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MI
Milexia Intelligence
intelligence@milexia.ai
To: sales-team-emea@company.com
☀️ Daily Market Brief – Aerospace EMEA
Saturday, November 23, 2025 • 8:00 AM CET
🔥
Top Stories
🚀 Airbus Unveils €450M Satellite Program
Airbus Defence and Space announces new secure communications satellite constellation for European defense agencies. Program includes 12 satellites launching 2026-2028. Opportunity: Potential RFP for ground station equipment Q1 2026.
🏷️ Defense
📍 France
📈 Thales Reports Strong Q4 Results
Q4 revenue reaches €4.8B (+12% YoY), driven by €1.2B in new defense contracts. CEO confirms 2026 R&D budget increase of 15% focusing on AI-powered systems. Action: Schedule follow-up with Thales procurement team.
🏷️ Financials
📍 France
📊
Market Movements
SAFRAN (SAF.PA)
€198.45 +3.2%
LEONARDO (LDO.MI)
€22.18 -1.8%
👀
Competitor Watch
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SpaceX opens first European manufacturing facility in Rotterdam2 hours ago
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Rheinmetall awarded €320M contract for next-gen vehicle systems5 hours ago
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BAE Systems partners with UK Ministry of Defence on AI research7 hours ago
This briefing was generated by Milexia AI from 47 sources across 8 markets
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