Truth Social post of March 15, 2025

PostStatementPublished 25/03/15Open the original

Summary

President Trump orders decisive military action against Houthi rebels in Yemen, saying the Iran-backed group has attacked ships and aircraft, and that the operation aims to protect American shipping and naval assets.

By industry

Defense1 trading day+1.2%p15 stocks5 trading days−0.7%p15 stocks20 trading days+9.4%p15 stocks
Shipbuilding & MASGA1 trading day+0.8%p15 stocks5 trading days+0.3%p15 stocks20 trading days+4.4%p15 stocks

Day by day after the announcement

Defense stocks and the S&P 500 after the announcement, cumulative %
Day	Defense stocks	S&P 500
25/03/14	0.0%	0.0%
25/03/17	+2.1%	+0.9%
25/03/18	+2.1%	−0.2%
25/03/19	+2.8%	+1.1%
25/03/20	+0.6%	+0.6%
25/03/21	−0.3%	+0.4%
25/03/24	+1.6%	+2.1%
25/03/25	+2.4%	+2.4%
25/03/26	+1.4%	+1.0%
25/03/27	+1.3%	+0.9%
25/03/28	+0.1%	−1.4%
25/03/31	−0.2%	−0.7%
25/04/01	+0.0%	−0.2%
25/04/02	+2.6%	−3.2%
25/04/03	−0.2%	−4.5%
25/04/04	−5.7%	−10.0%
25/04/07	−6.2%	−9.3%
25/04/08	−4.7%	−11.8%
25/04/09	+1.6%	−2.9%
25/04/10	+1.3%	−7.0%
25/04/11	+4.3%	−5.1%

Korean stocks in these industries

Hanwha Aerospace 012450
Korea Aerospace Industries 047810
LIG Defense & Aerospace 079550
Hyundai Rotem 064350
Hanwha Ocean 042660
HD Hyundai Heavy Industries 329180
HD Korea Shipbuilding & Offshore Engineering 009540
Samsung Heavy Industries 010140

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Prabu NatarajanEVP, CFO
BuyScience Applications International
Buy
Science Applications International
SAIC
$219.1K
2,000 sh
$219.1K
Filed 25/03/27
Traded 25/03/26
Toni Townes-WhitleyCEO
BuyScience Applications International
Buy
Science Applications International
SAIC
$156.9K
1,404 sh
$156.9K
Filed 25/03/31
Traded 25/03/28
Toni Townes-WhitleyCEO
BuyScience Applications International
Buy
Science Applications International
SAIC
$66.5K
596 sh
$66.5K
Filed 25/03/31
Traded 25/03/28
Eric M. DemarcoPresident & CEO
BuyKratos Defense & Security Solutions
Buy
Kratos Defense & Security Solutions
KTOS
$250.3K
9,500 sh
$250.3K
Filed 25/03/03
Traded 25/03/03
Vincent P. DiFronzoEVP,-Air Force & Comb Commands
BuyScience Applications International
Buy
Science Applications International
SAIC
$65K
597 sh
$65K
Filed 25/03/25
Traded 25/03/25
Milford W. McGuirtDirector
BuyScience Applications International
Buy
Science Applications International
SAIC
$55.3K
500 sh
$55.3K
Filed 25/03/27
Traded 25/03/27
James ReaganDirector
BuyScience Applications International
Buy
Science Applications International
SAIC
$50.4K
450 sh
$50.4K
Filed 25/03/31
Traded 25/03/28
Barbara SuppleeEVP, Navy
BuyScience Applications International
Buy
Science Applications International
SAIC
$39.5K
360 sh
$39.5K
Filed 25/03/27
Traded 25/03/26
Carolyn B. HandlonDirector
BuyScience Applications International
Buy
Science Applications International
SAIC
$25.3K
230 sh
$25.3K
Filed 25/04/08
Traded 25/04/07
Katharina G. McFarlandDirector
BuyScience Applications International
Buy
Science Applications International
SAIC
$25.3K
230 sh
$25.3K
Filed 25/03/28
Traded 25/03/27
John K. Tien Jr.Director
BuyScience Applications International
Buy
Science Applications International
SAIC
$25K
215 sh
$25K
Filed 25/04/02
Traded 25/04/02
Srinivas AttiliEVP, Civilian
BuyScience Applications International
Buy
Science Applications International
SAIC
$11.2K
100 sh
$11.2K
Filed 25/04/07
Traded 25/04/04
Thomas C. SchievelbeinDirector
BuyHuntington Ingalls Industries
Buy
Huntington Ingalls Industries
HII
$349.4K
2,120 sh
$349.4K
Filed 25/02/14
Traded 25/02/13
Hilary HagemanEVP General Counsel, Secretary
BuyScience Applications International
Buy
Science Applications International
SAIC
$11K
100 sh
$11K
Filed 25/03/26
Traded 25/03/26
Gregory HayesExecutive Chairman
SellRTX
Sell
RTX
RTX
$7.3M
58,368 sh
$7.3M
Filed 25/02/19
Traded 25/02/19
John K. WelchDirector
BuyHuntington Ingalls Industries
Buy
Huntington Ingalls Industries
HII
$174.9K
1,000 sh
$174.9K
Filed 25/02/27
Traded 25/02/26
Gregory HayesExecutive Chairman
SellRTX
Sell
RTX
RTX
$5.4M
43,300 sh
$5.4M
Filed 25/02/19
Traded 25/02/19
Christopher T. CalioPresident and CEO
SellRTX
Sell
RTX
RTX
$3.6M
27,379 sh
$3.6M
Filed 25/03/03
Traded 25/02/27
Kirkland H. DonaldDirector
BuyHuntington Ingalls Industries
Buy
Huntington Ingalls Industries
HII
$99.8K
575 sh
$99.8K
Filed 25/02/28
Traded 25/02/27
Neil G. Mitchill Jr.EVP, CFO
SellRTX
Sell
RTX
RTX
$2.1M
16,118 sh
$2.1M
Filed 25/03/03
Traded 25/02/27