Long

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
https://www.tradingview.com/x/rv8KBOTA/

LEONARDO (Finmeccanicca)
https://www.tradingview.com/x/eFUb7Ukp/

RHEINMETALL
https://www.tradingview.com/x/xLh0K4fY/

SAFRAN
https://www.tradingview.com/x/kNny1o4U/

AIRBUS
https://www.tradingview.com/x/hVG9Xebb/

HENSOLDT
https://www.tradingview.com/x/hVG9Xebb/

KONGSBERG
https://www.tradingview.com/x/hVG9Xebb/

Needless to say, our portfolio of these stocks looks very bullish

Performance since October 2023 is greater than that of the Seven Magnificent

FRED-RABEMAN

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FRED-RABEMAN

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