Defense shares decrease with the deepening of the sale of the global market

European defense giants were exposed to Monday, as they made sudden losses as investors continue to deal with a shrinkage in the stock market.

US President Donald Trump There were no signs of leaving his aggressive trade policy after its introduction The new customs duties are sweeping Last week, saying, “Sometimes you have to eat your medicine.”

American stock markets She fell sharply For the second day in a row on Friday, with all the three main indexes Decline by more than 5 % As part of a Global defeat. we Future stocks It was the minimum morning.

European defense shares have It has risen in recent months Amid a regional batch for strategic independence, losses in the loss were disrupted, as sales in this sector were reduced during the trading session.

German weapons manufacturer Rheinmetall It was traded by 3.4 % at about 1 pm in London (at 8 am), after it decreased by 27 % after a short period of open. The company was briefly on the right track for the worst day ever, according to Reuters.

German defense giant shares Thyssenkrup 6.9 % decreased, Germany Colors collection It was traded by 3.4 %, while France Thouses 5 % slip. Swedish defense manufacturer Hurt The last time was seen by 2.8 %, while Italy Leonardo Trading 4.4 % less.

US, shares Lockheed Martin and General dynamics About 2.1 % and 4.4 %, respectively, was seen in the pre -market trade, while Northrop Grouman 4.5 % decreased

Ben Heilan, head of space and defense research in Europe and the Middle East at Bank of America, said the effect of customs tariffs on European defense shares is likely to be “very small”. He added that the current stock prices are a “great opportunity” for investors.

“What we have seen in Europe now is that we only saw this change in the mentality, and that we now have a vision. We now have from five to 10 years of growth and we move about 3 % of GDP,” Helan told CNBC.Squawk Box Eurobe” on monday.

He added: “The following big data point will be the Q1 results, as I think we will get a lot of comments from companies about capabilities and ability reviews.”

His comments come as defensive spending has increased in Europe after that Presse from TrumpWho argues that the allies depend on the United States for their security.

In Germany, legislators issued Reform of historical debtThe road paves the way for a great pride in the defense, while the UK Prime Minister Kiir will pass He pledged to raise the national defense spending for Britain.

The European Union also made plans Fill up to 800 billion euros (862.2 billion dollars) To support regional security.

In response to his question about his reaction to the low price of Rheinmetall share on Monday, Helan from Bank of America said: “What you see today is just the unpopular influence of the sector that was very loved by customers, especially during the three months to the past six.”

The cancellation removal indicates how long the hedge funds significantly reduce their general exposure to a specific market or a specific asset category.

The White House imposed a 25 % separate duty on Foreign cars importsIn addition to a 25 % tariff for all steel and aluminum products.

Lorridana Moharimi, stock research in Morningstar, said on Monday that even if the Trump tariff is extended to the goods related to defense, it is possible that the influence on European stocks under its coverage will be limited.

“While it is still too early to assess the full impact of the new definitions on the defense sector, it is worth noting that Europe is still a clear importer of US military defense equipment,” Muharrami told CNBC.

“Companies such as Bae Systems, Rheinmetall, Thales, Saab and Leonardo have already been established-and in many cases-its industrial fingerprints have expanded in the United States, in anticipation of Trump’s possible re-election. This local presence not only supports their access to US defense contracts, but also provides hedge against customs tariffs.”

Chloe Taylor of CNBC contributed to this report.