In addition,
Thales: confirmation meeting between putin new: However. Furthermore,
Thales: confirmation meeting between putin:
(BFM Stock Exchange) – Defense shares are decreasing on Monday after Donald Trump announced that he would meet Vladimir Putin on August 15. In addition, on Friday.
Defense remains a sector very sensitive to the evolution of major geopolitical files. Similarly,
Last week. Consequently. Nevertheless, the entire compartment suffered after the Kremlin reported that Russian President Vladimir Putin and his American counterpart, Donald Trump, would meet “in the coming days”. Therefore, This announcement rekindled the hopes of the markets as to a truce in Ukraine. Furthermore, Defense actions had then backed away. Furthermore,
Re-beautiful this Monday. Consequently, The defense sector in Europe began the session on a very clear drop before recovering. Similarly, In Paris, Thales decreases 1% around 10 a.m. Meanwhile, after losing up thales: confirmation meeting between putin new to 4.6% at the start of the session. while Dassault thales: confirmation meeting between putin Aviation abandoned 1% after giving in the first exchanges.
In Frankfurt. Hensoldt, a specialist in sensors and military optronics, lost 2% while Rheinmetall, which provides armored vehicles to the German army, abandons 4.4%. In Milan, Leonardo fell 1.3% while BAE Systems restores 1.3%.
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A meeting without Ukraine – Thales: confirmation meeting between putin
The weakness of weakness that the sector is known once again is due to the announcement of Donald Trump on Friday evening. The tenant of the White House. confirmed that he would meet Vladimir Putin and gave the date of August 15, next Friday. The meeting between the two political leaders will take place in Alaska. According to Reuters, Donald Trump had previously said that a ceasefire thales: confirmation meeting between putin new was close to Ukraine.
This summit would sidelined the Ukrainian president, Volodymyr Zelensky, as well as the European Union. thales: confirmation meeting between putin On Saturday. the French president, Emmanuel Macron, said that the “future of Ukraine could not (could) decided without the Ukrainians”. The head of European diplomacy, Kaja Kallas, announced on Sunday an extraordinary meeting of foreign ministers of the European Union. “Any agreement between the United States. Russia must include Ukraine. the European Union, because it is a question of security for Ukraine and for the whole of Europe,” she added in a statement quoted by AFP.
Donald Trump also suggested that an agreement on this potential ceasefire would imply an exchange of territories. However, this idea was rejected by Volodymyr Zelensky.
Ultimately. these announcements “should again exert a significant pressure on the European values of the defense sector today. ” said Jefferies in a note thales: confirmation meeting between putin new published before the market opening in Europe.
“However. given the absence of tripartite meetings planned for the moment. we do not think that a thales: confirmation meeting between putin ceasefire agreement is imminent and, in any event, that it is likely to compromise the trends in defense expenditure in Europe”, however nuances the bank.
“We therefore see it as a potential opportunity to invest in these long -term medium growth values. especially since they have already undergone significant pressure last week,” concludes Jefferies.
Rheinmetall very exposed to the conflict in Ukraine
Thales: confirmation meeting between putin new
If the possibility of a ceasefire. in Ukraine creates a certain market nervousness on defense titles. certain companies in the sector are more exposed than others. In a note published in October. Oddo BHF wrote that Rheinmetall drew approximately 20% of his revenues from the defense of contracts with Ukraine.
Recall that thales: confirmation meeting between putin new the defense sector has been on the rise since the start of the year. Thales has won 63.6% since the start of the year when Rheinmetall won 153%.
Defense groups have been powered by multiple thales: confirmation meeting between putin advertisements of military budgets in Europe. Under pressure from the United States. which is now much less inclined to ensure the safety of the old continent, Europe has decided to rearm. For example, Germany has announced hundreds of billions of euros in defense.
In June. NATO member countries undertook to invest 5% per year of their GDP in defense spending by 2035, against a previous target of 2%.
“We believe that this 5% target by 2035 could represent an annual increase of approximately $ 2. 000 billion in NATO defense expenses, an average annual growth rate of around 8% between 2024 and 2035,” calculated Royal Bank of Canada.
Julien Marion thales: confirmation meeting between putin new – © 2025 BFM Bourse
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