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11:57
Feb 13
Feb 13
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.
About SAFRAN Analyst Coverage
Buzzberg tracks SAFRAN across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Latest voices: Geir Håøy.