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Fearnley Securities analyst Nils Thommesen said that looking back to 2021, market activities related to catering services will pick up, and retail demand will remain at a strong level, pushing the salmon market to a historical climax
.
However, by the end of the year, the share price of the Norwegian salmon listed company underperformed, and the capital market had long-standing concerns about rising breeding costs and the omicron epidemic
.
.
However, by the end of the year, the share price of the Norwegian salmon listed company underperformed, and the capital market had long-standing concerns about rising breeding costs and the omicron epidemic
.
"Although the omicron strain poses a short-term threat to the catering service industry, we maintain constructive expectations for the market.
It is estimated that demand in the first half of 2022 and even the entire year of 2022 will exceed supply
.
" Thommesen said
.
It is estimated that demand in the first half of 2022 and even the entire year of 2022 will exceed supply
.
" Thommesen said
.
Fernley Securities predicts that the global salmon production growth rate in 2022 will be around 3.
5%, which is a historically low number
.
In November 2021, salmon biomass in Norway and Chile declined year-on-year, and feed sales decreased.
It is expected that the increase in production will only begin to appear in the second half of 2022
.
5%, which is a historically low number
.
In November 2021, salmon biomass in Norway and Chile declined year-on-year, and feed sales decreased.
It is expected that the increase in production will only begin to appear in the second half of 2022
.
Fearnley Securities believes that due to limited supply growth, salmon spot prices will remain strong in the next six months
.
The impact of the omicron strain on the catering industry is mainly manifested in short-term restrictions, and this part of the shortfall will be filled by retail demand
.
.
The impact of the omicron strain on the catering industry is mainly manifested in short-term restrictions, and this part of the shortfall will be filled by retail demand
.
Since November last year, the impact of inflation on feed ingredients and the inefficiency of the supply chain have had a negative impact on the cost of farmed salmon
.
"Since then, we have been unable to predict the feed price reduction cycle.
The raw material supply chain may be normalized in the first half of 2022.
Feed prices are expected to be reduced in the second half
of 2022.
The cost of farmed salmon will be 2022.
One of the indicators to focus on throughout the year
.
"
.
"Since then, we have been unable to predict the feed price reduction cycle.
The raw material supply chain may be normalized in the first half of 2022.
Feed prices are expected to be reduced in the second half
of 2022.
The cost of farmed salmon will be 2022.
One of the indicators to focus on throughout the year
.
"
Fernli Securities assigns a buy rating to the Norwegian producer Leroy Seafood Group with a target price of NOK 87; and assigns a buy rating to the Norwegian producer Masoval with a target price of NOK 50
.
.
"We believe that these two Norwegian companies have shown positive production growth and excellent biological performance, which will be combined with salmon spot price exposure to provide capital markets with long-term attractive investment opportunities
.
" Thommesen said
.
.
" Thommesen said
.
Finally, Thommesen also predicts that the Norwegian government will formulate a legal framework for the deep sea salmon farming industry in 2022, but due to the relatively lengthy legislative process, the new deep sea farming license may not be issued in 2022
.
.
In 2022, the Norwegian government will launch a new round of salmon farming license auctions based on the current "traffic light system", and producers can only increase production by bidding for new licenses or acquiring licenses from other companies
.
.
