surpass expectations with record biomass growth by 2025
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Published 24 Apr 2025
Mowi
11.3% undervalued intrinsic discount
MOWI: Resilient Margins And Market Volatility Will Define Forward Performance
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Updated 9 Sep
Orkla
19.3% undervalued intrinsic discount
Sale Of Pierre Robert Group Will Simplify Future Operations
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Updated 21 Aug
SalMar
5.8% overvalued intrinsic discount
Evolving Regulations And Climate Threats Will Challenge Norwegian Aquaculture Profitability
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Updated 3 Sep
Salmon Evolution
40.1% undervalued intrinsic discount
Updated
Land Based Salmon Expansion And Tight Supply Are Expected To Support Strong Long Term Prospects
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Updated 14 Sep
Salmon Evolution
11.0% undervalued intrinsic discount
New
Weak Salmon Prices And Phase 2 Ramp Risks Will Eventually Reward Patience
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Published 14 Sep
Grieg Seafood
7.5% undervalued intrinsic discount
Updated
Rogaland Refocus And Land Based Expansion Will Shape Stable Yet Constrained Future Prospects
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Updated 18 Sep
