Nexity

TIME TO BOOK DEFENCE PROFITS?

13/01/26 -"The AlphaValue coverage of Aerospace & Defence was bound to become defence driven as we suggested … 2 years ago. It happened. Still the sector is off to a surprisingly strong 2026 start. Non ..."

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69
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English
Published on
13/01/26
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EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

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Corporate broking NO
Trading in corporate shares NO
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Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
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