Defense & Aerospace
TKMS Caught Between Berlin’s Frigate Pivot and Ottawa’s Submarine Puzzle as Shares Tumble
ThyssenKrupp Marine Systems (TKMS) finds itself in the unusual position of having two promising government contracts in play — a...
TKMS Investors Ride the Berlin Rollercoaster as Frigate U-Turn Sparks Rally and Retreat
The defence contractor’s stock has delivered whiplash in recent sessions as Berlin’s decision to scrap a troubled €18 billion frigate...
Kratos Defense: Record Backlog Meets Insider Sales and a Cease-Fire
The numbers tell one story; the share price tells another — and for Kratos Defense, the disconnect is growing by...
Rocket Lab’s 16-Hour Space Force Record Overshadowed by Sector Rout and Insider Selling
The paradox playing out at Rocket Lab could hardly be starker. The company just delivered the fastest satellite launch in...
Hochtief’s Narrow Free Float Exacerbates Post-DAX Profit-Taking as AI and Nuclear Ambitions Swell
Hochtief's promotion to Germany's blue-chip index was supposed to be a crowning moment. Instead, the second day of trading in...
KNDS Charts Course for Frankfurt-Paris Flotation as Malaysian Artillery Order and US Tender Add Firepower
The Franco-German tank maker KNDS is on the brink of one of Europe’s largest defence-sector initial public offerings, with a...
TKMS Stock Hovers Near Lows as €26 Billion Frigate Vote and Autonomous Drone Push Vie for Investor Attention
Investors in ThyssenKrupp Marine Systems are watching two very different catalysts this week. On Wednesday, Berlin’s budget committee votes on...
Arafura Rare Earths: The July 2 Vote That Could Decide Australia’s First Fully Integrated Rare Earth Mine — and a US Defense Lifeline
Arafura Rare Earths' shareholders gather on July 2 for an extraordinary general meeting that will determine whether Australia’s first fully...
State-Controlled KNDS Unveils Drone Container and Super-Howitzer as €20bn IPO Nears
A containerised drone launcher that can rain loitering munitions on enemy forces while simultaneously shooting down hostile UAVs is among...
Deutz’s Defence Show and BlackRock’s Back-Office Shuffle Fail to Budge the Stock
Deutz shares barely stirred on Tuesday, caught between two distinct news flows that offered little immediate catalyst for investors. The...
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