European Defense Stocks Underpinned by Pessimism on Peace in Ukraine -- Market Talk

Dow Jones

Oct 20, 2025

0758 GMT - European defense stocks start the week higher on low expectations for any kind of near-term peace deal for Ukraine and Russia. Following an FT report that President Trump told Ukraine's Zelensky to accept Russia's terms of face destruction, J.P. Morgan analysts say huge differences rule out any near-term deal, and Trump won't be able to nudge the enemies toward cease-fire as he did in Gaza. "Based on our conversations with several leading experts on Russia-Ukraine this year, and extensive reading on the topic, we think that the war is very likely to continue well into 2026," J.P. Morgan says. Rheinmetall gains 4.4%, BAE 1.5%, Thales 2.5%, Hensoldt 5.3% and Leonardo 3.1%. (sarah.sloat@wsj.com)

(END) Dow Jones Newswires

October 20, 2025 03:58 ET (07:58 GMT)

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Following an FT report that President Trump told Ukraine's Zelensky to accept Russia's terms of face destruction, J.P. Morgan analysts say huge differences rule out any near-term deal, and Trump won't be able to nudge the enemies toward cease-fire as he did in Gaza. \"Based on our conversations with several leading experts on Russia-Ukraine this year, and extensive reading on the topic, we think that the war is very likely to continue well into 2026,\" J.P. Morgan says. Rheinmetall gains 4.4%, BAE 1.5%, Thales 2.5%, Hensoldt 5.3% and Leonardo 3.1%. (sarah.sloat@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 20, 2025 03:58 ET (07:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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 Stocks Underpinned by Pessimism on Peace in Ukraine -- 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 Stocks Underpinned by Pessimism on Peace in Ukraine -- 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\">2025-10-20 15:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0758 GMT - European defense stocks start the week higher on low expectations for any kind of near-term peace deal for Ukraine and Russia. Following an FT report that President Trump told Ukraine's Zelensky to accept Russia's terms of face destruction, J.P. Morgan analysts say huge differences rule out any near-term deal, and Trump won't be able to nudge the enemies toward cease-fire as he did in Gaza. \"Based on our conversations with several leading experts on Russia-Ukraine this year, and extensive reading on the topic, we think that the war is very likely to continue well into 2026,\" J.P. Morgan says. Rheinmetall gains 4.4%, BAE 1.5%, Thales 2.5%, Hensoldt 5.3% and Leonardo 3.1%. (sarah.sloat@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 20, 2025 03:58 ET (07:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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":"LU2089283258.USD","symbol_name":"安联环球可持续基金Cl AM Dis","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2576836458","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2576836458","pubTimestamp":1760947080,"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":"0758 GMT - European defense stocks start the week higher on low expectations for any kind of near-term peace deal for Ukraine and Russia. Following an FT report that President Trump told Ukraine's Zelensky to accept Russia's terms of face destruction, J.P. Morgan analysts say huge differences rule out any near-term deal, and Trump won't be able to nudge the enemies toward cease-fire as he did in Gaza. \"Based on our conversations with several leading experts on Russia-Ukraine this year, and extensive reading on the topic, we think that the war is very likely to continue well into 2026,\" J.P. Morgan says. Rheinmetall gains 4.4%, BAE 1.5%, Thales 2.5%, Hensoldt 5.3% and Leonardo 3.1%. 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Following an FT report that President Trump told Ukraine's Zelensky to accept Russia's terms of face destruction, J.P. Morgan analysts say huge differences rule out any near-term deal, and Trump won't be able to nudge the enemies toward cease-fire as he did in Gaza. \"Based on our conversations with several leading experts on Russia-Ukraine this year, and extensive reading on the topic, we think that the war is very likely to continue well into 2026,\" J.P. Morgan says. Rheinmetall gains 4.4%, BAE 1.5%, Thales 2.5%, Hensoldt 5.3% and Leonardo 3.1%. (sarah.sloat@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 20, 2025 03:58 ET (07:58 GMT)\n\n\n  Copyright (c) 2025 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":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}