欧洲渔业研究报告2009年8月

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

Contents
Next cycle peak in 2012? 3
1. Modest supply growth 3
2. Demand set to improve? 3
3. Norwegian diseases levelling off 4
Norwegian supply growth prospects and cost trend 6
High Norwegian biomass level key short-term risk.. 6
Norwegian harvesting growth set to increase significantly in H2(09).. 6
.. but modest Norwegian growth in H2(10) onwards? 7
Norwegian cost level set to decline 8
A Chilean recovery will most likely take years 10
Recent market trends and market balance 2009e – 2010e 11
Salmon prices and outlook 14
Norway: Short-term downside risk, but good prospects longer term 14
Canadian producers best positioned for the US market 16
Fillet prices fob Miami and link to Norwegian prices 16
Valuation and sensitivities 17
EV/kg 17
Geographical exposure 18
Expected EBIT/kg trend 19
PE run rates and sensitivities 20
Arctic’s earnings multiples 21
Marine Harvest 22
Good geographical mix, prospects for strong cash flow 22
Q2 preview 22
Cermaq 26
High Chilean exposure and less attractive risk/reward 26
Q2 preview 26
SalMar 30
Strong operating performance set to continue 30
Q2 preview 30
Lerøy Seafood Group 34
Limited free float, but attractive valuation 34
Q2 preview 34
Disclaimer 38
Contact information 40

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：研究报告 Geographical significant performance information 研究报告 欧洲 渔业

非常需要，能不能免费啊

不够钱.........................................................