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The Markets
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Aerospace

UBS cuts stance on BAE Systems to reflect more “tempered outlook“ on the UK defence budget

The Swiss bank’s analysts said they have downgraded their stance for the FTSE 100-listed stock to ‘neutral’ from ‘buy’ and reduced their target price by around 10% to 665p from 730p after chopping back estimates

UBS has cut its rating for BAE Systems PLC (LON:BA.) to reflect a more “tempered outlook “ on the UK defence budget, as well as on Saudi Arabia sales despite a recent positive ruling from the UK High Court.

In a note to clients, the Swiss bank’s analysts said they have downgraded their stance for the FTSE 100-listed stock to ‘neutral’ from ‘buy’ and reduced their target price by around 10% to 665p from 730p after chopping back estimates.

READ: BAE Systems dodges bullet as High Court throws out case to block arms sales to Saudi Arabia

They added that their underlying earnings (EBIT) forecasts have been lowered by 1% for 2017 and 8% per annum over 2018-21.

The analysts pointed out that BAE has around 26% exposure to the UK defence budget which has, in their view, downside risks in a post -Brexit economic slowdown.

They also noted that the UK firm has around 35% of sales exposed to the US defence budget which the analysts still consider the fastest growing large defence budget at circa 4%-5% per annum over 2017-19.

However, they added, the 'Trump effect' in defence may not be as strong as initially anticipated with the US President’s 2018 draft requesting a US$603bn base budget less than the late June request asking for a US$621.5bn base.

The analysts think that BAE’s interim results - due on August 2 – are likely to be underwhelming, with the full-year group outlook expected to be reiterated despite a weak first-half, especially in Cyber activities.

But they said BAE could benefit from further sterling weakness and higher bond yields which could reduce the group’s pension underfunding to around £6.4bn in the first-half.

In late morning trading, BAE shares were 0.5%, or 3p lower at 623.5p.

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