Aquaculture
Mowi ASA
| Strategy | Weight | Market value | Unrealised P&L |
|---|---|---|---|
| AI Concentrated | 17.66% | 179 354 NOK | 452 NOK+0.25% |
| AI Equal Weight | 7.14% | 71 821 NOK | 2 063 NOK+2.96% |
| AI Momentum | 8.33% | 74 797 NOK | −168 745 NOK−69.29% |
| Date | Score | Rank | Confidence | Thesis |
|---|---|---|---|---|
| 24. juli 2026 | 68 | 5 | medium | At 20-day high with solid recent momentum (+2.7% 5d) and aquaculture sector supported by stable NOK; limited fundamental data prevents stronger conviction. |
| 23. juli 2026 | 65 | 5 | medium | Strong 5d gain of +4.3% and sitting at 92% of 20-day range with positive vsMA, supported by Brent-independent aquaculture dynamics. |
| 22. juli 2026 | 70 | 4 | high | Strong 5-day surge (+5.4%) pushing price to 97% of 20-day range with positive 20-day trend, suggesting renewed salmon pricing optimism and solid near-term momentum. |
| 21. juli 2026 | 72 | 3 | high | Mowi's strong 5-day rally (+6.0%) and near 20-day high position (94% range) reflect improving salmon market sentiment, though absent spot price data limits conviction. |
| 20. juli 2026 | 68 | 3 | medium | Strong +6.0% weekly bounce and 94% range position signal short-term aquaculture sector recovery, though flat 20d return and absent salmon spot data limit conviction. |
| 17. juli 2026 | 65 | 5 | medium | Best weekly momentum among aquaculture peers (+5.3%) with a constructive vsMA (+2.4%) and solid range position (81%) points to continued near-term strength. |
| 16. juli 2026 | 42 | 11 | low | Mowi's -3.7% 20d decline and flat 5d performance, combined with no salmon spot price support and missing fundamental data, paint a weak near-term picture. |
| 15. juli 2026 | 46 | 10 | medium | Mowi's modest +0.8% 5-day return and -4.9% 20-day decline with the stock in the lower half of its range reflect ongoing salmon price uncertainty and weak near-term momentum. |
| 14. juli 2026 | 34 | 13 | low | Negative 5d and 20d returns with price sitting 2.4% below its 20-day MA and only in the 30th percentile of range signals continued weakness in aquaculture. |
| 13. juli 2026 | 34 | 13 | low | Negative momentum across all timeframes (5d -1.1%, 20d -5.0%), below 20-day MA, sitting in the bottom third of its recent range — weak setup with no positive catalysts. |
| 10. juli 2026 | 43 | 11 | low | Small 5-day bounce (+1.9%) but remains well below its 20-day MA (-3.5%) and near the bottom of its 20-day range (21%), with aquaculture sector lacking spot price support today. |
| 9. juli 2026 | 48 | 9 | medium | Small positive 5-day return and near mid-range, but negative 20-day trend and missing salmon spot data limit near-term conviction for the world's largest salmon farmer. |
| 8. juli 2026 | 38 | 8 | low | Mowi shows the most resilient momentum among aquaculture peers (-1% over 20d) but remains in a mild downtrend with no positive catalysts and soft salmon spot conditions. |
| 7. juli 2026 | 46 | 8 | medium | Mowi shows mildly negative momentum across all timeframes with salmon spot data unavailable, and at the 42nd percentile of its range offers no clear near-term catalyst. |
| 6. juli 2026 | 35 | 8 | low | Mild negative momentum but relatively contained losses; aquaculture sector headwinds persist with no salmon spot price catalyst visible. |
| 3. juli 2026 | 32 | 9 | low | Mowi continues to trend lower (-5% over both 5d and 20d), trading well below its 20-day MA with no visible catalyst to reverse the salmon sector sell-off. |
| 2. juli 2026 | 20 | 11 | low | Mowi is at its 20-day low on strong negative momentum (-8.4% over 20 days) and absent salmon spot price support, with no near-term recovery catalyst evident. |
| 1. juli 2026 | 25 | 11 | low | Mowi sits at its 20-day low with broad aquaculture sector selling pressure; slightly better momentum resilience than peers but still a weak short-term setup. |
| 30. juni 2026 | 32 | 8 | low | Mowi shows slightly better range positioning than peers (19% of 20d range) but remains in a clear short- and medium-term downtrend with softening salmon prices providing no near-term re-rating catalyst. |
| 29. juni 2026 | 38 | 6 | low | Mowi shows mild negative momentum (-1.8% 5d, -5.9% 20d) but holds better range positioning (38%) than peers; salmon sector headwinds and missing spot data limit conviction. |
| 26. juni 2026 | 44 | 5 | low | Mowi sits near its 20-day midpoint with marginally positive weekly momentum, but a -3.5% monthly return and missing salmon spot data limit conviction for the 1–4 week horizon. |
| 25. juni 2026 | 52 | 5 | medium | Mowi shows the best momentum in the aquaculture group — above its 20-day MA, mid-range positioning, and lowest volatility in sector — making it the preferred aquaculture hold despite absent salmon spot data. |
| 24. juni 2026 | 45 | 6 | medium | Mowi shows near-flat 5-day performance and sits mid-range at 47%, making it the most resilient aquaculture name, though the sector backdrop remains soft with no visible positive catalyst. |
| 23. juni 2026 | 38 | 7 | low | Mowi shows relatively better momentum than peers with a modest 20d drawdown and sits near the middle of its range, but the aquaculture sector lacks near-term positive catalysts. |
| 22. juni 2026 | 44 | 6 | low | The largest and most liquid aquaculture name holds up best among salmon peers — nearly flat 5-day, modest 20d decline, and low volatility — but negative 20d return and absent salmon spot data limit conviction. |
| 19. juni 2026 | 42 | 5 | low | The largest salmon farmer shows relative resilience with a +2.4% 5-day gain and lower volatility than peers, but the -4.0% 20-day trend and absence of a positive salmon spot catalyst keep conviction moderate-to-weak. |
| 18. juni 2026 | 40 | 5 | low | Mowi shows modest 5-day recovery (+1.5%) but remains down 4% on the month and below its 20-day MA, with no salmon spot price data to anchor a bullish case. |
| 17. juni 2026 | 47 | 3 | medium | MOWI shows relative resilience — the best Vol score in aquaculture (8.7%), a mild 5-day recovery (+2.8%), and is near mid-range (46%), making it the most stable aquaculture name, though macro headwinds cap upside. |
| 16. juni 2026 | 58 | 3 | medium | Strongest aquaculture technical setup with +4.9% weekly gain, near 20-day MA, and mid-range positioning supported by structurally attractive salmon supply/demand dynamics. |
| 15. juni 2026 | 60 | 4 | medium | MOWI is the best-positioned aquaculture name with a modest positive 20-day return (+1.5%), trading near its 20-day MA with the lowest volatility in the salmon sector (8.7%), though no salmon spot price data and weak 5d/20d range position limit upside conviction. |
| 12. juni 2026 | 35 | 10 | low | Mowi is the highest-quality aquaculture name but negative 5d and 20d momentum keeps it range-bound near lows with no near-term catalyst to reverse the trend. |
| 11. juni 2026 | 43 | 8 | low | Negative 5d and 20d momentum with salmon spot price data unavailable; trading well below 20-day MA at only 14% of 20d range signals continued distribution with no identifiable near-term catalyst. |
| 10. juni 2026 | 36 | 11 | low | Mowi shows the mildest momentum deterioration in aquaculture but remains below its 20-day MA with no identifiable near-term positive catalyst. |
| 9. juni 2026 | 25 | 12 | low | Mowi is at its 20-day low with negative momentum (-5.6% 5d, -4.9% 20d) but lower volatility than peers offers modest relative stability within a weak aquaculture tape. |
| 8. juni 2026 | 22 | 13 | low | Mowi is at its 20-day low with -6.4% weekly loss, and while it is the most liquid and stable aquaculture name (Vol 7%), the sector downtrend lacks a near-term reversal catalyst. |
| 5. juni 2026 | 42 | 8 | low | Mild negative momentum across all horizons but remains within range, and salmon sector quality is typically solid; no catalyst to shift sentiment short-term. |
| 4. juni 2026 | 38 | 10 | low | MOWI shows modest negative momentum (-3.6% weekly, -3.7% monthly) but holds near its 20-day mid-range (40%), making it the most resilient aquaculture name with lower volatility. |
| 3. juni 2026 | 38 | 7 | low | Mild negative momentum with -2.0%/5d and -3.4%/20d but near mid-range (Rng=48%) and low volatility (Vol=6.3%) suggest modest downtrend without capitulation; no salmon spot data or catalysts to reverse. |
| 2. juni 2026 | 42 | 7 | low | Mowi holds near the mid-point of its 20-day range with relatively contained volatility (6.4%), but mild negative momentum on both 5d and 20d and absent salmon spot data limit near-term conviction. |
| 1. juni 2026 | 55 | 5 | medium | MOWI shows resilient relative strength — nearly flat over 20 days, sitting near 20-day highs at 89% of range, with modest positive vsMA, making it the best-positioned aquaculture name. |
| 29. mai 2026 | 56 | 5 | medium | Slight positive momentum and the strongest brand in global salmon farming underpin moderate conviction, with salmon biology cycle broadly supportive. |
| 28. mai 2026 | 67 | 4 | medium | Strong positioning near 20-day high with positive 5d and 20d momentum and bullish vsMA, making it the best-placed aquaculture name technically despite absent fundamentals data. |
| 27. mai 2026 | 53 | 7 | medium | Mowi shows marginally positive 5d momentum and trades above its 20d MA, with 'undervalued' headlines providing mild sentiment support in a recovering salmon market. |
| 26. mai 2026 | 50 | 9 | medium | Mowi shows modest positive 5d momentum but slight 20d underperformance, sitting mid-range with no strong near-term catalyst. |
| 25. mai 2026 | 52 | 9 | medium | Slight positive 5d momentum and near-MA positioning in a stable aquaculture setup, though 20d return is marginally negative. |
| 22. mai 2026 | 72 | 4 | high | Mowi's scale and cost discipline position it well as Atlantic salmon spot prices recover toward 80–85 NOK/kg, with Q2 volumes tracking in line and a supportive dividend narrative. |
| 21. mai 2026 | 74 | 3 | high | Mowi's global scale and best-in-class biology position it well to capture elevated summer spot prices, with recent Q1 beats supporting near-term momentum. |
| 20. mai 2026 | 76 | 3 | high | Mowi's global scale and vertically integrated model position it well to capture elevated salmon spot prices, with solid Q1 results reinforcing near-term earnings momentum. |
| 18. mai 2026 | 72 | 3 | high | Mowi's global scale and cost discipline make it a core aquaculture holding as spot prices remain supportive, though Q1 2026 harvest volumes came in slightly below guidance, capping upside. |
| 15. mai 2026 | 74 | 3 | high | Recovering Atlantic salmon spot prices combined with Mowi's global scale and cost discipline support a positive near-term setup ahead of Q2 volume guidance. |
| 14. mai 2026 | 72 | 3 | high | Mowi's global scale and cost discipline position it well as Atlantic salmon spot prices recover toward seasonal highs, though NOK strength and feed cost pressures cap upside. |
| 13. mai 2026 | 67 | 4 | medium | Mowi's global scale and improving biological performance support earnings recovery as spot prices firm, making it the most liquid pure-play aquaculture compounder at a reasonable valuation. |
| 12. mai 2026 | 65 | 8 | medium | Mowi's global scale and cost discipline make it the best-positioned aquaculture major, with improving spot prices supporting near-term earnings, though regulatory risk and currency exposure keep the score from moving higher. |
| 11. mai 2026 | 66 | 6 | medium | Mowi's global scale and cost discipline provide resilience as spot prices recover toward seasonal highs, though the resource rent tax overhang keeps valuation multiples compressed. |
| 9. mai 2026 | 71 | — | Global salmon supply constrained by biology and regulation. Mowi's vertical integration supports margin resilience. |
| Date | Strategy | Direction | Shares | Price | Net amount | Rationale |
|---|---|---|---|---|---|---|
| 24. juli 2026 | AI Concentrated | buy | 28 | 199 NOK | 5 589 NOK | Score 68 — At 20-day high with solid recent momentum (+2.7% 5d) and aquaculture sector supported by stable NOK; limited fundamental data prevents stronger conviction. |
| 24. juli 2026 | AI Momentum | sell | 25 | 199 NOK | 4 975 NOK | Score 68 — reducing weight (rebalance) |
| 23. juli 2026 | AI Momentum | sell | 32 | 196 NOK | 6 279 NOK | Score 65 — reducing weight (rebalance) |
| 23. juli 2026 | AI Concentrated | sell | 91 | 196 NOK | 17 855 NOK | Score 65 — reducing weight (rebalance) |
| 22. juli 2026 | AI Concentrated | sell | 22 | 197 NOK | 4 336 NOK | Score 70 — reducing weight (rebalance) |
| 21. juli 2026 | AI Concentrated | buy | 43 | 197 NOK | 8 475 NOK | Score 72 — Mowi's strong 5-day rally (+6.0%) and near 20-day high position (94% range) reflect improving salmon market sentiment, though absent spot price data limits conviction. |
| 21. juli 2026 | AI Momentum | buy | 28 | 197 NOK | 5 519 NOK | Score 72 — Mowi's strong 5-day rally (+6.0%) and near 20-day high position (94% range) reflect improving salmon market sentiment, though absent spot price data limits conviction. |
| 20. juli 2026 | AI Concentrated | buy | 19 | 198 NOK | 3 766 NOK | Score 68 — Strong +6.0% weekly bounce and 94% range position signal short-term aquaculture sector recovery, though flat 20d return and absent salmon spot data limit conviction. |
| 20. juli 2026 | AI Momentum | buy | 38 | 198 NOK | 7 531 NOK | Score 68 — Strong +6.0% weekly bounce and 94% range position signal short-term aquaculture sector recovery, though flat 20d return and absent salmon spot data limit conviction. |
| 17. juli 2026 | AI Concentrated | buy | 1 | 182 786 NOK | 182 877 NOK | Score 65 — Best weekly momentum among aquaculture peers (+5.3%) with a constructive vsMA (+2.4%) and solid range position (81%) points to continued near-term strength. |
| 17. juli 2026 | AI Momentum | buy | 136 | 194 NOK | 26 424 NOK | Score 65 — Best weekly momentum among aquaculture peers (+5.3%) with a constructive vsMA (+2.4%) and solid range position (81%) points to continued near-term strength. |
| 16. juli 2026 | AI Momentum | sell | 29 | 188 NOK | 5 455 NOK | Score 42 — reducing weight (rebalance) |
| 15. juli 2026 | AI Momentum | buy | 45 | 187 NOK | 8 441 NOK | Score 46 — Mowi's modest +0.8% 5-day return and -4.9% 20-day decline with the stock in the lower half of its range reflect ongoing salmon price uncertainty and weak near-term momentum. |
| 14. juli 2026 | AI Momentum | sell | 4 | 186 NOK | 742 NOK | Score 34 — reducing weight (rebalance) |
| 13. juli 2026 | AI Momentum | sell | 14 | 184 NOK | 2 569 NOK | Score 34 — reducing weight (rebalance) |
| 10. juli 2026 | AI Momentum | sell | 69 | 184 NOK | 12 698 NOK | Score 43 — reducing weight (rebalance) |
| 9. juli 2026 | AI Momentum | buy | 51 | 188 NOK | 9 592 NOK | Score 48 — Small positive 5-day return and near mid-range, but negative 20-day trend and missing salmon spot data limit near-term conviction for the world's largest salmon farmer. |
| 8. juli 2026 | AI Momentum | sell | 40 | 186 NOK | 7 421 NOK | Score 38 — reducing weight (rebalance) |
| 7. juli 2026 | AI Momentum | buy | 53 | 188 NOK | 9 963 NOK | Score 46 — Mowi shows mildly negative momentum across all timeframes with salmon spot data unavailable, and at the 42nd percentile of its range offers no clear near-term catalyst. |
| 6. juli 2026 | AI Momentum | buy | 10 | 186 NOK | 1 863 NOK | Score 35 — Mild negative momentum but relatively contained losses; aquaculture sector headwinds persist with no salmon spot price catalyst visible. |
| 3. juli 2026 | AI Momentum | buy | 80 | 181 NOK | 14 486 NOK | Score 32 — Mowi continues to trend lower (-5% over both 5d and 20d), trading well below its 20-day MA with no visible catalyst to reverse the salmon sector sell-off. |
| 2. juli 2026 | AI Momentum | sell | 44 | 183 NOK | 8 031 NOK | Score 20 — reducing weight (rebalance) |
| 1. juli 2026 | AI Momentum | sell | 78 | 190 NOK | 14 782 NOK | Score 25 — reducing weight (rebalance) |
| 30. juni 2026 | AI Momentum | sell | 58 | 192 NOK | 11 119 NOK | Score 32 — reducing weight (rebalance) |
| 29. juni 2026 | AI Concentrated | sell | 738 | 196 NOK | 144 284 NOK | Score 38 — exited; fell below selection threshold |
| 29. juni 2026 | AI Momentum | sell | 26 | 196 NOK | 5 083 NOK | Score 38 — reducing weight (rebalance) |
| 26. juni 2026 | AI Momentum | sell | 64 | 197 NOK | 12 595 NOK | Score 44 — reducing weight (rebalance) |
| 26. juni 2026 | AI Concentrated | sell | 118 | 197 NOK | 23 223 NOK | Score 44 — reducing weight (rebalance) |
| 25. juni 2026 | AI Concentrated | buy | 1 | 166 574 NOK | 166 658 NOK | Score 52 — Mowi shows the best momentum in the aquaculture group — above its 20-day MA, mid-range positioning, and lowest volatility in sector — making it the preferred aquaculture hold despite absent salmon spot data. |
| 25. juni 2026 | AI Momentum | buy | 86 | 196 NOK | 16 855 NOK | Score 52 — Mowi shows the best momentum in the aquaculture group — above its 20-day MA, mid-range positioning, and lowest volatility in sector — making it the preferred aquaculture hold despite absent salmon spot data. |
| 24. juni 2026 | AI Momentum | buy | 26 | 195 NOK | 5 062 NOK | Score 45 — Mowi shows near-flat 5-day performance and sits mid-range at 47%, making it the most resilient aquaculture name, though the sector backdrop remains soft with no visible positive catalyst. |
| 23. juni 2026 | AI Momentum | sell | 59 | 195 NOK | 11 523 NOK | Score 38 — reducing weight (rebalance) |
| 22. juni 2026 | AI Concentrated | sell | 814 | 194 NOK | 157 760 NOK | Score 44 — exited; fell below selection threshold |
| 22. juni 2026 | AI Momentum | sell | 20 | 194 NOK | 3 876 NOK | Score 44 — reducing weight (rebalance) |
| 19. juni 2026 | AI Concentrated | buy | 101 | 193 NOK | 19 522 NOK | Score 42 — The largest salmon farmer shows relative resilience with a +2.4% 5-day gain and lower volatility than peers, but the -4.0% 20-day trend and absence of a positive salmon spot catalyst keep conviction moderate-to-weak. |
| 19. juni 2026 | AI Momentum | buy | 21 | 193 NOK | 4 059 NOK | Score 42 — The largest salmon farmer shows relative resilience with a +2.4% 5-day gain and lower volatility than peers, but the -4.0% 20-day trend and absence of a positive salmon spot catalyst keep conviction moderate-to-weak. |
| 18. juni 2026 | AI Momentum | sell | 83 | 195 NOK | 16 210 NOK | Score 40 — reducing weight (rebalance) |
| 18. juni 2026 | AI Concentrated | sell | 208 | 195 NOK | 40 624 NOK | Score 40 — reducing weight (rebalance) |
| 17. juni 2026 | AI Concentrated | sell | 69 | 197 NOK | 13 566 NOK | Score 47 — reducing weight (rebalance) |
| 17. juni 2026 | AI Momentum | sell | 51 | 197 NOK | 10 027 NOK | Score 47 — reducing weight (rebalance) |
| 16. juni 2026 | AI Concentrated | buy | 89 | 196 NOK | 17 417 NOK | Score 58 — Strongest aquaculture technical setup with +4.9% weekly gain, near 20-day MA, and mid-range positioning supported by structurally attractive salmon supply/demand dynamics. |
| 16. juni 2026 | AI Momentum | buy | 92 | 196 NOK | 18 004 NOK | Score 58 — Strongest aquaculture technical setup with +4.9% weekly gain, near 20-day MA, and mid-range positioning supported by structurally attractive salmon supply/demand dynamics. |
| 15. juni 2026 | AI Momentum | buy | 179 | 190 NOK | 33 989 NOK | Score 60 — MOWI is the best-positioned aquaculture name with a modest positive 20-day return (+1.5%), trading near its 20-day MA with the lowest volatility in the salmon sector (8.7%), though no salmon spot price data and weak 5d/20d range position limit upside conviction. |
| 15. juni 2026 | AI Concentrated | buy | 1 | 174 390 NOK | 174 478 NOK | Score 60 — MOWI is the best-positioned aquaculture name with a modest positive 20-day return (+1.5%), trading near its 20-day MA with the lowest volatility in the salmon sector (8.7%), though no salmon spot price data and weak 5d/20d range position limit upside conviction. |
| 12. juni 2026 | AI Momentum | sell | 57 | 190 NOK | 10 819 NOK | Score 35 — reducing weight (rebalance) |
| 11. juni 2026 | AI Momentum | buy | 62 | 190 NOK | 11 816 NOK | Score 43 — Negative 5d and 20d momentum with salmon spot price data unavailable; trading well below 20-day MA at only 14% of 20d range signals continued distribution with no identifiable near-term catalyst. |
| 10. juni 2026 | AI Momentum | buy | 65 | 188 NOK | 12 219 NOK | Score 36 — Mowi shows the mildest momentum deterioration in aquaculture but remains below its 20-day MA with no identifiable near-term positive catalyst. |
| 9. juni 2026 | AI Momentum | buy | 21 | 191 NOK | 4 015 NOK | Score 25 — Mowi is at its 20-day low with negative momentum (-5.6% 5d, -4.9% 20d) but lower volatility than peers offers modest relative stability within a weak aquaculture tape. |
| 8. juni 2026 | AI Momentum | sell | 144 | 196 NOK | 28 139 NOK | Score 22 — reducing weight (rebalance) |
| 5. juni 2026 | AI Momentum | buy | 33 | 198 NOK | 6 524 NOK | Score 42 — Mild negative momentum across all horizons but remains within range, and salmon sector quality is typically solid; no catalyst to shift sentiment short-term. |
| 4. juni 2026 | AI Momentum | sell | 25 | 198 NOK | 4 955 NOK | Score 38 — reducing weight (rebalance) |
| 3. juni 2026 | AI Momentum | sell | 37 | 199 NOK | 7 348 NOK | Score 38 — reducing weight (rebalance) |
| 2. juni 2026 | AI Momentum | sell | 110 | 204 NOK | 22 406 NOK | Score 42 — reducing weight (rebalance) |
| 2. juni 2026 | AI Concentrated | sell | 836 | 204 NOK | 170 288 NOK | Score 42 — exited; fell below selection threshold |
| 1. juni 2026 | AI Momentum | buy | 25 | 203 NOK | 5 078 NOK | Score 55 — MOWI shows resilient relative strength — nearly flat over 20 days, sitting near 20-day highs at 89% of range, with modest positive vsMA, making it the best-positioned aquaculture name. |
| 1. juni 2026 | AI Concentrated | buy | 27 | 203 NOK | 5 484 NOK | Score 55 — MOWI shows resilient relative strength — nearly flat over 20 days, sitting near 20-day highs at 89% of range, with modest positive vsMA, making it the best-positioned aquaculture name. |
| 29. mai 2026 | AI Momentum | sell | 101 | 205 NOK | 20 654 NOK | Score 56 — reducing weight (rebalance) |
| 29. mai 2026 | AI Concentrated | sell | 154 | 205 NOK | 31 492 NOK | Score 56 — reducing weight (rebalance) |
| 28. mai 2026 | AI Concentrated | buy | 1 | 194 959 NOK | 195 057 NOK | Score 67 — Strong positioning near 20-day high with positive 5d and 20d momentum and bullish vsMA, making it the best-placed aquaculture name technically despite absent fundamentals data. |
| 28. mai 2026 | AI Momentum | buy | 164 | 203 NOK | 33 276 NOK | Score 67 — Strong positioning near 20-day high with positive 5d and 20d momentum and bullish vsMA, making it the best-placed aquaculture name technically despite absent fundamentals data. |
| 27. mai 2026 | AI Momentum | buy | 36 | 201 NOK | 7 232 NOK | Score 53 — Mowi shows marginally positive 5d momentum and trades above its 20d MA, with 'undervalued' headlines providing mild sentiment support in a recovering salmon market. |
| 26. mai 2026 | AI Momentum | sell | 15 | 200 NOK | 3 004 NOK | Score 50 — reducing weight (rebalance) |
| 25. mai 2026 | AI Concentrated | sell | 946 | 202 NOK | 191 372 NOK | Score 52 — exited; fell below selection threshold |
| 25. mai 2026 | AI Momentum | sell | 68 | 202 NOK | 13 756 NOK | Score 52 — reducing weight (rebalance) |
| 22. mai 2026 | AI Momentum | sell | 7 | 202 NOK | 1 413 NOK | Score 72 — reducing weight (rebalance) |
| 22. mai 2026 | AI Concentrated | sell | 25 | 202 NOK | 5 047 NOK | Score 72 — reducing weight (rebalance) |
| 21. mai 2026 | AI Momentum | sell | 28 | 201 NOK | 5 620 NOK | Score 74 — reducing weight (rebalance) |
| 21. mai 2026 | AI Concentrated | sell | 14 | 201 NOK | 2 810 NOK | Score 74 — reducing weight (rebalance) |
| 20. mai 2026 | AI Momentum | buy | 44 | 198 NOK | 8 699 NOK | Score 76 — Mowi's global scale and vertically integrated model position it well to capture elevated salmon spot prices, with solid Q1 results reinforcing near-term earnings momentum. |
| 20. mai 2026 | AI Concentrated | buy | 36 | 198 NOK | 7 117 NOK | Score 76 — Mowi's global scale and vertically integrated model position it well to capture elevated salmon spot prices, with solid Q1 results reinforcing near-term earnings momentum. |
| 18. mai 2026 | AI Momentum | sell | 17 | 192 NOK | 3 268 NOK | Score 72 — reducing weight (rebalance) |
| 18. mai 2026 | AI Concentrated | sell | 15 | 192 NOK | 2 883 NOK | Score 72 — reducing weight (rebalance) |
| 15. mai 2026 | AI Momentum | buy | 10 | 193 NOK | 1 928 NOK | Score 74 — Recovering Atlantic salmon spot prices combined with Mowi's global scale and cost discipline support a positive near-term setup ahead of Q2 volume guidance. |
| 15. mai 2026 | AI Concentrated | buy | 6 | 193 NOK | 1 157 NOK | Score 74 — Recovering Atlantic salmon spot prices combined with Mowi's global scale and cost discipline support a positive near-term setup ahead of Q2 volume guidance. |
| 14. mai 2026 | AI Concentrated | buy | 44 | 195 NOK | 8 571 NOK | Score 72 — Mowi's global scale and cost discipline position it well as Atlantic salmon spot prices recover toward seasonal highs, though NOK strength and feed cost pressures cap upside. |
| 13. mai 2026 | AI Momentum | sell | 41 | 194 NOK | 7 954 NOK | Score 72 — reducing weight (rebalance) |
| 13. mai 2026 | AI Concentrated | sell | 68 | 193 NOK | 13 084 NOK | Score 67 — reducing weight (rebalance) |
| 12. mai 2026 | AI Equal Weight | buy | 4 | 193 NOK | 772 NOK | Score 72 — Mowi's scale and global farming footprint offer resilience amid firm spot prices, though margin pressure from feed costs and the resource rent tax temper conviction. |
| 12. mai 2026 | AI Concentrated | buy | 8 | 193 NOK | 1 544 NOK | Score 72 — Mowi's scale and global farming footprint offer resilience amid firm spot prices, though margin pressure from feed costs and the resource rent tax temper conviction. |
| 11. mai 2026 | AI Equal Weight | buy | 1 | 70 077 NOK | 70 112 NOK | Score 72 — Mowi's scale and global farming footprint offer resilience amid firm spot prices, though margin pressure from feed costs and the resource rent tax temper conviction. |
| 11. mai 2026 | AI Concentrated | buy | 1 | 196 216 NOK | 196 314 NOK | Score 72 — Mowi's scale and global farming footprint offer resilience amid firm spot prices, though margin pressure from feed costs and the resource rent tax temper conviction. |
| 10. mai 2026 | AI Momentum | buy | 2 | 647 NOK | 1 294 NOK | — |
| 9. mai 2026 | AI Momentum | buy | 1 | 89 533 NOK | 89 578 NOK | — |