Morgan Stanley-Thematics Venture Vision Defence - Public vs Private-107767467
Venture Vision: Defence - Public Morgan Stanley & Co. International plc+ Edward.Stanley@morganstanley.com +44 20 7425-0840
Venture Vision: Defence - Public Morgan Stanley & Co. International plc+ Edward.Stanley@morganstanley.com +44 20 7425-0840
Venture Vision: Defence - Public Morgan Stanley & Co. International plc+ Edward.Stanley@morganstanley.com +44 20 7425-0840
Venture Vision: Defence - Public Morgan Stanley & Co. International plc+ Edward.Stanley@morganstanley.com +44 20 7425-0840核心数据:top 5 private defence contractors' valuations now make up c3%;members to collectively meet the 2% of GDP defence spending target in 2024;reminder to readers, China still controls >30% supply chain production in over half。
本报告由Morgan Stanley发布,发布于 2024 年。
覆盖 2024 年,全文共 21 页。
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适合投资人、行业研究员等读者参考。
重点分析了GDP等议题。