Vitavita schreef op 26 juni 2025 12:14:
Downgrade voor Exosens een grote leverancier van Theon
"Kepler Cheuvreux cuts French defence technology manufacturer Exosens' EXENS rating to "reduce" from "hold", citing limited sector growth potential, sending its shares down 6,9%."
"We can't defend the defence premium," the broker says, adding that the growth in the sector is "capped by capacity potential"