The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Kristian Johansen - SEB - Analyst
: Yes, thank you a couple of questions from my side. You talk about this competitive pressure and the pressure on your margins as a consequence.
And can you just elaborate a bit on this dynamic. And also we should expect that to last, especially in a scenario where revenue and demand actually
does. Would you expect this question?
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FEBRUARY 22, 2024 / 12:00PM, AOJb.CO - Full Year 2023 Broedrene A & O Johansen A/S Earnings Call
Question: Kristian Johansen - SEB - Analyst
: That makes sense. And then maybe just slightly along the same line. So you're quite explicit in your expectations for the first quarter. And so maybe
just what you are assuming then for the end of the year, I mean should increasing revenue sort of by Q4? Then what's your sort of your view on
the development over the year towards the end of the year?
Question: Kristian Johansen - SEB - Analyst
: And then I noticed in your presentation you highlight the expansion opportunities in international Sweden. Yet again, should we expect any sort
of tangible actions in 2024? And obviously, have he's asking whether there is any acquisitions near term.
Question: Kristian Johansen - SEB - Analyst
: Sounds good. And then just the trend of your two more housekeeping questions. Indirect costs in the fourth quarter is somewhat higher. Can you
just explain what the dynamics?
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FEBRUARY 22, 2024 / 12:00PM, AOJb.CO - Full Year 2023 Broedrene A & O Johansen A/S Earnings Call
Question: Kristian Johansen - SEB - Analyst
: So when we look at indirect cost for 2024, should we expect that to increase then?
Question: Kristian Johansen - SEB - Analyst
: Yeah. And then my last question is net working capital, obviously impressive performance. What should we expect in terms of net working capital
development in 24 and back before COVID?
Question: Kristian Johansen - SEB - Analyst
: Understood. Very clear. That was all for me. Thank you so much.
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