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Chris
@Multibagger
4Sem.·

Customs deal! Bad for

the European arms industry? I think that there may be pressure on European arms companies, at least in the short term, if a large proportion of European spending is to go to US companies.

The highly valued $RHM (+1,12 %) , $R3NK (+1,16 %) etc. will probably be cheaper to get.

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9 Commentaires
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Tenbagger2024@Tenbagger2024
3Sem.
And some US defense stocks are still attractively valued.
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Voir toutes les 3 autres réponses
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Kate🦋@Iwamoto
3Sem.
When I read the news, I was glad that I had sold BAE Systems beforehand.
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Adrian@AdrianAA
4Sem.
And even cheaper every war company if putin decides to stop the invasion this year
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Erdbeermaus@Lumimyrsky
3Sem.
@AdrianAA never ever will he stopp
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Stephan K.@StrahlemannLP
3Sem.
@AdrianAA Even if he do so, though Wladimir Putin let no discussion left about being defenseable and therefore bussiness is buzzing for RENK and Rheinmetall.
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Stephan K.@StrahlemannLP
3Sem.
Well, not a single US main battle tank can do without the 120mm cannon from Rheinmetall. Rheinmetall in particular will profit from this, as will RENK, which produces all kinds of gearboxes. But: anyone with a little cash on hand will be happy when shaky hands throw the papers onto the market.
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