European Defense and Pharmaceutical Stocks to Excel Beyond 2025 -- Market Talk

Dow Jones

Nov 20, 2024

1138 GMT - European defense and pharmaceutical stocks are expected to perform strongly beyond 2025, Moody's analysts Martin Kohlhase and Marina Albo say in a note to investors. Europe's defense companies continue to benefit from structural demand drivers that are unlikely to abate in the next years, they say. Their order books are strong and cover between two and five years of revenue, they write. Global supply-chain challenges affecting aerospace and defense companies pose the main risk to Moody's double-digit percentage operating profit growth forecast for 2025, they note. Meanwhile, demand for weight-loss and diabetes drugs as well as the strong growth of oncology and immunology treatments should keep pharmaceutical stocks high, the analysts say. (cristina.gallardo@wsj.com)

(END) Dow Jones Newswires

November 20, 2024 06:40 ET (11:40 GMT)

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Europe's defense companies continue to benefit from structural demand drivers that are unlikely to abate in the next years, they say. Their order books are strong and cover between two and five years of revenue, they write. Global supply-chain challenges affecting aerospace and defense companies pose the main risk to Moody's double-digit percentage operating profit growth forecast for 2025, they note. Meanwhile, demand for weight-loss and diabetes drugs as well as the strong growth of oncology and immunology treatments should keep pharmaceutical stocks high, the analysts say. (cristina.gallardo@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 20, 2024 06:40 ET (11:40 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>European Defense and Pharmaceutical Stocks to Excel Beyond 2025 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEuropean Defense and Pharmaceutical Stocks to Excel Beyond 2025 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-20 19:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1138 GMT - European defense and pharmaceutical stocks are expected to perform strongly beyond 2025, Moody's analysts Martin Kohlhase and Marina Albo say in a note to investors. Europe's defense companies continue to benefit from structural demand drivers that are unlikely to abate in the next years, they say. Their order books are strong and cover between two and five years of revenue, they write. Global supply-chain challenges affecting aerospace and defense companies pose the main risk to Moody's double-digit percentage operating profit growth forecast for 2025, they note. Meanwhile, demand for weight-loss and diabetes drugs as well as the strong growth of oncology and immunology treatments should keep pharmaceutical stocks high, the analysts say. (cristina.gallardo@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 20, 2024 06:40 ET (11:40 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2484194869","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2484194869","pubTimestamp":1732102800,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1138 GMT - European defense and pharmaceutical stocks are expected to perform strongly beyond 2025, Moody's analysts Martin Kohlhase and Marina Albo say in a note to investors. Europe's defense companies continue to benefit from structural demand drivers that are unlikely to abate in the next years, they say. Their order books are strong and cover between two and five years of revenue, they write. Global supply-chain challenges affecting aerospace and defense companies pose the main risk to Moody's double-digit percentage operating profit growth forecast for 2025, they note. Meanwhile, demand for weight-loss and diabetes drugs as well as the strong growth of oncology and immunology treatments should keep pharmaceutical stocks high, the analysts say. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","OLB":"OLB Group Inc","BK4106":"数据处理与外包服务","BK4178":"家庭装饰零售","BK4227":"交易和支付处理服务","BK4588":"碎股"},"translate_title":"欧洲国防和制药股将在2025年之后表现出色——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OLB":1},"content_text":"1138 GMT - European defense and pharmaceutical stocks are expected to perform strongly beyond 2025, Moody's analysts Martin Kohlhase and Marina Albo say in a note to investors. Europe's defense companies continue to benefit from structural demand drivers that are unlikely to abate in the next years, they say. Their order books are strong and cover between two and five years of revenue, they write. Global supply-chain challenges affecting aerospace and defense companies pose the main risk to Moody's double-digit percentage operating profit growth forecast for 2025, they note. Meanwhile, demand for weight-loss and diabetes drugs as well as the strong growth of oncology and immunology treatments should keep pharmaceutical stocks high, the analysts say. (cristina.gallardo@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 20, 2024 06:40 ET (11:40 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}