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
    }
    ... 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-signs-new-agreements-with-polish-pgz-and-wb-group

__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.

Renata has written comments regarding the contracts Saab secured in Poland.  Saab has signed new cooperation agreements with Poland’s PGZ and WB Group, deepening the collaboration initiated in September 2025 regarding submarine maintenance and autonomous systems. These 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.

American defense companies have some production (mainly components) in Europe. Do you see an opportunity here to increase the production of end products in Europe to meet the needs of European countries through investments by American companies in Europe? Would this require licensing from the US? The advantage would, of course, be that the development work has been completed and the products have been field-tested, which could save both time and costs.

Buying air defense the way people buy insurance is how you end up with the Maginot Line problem. You can build something formidable in one place, then get outflanked by the gaps you ignored. My read is that many of Ukraine’s fast moving solutions sit in short- and medium-range buckets. Lasers also sit there. Light travels far, but combat lasers are subject to geometry or weather. They need line of sight, and the atmosphere degrades beam quality through turbulence, absorption, and scattering. That caps practical engagement ranges, at least over the next few years. We will see how that develops. But even a highly-effective short-range laser still needs long-range sensors to detect threats early and cue the engagement before the target is inside the laser’s limited window. The shortage, however, sits at the long-range layer. Europe needs more long-range interceptors and the industrial capacity to sustain them, or risk being forever dependent on the US (which by the way the US does not seem to want). But building only that layer is not a cost-efficient answer. You also need the adjacent tiers, short-range defense, counter-UAS, sensors, and command and control, because they increase mission effect per expensive interceptor. The cheapest “kill” is often the one you did not have to take. Cost-efficiency comes from the architecture and the engagement logic, not from piling into one “cheap” effector. On supplier exposure, Rheinmetall is already well positioned in air defense, including gun based short-range solutions, long-range missiles through partnerships, and has laser exposure via cooperation with MBDA in Germany, which includes plans to establish a naval laser joint venture in 2026 (we’ll see). Saab looks more skewed toward sensors and short-range effectors, which still creates upside, but the mix is different. On the cost-efficient effector side, Saab has Nimbrix, a compact counter UAS missile with intercept range up to 5 km. On the longer-range side, Saab and Boeing have the GLSDB, which Saab markets with a stated range of 150 km. On lasers, the UK DragonFire effort is also moving, led by MBDA with Leonardo and QinetiQ, and the UK has highlighted operating cost below £10 per shot in demonstrations. And, you mentioned Israel there. Zooming out, nations still need a balanced air defense infrastructure. Decades of underinvestment have left Europe with thin magazines and uneven layering (more short-range when long-range needed and vice versa). At the same time, Europe has leaned heavily on US supply chains and has not kept enough capacity at home. Rebuilding the defense industrial base is hard because it is constrained by skilled labor, qualified sub-suppliers, energy and permitting friction, and long qualification cycles. The implication is straightforward. Policy support and funding will need to persist for years if we want a well-functioning defense industrial base, and that flow will lift primes while also creating room for new entrants that improve the technology base over time. It will not be instant.

There is certainly a need for increased missile production. But considering Ukraine’s defense, countering drones with missiles is truly cost-ineffective, and cheaper solutions already exist. Ukraine has developed, among other things, interceptor drones that are now even much cheaper than the drones sent by Russia. One alternative is laser systems where the cost per shot is a euro or two. While acquiring the system is quite expensive, for long-term needs—as seen now in Ukraine—it is also economically cost-effective. At least the Israeli company Rafael already has ready-to-use laser systems, and apparently Ukraine has its own laser system under development. So, with the development of more cost-effective systems, interceptor missiles are mainly being reserved for countering ballistic/cruise missiles and aircraft. I wonder if Saab has any cost-effective defense systems in its development pipeline?

Saab

Saab deepens its collaboration with Poland's defence industry and has today signed further collaboration agreements with Polska Grupa Zbrojeniowa (PGZ) and WB Group. "Signing these new agreements...

<div class="abstract">Saab deepens its collaboration with Poland's defence industry and has today signed further collaboration agreements with Polska Grupa Zbrojeniowa (PGZ) and WB Group.&nbsp;</div>"Signing these new agreements with both PGZ Group and WB Group marks important new milestones in strengthening collaboration between the Polish and Swedish defence industries. By sharing expertise and scaling up innovation together, we can ensure the development of advanced solutions and capabilities that will contribute to security and stability in Europe and the Baltic Sea region," says Micael Johansson, President and CEO of Saab. &nbsp;Saab's new agreement with PGZ sets out the intention for collaboration relating to in-country submarine maintenance, repair and overhaul capabilities within Poland's Orka submarine programme.&nbsp;The new agreement with WB Group includes the intention to collaborate on autonomous naval systems and unmanned aerial systems Gladius and Future Task Force.&nbsp;Saab previously signed collaboration agreements both with PGZ and WB Group in September 2025. The agreements signed today represent a further progression from these initial partnerships.ContactSaab Press Centre +46 (0)734 180 018 <a href="mailto:presscentre@saabgroup.com">presscentre@saabgroup.com</a> &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>