BAE Systems, Thales Top Picks Among European Arms Makers -- Market Talk

Dow Jones11-07

0738 GMT - The U.K.'s BAE Systems and France's Thales are the top picks among European arms makers for Deutsche Bank analyst Christophe Menard, following Donald Trump's victory in the U.S. presidential election. Trump is expected to increase U.S. defense spending more than what the Democrat candidate Kamala Harris would have, he notes. This should benefit BAE Systems, as 42% of the company sales are exposed to the U.S., Menard writes in a note to investors. "We remain convinced that the European defence industry faces structural growth in years to come, but the U.S. elections are adding a dose of volatility," he says. (cristina.gallardo@wsj.com)

(END) Dow Jones Newswires

November 07, 2024 02:38 ET (07:38 GMT)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2481283659?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-11-07 15:38","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2481283659","market":"fut","top_or_hot":-1,"title":"BAE Systems, Thales Top Picks Among European Arms Makers -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0738 GMT - The U.K.'s BAE Systems and France's Thales are the top picks among European arms makers for Deutsche Bank analyst Christophe Menard, following Donald Trump's victory in the U.S. presidential election. Trump is expected to increase U.S. defense spending more than what the Democrat candidate Kamala Harris would have, he notes. This should benefit BAE Systems, as 42% of the company sales are exposed to the U.S., Menard writes in a note to investors. \"We remain convinced that the European defence industry faces structural growth in years to come, but the U.S. elections are adding a dose of volatility,\" he says. (cristina.gallardo@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 07, 2024 02:38 ET (07:38 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BAE Systems, Thales Top Picks Among European Arms Makers -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBAE Systems, Thales Top Picks Among European Arms Makers -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 15:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://dowjonesnews.com/newdjn/logon.aspx?AL=N><strong>Dow Jones</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>0738 GMT - The U.K.'s BAE Systems and France's Thales are the top picks among European arms makers for Deutsche Bank analyst Christophe Menard, following Donald Trump's victory in the U.S. ...</p>\n\n<a href=\"https://dowjonesnews.com/newdjn/logon.aspx?AL=N\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BAESY","symbol_name":"BAE Systems PLC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2481283659","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2481283659","pubTimestamp":1730965080,"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0738 GMT - The U.K.'s BAE Systems and France's Thales are the top picks among European arms makers for Deutsche Bank analyst Christophe Menard, following Donald Trump's victory in the U.S. presidential election. Trump is expected to increase U.S. defense spending more than what the Democrat candidate Kamala Harris would have, he notes. This should benefit BAE Systems, as 42% of the company sales are exposed to the U.S., Menard writes in a note to investors. \"We remain convinced that the European defence industry faces structural growth in years to come, but the U.S. elections are adding a dose of volatility,\" he says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BAESY":"BAE Systems PLC","BK4187":"航天航空与国防"},"translate_title":"BAE Systems和泰雷兹是欧洲武器制造商的首选——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BAESY":0.9},"content_text":"0738 GMT - The U.K.'s BAE Systems and France's Thales are the top picks among European arms makers for Deutsche Bank analyst Christophe Menard, following Donald Trump's victory in the U.S. presidential election. Trump is expected to increase U.S. defense spending more than what the Democrat candidate Kamala Harris would have, he notes. This should benefit BAE Systems, as 42% of the company sales are exposed to the U.S., Menard writes in a note to investors. \"We remain convinced that the European defence industry faces structural growth in years to come, but the U.S. elections are adding a dose of volatility,\" he says. (cristina.gallardo@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 07, 2024 02:38 ET (07:38 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481283659"}