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...In his first interview since taking the helm of the Rome-based aerospace and defence group in May, Roberto Cingolani said the Ukraine war had served as a wake-up call for the European industry and companies...
...If Donald Trump is re-elected as US president, Europe may have to fend more for itself on defence....
...Woodburn said BAE may receive new orders for Typhoon jets, combat vehicles and munitions this year....
...One particular concern is that existing industrial partnerships may be stifled....
...KKR believes these insurers may unload hundreds of billions in such assets in the coming years. KKR has prioritised growth in Asia and Japan has become one of its largest investment areas globally....
...BAE Systems in February sealed its $5.6bn acquisition of Ball Aerospace....
...German tank manufacturer Rheinmetall announced in May that it had formed a “strategic partnership” with Kyiv-owned defence contractor Ukroboronprom....
...This means that BAE has the option to acquire smaller rivals. It is reported to be casting its eye over US group Ball Aerospace. Such deals may help BAE narrow the valuation gap with its US peers....
...The US may have its shiny AI stocks but in this geopolitical environment, the manufacturers of Europe’s bullets and tanks really count for something. katie.martin@ft.com...
...Questions have been raised, for instance, over a so-far unexplained explosion at a BAE Systems munitions factory in Wales that supplies shells used by Ukraine....
...Sweden’s defence champion Saab may be better known as the maker of the Gripen fighter jet but, according to Sash Tusa of research firm Agency Partners in London, its other weapons have “really come into...
...These funds did not appear at all in the previous tax year, when Legal and General Group, Aviva, Rio Tinto, Jupiter Asian Income — which focuses on high-yield Asian companies — and BAE Systems made up the...
...However, the idea that these UK stocks are undervalued and due a rebound may be contributing to the recent surge in buying activity by retail investors....
...Contemporaneous documents suggest that there may have been opportunities for the Post Office to prevent litigation....
...Society may hope for the best, but the defence industry must prove it can be prepared for the worst....
...EU and US investors may be keener on UK defence shares than British investors because of the pound’s relative weakness, making UK stocks look like “bargains” from abroad, said Michael Field, an equity market...
...It was 49 per cent owned by BAE Systems (15 per cent post listing), and operates a fleet of 50 aircraft. Still, airlines are not the sector to set hearts beating....
...However, that may be changing....
...This may be downsizing your home or even returning to the workplace....
...For managers wanting more detail, BAE provides access to professional advice....
...After Ukraine The war may have spurred Europe’s policymakers and companies into action but the reality is that production will take years to match the sudden jump in demand....
...BAE Systems: Cressida Hogg is due to succeed Sir Roger Carr as BAE Systems chair at the conclusion of the company’s AGM....
...Those issues may have attracted the interest of activist investor Elliott Management, which emerged last year as a significant Catalent shareholder....
...The UK count also includes public companies whose involvement with AI may seem tangential, such as Marks & Spencer, HSBC, Rolls-Royce, Tate & Lyle, BAE Systems and Noble Corporation....
...More are enticed by the flash and sizzle of its Turkish founder Nusret Gökçe, also known as Salt Bae, and his slicing and salt-sprinkling displays....
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