Rime

Aquaculture

MOWI

Mowi ASA

68mediumRanked #5Held

Current positions

StrategyWeightMarket valueUnrealised P&L
AI Concentrated17.66%179 354 NOK452 NOK+0.25%
AI Equal Weight7.14%71 821 NOK2 063 NOK+2.96%
AI Momentum8.33%74 797 NOK−168 745 NOK−69.29%

Score history

55 entries
6540May 09May 26Jun 10Jun 25Jul 10Jul 24
DateScoreRankConfidenceThesis
24. juli 2026685mediumAt 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 2026655mediumStrong 5d gain of +4.3% and sitting at 92% of 20-day range with positive vsMA, supported by Brent-independent aquaculture dynamics.
22. juli 2026704highStrong 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 2026723highMowi'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 2026683mediumStrong +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 2026655mediumBest 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 20264211lowMowi'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 20264610mediumMowi'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 20263413lowNegative 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 20263413lowNegative 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 20264311lowSmall 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 2026489mediumSmall 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 2026388lowMowi 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 2026468mediumMowi 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 2026358lowMild negative momentum but relatively contained losses; aquaculture sector headwinds persist with no salmon spot price catalyst visible.
3. juli 2026329lowMowi 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 20262011lowMowi 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 20262511lowMowi 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 2026328lowMowi 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 2026386lowMowi 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 2026445lowMowi 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 2026525mediumMowi 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 2026456mediumMowi 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 2026387lowMowi 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 2026446lowThe 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 2026425lowThe 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 2026405lowMowi 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 2026473mediumMOWI 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 2026583mediumStrongest 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 2026604mediumMOWI 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 20263510lowMowi 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 2026438lowNegative 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 20263611lowMowi shows the mildest momentum deterioration in aquaculture but remains below its 20-day MA with no identifiable near-term positive catalyst.
9. juni 20262512lowMowi 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 20262213lowMowi 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 2026428lowMild 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 20263810lowMOWI 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 2026387lowMild 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 2026427lowMowi 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 2026555mediumMOWI 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 2026565mediumSlight positive momentum and the strongest brand in global salmon farming underpin moderate conviction, with salmon biology cycle broadly supportive.
28. mai 2026674mediumStrong 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 2026537mediumMowi 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 2026509mediumMowi shows modest positive 5d momentum but slight 20d underperformance, sitting mid-range with no strong near-term catalyst.
25. mai 2026529mediumSlight positive 5d momentum and near-MA positioning in a stable aquaculture setup, though 20d return is marginally negative.
22. mai 2026724highMowi'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 2026743highMowi'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 2026763highMowi'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 2026723highMowi'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 2026743highRecovering 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 2026723highMowi'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 2026674mediumMowi'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 2026658mediumMowi'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 2026666mediumMowi'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 202671Global salmon supply constrained by biology and regulation. Mowi's vertical integration supports margin resilience.

Trades

83 trades
DateStrategyDirectionSharesPriceNet amountRationale
24. juli 2026AI Concentratedbuy28199 NOK5 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 2026AI Momentumsell25199 NOK4 975 NOK

Score 68 — reducing weight (rebalance)

23. juli 2026AI Momentumsell32196 NOK6 279 NOK

Score 65 — reducing weight (rebalance)

23. juli 2026AI Concentratedsell91196 NOK17 855 NOK

Score 65 — reducing weight (rebalance)

22. juli 2026AI Concentratedsell22197 NOK4 336 NOK

Score 70 — reducing weight (rebalance)

21. juli 2026AI Concentratedbuy43197 NOK8 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 2026AI Momentumbuy28197 NOK5 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 2026AI Concentratedbuy19198 NOK3 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 2026AI Momentumbuy38198 NOK7 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 2026AI Concentratedbuy1182 786 NOK182 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 2026AI Momentumbuy136194 NOK26 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 2026AI Momentumsell29188 NOK5 455 NOK

Score 42 — reducing weight (rebalance)

15. juli 2026AI Momentumbuy45187 NOK8 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 2026AI Momentumsell4186 NOK742 NOK

Score 34 — reducing weight (rebalance)

13. juli 2026AI Momentumsell14184 NOK2 569 NOK

Score 34 — reducing weight (rebalance)

10. juli 2026AI Momentumsell69184 NOK12 698 NOK

Score 43 — reducing weight (rebalance)

9. juli 2026AI Momentumbuy51188 NOK9 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 2026AI Momentumsell40186 NOK7 421 NOK

Score 38 — reducing weight (rebalance)

7. juli 2026AI Momentumbuy53188 NOK9 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 2026AI Momentumbuy10186 NOK1 863 NOK

Score 35 — Mild negative momentum but relatively contained losses; aquaculture sector headwinds persist with no salmon spot price catalyst visible.

3. juli 2026AI Momentumbuy80181 NOK14 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 2026AI Momentumsell44183 NOK8 031 NOK

Score 20 — reducing weight (rebalance)

1. juli 2026AI Momentumsell78190 NOK14 782 NOK

Score 25 — reducing weight (rebalance)

30. juni 2026AI Momentumsell58192 NOK11 119 NOK

Score 32 — reducing weight (rebalance)

29. juni 2026AI Concentratedsell738196 NOK144 284 NOK

Score 38 — exited; fell below selection threshold

29. juni 2026AI Momentumsell26196 NOK5 083 NOK

Score 38 — reducing weight (rebalance)

26. juni 2026AI Momentumsell64197 NOK12 595 NOK

Score 44 — reducing weight (rebalance)

26. juni 2026AI Concentratedsell118197 NOK23 223 NOK

Score 44 — reducing weight (rebalance)

25. juni 2026AI Concentratedbuy1166 574 NOK166 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 2026AI Momentumbuy86196 NOK16 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 2026AI Momentumbuy26195 NOK5 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 2026AI Momentumsell59195 NOK11 523 NOK

Score 38 — reducing weight (rebalance)

22. juni 2026AI Concentratedsell814194 NOK157 760 NOK

Score 44 — exited; fell below selection threshold

22. juni 2026AI Momentumsell20194 NOK3 876 NOK

Score 44 — reducing weight (rebalance)

19. juni 2026AI Concentratedbuy101193 NOK19 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 2026AI Momentumbuy21193 NOK4 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 2026AI Momentumsell83195 NOK16 210 NOK

Score 40 — reducing weight (rebalance)

18. juni 2026AI Concentratedsell208195 NOK40 624 NOK

Score 40 — reducing weight (rebalance)

17. juni 2026AI Concentratedsell69197 NOK13 566 NOK

Score 47 — reducing weight (rebalance)

17. juni 2026AI Momentumsell51197 NOK10 027 NOK

Score 47 — reducing weight (rebalance)

16. juni 2026AI Concentratedbuy89196 NOK17 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 2026AI Momentumbuy92196 NOK18 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 2026AI Momentumbuy179190 NOK33 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 2026AI Concentratedbuy1174 390 NOK174 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 2026AI Momentumsell57190 NOK10 819 NOK

Score 35 — reducing weight (rebalance)

11. juni 2026AI Momentumbuy62190 NOK11 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 2026AI Momentumbuy65188 NOK12 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 2026AI Momentumbuy21191 NOK4 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 2026AI Momentumsell144196 NOK28 139 NOK

Score 22 — reducing weight (rebalance)

5. juni 2026AI Momentumbuy33198 NOK6 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 2026AI Momentumsell25198 NOK4 955 NOK

Score 38 — reducing weight (rebalance)

3. juni 2026AI Momentumsell37199 NOK7 348 NOK

Score 38 — reducing weight (rebalance)

2. juni 2026AI Momentumsell110204 NOK22 406 NOK

Score 42 — reducing weight (rebalance)

2. juni 2026AI Concentratedsell836204 NOK170 288 NOK

Score 42 — exited; fell below selection threshold

1. juni 2026AI Momentumbuy25203 NOK5 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 2026AI Concentratedbuy27203 NOK5 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 2026AI Momentumsell101205 NOK20 654 NOK

Score 56 — reducing weight (rebalance)

29. mai 2026AI Concentratedsell154205 NOK31 492 NOK

Score 56 — reducing weight (rebalance)

28. mai 2026AI Concentratedbuy1194 959 NOK195 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 2026AI Momentumbuy164203 NOK33 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 2026AI Momentumbuy36201 NOK7 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 2026AI Momentumsell15200 NOK3 004 NOK

Score 50 — reducing weight (rebalance)

25. mai 2026AI Concentratedsell946202 NOK191 372 NOK

Score 52 — exited; fell below selection threshold

25. mai 2026AI Momentumsell68202 NOK13 756 NOK

Score 52 — reducing weight (rebalance)

22. mai 2026AI Momentumsell7202 NOK1 413 NOK

Score 72 — reducing weight (rebalance)

22. mai 2026AI Concentratedsell25202 NOK5 047 NOK

Score 72 — reducing weight (rebalance)

21. mai 2026AI Momentumsell28201 NOK5 620 NOK

Score 74 — reducing weight (rebalance)

21. mai 2026AI Concentratedsell14201 NOK2 810 NOK

Score 74 — reducing weight (rebalance)

20. mai 2026AI Momentumbuy44198 NOK8 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 2026AI Concentratedbuy36198 NOK7 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 2026AI Momentumsell17192 NOK3 268 NOK

Score 72 — reducing weight (rebalance)

18. mai 2026AI Concentratedsell15192 NOK2 883 NOK

Score 72 — reducing weight (rebalance)

15. mai 2026AI Momentumbuy10193 NOK1 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 2026AI Concentratedbuy6193 NOK1 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 2026AI Concentratedbuy44195 NOK8 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 2026AI Momentumsell41194 NOK7 954 NOK

Score 72 — reducing weight (rebalance)

13. mai 2026AI Concentratedsell68193 NOK13 084 NOK

Score 67 — reducing weight (rebalance)

12. mai 2026AI Equal Weightbuy4193 NOK772 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 2026AI Concentratedbuy8193 NOK1 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 2026AI Equal Weightbuy170 077 NOK70 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 2026AI Concentratedbuy1196 216 NOK196 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 2026AI Momentumbuy2647 NOK1 294 NOK
9. mai 2026AI Momentumbuy189 533 NOK89 578 NOK