Market's view on Ms Intl.
Published on April 2024
- Discussions on MSI’s strong position in the defence industry with capabilities in land-based and naval systems are highlighted, emphasizing the potential for increased focus on these divisions.
- A potential misunderstanding about whether MSI Defense Solutions in the US is the same entity as MSI is clarified; they seem to be different despite the similarity in their names.
- Speculations are made regarding the fitting of MSI DS30M cannons on aircraft carriers, pointing to gaps in current setups that could impact effectiveness in drone-heavy environments.
- There is a positive outlook on the expansion of defence budgets globally, suggesting this will drive demand for MSI’s offerings, particularly from international markets.
- An analysis of MSI’s stock movements and selling dynamics around the tax year-end is shared, providing insights into trading behaviors.
- The potential for MSI’s growth is discussed enthusiastically, with a prediction of significant expansion and performance in the defence sector over the next few years.
- Concerns are raised about MSI’s communication with shareholders and the desire for more frequent updates and transparency, especially regarding trading statements and contractual wins.