Added to YB: 2025-09-19
Pitch date: 2025-09-17
MOWI.OL [bullish]
Mowi ASA
-7.18%
current return
Author Info
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Company Info
Mowi ASA, a seafood company, produces and sells Atlantic salmon products worldwide. It operates through Feed, Farming, Markets, Consumer Products, and other segments.
Market Cap
NOK 9.4B
Pitch Price
NOK 212.68
Price Target
654.00 (+230%)
Dividend
3.13%
EV/EBITDA
7.65
P/E
11.17
EV/Sales
2.19
Sector
Food Products
Category
growth
Mowi (MOWI) — The Salmon Compounder
MOWI.OL: World's largest Atlantic salmon producer w/ 545k GWT 2025 guidance, targeting >650k by 2029 (+25% growth vs 2% industry). Cost leadership at €5.39/kg (lowest since 2022), saving €49M/quarter. Record Q2 volumes 133k GWT (+21% YoY). Structural supply-demand imbalance (2% supply vs 5% demand growth). Risks: biology, 47% tax rate, price cycles.
Read full article (3 min)