European defence stocks jump as investors pile into sector on Iran conflict
Shares in European defence companies jump as investors rotate into the sector after U.S.-Israeli strikes on Iran and Iranian retaliation over the weekend
JPM says civil aerospace faces pressure while defence is "likely to rise," naming BAE Systems as the most exposed to a potential increase in U.S. spending with about 50% of its sales in the country
BAE Systems BAES.L shares rise 7.4%
Among other stocks, Germany's Rheinmetall RHMG.DE, Italy's Leonardo LDOF.MI, France's Thales TCFP.PA and Dassault Aviation AM.PA, Sweden's SAAB SAABb.ST, Norway's Kongsberg KOG.OL climb about 3.7%-8.5%
Citi analyst Charles J Armitage says the conflict is likely to increase investor focus on missile-defence systems including ESSI (Arrow‑3, Patriot, IRIS‑T SLM, NASAMS) and SAMP/T, pulling in suppliers including Rheinmetall
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