11Mês
I see it differently. Many European countries have not even decided on their major armament packages yet. If the threat situation in the Baltic region continues to escalate, this could give a further boost to the defense industry. Now could therefore be an ideal time to get in. Alternatively, one could hope for a phase of fake peace for 2-3 years, possibly leading to a minor setback. However, I think it is likely that Putin will use Trump's time in office to further expand his influence in Europe - this could ensure sustained demand in the sector in the long term.
It's basically the same as the AI boom and NVIDIA. We may only be at the beginning of the second stage of the rise. No one can imagine that there will be more because prices have already risen sharply. But if you look at which European countries are just starting to invest, the potential is still enormous. Even with the current plans, we are perhaps at a maximum of 50% of what is possible overall - probably even a little less.
It's basically the same as the AI boom and NVIDIA. We may only be at the beginning of the second stage of the rise. No one can imagine that there will be more because prices have already risen sharply. But if you look at which European countries are just starting to invest, the potential is still enormous. Even with the current plans, we are perhaps at a maximum of 50% of what is possible overall - probably even a little less.
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@AlphaSeeker I see it similarly. Trump has made it clear that the EU needs to look after itself more. That's why I also see a broad market for defense companies in the EU. IF the EU continues to invest in its defense, then I hope that it also awards its contracts in the EU and that we benefit here and not the USA. If targeted companies enter into a cooperation, e.g. Krauss-Maffai and Nexter, and merge into KNDS, then I absolutely see great potential to drive forward and guarantee the defense of the member states relatively quickly. Unfortunately, I now see this as necessary, as we can't really rely on the USA at the moment, at least not under Trump's leadership. Greetings
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