Enviado: 16/2/2012 17:15Uma boa noticia para esta cotada...
Já teve bons resultados o airline show de sigapura...
By Lee Wild, 16 February 2012
Takeover activity in the global aerospace and defence industry hit a record high last year, and it looks like Britain's army of commercial plane and military parts suppliers are likely to find themselves in the thick of it again in 2012.
There were 341 deals struck during 2011, according to the latest report from PricewaterhouseCoopers, trumping the prior year's record. Between them, they were worth a colossal $43.7bn (£27.8bn), clearing the previous high of $42bn posted back in 2007.
And it is abundantly clear that civil aerospace, with enviable growth prospects showcased by an eight-year backlog of production, will be where the action remains hottest this year. And another flood of commercial airliner orders is expected at this month's Singapore Air Show.
Rival suppliers fighting to increase exposure on key growth platforms like the new fuel efficient jets from Boeing and Airbus are likely to be popular in 2012. UK firms such as Senior , Meggitt and Ultra Electronics have already proved they can do deals here. Increasing bargaining power will prove a catalyst for some deals; for others the motivation will be better margins further up the supply chain or greater control over production by buying further down. Furthermore, defence companies, given huge government spending cuts and fewer organic growth opportunities within their own sector, could be tempted to switch more of their attention to commercial aerospace.
The US will remain the largest defence market. And that's going to keep attracting European arms suppliers, thinks PwC. The lead players, meanwhile, will continue selling slower growth businesses, much like Northrop Grumman did with its shipbuilding division. That, of course, reignites the debate about BAE , our own defence conglomerate and potential break-up candidate.
Expect no let-up in demand for niche businesses in areas such as cyber either. Most defence contractors have cottoned on already and know there are few areas likely to grow as quick as this right now.
Já teve bons resultados o airline show de sigapura...
By Lee Wild, 16 February 2012
Takeover activity in the global aerospace and defence industry hit a record high last year, and it looks like Britain's army of commercial plane and military parts suppliers are likely to find themselves in the thick of it again in 2012.
There were 341 deals struck during 2011, according to the latest report from PricewaterhouseCoopers, trumping the prior year's record. Between them, they were worth a colossal $43.7bn (£27.8bn), clearing the previous high of $42bn posted back in 2007.
And it is abundantly clear that civil aerospace, with enviable growth prospects showcased by an eight-year backlog of production, will be where the action remains hottest this year. And another flood of commercial airliner orders is expected at this month's Singapore Air Show.
Rival suppliers fighting to increase exposure on key growth platforms like the new fuel efficient jets from Boeing and Airbus are likely to be popular in 2012. UK firms such as Senior , Meggitt and Ultra Electronics have already proved they can do deals here. Increasing bargaining power will prove a catalyst for some deals; for others the motivation will be better margins further up the supply chain or greater control over production by buying further down. Furthermore, defence companies, given huge government spending cuts and fewer organic growth opportunities within their own sector, could be tempted to switch more of their attention to commercial aerospace.
The US will remain the largest defence market. And that's going to keep attracting European arms suppliers, thinks PwC. The lead players, meanwhile, will continue selling slower growth businesses, much like Northrop Grumman did with its shipbuilding division. That, of course, reignites the debate about BAE , our own defence conglomerate and potential break-up candidate.
Expect no let-up in demand for niche businesses in areas such as cyber either. Most defence contractors have cottoned on already and know there are few areas likely to grow as quick as this right now.