- BAE (BSP TH) +22%
- Europe Races to Craft Plan to Save Zelenskiy and US Support
- BAE PT Raised to 1,725 pence from 1,630 pence at JPMorgan
- Leonardo (FMNB TH) +15%
- Europe Races to Craft Plan to Save Zelenskiy and US Support
- Rheinmetall (RHM TH) +15%
- Europe Races to Craft Plan to Save Zelenskiy and US Support
- Thales (CSF TH) +13%
- Europe Races to Craft Plan to Save Zelenskiy and US Support
- Thales PT Raised to 220 euros from 195 euros at JPMorgan
- Rolls-Royce (RRU TH) +12%
- Rolls-Royce Profit Driven by Civil Aerospace, Cost Management
- Saab (SDV1 TH) +12%
- Europe Races to Craft Plan to Save Zelenskiy and US Support
- NOTE: Saab Cut to Sell at ABG; PT 220 kronor
- Kongsberg (KOZ TH) +5.6%
- Europe Races to Craft Plan to Save Zelenskiy and US Support
- Dassault Aviation (DAU0 TH) +5.6%
- Europe Races to Craft Plan to Save Zelenskiy and US Support
- Safran (SEJ1 TH) +4.8%
- Europe Races to Craft Plan to Save Zelenskiy and US Support
- MTU Aero (MTX TH) +2.5%
- NOTE: MTU’s Consensus Relies on High-Margin Spares, Maintenance
- L’Oreal (LOR TH) -1%
- Deutsche Post (DHL TH) -1%
- Deutsche Post Cut to Hold at Stifel; PT 40 euros
- Ferrari (2FE TH) -1.1%
- Raiffeisen (RAW TH) -1.2%
- Lufthansa (LHA TH) -1.2%
- NOTE: Lufthansa’s Wage Differential, Efficiency Key to Competitiveness
- Knorr-Bremse (KBX TH) -2%
- Telefonica (TNE5 TH) -2.1%
- Intesa Sanpaolo (IES TH) -3.2%