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.

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