Geopolitics Alpha

How to Play the Retreat in Defense Stocks

Published . Updated .

How to Play the Retreat in Defense Stocks WSJ

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

How to Play the Retreat in Defense Stocks WSJ

Source: The Wall Street Journal

Where “How to Play the Retreat in Defense Stocks” sits: Taiwan Strait

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “How to Play the Retreat in Defense Stocks.” The recent pace is rising.

How solid “How to Play the Retreat in Defense Stocks” looks

12 out of 100

“How to Play the Retreat in Defense Stocks” scores 12 out of 100. The score uses 1 sources.