\n<\/p>\n
D\u00fcnyan\u0131n \u00f6nde gelen savunma ve havac\u0131l\u0131k \u015firketleri<\/strong>, y\u0131l\u0131n 9 ay\u0131nda borsalarda genel olarak yat\u0131r\u0131mc\u0131s\u0131n\u0131 sevindirdi.<\/p>\n D\u00fcnyan\u0131n \u00f6nde gelen savunma ve havac\u0131l\u0131k \u015firketlerinin hisseleri y\u0131l\u0131n 9 ay\u0131nda genel anlamda yukar\u0131 y\u00f6nl\u00fc bir seyir izledi.<\/p>\n Yap\u0131lan anla\u015fmalar, yeni projeler ve al\u0131nan sipari\u015fler savunma ve havac\u0131l\u0131k \u015firketlerinin hisseleri i\u00e7in destekleyici unsur oldu.<\/p>\n 9 ayl\u0131k s\u00fcre\u00e7te yat\u0131r\u0131mc\u0131s\u0131na \u0130talyan Leonardo y\u00fczde 69,5, Frans\u0131z \u015firketler Airbus 14,4, Dassault Aviation 12,8, Thales 11,6, ABD merkezli Boeing 0,6, \u0130ngiliz BAE Systems 16,6, Almanya merkezli Rheinmetall AG 29,8, G\u00fcney Kore merkezli Hanwha Aerospace ise y\u00fczde 42,1 kazand\u0131rd\u0131.<\/p>\n Birle\u015fik Krall\u0131k, Japonya ve \u0130talya taraf\u0131ndan kurulan K\u00fcresel Sava\u015f Hava Program\u0131 (GCAP), kapsam\u0131nda \u0130ngiltere’den BAE Systems, Japonya’dan Mitsubishi Heavy Industries ve \u0130talya’dan Leonardo, yeni nesil sava\u015f u\u00e7a\u011f\u0131n\u0131n konsept a\u015famas\u0131n\u0131 hayata ge\u00e7irmek i\u00e7in eyl\u00fcl ay\u0131nda anla\u015fma sa\u011flam\u0131\u015ft\u0131.<\/p>\n \u00c7in’in Hong Kong \u00d6zel \u0130dari B\u00f6lgesinin bayrak ta\u015f\u0131y\u0131c\u0131 hava yolu \u015firketi Cathay Pasific ise ge\u00e7en ay Avrupal\u0131 u\u00e7ak \u00fcreticisi Airbus’tan 32 adet u\u00e7ak sat\u0131n alaca\u011f\u0131n\u0131 a\u00e7\u0131klam\u0131\u015ft\u0131.<\/p>\n A\u011fustota Endonezya, Amerikan Boeing \u015firketiyle 24 adet F-15EX sava\u015f u\u00e7a\u011f\u0131 sat\u0131n almak i\u00e7in mutabakat zapt\u0131 imzalad\u0131.<\/p>\n Irak’\u0131n Frans\u0131z Thales \u015firketinden Ground Master 400 tipi radarlardan olu\u015fan 600 milyon avroluk C4I sistemi tedarikine haz\u0131rland\u0131\u011f\u0131na dair haberler de \u015firket hisselerini olumlu etkileyen fakt\u00f6rler aras\u0131nda yer alm\u0131\u015ft\u0131.<\/p>\n \u0130ngiltere Savunma Bakanl\u0131\u011f\u0131 ile BAE Systems aras\u0131nda 155 mm top mermisi ve m\u00fchimmat tedarik etmek i\u00e7in anla\u015fma sa\u011fland\u0131.<\/p>\n BAE Systems bu anla\u015fmayla 361 milyon dolar de\u011ferinde sipari\u015f ald\u0131. BAE Systems, ABD Deniz Piyadelerine amfibi muharebe arac\u0131 \u00fcretecek.<\/p>\n Amfibi Muharebe Arac\u0131’n\u0131n (ACV), BAE Systems taraf\u0131ndan \u0130talyan \u015firketi Iveco Defence Vehicles ile i\u015f birli\u011fiyle tasarlanarak \u00fcretilen yeni nesil 8\u00d78 amfibi z\u0131rhl\u0131 ara\u00e7 olmas\u0131 kararla\u015ft\u0131r\u0131ld\u0131.<\/p>\n Frans\u0131z savunma sanayisinin \u00f6nemli \u015firketlerinden Dassault Aviation da yeni sipari\u015fleri kar\u015f\u0131lamak i\u00e7in yak\u0131n d\u00f6nemde \u00f6nceliklerinin Rafale sava\u015f u\u00e7aklar\u0131n\u0131 \u00fcretmek oldu\u011funu bildirdi.<\/p>\n Yak\u0131n d\u00f6nemde Hindistan, 26 Rafale u\u00e7a\u011f\u0131 alaca\u011f\u0131n\u0131 duyururken Endonezya da 42 Rafale sipari\u015f etti\u011fini a\u00e7\u0131klam\u0131\u015f ve bu kapsamda 24’\u00fcn\u00fcn kesinle\u015fti\u011fini duyurmu\u015ftu.<\/p>\n G\u00fcney Kore, silah ihracat\u0131nda \u00f6nemli bir konuma y\u00fckselirken Hanwha Aerospace’nin ob\u00fcs \u00fcretim kapasitesini iki kat\u0131na \u00e7\u0131karaca\u011f\u0131na y\u00f6nelik haberler de \u015firketin hisse performans\u0131n\u0131 olumlu y\u00f6nde etkilemi\u015fti.<\/p>\n Yat\u0131r\u0131mc\u0131s\u0131n\u0131 memnun edemeyen savunma ve havac\u0131l\u0131k \u015firketlerine bak\u0131ld\u0131\u011f\u0131nda ise \u00f6zellikle maliyetlere ili\u015fkin s\u0131k\u0131nt\u0131lar\u0131n \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131 g\u00f6r\u00fcld\u00fc.<\/p>\n Bu d\u00f6nemde, General Dynamics’in hisseleri y\u00fczde 10,9, RTX Corporation 28,7, L3 Harris Technologies 16,4, Northropp Grummann y\u00fczde 19,3 azal\u0131\u015f kaydetti.<\/p>\n Y\u0131l\u0131n 9 ayl\u0131k s\u00fcrecinde \u00c7inli China Aerospace Science and Technology Corporation’un yat\u0131r\u0131mc\u0131s\u0131na y\u00fczde 14,3 kaybettirmesi dikkati \u00e7ekti.<\/p>\n ABD’de, h\u00fckumetin kapanma riski ise \u015firketlerin hisse performanslar\u0131n\u0131 olumsuz etkiledi.<\/p>\n Maliyetler ve tedarik zincirine ili\u015fkin s\u0131k\u0131nt\u0131lar RTX Corp’un yat\u0131r\u0131mc\u0131s\u0131na kaybettirmesinde etkili olan unsur oldu.<\/p>\n Analistler, \u00c7in’in Northrop Grumman’a Tayvan’a silah satt\u0131\u011f\u0131ndan dolay\u0131 yapt\u0131r\u0131m uygulayaca\u011f\u0131na y\u00f6nelik haberlere de vurgu yapt\u0131lar. L3 Harris Technologies’e de\u011finen analistler, \u015firketin maliyetlerini azaltamad\u0131\u011f\u0131n\u0131 hat\u0131rlatt\u0131.<\/p>\n L3 Harris Technologies ayr\u0131ca Greenville ve Plano’daki tesislerinde yakla\u015f\u0131k 100 m\u00fchendisi i\u015ften \u00e7\u0131karm\u0131\u015ft\u0131.<\/p>\n D\u00fcnyan\u0131n \u00f6nde gelen savunma ve havac\u0131l\u0131k \u015firketlerinin hisselerinin y\u0131l\u0131n 9 ay\u0131ndaki getirileri \u015f\u00f6yle:<\/p>\n 2022 Aral\u0131k sonuna (y\u00fczde)<\/p>\n<\/td>\n<\/tr>\nMaliyetlere ili\u015fkin s\u0131k\u0131nt\u0131lar performans\u0131 olumsuz etkiledi<\/h3>\n
\n\n
\n \u015eirket <\/td>\n \n
g\u00f6re getiri<\/p>\n\n Leonardo<\/td>\n +69,5<\/td>\n<\/tr>\n \n Hanwha Aerospace<\/td>\n +42,1<\/td>\n<\/tr>\n \n Rheinmetall AG<\/td>\n +29,8<\/td>\n<\/tr>\n \n BAE Systems<\/td>\n +16,6<\/td>\n<\/tr>\n \n Airbus<\/td>\n +14,4<\/td>\n<\/tr>\n \n Dassault Aviation<\/td>\n +12,8<\/td>\n<\/tr>\n \n Thales<\/td>\n +11,6<\/td>\n<\/tr>\n \n Boeing<\/td>\n +0,6<\/td>\n<\/tr>\n \n General Dynamics<\/td>\n -10,9<\/td>\n<\/tr>\n \n China Aerospace Science and Technology Corporation<\/td>\n -14,3<\/td>\n<\/tr>\n \n L3 Harris Technologies <\/td>\n -16,4<\/td>\n<\/tr>\n \n Northropp Grummann<\/td>\n -19,3<\/td>\n<\/tr>\n \n RTX Corporation<\/td>\n -28,7<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n