Defense & Aerospace
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...
Circus SE’s Defense-Driven Pivot Collides with Dilution Fears as Production Targets Ramp Up
A stark disconnect has emerged at Circus SE. The robotics company is securing lucrative NATO contracts, halving production times, and...
OHB: Record Backlog and Military-Space Push; KKR Exit Unconfirmed
The German space and defence group OHB has emerged from the ILA Berlin air show with a clutch of new...
OHB: KKR Stake Sale Unconfirmed as Order Book Hits Record
Just 5.7% of OHB's shares currently change hands freely — a structural bottleneck that has turned the stock into a...
Deutz’s Dual-Pivot Strategy Gains Traction at Eurosatory, but Investors Demand Hard Orders
Deutz is rewriting its identity. The Cologne-based engine builder, long synonymous with powering tractors and construction equipment, is now making...
A Tale of Two Realities: Renk’s Record Backlog vs. a 14% YTD Stock Rout
Renk Group finds itself in an unusual bind. The Augsburg-based drive specialist has never had a fuller order book, with...
Renk’s Long-Term Defence Pivot Clashes With a 45% Stock Wipeout
The Renk Group AG is doing a bold triple pivot: into unmanned ground vehicles, wheeled armour and independent US operations....
BYD’s Dash for Global Supremacy Encounters Pentagon Hurdles and Home Market Headwinds
The gap between BYD’s ambitions and the market’s mood is widening. Chairman Wang Chuanfu has laid out a five-year plan...
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