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Aerospace: Scarcity in a Consolidating Industry

Aerospace: Scarcity in a Consolidating Industry

A wave of consolidation has effectively hollowed out the A&D middle-tier. As we initiate coverage of nine Smid-Cap A&D names, we see selective opportunity. Overall, the market is underestimating the aerospace recovery. Orders for new aircraft have picked up and cancellations have waned. Our top Over…
Norway to Sell ‘Limited Number’ of F-16s to Private Firm

Norway to Sell ‘Limited Number’ of F-16s to Private Firm

The Norwegian Defence Materiel Agency has signed a contract with US company Draken International to sell up to 12 F-16 combat aircraft. The aircraft will be used as part of Draken’s training services in the United States.

For decades the F-16s have been the backbone of the Royal Norwegian Air For…

Dutch MoD: Cause of NH90 Crash Cannot Be Determined

Dutch MoD: Cause of NH90 Crash Cannot Be Determined

It is not possible to conclusively determine the cause of the fatal accident involving an NH90 helicopter on 19 July last year: This is the conclusion of the Defense Security Inspectorate (IVD). Lt Commander Christine Martens and Lt Commander Erwin Warnies were killed in the crash in the Caribbean. …
Taiwan-Made Catamaran Corvette Fires Sea Sword II Missile

Taiwan-Made Catamaran Corvette Fires Sea Sword II Missile

TAIPEI — A Navy vessel known as an “aircraft carrier killer” fired new domestically made Sea Sword II missiles as a test, reports said Thursday (Dec. 2).

The Ta Chiang corvette was commissioned in September, the first of six vessels in the Tuo Chiang class equipped with modern air defense capab…


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