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Defense-related strains are a national theme that is focused on expanding geopoli risks and defense budgets.
However, there are many companies that take time from order to sales record, and you need to look at the contract, profit and development burden as well as the性.
What is a Defense-related strain?
Defense-related strains are companies involved in defense demand such as defense equipment, aerospace, communication, cyber, shipbuilding, electronic components, materials, and maintenance.
As the Ministry of Defense plans and budgets are attracting attention, policy and security environments are different from ordinary economic susceptible strains.
Research Area
| 領域 | Example |
|---|---|
| Equipment | Aircraft, Ships, Vehicles, and Related Products |
| Contact | Sensors |
| Space | Satellites, monitoring and positioning |
| Cyber | Defense System, Security |
| Maintenance | Maintenance, supply and parts supply |
Defending Theme is not only a complete product manufacturer but also a component, material, software and maintenance company.
Points to invest
What is important is how an increase in defense budget is reflected in corporate performance.
| ation | 見方 |
|---|---|
| Contact Us | Future sales forecast |
| Profit | defense projects lead to improvement |
| Development fee | Are predetermined investments overwhelmed? |
| Contract period | Time to Sales Record |
| Percentage of | Other spect effects |
Not all companies will benefit the same way, even in the策.
Risks
Defense is highly policy-dependent and is subject to change in budget allocation and procurement policy.
In addition, since defense equipment requires high quality and long-term maintenance, it is not possible to improve profit rate in a short time. Foreign exchange, material price, and lack of human resources will be the risk of cal ating.
It is important to check which equipment and systems the company receives and when it is profitable, rather than "buy because the budget increases" when looking at the defense related strain.
It is necessary to see the strength as a policy theme and the arithmetic power of individual companies.