Suche
Mein Konto
Defense companies benefit from geopolitical tension
New record for defense manufacturer Hensoldt after terror in Moscow. Shares rise 7.3 percent. Background on the geopolitical situation and adoption of ESG.
Defense companies benefit from geopolitical tension
The defense manufacturer Hensoldt is experiencing a new record high after its shares rose by 7.3 percent on Monday morning and broke the 40 euro mark. A terrorist attack in Moscow, which increased geopolitical tension, contributed to this increase. Analysts expect geopolitical conflicts to increase and defense spending to increase.
Arms companies such as Rheinmetall and Hensoldt are benefiting from the changed arms policy in Europe following the Russian war of aggression against Ukraine. Rheinmetall shares have since increased five-fold, while Hensoldt has more than tripled. The upcoming takeover of the electronics specialist ESG will further drive Hensoldt's growth, with the Federal Cartel Office having already approved the takeover.
Hensoldt has positioned itself as the best M-Dax stock, with an increase in value of almost 60 percent since the beginning of the year. The planned increase in sales to around two billion euros for 2024 shows the company's positive growth. The acquisition of ESG will be factored into future business forecasts, which foresee a significant increase in order intake.
Hensoldt's shares were initially placed at 12 euros per share, but they rose significantly after the Russian attack on Ukraine in February 2022. The company is currently valued at 4.6 billion euros on the stock exchange, with the state and the Italian defense company Leonardo holding significant shares.