DUAVF News and Press, Dassault Aviation From 09/20/21

Embraer produces executive jets, military aircraft and regional jets not exceeding 150 seats. While a more pronounced focus on executive jets would have left the company better positioned, regional jets will still fare much better than larger commercial jets. Medium-cabit executiv...

Defense continues to perform adequately, although the Swiss contract opportunity was lost to the F-35. Real impression is in private jets, which is critical to our thesis where the only conceivable discount for Dassault was non-defense aviation exposures. Meaningful rebound in Fal...

kevin wright/iStock via Getty Images UBS weighs in on the space tourism industry following the recent spaceflights by Virgin Galactic ([[SPCE]] +2.6%) and Blue Origin (BORGN). Despite the delay caused by the pandemic, UBS sees a $4B opportunity, which is higher than the $3B opportunity it saw...

Switzerland's government selects Lockheed Martin's ([[LMT]] +1.1%) F-35 Lighting II fighter jets for a 5B Swiss franc ($5.5B) defense order, choosing the model over rivals from Dassault Aviation (DUAVF), Boeing (BA) and Eurofighter.Switzerland will buy 36 F-35As after an evaluation found the ...

We have been covering Dassault for some months now, and have so far made good money on the stock with our outsized exposure. Recent wins of Croatia continue to fill the order book and make the defense revenues more robust, proving the Rafale a great value fighter. Now Switzerland ...

Here we give some of our picks that we think can weather inflation effectively, without being part of the recent commodity run-up. Fixed cost bases with some pricing power is what we are looking for. We come up with Lumen, GSK and as always, Dassault as the key picks for the curre...

Dassault is a company with a resilient defense business and also a business that could see interest from PE. The acquisition of Signature is the beginning of PE interest in business and general aviation. With many B&GA jet manufacturers trading as public market pure plays like...

Dassault Aviation is our highest conviction buy thanks to its low multiple and substantial non-operating assets being ignored by markets. Despite the fact that the Rafale is a successful jet in the current 4.5th landscape, especially when 5th gen jets are expensive, there have been pr...

Markets are getting frothy, exemplified for anyone who followed the press on GameStop. For people looking to save money, sidelining cash might seem wise, but we wouldn't do it until we had decent stakes in the following low-downside value stocks. Below we give some of our key port...

Dassault Aviation is an established French company with substantial business jet manufacturing market share and a defense business which produces the Rafale jet. The defense business has been completely insulated from COVID-19 impacts, and have in the meantime won a major contract fro...