{"id":160393,"date":"2025-03-03T15:07:12","date_gmt":"2025-03-03T14:07:12","guid":{"rendered":"https:\/\/luxus-plus.com\/?p=160393"},"modified":"2025-03-11T09:44:39","modified_gmt":"2025-03-11T08:44:39","slug":"stock-market-update-defense-sector-continues-to-grow-swiss-national-bank-outperforms","status":"publish","type":"post","link":"https:\/\/luxus-plus.com\/en\/stock-market-update-defense-sector-continues-to-grow-swiss-national-bank-outperforms\/","title":{"rendered":"[STOCK MARKET UPDATE] Defense sector continues to grow, Swiss National Bank outperforms "},"content":{"rendered":"

The defense sector is enjoying a meteoric rise on the stock market as a result of growing geopolitical tensions, particularly in Europe and Ukraine. At the same time, the Swiss National Bank has posted a record profit, and the major luxury goods companies, despite their subdued performance, are proving resilient in the face of an uncertain global market.<\/h4>\n

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The defense sector : top stock market valuations<\/h2>\n

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Europe’s defense sector has seen a veritable explosion in value in recent days<\/strong>, fuelled by escalating geopolitical tensions. Growing concerns about American disengagement from NATO<\/strong>, fueled by Donald Trump<\/strong>‘s comments, have prompted European governments to review their defense strategies and plan massive investments in armaments.<\/p>\n

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As a result, defense companies such as Dassault Aviation<\/strong> (+16.80%), Thales<\/strong> (+13.12%) and Rheinmetall<\/strong> (+11.82%) recorded spectacular increases in market capitalization at midday. In addition, defense sector stocks are now trading at multiples close to those of luxury goods stocks, with a valuation ratio of 25 times estimated earnings per share for 2025, a level comparable to that observed for luxury giants such as Herm\u00e8s<\/strong> or LVMH<\/strong>.<\/p>\n

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It has to be said that defense companies have seen their market capitalization rise steadily since February 2022, the date of Russia’s invasion of Ukraine<\/strong>. Rheinmetall<\/strong>, for example, has seen its share price rise by 867% in three years, while BAE Systems<\/strong> and Rolls-Royce<\/strong>, which continues to invest more and more in defense equipment, have seen their shares jump by 375% and 453% respectively. The increase in European military budgets, which could reach an additional $300 billion, should sustain this momentum in the long term.<\/p>\n

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