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Mowi is the largest player globally within salmon farming, a fully integrated company that is significantly larger than its geographical peers. Supply and demand dynamics for this niche industry is very attractive making it a profitable industry for its operating companies. Salmon...
Like most industries, the salmon business is not going through its best moment. Salmon supply growth is not expected to see a significant decrease, and demand plunged amid the current pandemic, mainly from the HORECA (Hotels, Restaurants, and Catering) segment. This caused a sharp decline in...
Thesis The Norwegian Krone has been trading above the 9.0 mark against the US dollar for the past 1 month. Recently, Norges Bank insisted that it would maintain a constant interest rate (after the hike in September, 2019) with its eye keen on the country’s economic activity. It ha...
by The Investment Doctor Introduction In this edition of Focus on Europe, we will have closer look at Ingenico, the French payment systems operator . 2018 was a roller coaster year as the company had to deal with an expensive acquisition in 2017, a worsening situation at its banking d...
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