https://defensearchives.com/news/germany-weighs-saab-globaleye-as-aew-aircraft/
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142Mês·
Military stock picks
Like it or not, this is my stock pick for the military sector long term. No hypes, just pure core well diversified industries, free from all the junk that NATO and other ETFs have in them.
$LMT (+1,13%)
$RTX (-0,58%)
$NOC (+0,56%)
$BA. (+0,04%)
Check out the pie here:
https://www.trading212.com/pies/lua2LbG5mCkbey2atfkE807rM83oY
The Military Core 2040 Pack is a four-company portfolio designed to capture the full architecture of 21st-century defense capability.
Each company plays a distinct and complementary role in a layered global security model.
No redundancy: Each firm operates in a unique domain with minimal overlap.
Not financial advice.
Additional notes:
If I had to add any company at all to this, it would only be $PLTR (-6,93%) for the AI military play, but I already have it in my future of tech pack, not duplicating
If you wish more companies to include, you can consider satelite positons on $SAAB B (+0,2%) and $KOG (+2,02%) , both are pretty solid choices too, not as main choices though, not using them on my core DCA.
22
4 Comentários
Hendan@Hendan
2Mês
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22
•Mostrar resposta
3Mês·
Eurofighter nations want to ramp up production
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 (+0,85%)
$BA. (+0,04%)
$LDO (+1,39%)
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.
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
www.hartpunkt.deEurofighter-Nationen wollen die Produktion hochfahren
4Mês·
MSCI without cluster risk - Attractive?
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 (-0,35%)
Rheinmetall, $BA. (+0,04%)
BAE Systems and $SAAB B (+0,2%)
Saab. In the classic MSCI World, the first 23 stocks come from the USA - only in 24th place comes $SAP (-0,74%)
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
$EXUS (+0,58%) performed even better. Since the beginning of the year, it is eleven percentage points ahead of the classic.
The Invesco MSCI World Equal Weight ETF has raised half a billion euros within a short space of time and the MSCI World ex USA has now raised 2.4 billion euros.
Source (excerpt): "Welt", 03.06.25 | Graphic: ChatGPT
What is your opinion? Do you think these ETFs are attractive? I look forward to your comments.
33
12 ComentáriosI think that's a gimmick. According to your explanations, you're just running into the next bubble like defense. According to the methodology, the Msci would have to adapt to world events anyway, as the high US share is not hard-coded into it.
Personally, I have EM and Small Cap in addition to the World as well as a Eurostoxx 600, so the USA share is limited anyway.
Personally, I have EM and Small Cap in addition to the World as well as a Eurostoxx 600, so the USA share is limited anyway.
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1111
•6Mês·
Trump: "We'll sell our allies toned down military planes, because someday, maybe they're not our allies"
Trump - the best sales guy the European defense industry has ever had.
Speaking of fighter aircraft: did I already mention that Saab ($SAAB B (+0,2%)) not only has its own platforms such as the Gripen fighter jet, but is also involved in the modernization of the European Eurofighter ($AIR (+0,85%) - $LDO (+1,39%) - $BA. (+0,04%)) fleets and the construction of the upcoming latest "Eurofighter EK" models?
It's time for Kötbullar again.
www.threads.comFactPost (@factpostnews) on Threads
1313
6Mês·
Wisdom Tree European Defense ETF 🇪🇺- Alternative to US-heavy defense ETFs
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 (-0,09%) and $ASWC (-0,4%) recently, but was bothered by the high proportion of US shares and the heavy weighting of Blackbox $PLTR (-6,93%) among others.
Today I stumbled across the recently launched ETF from WisdomTree, which compiles purely European defense companies: $IE0002Y8CX98 (-0,5%)
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 (-0,35%) 🇩🇪
Leonardo (approx. 15%) $LDO (+1,39%) 🇮🇹
Saab (approx. 10%) $SAAB B (+0,2%) 🇸🇪
BAE (approx. 10%) $BAE (+0%) 🇬🇧
Thales (approx. 9%) $THALES (+0,2%) 🇫🇷
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
1111
5 Comentários
However, it should be borne in mind that some of the stocks included, especially the German stocks, have now undergone a hyperbolic development in which a great deal is already priced in and disappointments are inevitable due to the expected incompetent decisions of our sham political elite. If you want to be a little safer, allocate both ETFs 50:50.
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1313
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6Mês·
Podcast episode 81 "Buy High. Sell Low."
Subscribe to the podcast so that AI doesn't kill us like Skynet in Terminator with Arnold.
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
00:55:00 Gold, Gold 3x Factor ETF A1VBKP
01:11:20 Bitcoin
01:27:20 WisdomTree Europe Defense ETF A40Y9K
01:31:20 AI lies
Spotify
https://open.spotify.com/episode/6tYBjXQRNO1oZYrR2Yuwec?si=R6Vl3hd4Rk2LX80UeugNhw
YouTube
ApplePodcast
$BTC (-0,12%)
#bitcoin
#gold
$LLY (+2,04%)
$TGT (-0,76%)
$COST (-0,53%)
$WMT (+0,16%)
$RHM (-0,35%)
$SAAB B (+0,2%)
$THALES (+0,2%)
$SAF (+0,21%)
$KOG (+2,02%)
open.spotify.com#81 Gold, Bitcoin, Eli LIlly, Novo Nordisk, Walmart, Eur. Rüstungs-ETF, AI lügt
88
2 Comentários#AIlies
I would be interested in your current performance next episode
The first quarter is now over ✌️
I would be interested in your current performance next episode
The first quarter is now over ✌️
••
6Mês·
From concept to production readiness in just 84 days: Saab develops new low-cost drone defense system
Saab
$SAAB B (+0,2%) 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 $IE0002Y8CX98
+ 1
6Mês·
F-35, Patriot, HIMARS & Co: Macron openly advises Europe against buying US armaments
It seems like my post about Europas F-35-Sicherheitsdilemma could not have come at a better time:
Dependence on US armaments is increasingly perceived as a risk factor for Europe's military and security sovereignty and is now being publicly addressed at the highest political level faster than I would have expected.
French President Emmanuel Macron
President of France Emmanuel Macron has made it clear in an interview with Le Parisien that he is critical of Europe's purchase and use of US armaments and proposed replacing them with European alternatives.
Macron was also quite clear: "Those who buy Patriot systems should be offered the next generation of the Franco-Italian SAMP/T. Those who buy F-35s should be offered the Rafale fighter aircraft."
His main concern is greater strategic autonomy for Europe:
- Criticism of US systems: Poland plans to buy American F-35 fighter jets ($LMT (+1,13%)) and Patriot ($RYTT34). Macron questions these decisions and proposes European solutions.
- European optionsMacron specifically mentions approaches such as joint European development projects to reduce dependence on the USA. Examples include European fighter jets such as Saab Gripen ($SAAB B (+0,2%)), Eurofighter ($AIR (+0,85%) - $BA. (+0,04%) - $MTX (+1%) - $LDO (+1,39%)) or Dassault
Rafale ($AM (+0,73%)) or air defense systems (e.g. SAMP/T from $HO (-0,51%), $BA. (+0,04%), $AIR (+0,85%) and $LDO (+1,39%) or Oerlikon Skynex from $RHM (-0,35%)). - Long-term strategyMacron's proposals aim to strengthen Europe's military independence by pooling technology, production capacities and resources in the EU member states' own economic area in the long term.
Macron is thus sending a clear signal for more European cooperation in the defense sector and against an excessive focus on US technology.
#emmanuelmacron
#usa
#defense
#verteidigung
#rüstungsindustrie
#europa
$R3NK (+1,72%)
$IE0002Y8CX98 (-0,5%)
$HAG (+2,14%)
2222
11 Comentários
6Mês
Also top topic on Politico: https://www.politico.eu/article/macron-to-eu-colleagues-stop-buying-american-buy-european/
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22
•6Mês·
The next domino: Canada is now also looking for an alternative to the F-35
With Canada the next NATO partner is now looking for alternatives to the US fighter jet F-35 ($LMT (+1,13%) ) and is examining various models such as the Gripen ($SAAB B (+0,2%) ) or the Eurofighter ($AIR (+0,85%)
$BA. (+0,04%)
$LDO (+1,39%)
$MTX (+1%) ). The background to this is not only financial aspects - technical requirements and geopolitical considerations also play a role. At the same time, there are questions about maintenance costs and military independence from the USA. With its decision, Canada is setting the course for new international cooperation. This opens up exciting opportunities for the European aerospace industry.
In my opinion, Saab's Gripen currently has the best chance of becoming Canada's newest fighter jet. The concept of the Swedes, especially in terms of range, price/performance, maintenance and usability (optimized for use in Canadian latitudes; for take-off and landing on regular roads in remote regions and service there with small teams) fits like a glove to the Canadian aviator's eye. Canada also has the opportunity to produce the Saab Gripen in its own country.
Source: https://www.n-tv.de/politik/Kanada-sucht-nach-Alternativen-zum-US-Kampfjet-F-35-article25632225.html
6Mês·
Made & Controlled in the USA: Europe's F-35 fleets as an expensive security dilemma
First countries reconsider their orders, Portugal has now canceled, Turkey now wants Eurofighters. Eurofighter, Gripen and Rafale as alternatives.
In Europe, and particularly among the USA's NATO partners, uncertainty about political and military relations between the USA under Donald Trump and Europe has been growing steadily since his inauguration in January 2025. Trump's statements and especially his actions in recent weeks have shown unmistakably that the USA is no longer a reliable partner for Europe (and presumably also NATO) and does not want to be.
Especially those European countries that, in response to Russia's war of aggression against Ukraine F-35 fighter jets from Lockheed Martin $LMT (+1,13%) worth well over 250 billion euros are now faced with a critical dilemma:
Technically, Europe's F-35 fleets can be deactivated by the US at any time, as each aircraft relies on US-controlled launch codes and proprietary US communication and navigation systems (see also the deactivation of Ukrainian HIMARS systems (from Lockheed Martin $LMT (+1,13%) ) in the last few days. Source: Tagesspiegel, March 2025). In the event of a crisis, the USA could practically paralyze the European air forces or at least prohibit missions. The USA had already done this with Egyptian F-16 fighter jets in 2014. (Source: T-Online, February 2025)
Since 2022, 12 European countries have ordered around 550 F-35 fighter jets (in different variants and versions):
- Germany: 35
- Romania: 32 (additionally planned: 16)
- Czech Republic: 24
- Finland: 64
- Switzerland: 36
- Netherlands: 52 (including additional orders)
- Poland: 32
- Belgium: 34
- Italy: 90 (60 F-35A and 30 F-35B)
- Norway: 52
- United Kingdom: 48 (planned: 138)
- Denmark: 27
The first countries are already taking action: Portugal recently announced that it was halting the planned procurement of F-35 fighter jets and looking at European alternatives instead.
"The Portuguese Defense Minister Nuno Melo has announced that the country will not purchase F-35 fighter jets from the United States in view of the current geopolitical situation and the unpredictability of US policy. Instead, alternatives from European production will also be considered." (Source: Poder Aéreo, March 2025)
Turkey also recently received a concrete offer for 40 Eurofighter jets from Airbus $AIR (+0,85%) BAE Systems $BA. (+0,04%) and Leonardo $LDO (+1,39%) - a clear sign of distancing itself from the USA.
"Turkey plans to procure a total of 40 Eurofighter Typhoon Tranche 4 fighter jets in the form of 20+20. All Tranche 4 jets, which represent the most advanced Typhoon configuration for air-to-air combat, will be newly produced.
However, Ankara can also procure a number of used Typhoons for training purposes. This possibility is also currently under discussion." (Source: Al-Monitor, March 2025).
If other European countries follow these examples, European fighter aircraft manufacturers could benefit considerably. Now, fighter aircraft are not of-the-shelf products that are mass-produced (with the exception of the F-35, unfortunately). Germany primarily opted for the F-35 because only the F-35 can be equipped with the nuclear weapons stationed in Germany (the use of nuclear weapons stationed in Germany - even just transportation from A to B - requires joint technical approval by Germany and the USA).
In my opinion, Gripen (Saab $SAAB B (+0,2%) ) and Eurofighter (Airbus $AIR (+0,85%) BAE Systems $BA. (+0,04%) Leonardo $LDO (+1,39%) MTU Aero Engines $MTX (+1%) etc) would be the most attractive alternatives in the short term. The Saab Gripen has an almost unbeatable price-performance ratio (especially thanks to the low service and maintenance costs) and the infrastructure for Eurofighter is already solidly developed. Dassault Aviation $AM (+0,73%) (Rafale) should of course not be underestimated either, but I see it in 3rd place.
I can well imagine that this costly security dilemma is currently being hotly debated in Europe's defense ministries and that exit strategies are already being evaluated. I can also imagine that European buyers of the F-35 are holding on to their canceled orders as leverage in case Trump imposes even more dramatic punitive tariffs or even escalates to a whole new level. In addition to the orders for F-35s, the Europeans are also likely to be reviewing their orders for HIMARS and the like.
However, one thing is already clear to the Europeans: Europe must become sovereign as quickly as possible - in terms of security policy, economy and technology - and can no longer rely on the USA. After Portugal and probably also Turkey, I expect more F-35 dominoes to fall in the near future.
Sources:
www.t-online.deUS-Kontrolle: Kann Trump die EU-Jets abschalten?
1212
5 Comentários
6Mês
Not only Canada is rethinking its position, Europe is too.
Is a trade dispute really worthwhile for the USA :'D
Is a trade dispute really worthwhile for the USA :'D
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