EUROPEAN EQUITIES - FAST TRACK
Hugo PATERNOSTER
Equity Analyst
AEROSPACE & DEFENCE
Entering a new paradigm
The COVID-19 epidemic is hitting the aviation industry, with an unprecedented violence and speed without comparison with previous crises.
Its scale is expected to have a profound impact on the aeronautics sector as a whole, questioning previous certainties regarding its long-term growth.
In order to get a clearer picture, we will present our view of this sector, which is experiencing its first crisis in twenty years, as well as our recommendations.
AlphaValue’s lead analyst on Aerospace & Defence, Hugo Paternoster relased its last strategy piece on the sector.
Coverage : Airbus, BAE Systems, Leonardo, Meggitt, MTU Aero, Rolls-Royce, Safran, Thales.