At the time of re -ram in Europe, defense becomes a strategic field to invest. It is possible to exhibit it through different vehicles, investing in funds or live.
Among the French companies honest by French managers, Thales seems to be unanimous. It is an “essential value in French that has the advantage of being very diverse in terms of product,” continues Pierre Chang. Its portfolio is “diversified in the defense, but also outside, if the defense of the subject is left without force, another can arrive with support,” adds Pierre Le Treize, an analyst who manages in Moneta Am.
Nugget French Nugget technologies, specialized in submarine drones and navigation systems, also come well from the game. He has just exceeded one billion euros in the order notebooks, claiming a turnover of 378 million euros. Your growth prospects are strong.
Among the other French values are also exposed, specialized in the design of glasses to see in the dark. Exoseens announced annual results of 2024 higher than the perspectives presented during the OPI with a turnover of 34% compared to 2023.
What about foreign companies?
But it is also possible to invest in foreign, especially European companies, despite the domain of US companies in the defense industry.
Virginie Robert, president of Constance Associés, recommends the British company Bae Systems, which has been developed in all defense segments, from Earth through Aerospace or Naval. The American company, L3HARRIS, armament communication leader, but also the Italian DR Leonardo, who specialize in electronics on the plate.
Finally, Pierre Le Treize recommends the German equipment provider Renk or Rheinmetall, the specialist in armored vehicles.
Source: BFM TV
