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SEA.AX ASX Fishing & Farming

Sea.Ax

A$2,30
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Mcap
P/E
EV / Rev
Div yield
Op margin
-1 337,0 %
ROE
-35,7 %
Net margin
-1 068,0 %
Debt / equity
0,08
Beta
52w range
Volume
Day range
Prev close
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Ex-dividend
TR 1Y
About

SEA.AX operates in the Food & Beverages sector, primarily engaged in the Fishing & Farming industry, and generates revenue through food production and related activities.

Business. SEA.AX operates in the Food & Beverages sector, primarily engaged in the Fishing & Farming industry, and generates revenue through food production and related activities.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryFishing & Farming
ActivityFood
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target3,15

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
3,15
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
-35,7 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning SEA.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to SEA.AX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    SEA.AX operates in the Food & Beverages sector, primarily engaged in the Fishing & Farming industry, and generates revenue through food production and related activities.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Beverages
    IndustryFishing & Farming
    ActivityFood
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a low debt-to-equity ratio of 0.08, indicating a conservative leverage position. However, the liquidity risk is assessed as low, and the company holds significant cash and equivalents of 10,982,220 AUD, which is a strong liquidity buffer. The current ratio of 6.43 further supports the company's ability to meet short-term obligations.

    Profitability metrics are concerning, with a return on equity of -0.3573 and a return on assets of -0.2765, both significantly below the industry median for the Fishing & Farming sector. The company reported a net loss of 9,090,240 AUD and an operating loss of 11,380,420 AUD, indicating a challenging operating environment.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases the risk of revenue volatility due to regional economic or regulatory changes.

    The company's growth trajectory is uncertain, with no disclosed revenue growth in the current fiscal year. The operating cash flow is negative at -5,938,900 AUD, and the free cash flow is also negative at -9,371,840 AUD, suggesting that the company is not generating sufficient cash to sustain operations or fund growth.

    The risk assessment indicates a low probability of dilution, with no immediate filing-based liquidity or dilution flags detected. The company's capital expenditure of -1,887,650 AUD suggests a reduction in investment in long-term assets, which may impact future growth.

    Recent events include a strong buy recommendation from one analyst, with a mean price target of 3.15 AUD. However, the company's financial performance, including significant losses and negative cash flows, raises concerns about its ability to meet these price targets.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 6.43 and significant cash reserves.
    • Profitability is severely underperforming, with negative returns on equity and assets.
    • The company's revenue is not diversified across segments or geographies, increasing risk.
    • Analysts have a positive outlook with a strong buy recommendation, but financial performance is a concern.
    • The company is not generating positive operating or free cash flows, which is a red flag for sustainability.
    • **margin_outlook_rationale**: The company's operating margin is negative, driven by significant operating losses, indicating a deteriorating margin outlook.
    • **rd_outlook_rationale**: No specific R&D outlook is provided, but the company's capital expenditure is negative, suggesting reduced investment in innovation.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    A$2,30
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    A$25.4M
    Net cash
    A$8.9M
    Current ratio
    6.4
    Debt / equity
    0.1
    ROA
    -27.7%
    ROE
    -35.7%
    Cash conversion
    65.0%
    CapEx / revenue
    -2.2%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy1
    Buy0
    Hold0
    Sell0
    Strong sell0
    12-month price targetA$3,15 · Median A$3,15
    Low A$3,15High A$3,15
    Operating income · consensus-6,0M AUD

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowA$3,15
    MeanA$3,15
    MedianA$3,15
    HighA$3,15
    SpotA$2,30
    +37.0 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-1 337,0 %Bottom quartile
    Net Margin-1 068,0 %Bottom quartile
    ROE-35,7 %Bottom quartile
    Capex / Rev-221,8 %Bottom quartile
    D/E0,08Above median
    Cash Conv0,65Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • SEA.AX Market data — financials · 2026-05-29
    • Sea Forest Ltd Market data — analyst estimates · 2026-05-29

    Ownership & reference

    Leadership

    • Sam ElsomChief Executive Officer, Executive Director

    Insider activity

    — missing data

    Short positioning

    2.6Kshares short+2.0% vs prior
    1days to cover
    66.0%short of daily vol
    100fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    SEA.AXCanonical
    ASX · AUD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage