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Russia’s Defense Industry Faces Empty Barrels

Russia’s Defense Industry Faces Empty Barrels

Dmitry Medvedev, Russia’s former president and currently the deputy chairman of the Security Council inspected Uralvagonzavod, one of Russia’s leading military production facilities, on 25 October.

As Medvedev said himself, he was inspecting the tank production situation in particular. On his Te…

Morgan Stanley Revises Opinion on Boeing Outlook

Morgan Stanley Revises Opinion on Boeing Outlook

We left Boeing’s Investor Day incrementally more positive on the stock as the company provided unexpected supporting details for a visible and credible path to $10bn of free cash flow. Reiterate OW-rating and PT of $213.

Incrementally Positive Following Investor Day

Going into the Boe…

Kratos Tests More Capable Version of XQ-58A Valkyrie

Kratos Tests More Capable Version of XQ-58A Valkyrie

SAN DIEGO — Kratos Defense & Security Solutions, Inc. announced today that it has recently completed a successful flight of its production XQ-58A Valkyrie aircraft for the Block 2 Valkyrie Maturation Program. The program team includes the Air Force Research Laboratory (AFRL), Yuma Proving Ground, …
Analysis of the Personnel of the Chinese Army: Report

Analysis of the Personnel of the Chinese Army: Report

Today, the U.S.-China Commission released a new report entitled “Personnel of the People’s Liberation Army,” prepared for the Commission by BluePath Labs.

This report examines the people behind the People’s Liberation Army (PLA) and the force’s ongoing efforts to address the Chinese leadership’s …


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