contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


saab-receives-order-for-counter-unmanned-aerial-system-from-sweden

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Saab is active in the defense and aerospace industry and focuses on the development, manufacture and distribution of defense and security systems. The company's products include fighter aircraft, radar and surveillance systems. The operations are global with a primary presence in Europe, North America and Asia. Saab was founded in 1937 and is headquartered in Stockholm.

Hi, Saab recently press released that it had entered into an industrial partnership with a Canadian AI company, Cohere. This made me thing of several reasons this is good for Saab, operating at different levels. Link. The clearest read-through is the Canada GlobalEye campaign. Canada has a well-established industrial participation framework, meaning foreign suppliers need to demonstrate meaningful local economic involvement to be competitive. Partnering with a well-regarded Canadian AI company directly strengthens Saab’s industrial cooperation credentials in that market and improves its competitive position ahead of what could be a significant contract win. A second dimension is product capability. Cohere builds enterprise-grade AI models designed for secure, on-premises deployment, which is a hard requirement in defense environments. The collaboration targets data-driven mission support and information processing within GlobalEye’s operational architecture, meaning the platform becomes better at helping operators process sensor data faster, prioritize threats more clearly, and act more decisively under pressure. That makes GlobalEye more capable and more competitive in every market, not just Canada. The third dimension is the most strategically important. As we discussed, one of Saab’s key long-term hedges against the gradual maturation of satellite sensor technology is owning the fusion and decision layer rather than defending the collection platform alone. Embedding enterprise AI directly into GlobalEye is a concrete step in that direction. A platform that not only collects data but interprets and prioritizes it in real time using advanced AI is structurally harder to displace, regardless of how the underlying sensor landscape evolves.

I agree with you, and the current environment has made the argument meaningfully stronger than it was when I last wrote about this. Ukraine exposed a critical shortage of interceptor missiles across NATO, which created a second-order problem that is easy to overlook. When interceptor stocks run low, the defender cannot engage every incoming threat and must prioritize the most dangerous ones. That selectivity requires better situational awareness, more time to make decisions, and a clearer real-time picture of what is actually incoming. That is precisely what GlobalEye provides. It extends the radar horizon, it is multi-domain meaning it tracks aerial, maritime, and ground threats simultaneously, and it feeds that picture directly into a nation’s broader command and control architecture. The marginal value of owning that capability was already rising before any of the recent events. Now the problem is wider, and as you correctly point out, that means the marginal value is greater. The Middle East conflict has introduced a second active theater in which allied infrastructure is being targeted by ballistic missiles, cruise missiles, and drone swarms across multiple countries at once. Each of those threat types is exactly what GlobalEye is built to detect early and help manage. A nation reassessing its air defense architecture in light of all this, and there are several that now have strong reasons to do so, will find the case for a system like GlobalEye considerably more urgent than it did twelve months ago. The export filter remains a real constraint. Sweden must approve any sale, so buyers need to be allies or at minimum non-adversarial nations. But the pool of countries that meet that criterion and are now actively rethinking their air defense posture has grown meaningfully since February 28th, and that has to be reflected in how we think about GlobalEye’s medium-term demand pipeline. Risk side note: The real risk is not that satellites suddenly replace systems like GlobalEye. It is that the rapid commercialization of low earth orbit radar constellations gradually narrows the addressable market for airborne early warning over a ten to fifteen year period. The more immediate risk is that customers start to price in satellite optionality earlier in the procurement process, which could lengthen sales cycles and raise the proof burden for airborne platforms. To me, Saab’s clearest hedge is therefore to own the data fusion and command layer rather than defend the collection platform on its own. That is what makes its investments in space and autonomy strategically important, even if the revenue contribution still looks modest today.

Here are Renata’s comments on Saab combining the Kockums business area and Surveillance’s Naval Combat Systems unit into a new Naval business area starting in April, which should clarify the company’s structure and support synergies. Saab announced today that it will combine the Kockums business area and Surveillance’s Naval Combat Systems unit into a new business area named Naval, effective April 1, 2026. We view the restructuring as a logical strategic step that clarifies the company’s structure and supports the targeted synergies between platforms and their combat systems. The current head of Kockums will lead the new division. The change has no impact on the group’s revenue or earnings. Our forecasts remain unchanged.                   Inderes              Saab konsolidoi merivoimatoimintonsa kasvua varten - Inderes    Järkevä rakenteellinen siirto, joka vahvistaa laivastoliiketoiminnan kasvuteesiä ja konsernitason kannattavuuspolkua.

Renata has written some comments regarding the Polish contracts Saab secured.  Saab has signed new cooperation agreements with Poland’s PGZ and WB Group, deepening the cooperation initiated in September 2025 regarding submarine maintenance and autonomous systems. The agreements are letters of intent and do not change our forecasts, but they reinforce our long-term growth and profitability outlook.                   Inderes              Saab iskee lippunsa Puolan maaperään - Inderes    Viimeisimmät Puolan sopimukset eivät lisää lukuja malliimme, mutta ne vähentävät riskiä, että pitkän aikavälin ennusteemme osoittautuvat liian optimistisiksi.

Let’s consider the Middle East from Saab’s perspective; the demand for various air defense-related sensors is simply massive. In terms of sensors, Saab’s flagship is the GlobalEye, and the UAE operates five of these units. This caught my eye today: “Since the start of Iran’s attacks, the UAE has detected 205 ballistic missiles, destroying 190 of them, while 13 fell into the sea and two landed inside the country. The ministry said it had also detected 1,184 Iranian drones, intercepting 1,110, while 74 drones fell within the UAE’s territory. In addition, eight cruise missiles were detected and destroyed.” It can be stated that the GlobalEye is a combat-proven system. Prior to the latest conflict, Saab offered the aircraft to Saudi Arabia and Qatar. If the GlobalEye has contributed to the UAE’s high interception rate, more deals are likely on the horizon. Elsewhere, Pakistan’s older Saab Erieye radar aircraft has already been a headache for India on several occasions. If you want to succeed in modern aerial warfare, you must have a modern radar aircraft, unless you can somehow obtain the same real-time situational awareness from satellites.

Here are Renata’s comments on how the Iran situation might increase demand for Saab’s products in Europe.  The United States and Israel launched a major joint military offensive against Iran on February 28, and the conflict continues to expand. Saab has no direct exposure to the region, but accelerating procurement decisions in Europe and the growth in demand for its products could add a few percentage points to near-term revenue expectations. However, following this comment, we are keeping our forecasts for Saab unchanged.                   Inderes              Saab: Euroopan itäraja kallistui entisestään - Inderes    Liittoutuneiden omaisuuden ollessa tavoiteltu ja uuden rintamalinjan myötä on paremmat perusteet suuremmalle ja nopeammalle eurooppalaiselle täydennykselle. Kysymys on ajoituksesta.

Hey again. Yes. US defense firms employ large workforces across Europe, and incremental European demand can pull some additional capacity into the system, including through US primes and their European subsidiaries. Europe still wants to build more domestic industrial depth to be independent of the US and therefore a worthy ally, but that is a multi-year project. In the meantime, a meaningful share of higher European procurement will likely flow to US suppliers via off-the-shelf buys and fast replenishment programs. On US firms expanding manufacturing in Europe, the constraint is less capital and more permissions and incentives. The January 7, 2026 executive order on defense contracting introduces restrictions on buybacks and dividends for firms deemed to be underperforming, and it pushes future contract structures to tie executive incentives to on time delivery and increased production. Even if a US contractor wants to localize production in Europe, the investment only becomes economically meaningful if it includes controlled technical data and production rights. Those transfers typically require US export control authorizations, for example ITAR manufacturing or technical assistance frameworks, plus the relevant approvals for the specific program. If the policy stance tightens, the authorization timeline and scope can become a binding bottleneck for European industrialization via US technology. And as I said, I think it is much much easier to ramp-up the production of off-the-shelf products in Europe, by US defense primes. I think that the US wants to help Europe, but it wants to help itself more.

Saab

Saab has received an order from the Swedish Defence Materiel Administration (FMV) for a mobile and modular counter-unmanned aerial system (C-UAS). The system is designed to protect the Swedish...

<div class="abstract">Saab has received an order from the Swedish Defence Materiel Administration (FMV) for a mobile and modular counter-unmanned aerial system (C-UAS). The system is designed to protect the Swedish Armed Forces as well as civil infrastructure from threats posed by drones. The order value is approximately SEK 2.6 billion and deliveries will take place 2027-2028.</div>In partnership with the Swedish Armed Forces and FMV, Saab is developing and deploying an advanced C-UAS system that offers proven, adaptable and cost-efficient layered defence against modern drone threats. The system will strengthen and complement Sweden's current air defence and drone defence posture."With today's order Sweden will acquire an advanced mobile, modular counter-unmanned aerial system. This technology enhances airspace security by detecting, tracking, and mitigating unmanned aerial threats, and can be easily integrated with other systems," says Carl-Johan Bergholm, head of Saab's business area Surveillance.Saab's C-UAS is a modular, mobile platform designed to detect and neutralise low-flying small- to medium-sized drones. It integrates field-proven Saab sensors and effectors, as well as selected third-party technologies, into a single interoperable solution that seamlessly connects with existing defence assets. Built on established components, the system is fully operational and ready for deployment.&nbsp;ContactSaab Press Centre +46 (0)734 180 018 presscentre@saabgroup.com&nbsp; &nbsp;Saab is a leading defence and security company with an enduring purpose, to help nations keep their people and society safe. Empowered by its 28,000 talented people, Saab constantly pushes the boundaries of technology to create a safer and more sustainable world. Saab designs, manufactures and maintains advanced systems in aeronautics, weapons, command and control, sensors and underwater systems. Saab is headquartered in Sweden. It has major operations all over the world and is part of the domestic defence capability of several nations. &nbsp;<div></div>