Economic Indicators

ASELSAN's Market Conquest: Outperforming the World's Leading Defense Companies

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ASELSAN's Market Conquest: Outperforming the World's Leading Defense Companies

The interest in the shares of the world's leading defense and aerospace companies continues to rise due to geopolitical tensions. The conflict between Russia and Ukraine, as well as the US-Israel-Iran War and the escalating tensions between Japan and China, are increasing the global demand for security. This situation is driving up the demand for defense company shares. Turkey's leading defense company, ASELSAN, provided its investors with a 48.9% gain in the first half of the year. The company completed the first half of the year with a market value of 1 trillion 630 billion 200 million lira. On the other hand, some global companies disappointed their investors. Companies like Boeing, Airbus, and Leonardo saw a decline in their shares. China's ban on 46 US defense industry companies from public tenders also changed the balance in the sector.

Defense Industry Shares

  • ASELSAN: Provided its investors with a 48.9% gain
  • Rolls-Royce: Provided its investors with a 25.6% gain
  • Lufthansa: Provided its investors with a 19% gain
  • Safran: Provided its investors with a 16% gain
  • BAE Systems: Provided its investors with a 7.6% gain
  • Hanwha Aerospace: Provided its investors with a 5.7% gain
  • Lockheed Martin: Provided its investors with a 5.3% gain
  • General Dynamics: Provided its investors with a 5.2% gain
  • Dassault Aviation: Provided its investors with a 4.9% gain
  • RTX Corporation: Provided its investors with a 3.5% gain
  • Investment Interest

  • China's ban on 46 US defense industry companies from public tenders
  • Germany's decision to cancel the F126 frigate construction project
  • US President Donald Trump's meeting with major contractors and Pentagon officials to discuss the state of ammunition stocks
  • Markets are continuing to show interest in defense and aerospace companies due to geopolitical tensions, and ASELSAN's successful performance in the first half of the year is noteworthy. However, the developments and changing balances in the sector require investors to act cautiously.
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    Financial Analyst: Seda Çetin

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