3Settimana·

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.

9 Commenti

Tenbagger2024@Tenbagger2024

3Settimana

And some US defense stocks are still attractively valued.

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Chris@Multibagger

3Settimana

@Tenbagger2024 Who do you have in mind?

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Tenbagger2024@Tenbagger2024

3Settimana

@Multibagger
$LHX
$RTX

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Mo@BigMo

3Settimana

@Tenbagger2024 I agree with $RTX and add $GD 👍

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Kate🦋@Iwamoto

3Settimana

When I read the news, I was glad that I had sold BAE Systems beforehand.

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Adrian@AdrianAA

3Settimana

And even cheaper every war company if putin decides to stop the invasion this year

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Erdbeermaus@Lumimyrsky

3Settimana

@AdrianAA never ever will he stopp

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Stephan K.@StrahlemannLP

3Settimana

@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

3Settimana

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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