OB:KOGAerospace & Defense
How Investors Are Reacting To Kongsberg Gruppen (OB:KOG) Amid Diverging Fortunes in Defense and Maritime Divisions
Earlier this week, Morgan Stanley initiated coverage of Kongsberg Gruppen with an equal-weight rating, citing strong performance in the defense division but highlighting ongoing challenges in the maritime segment, including a substantial downturn in contracting activity.
This review draws investor attention to the contrasting fortunes within the company's core divisions, with resilience in defense set against pronounced headwinds for maritime operations.
We'll explore how Morgan Stanley's...