From Morningstar: [published_date]

Morningstar has initiated coverage of Saab, setting a fair value estimate at 860 Swedish kronor due to higher defense spending and margin expansion. Saab has strong opportunities in Europe, especially in Sweden and Germany, as well as the U.S. with the delivery of the T-7A. Morningstar also gave Saab a wide moat rating due to high switching costs in defense contracts. Saab’s strategy of niche markets and partnerships with bigger competitors has been successful. In the short and mid-term, growth will be driven by ground combat platforms and NATO membership. Investors should keep an eye out for ongoing opportunities in defense procurement.



Read more at Morningstar: Sweden Joining NATO Brings Opportunities for SAAB