Seafire: Engines running, demand still in neutral - SEB
Bildkälla: Stockfoto

Seafire: Engines running, demand still in neutral - SEB

In our view, activity at Seafire remains high, with several measures implemented or underway to enhance profitability, improve capital efficiency, and free up resources for earnings growth. However, the missing key ingredient continues to be stronger demand. We expect that to remain the case in Q3/25 and foresee a fourth consecutive quarter of stability, which for Seafire represents a step in the right direction.

In our view, activity at Seafire remains high, with several measures implemented or underway to enhance profitability, improve capital efficiency, and free up resources for earnings growth. However, the missing key ingredient continues to be stronger demand. We expect that to remain the case in Q3/25 and foresee a fourth consecutive quarter of stability, which for Seafire represents a step in the right direction.
Börsvärldens nyhetsbrev