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Lockheed Martin lowered at Deutsche Bank, worried about China and F-35 sales​

Jan. 02, 2025 3:43 PM ET
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Lockheed Martin (NYSE:
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) -0.6% in Thursday's trading as Deutsche Bank downgrades shares to Hold from Buy with a $523 price target, cut from $611, citing doubts about F-35 sales because of China's progress in developing jet fighters.
Referring to his upgrade of the stock six months ago, believing earnings growth would accelerate, analyst Scott Deuschle said his "prior thesis struggles to hold water and we have increased concern on the long-term support for F-35 in the face of China's combat aircraft modernization efforts."
Deuschle said he is "struggling to find a compelling upside case on estimates," and "the reveal of further advancements in combat aircraft capabilities by China as potentially undermining long-term DoD demand for the F-35 aircraft."
"The developments in China are likely to accelerate the need for NGAD [next-generation air dominance], and the ultimate success in fielding NGAD by the early-mid 2030s could... partially cut into the F-35 procurement program," Deuschle added.
The analyst is generally optimistic on the aerospace and defense sector entering 2025, citing robust demand for key suppliers, and named RTX (
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) and Northrop Grumman (
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) as his preferred defense stocks.
fuck lockheed martin
 

Bellum_Romanum

Brigadier
Registered Member
From the two posts I see that you believe that Syrian people have made their choice of HTS because of their action or inaction. However, history has shown me that most of general public do not make a choice but passively accept whatever fall on them, winner of power doesn't neccessarily represent people. CCP's was almost annihilated by KMT in the early 1930s, does that mean that majority of Chinese choose KMT and facism? Then in late 1940s the same population choose CCP over KMT, because communism? People choose whoever can finish quickly a fight, and they stay with whoever can deliver "quick" solution regardless long term. That is the sad reality. If today's Syrian deserve no pity, I don't think anybody does. Chinese are not different from anybody on the planet on this basic human nature, we are just "lucky" to have a strong leadership who made right choices and defeated our own evil.
My comments may have come across indifferent to those people's sufferings but I am not. Our mistake is to apply CHINESE lense to their struggles and leaders equal to the qualities and tenaciousness of both our forebearers and towering leaders. The Chinese not suffered by the millions? That began during the tumult and disintegration and nadir of the Qing Dynasty? From opium war, boxer/taiping religious nutcase war, to the warlord era; the Republic, the white terror, the Great famine brought about by economic sanctions and Mao's impatience of industrial development leading to the unfortunate famine resulting on yet many loss of lives for the Chinese people. Yet, despite all those tragedies, and challenges China, its leaders and people face, they persevered and rose up to the challenge. They never gave up their hopes, dreams, and ambition to reach for the sky even after being told and turned away by their so-called "ALLIES" and betrayed by their pretend friend (India).

Syrians voiced their support and opposition to their previous leader and the results on the ground speaks for itself.

China did not succumb or surrendered to the genocidal Japanese; quake in their boots and kowtowed to the might and superiority of then Soviet juggernaut; nor they cowered and fear when the mightiest of them all, the U.S. decided to fight the Koreans during the Korean War.

The attitudes and concept of nationhood and civilization between Arabs and Chinese could not be more stark and the results speak for itself.

I don't have the space nor time to pity on the people and country that chose to have a different path. We'll have to respect that choice no matter how much we think otherwise lest we become and adapt the attitude and ways of the west we have critique for so long.
Why the fuck is he posting like he's some sort of desperate weeb? The dude is just coming across lame as f, not to mention sounding like a man desperate for attention and love.
 
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FairAndUnbiased

Brigadier
Registered Member
In case there's been too much internet craziness for y'all to keep track of lately, apparently the wackiest sidequest from the main event lately has been Koreans joining in on the Indian bashing. Why? I don't know maybe some Indian claimed gochujang originated in Tamil Nadu or some shit.

But, in an odd twist, this gave Chinese and Indian netizens a common enemy to unite around, go figure.

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It's to HOOK/BAIT the Indian government and military as its CASSUS BELLI to enter a conflict with China to protect its PEOPLE FROM Chinese invasion.

It's literally the same shit they're trying to do and enact against Indias weaker neighbors like Sri Lanka, Nepal, Bangladesh etc...I guarantee you that all the Indian migrants will be coming from the heavily BJP populated Indian states thereby strengthening the necessity of Indian intervention.

However, the more China showcases it's advances in military spheres the more reluctant and cautious the Indian leadership becomes. Just look at their comments with regards to the recent revelation of Chinese next-gen fighters; the Indians have to begin consoling themselves with a degree of introspection that's never entertained in the past.
Indians, especially the youth, recently have become more awake and less delusional compared to some other countries that are hailed as 'friendly'. They understand how far behind they are, that is the first step of improving. They should be thankful that China is the most peaceful country in the world.
 

tygyg1111

Captain
Registered Member
Indians, especially the youth, recently have become more awake and less delusional compared to some other countries that are hailed as 'friendly'. They understand how far behind they are, that is the first step of improving. They should be thankful that China is the most peaceful country in the world.
In this regard, I see India and the US heading in opposite directions
 

Randomuser

Senior Member
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We're looking at this from a Chinese lens, which is probably the most realistic way of looking at life out of all the cultures on the planet, and should not be assumed to be the baseline for other cultures.
In the Arab world, they put the defense of Allah, not their nation or community as the highest social responsibility. This indicates that they view changes in nations and borders more like changes within a neighborhood, as long as the country (Allah) still holds, all is still well. From this view point all of their actions now make sense - Syria is still muslim, nothing has changed / Gaza may be gone, but we still have our numbers in greater arabia... However, just like the fool's errand of toiling all your life for a chance at getting into a make-believe heaven, their notion of the integrity of 'all under Allah' at the expense of actual countries, borders and partnerships leads to no tangible benefits.
Really it is very similar to the Indian belief that a shit life now is a result of bad actions in a past life, so just wait till the next life and you'll be fine.
I remember reading about some Muslim guy from Xinjiang who was Hui or Uyghur. He originally didn't like China and it's culture because he felt they weren't giving Islam a chance it deserved.

Then he went to Mecca and was pretty disappointed with the experience. Especially how his Muslim "brothers" treated him. When he came back he became one of those hardcore teachers that force all the kids to remember all the Chinese rules and quotes. Even Muslims in China after spending so much time under Chinese influence are gonna think different.

At least that's what i remember from it.
 

tygyg1111

Captain
Registered Member
I remember reading about some Muslim guy from Xinjiang who was Hui or Uyghur. He originally didn't like China and it's culture because he felt they weren't giving Islam a chance it deserved.

Then he went to Mecca and was pretty disappointed with the experience. Especially how his Muslim "brothers" treated him. When he came back he became one of those hardcore teachers that force all the kids to remember all the Chinese rules and quotes. Even Muslims in China after spending so much time under Chinese influence are gonna think different.

At least that's what i remember from it.
There is a pervading sense of laziness in the wider arab culture of today; and it often takes one being there in person to truly appreciate how things really are. I can only imagine his shock after seeing the actual state of the arab world and the level of it's people.
 
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