Aerospace and Defence Update: UK DIP debrief

Research evidence excerpt

Aerospace and Defence Update: UK DIP debrief

EMEA - Capital Goods, Aerospace & Defence Coverage Cluster

Investment rating Company BofA Ticker Bloomberg symbol Analyst

BUY

Accelleron ACLIF ACLN SW Uma Samlin

Airbus EADSF AIR FP Benjamin Heelan

Airbus Group EADSY EADSY US Benjamin Heelan

Atlas Copco ATLPF ATCOA SS Alexander Jones, CFA

Atlas Copco ATLKY ATLKY US Alexander Jones, CFA

Babcock International BCKIF BAB LN Benjamin Heelan

Babcock International BCKIY BCKIY US Benjamin Heelan

BAE Systems BAESF BA/ LN Benjamin Heelan

BAE SYSTEMS BAESY BAESY US Benjamin Heelan

Daimler Truck DTGHF DTG GR Alexander Jones, CFA

Epiroc AB EPIAF EPIA SS Alexander Jones, CFA

Epiroc AB EPOAY EPOAY US Alexander Jones, CFA

FLSmidth FLIDF FLS DC Tore Fangmann

Hensoldt AG HNSDF HAG GY Benjamin Heelan

Hexagon AB HXGBF HEXAB SS Uma Samlin

Hexagon AB HXGBY HXGBY US Uma Samlin

Indra Sistemas ISMAF IDR SM Benjamin Heelan

Jungheinrich Pref JGHAF JUN3 GY Tore Fangmann

KION Group AG KNNGF KGX GY Tore Fangmann

Knorr-Bremse AG KNBHF KBX GY Alexander Jones, CFA

Knorr-Bremse AG KNRRY KNRRY US Alexander Jones, CFA

Kone OYJ KNYJF KNEBV FH Aron Ceccarelli

Kone OYJ KNYJY KNYJY US Aron Ceccarelli

Kongsberg Gruppen NSKFF KOG NO Benjamin Heelan

Leonardo FINMF LDO IM Benjamin Heelan

Melrose plc MLSPF MRO LN Benjamin Heelan

MTU Aero Engines MTUAF MTX GY Benjamin Heelan

Nibe Industrier NDRBF NIBEB SS Uma Samlin

Prysmian PRYMF PRY IM Uma Samlin

Renk Group RNKGF R3NK GY Benjamin Heelan

Rexel RXLSF RXL FP Aron Ceccarelli

Rheinmetall AG RNMBF RHM GY Benjamin Heelan

Rolls Royce RYCEF RR/ LN Benjamin Heelan

Rolls Royce RYCEY RYCEY US Benjamin Heelan

Safran SAFRY SAFRY US Benjamin Heelan

Safran SA SAFRF SAF FP Benjamin Heelan

Schneider SBGSF SU FP Benjamin Heelan

Schneider SBGSY SBGSY US Benjamin Heelan