Dutch SEK 40-60bn submarine order awarded to French Naval Group. Likely limited impact on '24e-'26e consensus for Saab Kockums. Again calls into question Saab's ability to land “mega-deal” projects.
15 Mar 2024
Loses out on SEK 40-60bn submarine order
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Loses out on SEK 40-60bn submarine order
- Published:
15 Mar 2024 -
Author:
ABGSC Capital Goods Research | Henric Hintze -
Pages:
5 -
Dutch SEK 40-60bn submarine order awarded to French Naval Group. Likely limited impact on '24e-'26e consensus for Saab Kockums. Again calls into question Saab's ability to land “mega-deal” projects.