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$AIR (+0,19%)
$SAAB B (+5,28%)

Yesterday, the Bundeswehr commissioned the procurement of 20 new Tranche 5 Eurofighters in a festive ceremony. The contract was signed at the Airbus company in Manching, Bavaria.

As the BMVg writes in a press release, delivery of the fifth and latest variant of the Eurofighter is to begin in 2031. Five aircraft per year are to be completed and handed over to the German Air Force. Delivery is to be completed by 2034. The Bundestag's Budget Committee approved the 3.75 billion euro project, which also includes 52 EJ200 engines, at its meeting a week ago.

According to the BMVg, the new Tranche 5 Eurofighters will be equipped with Saab's Arexis self-protection system in conjunction with future AI capabilities. Further armaments are also planned: These include the integration of the AARGM anti-radar guided missile and the Taurus cruise missile on the Eurofighters for the air force.

The EJ200 engine is built by EUROJET Turbo GmbH, a consortium consisting of MTU Aero Engines, Rolls-Royce, Avio Aero and ITP Aero. These companies joined forces in 1986 to develop and produce the engine for the Eurofighter Typhoon.

MTU to build EJ200 until at least the 2030s

Now that Germany has ordered 20 Eurofighters, the final assembly line for the engines in Munich is working at full capacity for the next few years.

https://www.flugrevue.de/flugzeugbau/mtu-baut-ej200-bis-mindestens-in-die-2030er-jahre/

$MTX (+0,15%) . (I am invested here myself)

MTU Aero Engines: One of the four shareholders, with a production share of around 30 percent.

$AVIO (-0,96%)

Avio Aero: An Italian aviation company that is part of the consortium

$RR. (+1,01%)

Rolls-Royce: Another major shareholder in the consortium

ITP Aero: A Spanish company that is also part of the consortium.

Dear all, you can find the full article at the link ⬇️

https://www.hartpunkt.de/bundesweher-bestellt-20-zusaetzliche-eurofighter-mit-neuen-faehigkeiten/

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 (+0,19%)
$BA. (-1,42%)
$LDO (-0,99%)

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 (+0,15%)

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 (+5,28%)

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

In a recent article, "Welt" pointed out the alternatives to the classic MSCI World when it comes to the "US share" cluster risk.

Almost 70 percent of the index is made up of US equities. And this can increasingly become a problem - especially in the age of US President Donald Trump.

This is precisely where the new ETF from BNP Paribas Asset Management comes in. The Easy MSCI World Equal Weight Select ETF (WKN: A417BH) reduces the US share to 35.8 percent.

The fund distributes all shares equally weighted. This means that it is not the big tech stocks such as Apple, Microsoft and Nvidia that set the tone, but every stock counts equally. In addition, stocks with the worst ESG ratings (environmental, social, governance) are excluded. This makes the fund a classic Article 8 fund - so it is also suitable for sustainability-oriented investors.

There is no longer a single US stock in the top 10 of this new index. Instead, there are European defense stocks such as $RHM (-0,79%)
Rheinmetall, $BA. (-1,42%)
BAE Systems and $SAAB B (+5,28%)
Saab. In the classic MSCI World, the first 23 stocks come from the USA - only in 24th place comes $SAP (-3,22%)
SAP comes a European.

In the current market phase, equally weighted variants have really caught up. They are up around one percent, while the MSCI World is down four percent. The MSCI World ex USA
$EXUS (+0,12%) performed even better. Since the beginning of the year, it is eleven percentage points ahead of the classic.

The Invesco MSCI World Equal Weight ETF has raised half a billion euros within a short space of time and the MSCI World ex USA has now raised 2.4 billion euros.

Source (excerpt): "Welt", 03.06.25 | Graphic: ChatGPT

What is your opinion? Do you think these ETFs are attractive? I look forward to your comments.

Trump - the best sales guy the European defense industry has ever had.

Speaking of fighter aircraft: did I already mention that Saab ($SAAB B (+5,28%)) not only has its own platforms such as the Gripen fighter jet, but is also involved in the modernization of the European Eurofighter ($AIR (+0,19%) - $LDO (-0,99%) - $BA. (-1,42%)) fleets and the construction of the upcoming latest "Eurofighter EK" models?

• Saab erhält Auftrag für das Arexis-Sensorsystem für die deutschen Eurofighter

It's time for Kötbullar again.

https://www.threads.net/@factpostnews/post/DHd5i5NP3oJ?xmt=AQGzf0-FdZSjf3thHE2npei2poyIa3oUkqf-v3mHrOfKvQ

#trump
#eurofighter
$LMT (-0,76%)
#f35
$BA (+1,5%)
#f47

Minimizing the US cluster risk is currently a major topic for investors. It is perhaps even THE topic since the second Trump administration has been throwing tariffs and isolationist positions around.

As part of an incipient reallocation in the portfolio $DFEN (+0,18%) and $ASWC (+0,35%) recently, but was bothered by the high proportion of US shares and the heavy weighting of Blackbox $PLTR (+2,29%) among others.

Today I stumbled across the recently launched ETF from WisdomTree, which compiles purely European defense companies: $IE0002Y8CX98 (-0,39%)

Some quick raw data:

Listed for the first time on 3/4/2025

TER: 0.4% p.a.

Physical

Accumulating

WKN: A40Y9K

IE0002Y8CX98

Largest positions:

Rheinmetall (approx. 20%) $RHM (-0,79%) 🇩🇪

Leonardo (approx. 15%) $LDO (-0,99%) 🇮🇹

Saab (approx. 10%) $SAAB B (+5,28%) 🇸🇪

BAE (approx. 10%) $BAE (+0%) 🇬🇧

Thales (approx. 9%) $THALES (-0,19%) 🇫🇷

This investor will reallocate a little. He is not giving investment advice, but rather enjoying the diversity of Europe. 🇪🇺

Sources:

https://www.wisdomtree.eu/en-gb/etfs/thematic/wdef---wisdomtree-europe-defence-ucits-etf---eur-acc

https://www.wisdomtree.eu/en-gb/strategies/european-defence

https://www.justetf.com/de/etf-profile.html?isin=IE0002Y8CX98#chart

https://www.computerbild.de/artikel/cb-News-Finanzen-Erster-ETF-fuer-europaeische-Verteidigung-39553857.html

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00:00:00 Market overview

00:05:00 Eli Lilly & Novo Nordisk

00:24:30 Walmart, Costco, Target

00:42:20 Trend following models, FED, outlook

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01:27:20 WisdomTree Europe Defense ETF A40Y9K

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https://youtu.be/zrkzvlT5KuQ

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$WMT (-0,64%)
$RHM (-0,79%)
$SAAB B (+5,28%)
$THALES (-0,19%)
$SAF (-2,4%)
$KOG (+0,61%)

Saab
$SAAB B (+5,28%) in collaboration with the Swedish Air Force and the Swedish Defense Materiel Administration (FMV), has developed an innovative counter-unmanned aircraft system (C-UAS) - called "Loke" was developed and successfully tested. Named after the Norse god of SchabernacksThis system serves to effectively detect and combat enemy drones and represents a significant advance in the flexible defense against such threats.

Thanks to its compact and modular design and the use of proven components, which are already in use on ships and boats such as the Combat Boat 90 Swedish Navy, the costs per unit are also likely to be limited. These circumstances also facilitate and accelerate short-term production in large quantities.

In a nutshell:

• Rapid development: The "Loke" system was developed from the concept phase to operational readiness in just 84 days.
• Comprehensive solution: The modular and mobile system covers the entire "kill chain", from detection to neutralization of drones.
• High-quality components: Use of first-class radar systems such as the proven Giraffe 1X for detection and classification and the Trackfire Remote Control Station as an active agent.
• Adaptability: The system is flexible and mobile to meet the rapidly changing threats posed by drones.

With "Loke", Saab demonstrates the ability to provide effective and modern drone defense solutions in a short time.

Source: SAAB Pressemitteilung

#saab
#rüstung
#rüstungsindustrie
#drohnen
#defense $IE0002Y8CX98