The little sketch that opened yesterday in the Chamber on the subject of armaments, in which the government's commitment was confirmed with respect to what was said last month, has rekindled this morning interest in securities of defense at Piazza Affari, with Leonardo e Fincantieri which drag the sector along.
After the US ambassador to NATO yesterday, Matthew Whitaker, listed the most virtuous European countries without including Italy, Giorgia Meloni He summoned the Deputy Prime Minister and Foreign Minister Antonio to Palazzo Chigi Tajani, the Minister of Economy Giancarlo Giorgetti and that of the Guido Defense Crosetto in view of the NATO summit scheduled in Ankara on July 7 and 8.
Taking stock of the rearmament dossier was essential after the stalemate on Safe loans of 14,9 billion and the Ministry of Economy and Finance's decision to wait until September to decide whether to activate them. On June 11th, the Prime Minister had already informed Parliament that she would present herself at the summit with a 2,8% of GDP invested in defense and security, also pointing out that the 0,71% increase "is guaranteed above all by expenses related to security on the territory". The 2,8%, almost double compared to 1,6% two years ago, it meets expectations of gradually reaching defence and security spending equal to 5% of GDP (of which 3,5% for armaments) by 2035 agreed last year on Donald Trump's request.
Confirmation came from Tajani who, speaking at question time in the Chamber and recalling Rome's role from Africa to the Balkans, from Lebanon to the Red Sea, reiterated that "Italy wants to be a protagonist in the process of strengthening the European defence pillar" and that "In Ankara we will confirm our commitment to military spending".
This morning at Business Square Interest in the entire defense sector has thus returned. Leonardo and Fincantieri lead the group, and in the late morning Leonardo records a 4% at 50,70 euros, Fincantieri up 5%, but also Avio rises by 1,3%.
But the defense sector is also benefiting in other European markets, probably in view of the NATO summit, analysts say. Rheinmetall (+ 1,8%), BAE Systems (+ 2,5%), Thales (+ 2,7%), Airbus Group (+ 1%)
