I asked but due to juridical reasons their replies to members could not be made available to the public. Because the JF are juridically responsible to things they write in public (such as on their homepage) but not to things they write in private to a member of the JF.
But it seems to me like they believe that the Q2 will be slightly better than the targets (that were presented in the Stockholm presentation) and that the market response to this could be positive due to low expectations.
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