Geopolitical Unrest

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Peace doesn't seem to be on the offering with Israel-Iran, says TD Cowen's Roman Schweizer
CNBC Television· 2025-06-13 18:24
Let's bring in Roman Schweitzer. He's TD Cowan's aerospace and defense policy analyst. And obviously, Roman, these stocks have been enjoying, you know, some tailwinds for some time, but they have headwinds, too.I mean, we saw Lockheed selling off on that F-35 report just earlier this week. So, is this a slam dunk to say, hey, it's draw a straight line conflict over there equals better returns for this uh sector going forward. Uh, I don't think it's Well, Kelly, it's nice to see you. I I don't think it's nec ...
NNIT A/S: Business performance impacted by market undercetainty expected to continue. Mitigating actions taken to protect profitability
Globenewswire· 2025-05-05 09:41
Q1 2025 key highlights Financial performance for the first quarter was expected to be moderate, but macroeconomic and geopolitical uncertainty increased, which impacted NNIT. The uncertainty has influenced customer behavior, especially in the three regions focusing on IT Life Science solutions, where several projects have been postponed, most predominantly in Region Europe. Group revenue amounted to DKK 464.1m, entailing flat revenue growth compared with last year.Despite improving utilization and capacity ...