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

LEONARDO (Finmeccanicca)

RHEINMETALL

SAFRAN

AIRBUS

HENSOLDT

KONGSBERG

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

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