Eurofighter GmbH:

Eurofighter GmbH is a consortium responsible for the development, production and support of the Eurofighter Typhoon. The companies involved include Airbus, BAE Systems and Leonardo.

$AIR (-0,93%)
$BA. (+1,3%)
$LDO (+2,01%)

MTU Aero Engines is a German engine manufacturer and plays a central role in the development and production of the EJ200 engine for the Eurofighter.

$MTX (+0,53%)

The partners in the Eurofighter consortium are planning to increase annual production of the fighter aircraft from 14 to 20 aircraft and are even considering an increase to 30 aircraft in the long term, should corresponding orders be received. According to Jorge Tamarit Degenhardt, CEO of Eurofighter Jagdflugzeug GmbH, the increase in annual output by six aircraft is to be realized within 36 months.

As the manager explained to journalists at the Paris Air Show on Wednesday, sales campaigns for the fighter aircraft are currently underway in Turkey, Portugal, Austria, Saudi Arabia and Poland. For the British Ministry of Defense, the campaign in Saudi Arabia is a "must", as it is an important location for BAE Systems, where around 7,000 people are employed.

Tamarit Degenhardt basically sees an export potential of more than 100 machines, but conceded that the German position could represent an obstacle to exports to Turkey. In addition, further orders could come from the Eurofighter nations.

The CEO of Eurofighter GmbH expects the order for 20 additional Eurofighters for the German Air Force, which the then Chancellor Olaf Scholz announced a year ago at the ILA air show in Berlin, to be placed after the summer break.

The Long Term Evolution (LTE) of the Eurofighter has not yet been implemented in the 20 aircraft of Tranche 5. Observers do not want to rule out the possibility that there will be further demand for LTE Eurofighters, especially as they will then be better equipped for use with unmanned platforms. When asked, the Eurofighter manager said that there is currently no timeline for the integration of the Taurus cruise missile into the German Eurofighters. These are to replace the outdated Tornados as the carrier platform for the stand-off weapon.

According to Tamarit Degenhardt, the Eurofighter represents the "Combat Mass" of the European Air Force. Around 80 percent of combat missions are flown with the aircraft. He expects the global fleet of Eurofighters to reach 1 million flight hours by the end of the year.

Lars Hoffmann

https://www.hartpunkt.de/eurofighter-nationen-wollen-die-produktion-hochfahren/

Luftwaffe - new Eurofighters to receive Arexis self-protection system from Saab

$SAAB B (+2,64%)

https://www.hartpunkt.de/luftwaffe-neue-eurofighter-sollen-selbstschutzsystem-arexis-von-saab-erhalten/

New in the depot. $AIR (-0,93%)

$AIR (-0,93%)
$MTX (+0,53%)

The Vietnamese low-cost airline Vietjet, a popular low-cost airline, has ordered 20 new A330neo aircraft from Hamburg-based aircraft manufacturer Airbus. The airline plans to use these aircraft to expand its fleet and extend its network, particularly in Southeast Asia and towards Europe, according to the Hamburger Abendblatt. MTU, an important supplier for Airbus, is also involved in this deal as they are involved in the development and manufacture of the aircraft engines.

The order for the A330neo aircraft by Vietjet is a significant order for Airbus and underlines the demand for efficient and low-emission aircraft in the low-cost airline market. The A330neo offers greater range and efficiency compared to older models, which will be beneficial for Vietjet as it expands its network. Vietjet's choice of the A330neo also demonstrates confidence in Airbus' technology and reliability, according to the Hamburger Abendblatt.

I have decided to reinvest €20,000 and am focusing on a mix of growth and quality stocks with a long-term perspective. Here is my allocation:

5,000 € - Jumia $JMIA (+11,22%)

Africa's leading e-commerce player is currently heavily undervalued. The company has lowered its cost base, operates more efficiently and will benefit from the growing internet and mobile payment market in Africa in the long term. For me, a speculative but promising small cap with a 5-10 year horizon.

7,500 € - AMD $AMD (-0,67%)

AMD continues to impress with its strong product portfolio, particularly in the areas of AI, server CPUs and gaming. The valuation is much more favorable compared to Nvidia, with a high level of innovation at the same time. I see great potential here for the coming years, especially in the data center and AI segment.

2.500 € - PayPal $PYPL (+0,75%)

Despite a weak share price performance in recent years, PayPal remains a strong player in the payment sector. The company is highly profitable, generates strong cash flow and could switch back into growth mode with the right strategic decisions. For me, it is a turnaround candidate with potential.

5,000 € - Airbus $AIR (-0,93%)

Airbus is benefiting from global aviation growth in the long term. The order books are full and the Group is well positioned both technologically and geopolitically. In times of uncertainty and the re-industrialization of Europe, I see this as a solid industrial stock with a stable tailwind.

Conclusion:

I deliberately combine growth stocks (Jumia, AMD) with established quality companies (Airbus, PayPal). The focus is on long-term potential - I accept fluctuations. Time in the market beats timing the market.

What do you think - would you weight differently or do you have a position in one of these stocks yourself?

$AMP (-1,17%) signs five collaboration agreements to improve its positioning in the defense and security sector. defense and security. It allies with Tales, with $AIR (-0,93%) and Turkish Aerospace (intentions to "Spanishize" and purchase a combat trainer aircraft for the San Javier Academy), with Orbital (part of the $CAF (-0,43%) ) and Nomad (deployable energy for operability).

https://m.es.investing.com/news/stock-market-news/amper-sella-5-acuerdos-sobre-seguridad-en-el-contexto-de-un-mayor-gasto-espanol-en-defensa-3143563?ampMode=1

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Amper signs five collaboration agreements to strengthen its position in the defense and security sector. It partners with Thales, with Airbus ($AIR (-0,93%) ) and Turkish Aerospace (through a memorandum of understanding aimed at 'Spanishizing' and acquiring a combat trainer aircraft for the San Javier Academy), with Orbital (part of the CAF Group ($CAF (-0,43%) ), and with Nomad (for deployable energy solutions to support operational capability).