S‘There is a shareholder in the world that has benefited from the Trump effect, it is the French state. Between the investiture of the American president, on January 20, and the closure of Wednesday March 5, the Agency for State Participations (APE) has enriched almost 13 billion euros through the increase in its flagship participations in Safran (11.6 %) and Airbus (10.8 %), and especially in Thales (26.6 %), including the stock market price of 65 %. We would like Ariane-6, the first commercial flight of which is scheduled for Thursday, March 6, takes off as well.
The overthrow of alliances hired by Donald Trump, leaving the field free to the “Russian threat” Denounced by Emmanuel Macron in his speech, Wednesday evening, leads to a race for resetting which benefits the values of the defense, of the German Rheinmetall in Japanese Mitsubishi Heavy. As since the release of EDF from the Stock Exchange in 2023, this sector dominates the portfolio listed by the APE, where Orange, Renault or Engie, the shareholder state, also benefits.
The three of them, the civil and military technological flagships that are Airbus, Thales and Safran weigh for about two -thirds of this piggy bank valued 59 billion euros, during the last score available on February 20. As the President of the Republic promises blood and tears to the French, it is advisable to question: should we draw in this war treasure?
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