It will be interesting to see if they elaborate at all on this defense side as a long-term trend in their guidance. It’s clear that we are only at the beginning of this so-called rearmament in Europe. In my opinion, there is enough to do for at least 10 years, especially in the field of communication equipment, as we are only at the start of the journey specifically regarding procurement.
For the first time in I don’t even remember how long, I’m actually a bit “good” nervous about earnings day and looking forward to it. Of course, the market reaction can still be anything in the short term, and there’s probably no need to care about that any more than the 2025 dividend proposal…
And in addition to the outlook, I’m immensely interested to see if it’s revealed at all where that massive pile of shares bought through SEB has ended up?!