BAE, A SAFETY BELT (BUY; 56% UPSIDE)
06/01/21 -"BAE (Buy, UK) went through a difficult year, but the impact on its earnings will be limited compared to its peers. Its strong defence exposure plays an important role for sure, since for most ..."
Pages
43
Language
English
Published on
06/01/21
You may also be interested by these reports :
13/05/26
We have long been sceptical of Rolls-Royce’s (REDUCE; UK) meteoric re-rating, which we largely perceived as almost entirely tied to the sheer ...
12/05/26
Our NAV methodology applies EV/EBIT multiples to forward-looking EBIT estimates. Our NAV valuation has therefore been revised upward primarily due to ...
08/05/26
Rheinmetall’s flawless equity story faces a reality check. While the €73bn backlog reassures on paper, Q1 exposed multi-front execution hurdles. The ...
07/05/26
Leonardo reported a very strong Q1-26, with broad-based operational improvements across its core defence businesses. The key highlight was the sharp ...