Rusya-Ukrayna sava\u015f\u0131n\u0131n ard\u0131ndan \u00f6zellikle Avrupa’da \u015firketler savunma alan\u0131na y\u00f6nelirken, analistler, sava\u015f\u0131n ba\u015flamas\u0131n\u0131n ard\u0131ndan Avrupa’da savunma sanayisinin daha \u00f6nemli hale geldi\u011fini, \u015firketlerin de yat\u0131r\u0131m planlar\u0131n\u0131 buna g\u00f6re \u015fekillendirdi\u011fini bildirdi.<\/p>\n
Almanya Ba\u015fbakan\u0131 Olaf Scholz, sava\u015f\u0131n ba\u015flamas\u0131ndan sonra \u00fclkesinin NATO’nun “GSYH’nin y\u00fczde 2’sinin savunma giderlerine harcanmas\u0131” hedefine uyacaklar\u0131n\u0131 bildirmi\u015fti.<\/p>\n
Rusya-Ukrayna sava\u015f\u0131n\u0131 “d\u00f6n\u00fcm noktas\u0131” olarak nitelendiren Scholz, Bundeswehr’in modern silahlarla yeterince donat\u0131lmas\u0131 i\u00e7in 100 milyar avroluk ek fon a\u00e7\u0131klam\u0131\u015ft\u0131.<\/p>\n
Avrupal\u0131 h\u00fck\u00fcmetlerin askeri harcamalar\u0131ndaki art\u0131\u015f karar\u0131, tedarik ve hareket kabiliyetini art\u0131rmay\u0131 da ama\u00e7l\u0131yor.<\/p>\n
AB yeni organizasyonlar, kararlar ve fonlarla hem kurumsal olarak Birli\u011fin hem de devletlerin savunma kapasitesini art\u0131rmay\u0131 hedefliyor.<\/p>\n
\u00d6te yandan yap\u0131lan anla\u015fmalar, kazan\u0131lan ihaleler, bilan\u00e7olar\u0131n iyi gelmesi, sat\u0131n almalar, Avrupa’yla ABD ve Asya merkezli savunma ve havac\u0131l\u0131k \u015firketlerinin hisseleri i\u00e7in destekleyici unsur oldu.<\/p>\n
Asya merkezli \u015firketler \u00f6ne \u00e7\u0131kt\u0131<\/strong><\/p>\n Y\u0131l\u0131n ilk yar\u0131s\u0131nda yat\u0131r\u0131mc\u0131s\u0131na Japon Mitsubishi Heavy y\u00fczde 109,1, G\u00fcney Koreli Hanwha Aerospace y\u00fczde 100,4, Alman Rheinmetall AG y\u00fczde 65,7, \u0130talyan Leonardo y\u00fczde 45,1, \u0130ngiliz BAE Systems y\u00fczde 19,9, ABD’li RTX Corporation y\u00fczde 19,3 kazand\u0131rd\u0131.<\/p>\n Bu d\u00f6nemde General Dynamics’in hisseleri y\u00fczde 11,7, Frans\u0131z Thales’in hisseleri y\u00fczde 11,6, ABD merkezli \u015firketler L3 Harris Technologies’in hisseleri y\u00fczde 6,6, Lockheed Martin’in hisseleri y\u00fczde 3 de\u011fer kazand\u0131.<\/p>\n \u00c7in’li China Aerospace International Holdings Limited de yat\u0131r\u0131mc\u0131s\u0131na y\u00fczde 1,6 kazand\u0131rd\u0131. Japonya’da meclis, \u0130ngiltere ve \u0130talya ile sava\u015f u\u00e7a\u011f\u0131 geli\u015ftirme projesi kapsam\u0131nda ortak koordinasyon kurulu olu\u015fturulmas\u0131 i\u00e7in h\u00fck\u00fcmete yetki verdi.<\/p>\n Japon h\u00fck\u00fcmeti, \u0130ngiltere ve \u0130talya ile ortak sava\u015f u\u00e7a\u011f\u0131 geli\u015ftirilmesini koordine edecek kurul olu\u015fturulmas\u0131 i\u00e7in muhatap h\u00fck\u00fcmetlerle anla\u015fma imzalayabilecek. Anla\u015fma sonras\u0131 2025’te \u0130ngiltere’de “K\u00fcresel Muharebe Hava Program\u0131 (GCAP) Uluslararas\u0131 H\u00fck\u00fcmet \u00d6rg\u00fct\u00fc” kurulacak. Kurulun ilk ba\u015fkanl\u0131\u011f\u0131n\u0131 Japonya \u00fcstlenecek.<\/p>\n Sava\u015f u\u00e7a\u011f\u0131 projesinde ana \u00fcstleniciler olan Japonya’dan Mitsubishi Heavy, \u0130ngiltere’den BAE Systems ve \u0130talya’dan Leonardo S.p.A’dan uzmanlar koordinasyon kurulunda yer al\u0131yor. Aral\u0131k 2022’de kamuoyuna duyurulan GCAP kapsam\u0131nda 2027’ye kadar sava\u015f u\u00e7a\u011f\u0131n\u0131n dizayn\u0131n\u0131n tamamlanmas\u0131 ve 2035’e kadar askeri \u00fcslere konu\u015fland\u0131r\u0131lmas\u0131 hedefleniyor.<\/p>\n Mitsubishi Heavy Industries’in yeni nesil n\u00fckleer reakt\u00f6r\u00fcn\u00fcn tasar\u0131m\u0131n\u0131 neredeyse tamamlad\u0131\u011f\u0131na ve \u00fcretim tesisi i\u00e7in in\u015faata ba\u015flayabilece\u011fine dair haberler de \u015firketin hisse fiyat\u0131n\u0131 olumlu etkiledi.<\/p>\n Hanwha Aerospace ise Ukrayna’daki sava\u015f ve artan ihracat talepleriyle k\u00fcresel savunma pazar\u0131nda \u00f6nemli bir konuma geldi.<\/p>\n Rheinmetall AG de Alman ordusundan 8,5 milyar avro de\u011ferinde top\u00e7u m\u00fchimmat\u0131 sipari\u015fi ald\u0131. Alman silah \u00fcreticisinin sat\u0131\u015flar\u0131n\u0131n 2026’ya kadar y\u0131ll\u0131k ortalama 5’te 1 oran\u0131nda artmas\u0131 bekleniyor.<\/p>\n 2026’da 13 milyar ila 14 milyar avro sat\u0131\u015f geliri ve y\u00fczde 15’in \u00fczerinde faaliyet kar\u0131 hedeflenirken Rheinmetall, bu y\u0131l i\u00e7in 7,4 ila 7,6 milyar avro gelir \u00f6ng\u00f6r\u00fcyor. \u015eirket ayr\u0131ca D\u00fcsseldorfer EG buz hokeyi kul\u00fcb\u00fc ve Almanya 1. Futbol Ligi (Bundesliga) tak\u0131mlar\u0131ndan Borussia Dortmund’la sponsorluk anla\u015fmas\u0131 imzalad\u0131.<\/p>\n BAE Systems de Avustralya Kraliyet Donanmas\u0131n\u0131n ilk Hunter s\u0131n\u0131f\u0131 a\u011f\u0131r f\u0131rkateyninin in\u015fas\u0131na ba\u015flad\u0131. \u015eirket ayr\u0131ca \u015fubatta yeni Amfibi Muharebe sava\u015f arac\u0131n\u0131 test i\u00e7in ABD Deniz Piyadelerine teslim etti.<\/p>\n G\u00fc\u00e7l\u00fc mali performans\u0131 da RTX Corporation’\u0131n hisselerini olumlu etkiledi.<\/p>\n Analistler, General Dynamics’e ise kurumsal yat\u0131r\u0131mc\u0131lar\u0131n \u00f6zellikle ilgi g\u00f6sterdi\u011fini dile getirerek, bunun da \u015firketin hisse senedi piyasalar\u0131ndaki g\u00fcvenilirli\u011fine katk\u0131 sa\u011flad\u0131\u011f\u0131n\u0131 aktard\u0131. General Dynamics, ABD Merkez Kuvvetler Komutanl\u0131\u011f\u0131’n\u0131n (CENTCOM) bilgi teknolojileri altyap\u0131s\u0131n\u0131 d\u00fczenlemek \u00fczere 922 milyon dolarl\u0131k s\u00f6zle\u015fme imzalam\u0131\u015ft\u0131.<\/p>\n Thales de Ukrayna’ya hava savunma sistemi sa\u011flanmas\u0131na ili\u015fkin Ukrayna ile s\u00f6zle\u015fme imzalad\u0131.<\/p>\n \u00d6te yandan Lockheed Martin ise havac\u0131l\u0131k firmas\u0131 Firefly Aerospace’ten 25 roket f\u0131rlatma arac\u0131 sat\u0131n almak i\u00e7in bir anla\u015fma ger\u00e7ekle\u015ftirdi. \u015eirket ayr\u0131ca Suudi Arabistan Yat\u0131r\u0131m Bakanl\u0131\u011f\u0131 ve Askeri Sanayii Genel Kurulu’yla B\u00f6lge Y\u00fcksek \u0130rtifa Hava Savunmas\u0131 (THAAD) sistemi par\u00e7alar\u0131n\u0131n \u00fcretiminin yerelle\u015fmesi amac\u0131yla anla\u015fma yapm\u0131\u015ft\u0131.<\/p>\n Boeing ve Airbus yat\u0131r\u0131mc\u0131s\u0131n\u0131 \u00fczd\u00fc<\/strong><\/p>\n \u00d6te yandan hisse senedi piyasalar\u0131nda yat\u0131r\u0131mc\u0131s\u0131na, Frans\u0131z \u015firket Dassault Aviation y\u00fczde 5,4, ABD’li Northrop Grumman y\u00fczde 6,9, Avrupa merkezli \u00e7ok uluslu havac\u0131l\u0131k \u015firketi Airbus y\u00fczde 8,2, Alman Lufthansa y\u00fczde 29,1, ABD’li Boeing y\u00fczde 30,2 kaybettirdi.<\/p>\n ABD Ulusal Ula\u015f\u0131m G\u00fcvenli\u011fi Kurulu (NTSB), “Boeing 737 MAX 9” tipi yolcu u\u00e7a\u011f\u0131n\u0131n g\u00f6vdesinden bir par\u00e7an\u0131n koptu\u011fu olaydaki kamuya a\u00e7\u0131k olmayan soru\u015fturma bilgilerini medyaya vererek Kurulun soru\u015fturma y\u00f6netmeliklerini ihlal etti\u011fi gerek\u00e7esiyle Boeing \u015firketine yapt\u0131r\u0131m uygulad\u0131.<\/p>\n Uygulanan yapt\u0131r\u0131m dahilinde Boeing’in soru\u015fturmaya dair yay\u0131mlanmam\u0131\u015f bilgileri g\u00f6rmesi yasakland\u0131. 6-7 A\u011fustos’ta Washington’da yap\u0131lmas\u0131 planlanan soru\u015fturma duru\u015fmas\u0131na kat\u0131lmas\u0131 i\u00e7in \u015firkete mahkeme celbi g\u00f6nderilirken, \u015firket temsilcilerinin duru\u015fmada di\u011fer kat\u0131l\u0131mc\u0131lara soru sorma hakk\u0131 olmayaca\u011f\u0131 a\u00e7\u0131klanm\u0131\u015ft\u0131.<\/p>\n Ticari u\u00e7ak teslimat\u0131 i\u00e7in y\u0131ll\u0131k hedefini d\u00fc\u015f\u00fcren Airbus’\u0131n hisseleri ise \u015firketin bu y\u0131l i\u00e7in u\u00e7ak teslimatlar\u0131 ve kazan\u00e7 hedeflerini d\u00fc\u015f\u00fcrmesinin ard\u0131ndan de\u011fer kaybetti. U\u00e7ak \u00fcreticisi, havac\u0131l\u0131k ve uzay b\u00f6l\u00fcm\u00fcndeki zarar ve devam eden tedarik zinciri sorunlar\u0131 nedeniyle 2024 i\u00e7in daha \u00f6nce a\u00e7\u0131klad\u0131\u011f\u0131ndan daha d\u00fc\u015f\u00fck bir faaliyet kar\u0131 bekliyor.<\/p>\n Alman hava yolu \u015firketi Lufthansa Grubu’nun, savunma alan\u0131na girmeyi hedefledi\u011fine dair haberlere kar\u015f\u0131n, \u015firketin hisseleri y\u0131l\u0131n ilk yar\u0131s\u0131nda de\u011fer kaybetti.<\/p>\n\n <\/p>\n Kaynak :\u00a0http:\/\/www.milliyet.com.tr\/ekonomi\/kuresel-savunma-ve-havacilik-sirketleri-yilin-ilk-yarisinda-yatirimcisini-sevindirdi-7152393<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" D\u00fcnyan\u0131n \u00f6nde gelen savunma ve havac\u0131l\u0131k \u015firketlerinin hisseleri y\u0131l\u0131n ilk yar\u0131s\u0131nda ba\u015far\u0131l\u0131 bir performans sergileyerek yat\u0131r\u0131mc\u0131s\u0131n\u0131 sevindirdi.<\/p>\n","protected":false},"author":1,"featured_media":95674,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[431,2003,153,111,155],"class_list":["post-95673","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-abd","tag-hisseleri","tag-savas","tag-savunma","tag-sirket"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/95673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=95673"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/95673\/revisions"}],"predecessor-version":[{"id":95675,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/95673\/revisions\/95675"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/95674"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=95673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=95673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=95673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}