Thales S.A.: Solid Defense And Avionics Growth Solidify Margin Forecast

Group 1 - The company Thales (THLEF) is experiencing growth driven by solutions sales rather than aftermarket sales, which is deferring potential margin increases from higher aftermarket contributions [2] - The focus on higher-margin solutions, such as avionics, is expected to enhance profitability in the long term [2] Group 2 - The Valkyrie Trading Society is a team of analysts that share high conviction investment ideas in developed markets, aiming for downside protection and non-correlated returns [2] - The Value Lab, led by the Valkyrie Trading Society, offers a portfolio with real-time updates, 24/7 chat support, and regular market news reports to its members [2]