The aerospace, defence and tech sectors are heating up – here are 3 stocks to watch

March 21, 2022
QHL on watch ....
With all the geopolitical unrest, Cyan Investment Management expects focus on the defence sector to increase. The investment firm also sees huge potential in the tech sector following the NASDAQ crunch Cyan Investment Management picks QHL, ALC, RZI

What’s hot right now?
The first sector Fergie suggests investors should look at is the aerospace/defence sector.“It’s has been incredibly beaten up recently,” he says.“There’s been a huge drop off in airline traffic globally which is rebounding quickly, and I think with all the geopolitical unrest with the war in Ukraine it has governments and industry really focusing on defence and that is only likely to increase.”The tech space is another sector that has been incredibly beaten up, Fergie adds.“Stocks are off their highs by 50 to 90 per cent – those highs were probably previously too high, but I think there is some genuine value coming into these stocks that we haven’t seen for three to four years.”
Top picks :
Quickstep Holdings (ASX:QHL) One local stock that Cyan Investment has been invested in for a long time is QHL, an Australian manufacturer of high-end carbon fibre products for F35 fighter jets and other military aircraft.“They have just bought a maintenance division of Boeing and it is all business that until recently was quite depressed,” Fergie says.“The company has become incredibly cheap, and I think there are some huge tailwinds – both in terms of domestic and international travel and in terms of defence.“I think Quickstep has a positive outlook going forward and it’s one that is worthwhile having a look at.”
https://stock head.com.au/experts/moneytalks-the-aerospace-defence-and-tech-sectors-are-heating-up-here-are-3-stocks-to-watch/
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Go QHL ! houston ... we are ready to engage boosters ! roger that QHL ..... !!