Whalesbook
Achanak Ye Faisla Kyun?
US government ka kehna hai ki yeh step US ki security ke liye bahut zaroori hai, aur region mein jo emergency chal rahi hai usko dekhte hue yeh urgent approval diya gaya hai. Aise emergency approvals pehle bhi October 2023 aur March mein dekhe gaye the, jo dikhata hai ki duniya mein situation kitni unstable hai. Yeh saari deals badi defense companies jaise RTX, Lockheed Martin, Northrop Grumman, aur BAE Systems ke liye blockbuster news hai, kyuki inke order books aur bhi bhar jayenge.
Kisko Kya Mil Raha Hai?
Deal mein sabse badi baat hai Israel ke liye 10,000 Advanced Precision Kill Weapon System-II (APKWS-II) rounds, jinki value $992.4 Million hai. Kuwait ko $2.5 Billion ke Integrated Battle Command Systems mil rahe hain, jisme Northrop Grumman, RTX, aur Lockheed Martin ka bada stake hai. Qatar ko $4.01 Billion ke Patriot missile systems milenge – up to 200 PAC-2 GEM-T aur 300 PAC-3 interceptors. Qatar ke liye alag se $992.4 Million ke APKWS-II rounds bhi approved hain. Aur UAE ko $147.6 Million ke APKWS aur related equipment milenge.
Defense Stocks Pe Kya Asar?
Jab se Iran mein ceasefire fragile hai aur Strait of Hormuz mein disruptions ho rahi hain, tab se defense stocks mast bhag rahe hain. RTX, Lockheed Martin, aur Northrop Grumman jaise bade naam pichle saal se kaafi returns de chuke hain. Companies ke P/E ratios bhi interesting hain: BAE Systems ka 29.39, Lockheed Martin ka 24.81, RTX ka 25.07, aur Northrop Grumman ka 17.97 hai. Market mein thodi volatility hone ke baad bhi, analysts in companies ko 'Buy' rating de rahe hain kyuki global defense spending badh rahi hai.
Risks Bhi Hain Bhaiya!
Lekin har cheez mein risk hota hai. Agar emergency waivers par zyada depend kiya aur region mein peace ho gayi, toh demand kam ho sakti hai. Plus, government ka budget bhi ek factor hai. Lockheed Martin ne recently flat revenue report kiya tha, jo dikhata hai ki sabhi companies same pace se perform nahi kar rahi hain. Operations ya supply chain mein issues bhi badi companies ko affect kar sakte hain.
Aage Kya?
Analysts ka maan na hai ki defense equipment ki demand aage bhi bani rahegi, kyuki duniya bhar mein security challenges kam nahi ho rahe hain. Lockheed Martin apne F-35 aur Patriot systems ke sath, aur RTX apne missile defense solutions ke sath is trend ka fayda uthane ke liye ready hain. Par in sabka future global conflicts aur government ke spending decisions par depend karega.