Geopolitics Alpha

Speech by Commissioner Kos at the opening of 30 Years of Transparency International Switzerland

Published . Updated .

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Speech by Commissioner Kos at the opening of 30 Years of Transparency International Switzerland

„Helping the good guys win“ – Wie der EU-Beitrittsprozess Gesellschaften stärkt \nIm Juni war ich mit meinem Team auf dem Weg nach Moldau und in die Ukraine.\nBeim Einsteigen ins Flugzeug hatten wir all

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • EWL iShares MSCI Switzerland ETF

    iShares MSCI Switzerland ETF holds stocks listed in Switzerland, which this story is about (“switzerland”).

  • VGK Vanguard FTSE Europe ETF

    Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“eu”).

  • LMT Lockheed Martin

    Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “war” (defense) in this story.

  • RTX Rtx

    Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “war” (defense) in this story.

  • NOC Northrop Grumman

    Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “war” (defense) in this story.

  • GD General Dynamics

    General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “war” (defense) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA-3.72%+1.00%base-1.26%after closeafter closeafter close
XAR-3.87%+1.41%base-1.84%after closeafter closeafter close
EWL-0.46%+1.11%base-0.16%after closeafter closeafter close
VGK-1.80%+0.84%base+0.02%after closeafter closeafter close
LMT-6.12%-0.12%base-1.48%after closeafter closeafter close
RTX-4.45%+0.93%base-0.40%after closeafter closeafter close
NOC-4.42%-0.16%base-0.90%after closeafter closeafter close
GD-2.47%+1.23%base-0.13%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

European Commission Rede Brussels, 13 Nov 2026 „Helping the good guys win“ – Wie der EU-Beitrittsprozess Gesellschaften stärkt Im Juni war ich mit meinem Team auf dem Weg nach Moldau und in die Ukraine. Bei...

Source: European Commission

Defense

CompanyWhenMoveStatus
EWLthat day-0.16%still updating
EWLthree days earlier+1.11%final price
EWLfive days earlier-0.46%final price
GDthat day-0.13%still updating
GDthree days earlier+1.23%final price
GDfive days earlier-2.47%final price
ITAthat day-1.26%still updating
ITAthree days earlier+1.00%final price
ITAfive days earlier-3.72%final price
LMTthat day-1.48%still updating
LMTthree days earlier-0.12%final price
LMTfive days earlier-6.12%final price
NOCthat day-0.90%still updating
NOCthree days earlier-0.16%final price
NOCfive days earlier-4.42%final price
RTXthat day-0.40%still updating
RTXthree days earlier+0.93%final price
RTXfive days earlier-4.45%final price
VGKthat day+0.02%still updating
VGKthree days earlier+0.84%final price
VGKfive days earlier-1.80%final price
XARthat day-1.84%still updating
XARthree days earlier+1.41%final price
XARfive days earlier-3.87%final price

Defense

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid the defense case looks

12 out of 100Price not final

“Speech by Commissioner Kos at the opening of 30 Years of Transparency International Switzerland” scores 12 out of 100. The score uses 1 sources. The price is not final yet.