European Aerospace, Luxury, Chemicals Sectors Have High Middle East Exposure -- Market Talk

Dow Jones

Mar 03

0725 GMT - The aerospace and defense, luxury goods and chemicals sectors are among those with the highest exposure to the Middle East in Europe, equity strategists at Citi say in a research note. Around 3% of revenue at companies included in the MSCI Europe index comes from the Middle East, in line with the U.S. and slightly above Asia's exposure, Citi says, citing FactSet data. Nevertheless, there are sectors and companies that have a significantly higher exposure to the region, the strategists say. Citi cites Italy's Saipem, Asseco Poland, France's Technip Energies, Germany's Delivery Hero and London-listed Hikma Pharmaceuticals among the companies with a major revenue exposure to the Middle East. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

March 03, 2026 02:25 ET (07:25 GMT)

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Around 3% of revenue at companies included in the MSCI Europe index comes from the Middle East, in line with the U.S. and slightly above Asia's exposure, Citi says, citing FactSet data. Nevertheless, there are sectors and companies that have a significantly higher exposure to the region, the strategists say. Citi cites Italy's Saipem, Asseco Poland, France's Technip Energies, Germany's Delivery Hero and London-listed Hikma Pharmaceuticals among the companies with a major revenue exposure to the Middle East. (adria.calatayud@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  March 03, 2026 02:25 ET (07:25 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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 Aerospace, Luxury, Chemicals Sectors Have High Middle East Exposure -- 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 Aerospace, Luxury, Chemicals Sectors Have High Middle East Exposure -- 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\">2026-03-03 15:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0725 GMT - The aerospace and defense, luxury goods and chemicals sectors are among those with the highest exposure to the Middle East in Europe, equity strategists at Citi say in a research note. Around 3% of revenue at companies included in the MSCI Europe index comes from the Middle East, in line with the U.S. and slightly above Asia's exposure, Citi says, citing FactSet data. Nevertheless, there are sectors and companies that have a significantly higher exposure to the region, the strategists say. Citi cites Italy's Saipem, Asseco Poland, France's Technip Energies, Germany's Delivery Hero and London-listed Hikma Pharmaceuticals among the companies with a major revenue exposure to the Middle East. (adria.calatayud@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  March 03, 2026 02:25 ET (07:25 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"ASOZY","symbol_name":"Asseco Poland S.A.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2616199643","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616199643","pubTimestamp":1772522700,"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":"0725 GMT - The aerospace and defense, luxury goods and chemicals sectors are among those with the highest exposure to the Middle East in Europe, equity strategists at Citi say in a research note. Around 3% of revenue at companies included in the MSCI Europe index comes from the Middle East, in line with the U.S. and slightly above Asia's exposure, Citi says, citing FactSet data. Nevertheless, there are sectors and companies that have a significantly higher exposure to the region, the strategists say. Citi cites Italy's Saipem, Asseco Poland, France's Technip Energies, Germany's Delivery Hero and London-listed Hikma Pharmaceuticals among the companies with a major revenue exposure to the Middle East. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ASOZY":"Asseco Poland S.A.","HKMPY":"Hikma Pharmaceuticals plc.","BK4007":"制药","BK4097":"系统软件"},"translate_title":"欧洲航空航天、奢侈品、化学品行业在中东的风险敞口很高——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASOZY":0.9,"HKMPY":0.9},"content_text":"0725 GMT - The aerospace and defense, luxury goods and chemicals sectors are among those with the highest exposure to the Middle East in Europe, equity strategists at Citi say in a research note. Around 3% of revenue at companies included in the MSCI Europe index comes from the Middle East, in line with the U.S. and slightly above Asia's exposure, Citi says, citing FactSet data. Nevertheless, there are sectors and companies that have a significantly higher exposure to the region, the strategists say. Citi cites Italy's Saipem, Asseco Poland, France's Technip Energies, Germany's Delivery Hero and London-listed Hikma Pharmaceuticals among the companies with a major revenue exposure to the Middle East. (adria.calatayud@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 03, 2026 02:25 ET (07:25 GMT)\n\n\n  Copyright (c) 2026 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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}