DFND.MI is trading at €8.13, up +3.20%; no direct catalyst for the full rise is confirmed. - Kongsberg’s October 29 third-quarter report: revenue +50%, operating profit +66%, order intake NOK 23.3 billion; backlog hit a record NOK 174.2 billion, and shares rose 8%. - Robust European demand for air-defence systems and missiles supports a positive sector read-through. Kongsberg is not among DFND’s reported top ten holdings. - The broader U.S. technology sell-off is unlikely to explain the gain.