Discount limited results from today’s (15.8.2025) summit between USA and Russiainvestors show in European markets.
In particular, defense shares show that European markets do not “see” an immediate and persuasive declining from today’s meeting in Alaska, which will lead to a decline between the US and Russia and a ceasefire in Ukraine.
According to international analysts, the basic priced scenario is a temporary cessation or limited progress without significant changes that would quickly throw the risk premium in energy and supply flows, leading the defensive industry to a positive sign rather than a retreat as it would be visible.
The “shoot” was clearly seen after the mini -selling August 7–11. In Germany, Rheinmetall moved three consecutive meetings, with a profit of 1 to 3%, with the defensive colossus shares reinforced as close as the Alaska meeting is close to.
In London, Bae Systems also recovered in the last three days with profits of 1.5% to about 3%. In Italy, Leonardo gained ground for three consecutive days, with profits of about 1.8% at all meetings. The steady recovery confirms that the market does not directly discount “freezing” orders or removal of funds from defense.
In France, Thales also moved up between August 11-11, reinforcing the pattern before the crucial meeting.
The exception to the north of Europe was SAAB, which was “overwhelmed” by profits beyond the unit yesterday (14.8.2025).
As analysts point out, if the market was expecting a clean decline planning with clear parameters for sanctions, charter, insurance and payments, this will hit the defense industry. However, the opposite happened, with investors maintaining the exposure to defense and now awaiting the “language” of the announcement of indications of the future of the war in Ukraine.