Sollte nicht auch Honeywell profitieren können...

Honeywell wird doch völlig unter den Verteidigungswerten vernachlässigt.

Durch die ursprüngliche Sperry Aerospace und Bendix- Brems und Landesysteme, sind 43% des Honeywell Umsatzes, ca. 11 Mrd USD der Verteidigung zuzuordnen, bei den geplanten militärischen Einsätzen sollte die Aktie doch sicherlich zunehmen.

Wie seht Ihr das ?

Grüße PA2001  

 

Es wird keinen größeren (wenn überhaupt)Krieg geben von der die Rüstungsindustrie profitieren könnte.

Vielmehr wird es viele kleine verdeckte Aktionen geben. Von den meisten werden wir sowie so nicht erfahren.

Eher könnte die Rüstungsindustrie in naher Zukunft leiden. Wegen der Russen z.B., wenn die bald in der Nato sind gibts einen "Feind" weniger.

Ratheyon und andere geben schon wieder nach.

Außerdem hat die Commerzbank Calls Heute oder Gestern auf Ratheyon aufgelegt.

Puts wurden nicht aufgelegt !!!!!!!!! Warum wohl ??????








Mfg       Reinyboy  

Boeing makes missiles and aircraft. Honeywell makes cockpit electronics. Lockheed Martin Corp., Raytheon Co. and Northrop Grumman Corp., also are in talks with the Pentagon, according to Defense Daily, a trade publication

Several have been contacted by the Pentagon, including Triumph Group Inc., AAR Corp. and CACI International Inc.

Triumph Group, based in Wayne, Pennsylvania, makes control systems, engine parts and other avionics equipment.

``We are being asked to expedite things,'' Triumph Chief Executive Officer Richard Ill said in an interview. ``There are potentially new orders.''

AAR, which makes onboard cargo systems, may get more orders, said Dawn Kaiser, a spokeswoman. AAR also makes temporary shelters used by military special forces.

CACI International, which maintains computer networks for the U.S. military and intelligence agencies, also is anticipating an increase in orders, CEO Jack London said.

Missiles and Munitions

The military also is expected to need additional supplies of precision munitions, like Boeing's Joint Attack Munition (JDAM) kits, which allow conventional weapons to be guided to their targets via satellite.

``The usage rate of precision-guided munitions has been growing,'' said Gregory Fetter, an analyst with Forecast International Inc. ``They were the stars of the Balkans.''

Chicago-based Boeing may have trouble increasing JDAM production because it already had been meeting a surge in demand because of conflict in the former Yugoslavia, he said. An Air Force report said supplies of JDAMS were ``depleted severely'' after that conflict and production simulations showed that suppliers wouldn't be able to meet future surges in demand, according to Aerospace Daily, a trade publication. Boeing spokesman Robert Algarotti declined to comment.

Spare Parts

Boeing and other makers of missiles, including Raytheon and Lockheed, may have to boost production because missile inventories can be depleted quickly in wartime, analysts said.

Larry Dickerson, an analyst at Forecast International said missiles typically take about 10 months to make.

Aircraft engine makers General Electric Co. and United Technologies Corp.'s Pratt & Whitney also may see a boost because of more demand for parts and spares, analysts said.

Textron Inc., maker of Bell helicopters, may see sales rise if there is a protracted war. CEO Lewis Campbell wouldn't say if the military has asked for production increases.

``If and when the nation gears up for stronger military actions, there are many, many Bell helicopters,'' Campbell said in an interview. ``That usually means an increase in spares and replacement part volumes going up.''

Smiths Group Plc, a U.K.-based aircraft components maker expects an increase in orders for spare parts for F-16 fighter jets and Chinook helicopters, said CEO Keith Butler-Wheelhouse.

``Aircraft are expensive beasts to maintain,'' said Richard Aboulafia, an analyst with the Teal Group.
irgenwo aufgelesen zwischen bloomberg und marketwatch vorige Woche....oder so

Aber Invision heute mit 19%!