ListDefense stocks and the S&P 500 after the announcement, cumulative %
Fact Sheet: President Donald J. Trump Secures America’s Defense Supply Chains and Ensures Domestic Acquisition of Critical Materials
Fact sheetRegulation tightenedPublished 07/20Open the original
Summary
President Trump limits waivers for critical materials from covered nations, in some cases requiring onshoring plans, directs the Department of War to require supply chain mapping, and encourages defense contractors to qualify new domestic and partner sources.
By industry
- Defense1 trading day−0.5%p15 stocks5 trading days+6.5%p15 stocks20 trading days+14.5%p15 stocks
“secure America’s defense supply chains for the cutting-edge equipment”
Day by day after the announcement
| Day | Defense stocks | S&P 500 |
|---|---|---|
| 26/07/17 | 0.0% | 0.0% |
| 26/07/20 | −0.6% | −0.1% |
| 26/07/21 | −0.7% | +0.7% |
| 26/07/22 | +1.4% | +0.4% |
| 26/07/23 | +5.0% | −0.5% |
| 26/07/24 | +5.9% | −0.6% |
| 26/07/27 | +7.1% | −0.5% |
| 26/07/28 | +7.8% | −0.3% |
| 26/07/29 | +2.8% | −1.4% |
| 26/07/30 | +3.9% | −0.0% |
| 26/07/31 | +5.3% | +0.3% |
| 26/08/03 | +8.2% | +2.1% |
| 26/08/04 | +11.3% | +4.0% |
| 26/08/05 | +10.8% | +3.9% |
| 26/08/06 | +14.1% | +3.5% |
| 26/08/07 | +16.4% | +4.1% |
| 26/08/10 | +17.6% | +4.0% |
| 26/08/11 | +18.2% | +3.8% |
| 26/08/12 | +18.7% | +4.0% |
| 26/08/13 | +17.8% | +4.7% |
| 26/08/14 | +18.9% | +4.5% |
Korean stocks in these industries
- Hanwha Aerospace 012450
- Korea Aerospace Industries 047810
- LIG Defense & Aerospace 079550
- Hyundai Rotem 064350
Trades in these industries around the announcement
Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.
- Kevin Hern
Full saleBoeing
Full saleBoeing
BA
$15K–$50K
Joint
$15K–$50K
Reported 09/01
Traded 08/13
- Kevin Hern
Full saleBoeing
Full saleBoeing
BA
$1K–$15K
Joint
$1K–$15K
Reported 09/01
Traded 08/13
- Gilbert Cisneros
Full saleAeroVironment
Full saleAeroVironment
AVAV
$1K–$15K
Self
$1K–$15K
Reported 09/04
Traded 07/02
