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" Streicht die Kuechenabfaelle fuer die Aussaetzigen! Keine Gnade mehr bei Hinrichtungen!
Und sagt Weihnachten ab! "
(Sheriff von Nottingham)
Wenn die USA pleite geht, feier ich erstmal eine kleine Party mit Speck, eingelegten Gurken, Roggenbrot und Vodka. Na sdorowje!
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'http://www.fool.com/investing/general/2015/06/13/is-lockheed-martin-crazy-to-ignore-the-asian-arms.aspx
Is Lockheed Martin Crazy to Ignore the Asian Arms Market?
It's official now. The Asian arms market is hot, hot, hot!
As we reported last year, naval analysts at AMI International predict that Southeast Asian and Pacific nations will spend $200 billion on submarines and surface warships over the next couple decades. If they're right, this will turn the region into the world's No. 2 arms market, accounting for about 25% of all naval weapons systems sold worldwide.
And as it turns out, AMI is right. (Or at least, so far).
Spying an opportunity
Last week, The Wall Street Journal tallied the numbers and confirmed that arms buyers in "Asia and Oceania" did in fact spend 25% of all international military dollars last year. The total came to $423 billion, or about 85% of America's base defense budget for 2015. China accounted for about half of this spending, while its neighbors, working to counterbalance China's military expansion, spent the other half.
Spending is expected to ramp even higher, with defense analysts at IHS Jane's predicting a 30% jump among China's ASEAN neighbors through 2020. But while you might expect the U.S. to support their efforts, American defense contractors will be lucky to win even a sliver of this business.
Opportunity ... missed?
The reason: The Journal says that American defense firms are "abandoning the low end" of the defense market.
"Once-reliable U.S. customers, such as Thailand, Indonesia and the Philippines, are" buying more affordable weapons elsewhere, warns The Wall Street Journal. "In sticking to their high-end strategy, the U.S. companies might be missing an opportunity to help secure their futures."
Take Lockheed Martin's (NYSE: LMT ) F-35 stealth fighter jet, for example. Lockheed says the fighter costs as little as $98 million a copy, but other estimates suggest it costs several times that. Whichever figure is correct, the plane certainly costs more than its predecessor, Lockheed's F-16, and several times more than Russia's most popular export, the Sukhoi Su-27 Flanker.
Pricey Lockheed Martin F-35s may have a hard time competing with cheaper Russian fighter jets. Photo source: Wikimedia Commons.
Or consider the submariners' market. Here in the United States, defense contractors General Dynamics (NYSE: GD ) and Huntington Ingalls (NYSE: HII ) are top of the atomic pile in building nuclear-powered attack and missile submarines. Problem is, these nuke boats are incredibly expensive. According to the Congressional Budget Office, America's newest class of guided missile-carrying submarines, dubbed "SSBN(X)," will cost as much as $7.7 billion per boat.
Meanwhile, Japan is hard at work negotiating a deal to sell advanced diesel-electric attack submarines to Australia at prices topping out at just $540 million.
Indeed, in a recent piece in the National Interest magazine, France, Germany, and Japan were the only three countries named as bidding on the Australian submarine contract -- a deal that could net its winner as much as $33 billion in revenue. A deal that U.S. defense contractors ... aren't even trying to win.
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