Big Call Screening: Safran, Air Liquide, Essilor/Luxottica, RWE
Reading Time: 2 minutes
Among the positive surprises of the current quarterly reporting season is Safran! As a provider of high-performance turbines of the LEAP type, which are used in bestsellers like the A320NEO, it is currently benefiting primarily from the increasing demand for passenger aircraft. There are also excellent opportunities for Safran in the defense segment, as it profits from rising EU defense budgets as a supplier of high-performance engines for fighter jets and attack helicopters, as well as drone defense systems and modern modular guided bombs (AASM...
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