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Aurelien Sivignon
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Jeremy Garnier ... (+3)
  • Jeremy Garnier
  • Nicolas David
  • Thomas Zlowodzki
Aurelien Sivignon
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Aurelien Sivignon
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  • Yan Derocles

ODDO : Feedback from expert access: robust growth well beyond 2030

This report looks at the salient points of an ‘expert access’ event focusing on German defence and geopolitics. We anticipate a period of strong growth for European defence players ( TAM 2024-2030e CAGR of c32%), which should continue beyond this date thanks to NATO's capability ambitions. Pending an acceleration in order intake and given the re-rating of the defence segment, we nonetheless favour civil aerospace stocks in the short term, Airbus and Rolls-Royce. Expert access with Susanne Wiegan...

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