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Feb 13
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$1.145
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LONG
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Geir Håøy
CEO, Kongsberg Defence & Aerospace
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Kongsberg sees high demand for air defense (NASAMS) and anti-drone systems. Safran raised 2026/2028 guidance. The "Greenland Moment" and Munich Security Conference rhetoric confirm Europe is building "sovereign capabilities" independent of the US. This is a structural increase in spending on air defense, space, and aftermarket services (Safran/Rolls-Royce). LONG. Defense is decoupling from the general economic cycle due to geopolitical necessity. Supply chain bottlenecks (rare earths, chips) limiting delivery capacity. |
Bloomberg Markets
L'Oreal Falls, Kongsberg Sees Air Defense Sys...
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Feb 09
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$1.145
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LONG
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Steve H.
Quantitative Researcher at Bloomberg / PhD in Financial Econometrics
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Steve highlights Rheinmetall (German tank manufacturer) as a proxy for European defense. He notes the stock rose on the Ukraine war but has further to go due to US isolationism. The US is signaling a return to the "Monroe Doctrine" (focusing on the Americas), meaning Europe can no longer rely on the US for protection. Europe must rebuild its own military industrial base immediately. LONG. Structural demand for European defense assets regardless of short-term peace talks, due to the shift in US foreign policy. Sudden geopolitical de-escalation or peace treaties reducing immediate defense spending urgency. |
Thread Guy
WTF is crypto doing!? Are we BACK..? AI takin...
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