November survey from ECIA: Avionics/Military/Space continue to report high scoresWe expect Kitron's Defence segment to offset weakness within Industry, Connectivity and Medical from Q4Kitron's CMD on 13 December, where we expect FY2024 revenue target, will be next catalyst. We model 6% y-y (Factset consensus at 5.5%) revenue growth for 2024Peer Hanza acquired Orbit One this morning at EV/EBIT 7x (SEK 367m) - Orbit is a small competitor of Kitron and this should not change the competitive landsca ....
