Thales에 대한 매도 수량은 투자자에게 Thales의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Thales (OTC:THLEF) 주식, 공매도 수량 보고

THALES ORD

Thales is a French aerospace and defense industrial and one of Europe's largest defense contractors with EUR 18 billion in sales. The company has three segments: defense and security provides sensors, mission systems, communications, and control systems to European and export defense customers; aerospace sells avionics and satellites to the civil, defense, and governmental markets; and digital identity and security provides biometric, data, and identity security solutions, payments services, and the manufacturing of SIM cards.

Knin,,Croatia,,August,5,,2024.,Mbda,Mistral,3,Air

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우크라이나 대통령 볼로디미르 젤렌스키와 미국 대통령 도널드 트럼프 사이의 2월 28일 백악관 회담 이후, 글로벌 지정학적 긴장이 새로운 고조에 이르렀다. 미국의 우크라이나에 대한 군사적 지원 축소로 향하는 추세는 그 회담이 있기 훨씬 전부터 많은 투자자들에게 분명하게 나타났다. 2025년 초 유럽 주식, 특히 방위 산업 관련 주식이 급등했기 때문이다.

트럼프의 우크라이나 무기 운송 중단 이후 주목해야 할 방산주 5종목

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THLLY

프랑스 항공우주 및 방위 기업인 탈레스(OTC:THLLY)(OTC:THLEF)는 일론 머스크의 스타링크 같은 민간 위성 네트워크에 지나치게 의존하는 정부에 대한 우려를 제기하며 잠재적인 보안 위험과 불안정성에 대해 경고했다.

머스크의 스타링크, 너무 위험한가? 방산업체 탈레스, 민간 위성 네트워크에 대한 높은 의존도 경고

Thales

Global geopolitical tensions reached a new high after the contentious February 28 <a href="https://www.benzinga.com/news/25/03/44064861/trump-cancels-news-conference-with-zelenskyy-after-tense-meet-in-oval-office-report">Oval Office meeting</a> between Ukrainian President Volodymyr Zelenskyy and US President Donald Trump.
A trend toward less US military support for Ukraine was evident for many investors long before that meeting, as European stocks soared in early 2025, especially those in the defense sector.&nbsp;
The DAX index in Germany rose to new all-time highs this year, for example, as Europe begins reshuffling policy plans in view of a reduction in U.S. military support. Germany has led the charge so far, announcing a 500 billion euro (about $535 billion) stimulus package aimed at bumping up defense and reinvigorating the country's stale economy.&nbsp;
<h2 class="wp-block-heading">Six European Defense Stocks Set To Keep The Rally Going</h2>
One aspect of the German stimulus package that seems to intrigue investors is the defense spending boost, which gets around the country's ‘debt brake' designed to limit government spending. The debt brake caps spending at a percentage of national GDP. The new agreement calls for all defense spending beyond 1% of German GDP to not be counted against this cap, which is music to the ears of European defense companies, whose stocks have been sizzling since late 2024.&nbsp;
It&#8217;s important to keep in mind that as foreign stocks, they trade using ADRs on OTC marketplaces. Be sure to understand the risks of buying international companies via OTC marketplaces before investing.
<h2 class="wp-block-heading">Rheinmetall AG </h2>
Rheinmetall AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RNMBY#OTC">RNMBY</a>) has been the face of the European defense rally so far. The stock has more than doubled in the last 12 months, including a 90% gain year-to-date (YTD). Rheinmetall is one of Germany's leading providers of military vehicles, weapons, ammunition and electronics for defense. The Dusseldorf-based company has existed since 1889 and employs more than 24,000 people.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcz_vG_KlxR1YFjEzC7CM5uirLdtpbjuTsj1DEa5dom-LiAvPzKDxxGg-QOEWA3cq3hC67yj-R92podeAkV2ykefZNcLkN1UI3IBZVO_wht8e15qkjdiyZYiIcR856Uojng01QU4g?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Rheinmetall's stock trades on the DAX exchange in Germany but American investors can find it on the OTC markets trading as RNMBY. The company's valuation has gotten stretched during this recent rally, with a P/E ratio approaching 100 and a price-to-sales rate of 5.87. The company's forward P/E of 37.6 is in line with competitors like Saab and Rolls-Royce. It recently reported the USD equivalent of $955 million in free cash flow and 40% year-over-year (YoY) revenue growth. The stock ended Friday's session on a 6.5% drawdown as investors took profits amidst a choppy trading day. Some see this as an opportunity for a new entry as technical trends remain in place.&nbsp;
<h2 class="wp-block-heading">BAE Systems plc </h2>
BAE Systems (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BAESY#OTC">BAESY</a>) had just completed its first ‘lost year' since COVID as 2024 drew to a close, but the recent rally has taken the British defense firm back to new all-time highs. BAE's stock closed at $57 on the final day of 2024 trading &#8211; a mere $1 above the price it opened on the first 2024 trading day. But 2025 has been a fresh start and the company is up nearly 45% YTD.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdNq-SXMbawg2AA0la6ht2uny1OZywnTvqRudwtgUdvTE2bqX8QO8tr1Ho-mF9F7hFXtAkqYsl68mDauucE_PDYWV6eX1pQ5lTv2MbXQIBZXwiFMTA-fxTD0eCYwu47s1hEdBXnAQ?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Despite the parabolic move, BAESY remains an undervalued stock compared to peers like Rheinmetall and Saab. The stock trades at just 22 times forward earnings, 1.87 times sales and sits on a massive free cash pile equivalent to $3.5 billion. Profit growth accelerated in 2024 following a sluggish 2023. The company's 7.4% profit margin is one of the sector's best figures. It also pays a 2% dividend yield, tops amongst today&#8217;s picks.
The stock could get a boost from political tailwinds in 2025 as well. Like Germany, the UK is preparing for more accommodative fiscal policy to boost its economy, especially the defense sector.
<h2 class="wp-block-heading">Leonardo S.P.A. </h2>
Leonardo SPA (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FINMY#OTC">FINMY</a>) trades on the Italian stock exchange, and like other European defense firms, it started 2025 with a bang. Shares are up more than 72% so far this year, with possibly more room to run as the EU's fiscal plans come into focus.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeVnLhxuMB974uvA6X4FLkAq4Z3Xq4j7WWoeKicj2H3PT3zxbJ1n0hSiuP-aFMS7j6YWc_krkegiFes7ztcafUozkkyE5vPhBzTefPbOkQoLyACPMSlpFIyrNpyjAn7b0KCdbVYLg?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Leonardo SpA has seven different business divisions, including Helicopters, Aeronautics, Electronics and Defense Systems. The firm is one of Italy's largest, with nearly 60,000 employees and a $27 billion market cap. The stock finished 2024 up more than 50% on the year, its share price has already gone from $13 to $23 in 2025.
Like BAE Systems, Leonardo remains undervalued compared to some of its more high-flying peers. Trading at 23 times forward earnings and just 1.4 times sales, the company has posted 21% YoY revenue growth. Shares pulled back on Friday, which could signify investors taking profits as the Relative Strength Index (RSI) veered into overbought territory. A minor correction could create an opportunity for new investors.
<h2 class="wp-block-heading">Thales S.A. </h2>
Thales S.A. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/THLEF#OTC">THLEF</a>) is a French aerospace company specializing in defense equipment, including combat systems, surveillance, training simulations, avionics equipment and more. With over $22 billion in annual revenue and more than 83,000 employees, Thales is one of the largest defense contractors in Europe. It has also been one of the best-performing stocks on the French CAC index, with a nearly 83% gain YTD.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXezuK4B9ff5pjf8XJDIkfIdzZsIOpy0sk5sinnM-gHVA4HBfwv3cT5UPmc0XuCHg2vfpn9TFelhQIv2STCxRUxNH_uOSk9Uzr6F7BqDiHEJqdhHi29TMDsQqQzP5w9-fAzxFVRUIg?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
The stock looks pricey at the moment with a P/E ratio over 50, but it trades at just 23 times forward earnings and has more than $2 billion in free cash flow. In its most recent report, the company stated YoY quarterly earnings growth of 7.4% and pays a 1.46% dividend yield, which is bested only by BAE Systems&#8217; 2% yield amongst our defense stock picks.
<h2 class="wp-block-heading">Rolls-Royce Holdings plc </h2>
When investors think of Rolls-Royce (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RYCEY#OTC">RYCEY</a>), they usually picture the car driven by their favorite athlete, but the company makes more than just high-performance sports cars. It operates in multiple divisions: Civil Aerospace, Defense, Power Systems and New Markets. Rolls-Royce is the largest stock by market cap on our list at $87 billion. The company earns more than $24 billion in annual revenue.&nbsp;
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdLlyU-1_uQUcX4tMiQoR16J13Q7MWEyfv43FSZCoOPnHcZZovjaMJhOYU5hE9BD3k9edK9s2LnvZr0lMzSdd5vpV2ySGgpN-KYKqtkL2idrO4jzja32wfc-yhOv_V_0dauMV75?key=bRH-zOh8yeo-luC60d2Cc_7K" alt="" /></figure>
Rolls Royce stock is up 51% this year, which lags behind other soaring European defense contractors, though that gap could soon be closed. The company's 13.3% profit margin dwarfs most competitors in the defense industry; the stock trades at 28 times earnings. It also has an impressive $3.74 billion in free cash flow ready for deployment, which is not a bad situation to find yourself in when the government is expanding fiscal policy.
<h3 class="wp-block-heading">And Before We Go&#8230; </h3>
<h2 class="wp-block-heading">Live On Wednesday: How To Trade This Week's Market Chaos</h2>
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Photo: Shutterstock

6 Defense Stocks To Watch After Trump Halts Weapons Shipments To Ukraine

French aerospace and defense company Thales (OTC:<a class="ticker" href="https://www.benzinga.com/stock/THLLY#OTC">THLLY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/THLEF#OTC">THLEF</a>) has raised concerns about governments relying too heavily on <a href="https://www.benzinga.com/general/space/25/03/44064222/starlink-launches-80-monthly-plan-as-it-targets-wider-customer-base">private satellite networks</a> like Elon Musk's Starlink, warning of potential security risks and instability.
What Happened: Speaking at a results briefing on Tuesday, Thales CEO Patrice Caine cautioned that Starlink&#8217;s business model, which requires frequent satellite replacements, raises questions about its long-term sustainability, reported Reuters.
Without naming SpaceX's Starlink directly, he pointed to the risks of governments depending on external providers for critical communications.
See Also: <a href="https://in.benzinga.com/general/space/25/03/44082374/could-musks-starlink-secure-an-faa-deal-under-trumps-presidency">Could Musk&#8217;s SpaceX Secure An FAA Deal For Starlink Under Trump&#8217;s Presidency?</a>
"Government actors need reliability, visibility, and stability," Caine said, adding that a service provider influenced by both economic and political motivations may not inspire confidence.
European nations, including France and Germany, prefer to maintain greater control over <a href="https://in.benzinga.com/general/space/25/02/43906438/elon-musks-starlink-braces-for-global-satellite-war-as-chinas-spacesail-and-jeff-bezos-kuiper-expand">their satellite infrastructure</a>, backing systems like the Iris2 constellation for secure communications, he said.
&#8220;When you operate government communications you don&#8217;t necessarily want to be dependent on an external person, whoever that is. That is why&#8230;the vast majority of government infrastructure in Europe is owned or has been purchased.&#8221;
Starlink did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga&#8217;s</a> request for comments.
Why It Matters: Thales' concerns come as SpaceX rapidly expands Starlink's global reach, boasting over 7,000 satellites and millions of users worldwide.
The company has deployed its satellites faster than competitors like Europe's OneWeb, leveraging reusable Falcon 9 rockets.
The concerns raised by Thales come at a time when <a href="https://in.benzinga.com/news/25/03/44128805/trump-administration-plans-to-dish-out-more-money-to-elon-musks-starlink-for-rural-broadband">Starlink is poised to receive increased federal funding</a> from the U.S. government. The Commerce Department is considering changes to allow Starlink to access more funds for rural broadband expansion, potentially increasing its influence.
Image via Shutterstock.com
Read Next:
<ul>
<li><a href="https://in.benzinga.com/markets/25/03/44070496/elon-musks-starlink-set-for-speedy-vietnam-license-amid-push-by-prime-minister-chinh-to-tackle-tariff-threats">Elon Musk&#8217;s Starlink Set For Speedy Vietnam License Amid Push By Prime Minister Chinh To Tackle Tariff Threats</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

Elon Musk's Starlink Too Risky? Thales Cautions Governments Against Dependence On Private Satellite Constellations

Thales SA (OTC: THLEF) reported a 2% drop in its Q3 revenue. 

Thales' quarterly revenue fell to EUR2.65 billion, from EUR2.71 billion, in the year-ago period. Thales' order intake climbed 43% to EUR3.21 billion.

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