10Mon·

Defence stocks seem to be slowing down quite a bit.

I believe that European companies like $BA. (-1.11%) BAE Systems and, for example, $LDO (-2.84%) Leonardo or $HO (-0.57%) Thales are broadly positioned. They could be interesting for the areas of defence, space tech, drones, propulsion technology and cyber security.

Where do you see European and non-European defence stocks heading in the near future?

$ITA (-1%)
$BA. (-1.11%)
$BA (+0.54%)
$LHX (-0.67%)
$NOC (-0.07%)
$RR. (-2.52%)
$LMT (-0.31%)
$RHM (-2.24%)
$HAG (+0.06%)
$QQ. (-2.91%)

Which companies do you think have the most growth potential?

2 Comments

Bob@NoBobble

10Mon

Imo depending on how the are position towards the fast growing space sector. But not only for defense purposes. Also commercial usecases will be important. Like $BA. for example who seem to be well prepared with their spave and mission branch. This year's acquisition of Ball Aerospace is one important building block for their strategy. If they will succeed we don't know yet. But for me it is one reason why I added them to my portfolio.

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dOk@doks

9Mon

I am invested in $DFEN and $ASWC since the beginning of the year: yes, I have 2 defence ETFs but there is not too much overlap between them and therefore I diversify in this way.

I am also invested in $HAG because I think the nautical part will be one of the war sectors in which there will be the first developments, with a great involvement of the Italian army for the NATO part.

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