Boeing (BA) is back in focus after securing an undefinitized contract worth about US$14.7b from Lockheed Martin to scale PAC-3 Missile Segment Enhancement seeker production over a seven year period. For context, Boeing shares closed at US$188.32, with the 90 day share price return down 15.59% and the year to date share price return down 17.32%, while the 1 year total shareholder return declined 16.42% despite recent contract wins in defense and commercial aviation. Scan defense-focused opportunities beyond Boeing by reviewing the hand picked 43 power grid technology and infrastructure stocks that could also be leveraged by rising long term security and infrastructure spending.
Publicznie pokazujemy glowna mysl. Utworz darmowe konto, aby czytac caly artykul, zapisac go, omowic i polaczyc z kontekstem rynkowym oraz OSINT.
