European Defence Industry : just the initiation of a major bull
Given NATO admonition to political leaders to prepare for possible confrontation with Russia in 5 years and the deterioration of the situation in Ukraine, the EU has decided a massive plan of arm production where states are the customers of defense companies.
https://defence-industry-space.ec.europa.eu/around-eu2-billion-strengthen-eus-defence-industry-readiness-including-ramp-ammunition-production-2-2024-03-15_en
The SIPRI Arms Industry Database lists all major producershttps://www.sipri.org/databases/armsindustry
We selected
SAAB
LEONARDO (Finmeccanicca)
RHEINMETALL
SAFRAN
AIRBUS
HENSOLDT
KONGSBERG
Needless to say, our portfolio of these stocks looks very bullish
Performance since October 2023 is greater than that of the Seven Magnificent
https://defence-industry-space.ec.europa.eu/around-eu2-billion-strengthen-eus-defence-industry-readiness-including-ramp-ammunition-production-2-2024-03-15_en
The SIPRI Arms Industry Database lists all major producershttps://www.sipri.org/databases/armsindustry
We selected
SAAB
LEONARDO (Finmeccanicca)
RHEINMETALL
SAFRAN
AIRBUS
HENSOLDT
KONGSBERG
Needless to say, our portfolio of these stocks looks very bullish
Performance since October 2023 is greater than that of the Seven Magnificent