HO.PA Thales SA Loading... : Investor Sentiment and Bull/Bear Views
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12:15
Jan 24
Jan 24
European defense growth with multiple catalysts
The author argues Thales is an attractive investment in European security, citing 15% order growth from European allies and 8% from the rest of the world even as America/Oceania orders declined. Catalysts include the first SAMP/T air defense export to Denmark, the EU IRIS2 starlink-alternative contract, a quantum-resistant smart card launch, and potential Eurofighter orders to replace F35s. The author notes the stock trades at a trailing P/E of 50 versus a forward P/E of 20, implying earnings growth is expected.
HIGH
00:00
Jan 10
Jan 10
European defence rearmament; Thales core platform
Author argues European defence spending is structurally rising with increasing focus on ISR, robotics, satcom, cyber and autonomous systems. Thales is included as a core defence platform/integrator in a conviction-based allocation. The catalyst is the ongoing European/NATO rearmament trend; the main stated risk is high volatility and political/budget risk.
HIGH
About HO.PA Investor Commentary
Across the available history and selected sources, Buzzberg tracks HO.PA (Thales SA) across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: u/Irrational_Investing, u/Asleep_Writer6444.