Europe's Military Restocking Looks Like a Pan-European Fiscal Priority -- Market Talk

Dow Jones

Mar 03, 2025

1027 GMT - Europe's restocking and recapitalization of its defense industrial base looks like a pan-European fiscal priority, Citi analysts Sam Burgess and Charles Armitage say, following a summit of European leaders in London Sunday. A credible deterrent against Russia would require a very significant recapitalization and re-equipping of European militaries, the analysts note. Defense stocks will be on the rise throughout the week, as markets try to assess governments' future military budgets and the European Commission defense funding plans, they say. The latter are expected to be outlined Thursday. Germany's sensors provider Hensoldt is up 23.6% at 64.75 euros, while Britain's BAE Systems is up 13.2% at 15.91 pounds, and France's Dassault Aviation advances 12.7% at 277.8 euros. (cristina.gallardo@wsj.com)

(END) Dow Jones Newswires

March 03, 2025 05:27 ET (10:27 GMT)

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A credible deterrent against Russia would require a very significant recapitalization and re-equipping of European militaries, the analysts note. Defense stocks will be on the rise throughout the week, as markets try to assess governments' future military budgets and the European Commission defense funding plans, they say. The latter are expected to be outlined Thursday. Germany's sensors provider Hensoldt is up 23.6% at 64.75 euros, while Britain's BAE Systems is up 13.2% at 15.91 pounds, and France's Dassault Aviation advances 12.7% at 277.8 euros. (cristina.gallardo@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 03, 2025 05:27 ET (10:27 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Europe's Military Restocking Looks Like a Pan-European Fiscal Priority -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEurope's Military Restocking Looks Like a Pan-European Fiscal Priority -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-03 18:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1027 GMT - Europe's restocking and recapitalization of its defense industrial base looks like a pan-European fiscal priority, Citi analysts Sam Burgess and Charles Armitage say, following a summit of European leaders in London Sunday. A credible deterrent against Russia would require a very significant recapitalization and re-equipping of European militaries, the analysts note. Defense stocks will be on the rise throughout the week, as markets try to assess governments' future military budgets and the European Commission defense funding plans, they say. The latter are expected to be outlined Thursday. Germany's sensors provider Hensoldt is up 23.6% at 64.75 euros, while Britain's BAE Systems is up 13.2% at 15.91 pounds, and France's Dassault Aviation advances 12.7% at 277.8 euros. (cristina.gallardo@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 03, 2025 05:27 ET (10:27 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4187","symbol_name":"航天航空与国防","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2516689992","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2516689992","pubTimestamp":1740997620,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1027 GMT - Europe's restocking and recapitalization of its defense industrial base looks like a pan-European fiscal priority, Citi analysts Sam Burgess and Charles Armitage say, following a summit of European leaders in London Sunday. A credible deterrent against Russia would require a very significant recapitalization and re-equipping of European militaries, the analysts note. Defense stocks will be on the rise throughout the week, as markets try to assess governments' future military budgets and the European Commission defense funding plans, they say. The latter are expected to be outlined Thursday. Germany's sensors provider Hensoldt is up 23.6% at 64.75 euros, while Britain's BAE Systems is up 13.2% at 15.91 pounds, and France's Dassault Aviation advances 12.7% at 277.8 euros. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4187":"航天航空与国防","BAESY":"BAE Systems PLC"},"translate_title":"欧洲的军事补充看起来像是泛欧财政优先事项——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BAESY":0.9},"content_text":"1027 GMT - Europe's restocking and recapitalization of its defense industrial base looks like a pan-European fiscal priority, Citi analysts Sam Burgess and Charles Armitage say, following a summit of European leaders in London Sunday. A credible deterrent against Russia would require a very significant recapitalization and re-equipping of European militaries, the analysts note. Defense stocks will be on the rise throughout the week, as markets try to assess governments' future military budgets and the European Commission defense funding plans, they say. The latter are expected to be outlined Thursday. Germany's sensors provider Hensoldt is up 23.6% at 64.75 euros, while Britain's BAE Systems is up 13.2% at 15.91 pounds, and France's Dassault Aviation advances 12.7% at 277.8 euros. (cristina.gallardo@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 03, 2025 05:27 ET (10:27 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}