Defense & Aerospace
KNDS Revives Long-Awaited IPO Push as Artillery Orders From Poland, Greece Bolster Pipeline
The Franco-German tank maker KNDS has quietly resumed talks with prospective investors this week, according to Bloomberg, signalling that a...
Rheinmetall’s Prototype Handover Masks a Market Demanding More Than Milestones
The delivery of the first Lynx XM30 prototype to the US Army on Tuesday was precisely the kind of operational...
OHB’s Billion-Euro IRIS² Win Lands in the Middle of a Technical Storm
The Bremen-based space group OHB SE signed a contract with SES S.A. on Tuesday worth just under €1 billion, covering...
State Street’s DroneShield Stake Builds a Bridge Over Troubled Governance Waters
The quiet mechanics of institutional portfolio management rarely move markets. But when State Street Corp. lifted its voting rights in...
Renk’s Ownership Puzzle: Fund Managers Shift Positions as the Share Price Tests New Lows
The disclosure machinery of Germany's securities law has thrown up a fresh talking point for investors in Renk Group, and...
Palantir’s Tug of War: Production Milestones, Political Pushback, and the Burry Question That Won’t Go Away
The arithmetic of Palantir's valuation has never been simple, but the past week has made it genuinely contradictory. On one...
TKMS: Submarine Diplomacy Meets a Stubborn Share Price
The past week has delivered a study in contrasts for Germany's naval shipbuilder TKMS. On the industrial front, the company...
Deutz’s Twin-Track Strategy Comes Into Focus as Jakarta Debut Coincides With FFG Green Light
The Cologne-based engine maker is quietly building a second growth engine even as investors fixate on its transformation into a...
Airbus Nears A350F Milestone While Analyst Confidence Grows — But Labor Tensions Linger
The countdown is on for Airbus's long-awaited entry into the freighter market. Multiple media reports point to a first flight...
Lufthansa’s Wounded Stock Faces a Truce That Isn’t Buying Much Peace
The arithmetic of Lufthansa's summer is brutal. Adjusted operating profit collapsed 56 percent to €383 million in the second quarter,...
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