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Totileo
@equity_enthusiast_1486
2Wk·

Inclusion in the MDAX

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www.hartpunkt.deTKMS soll in den MDAX aufrücken
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Totileo@equity_enthusiast_1486
2Wk
I wonder how long it will take for the defense ETFs to pick up TKMS.
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BeachPlease@BeachPlease
2Wk
Perhaps such an impressive performance will bring TKMS to wider attention. Everyone is only looking at Rheiner, Renk and Hensoldt. Well, I got in on November 25 at €60.20 when the price was back at the IPO and I don't think €100 is very unlikely - the Baltic Sea issue will come at some point.
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Totileo@equity_enthusiast_1486
2Wk
TKMS is also building six submarines for India. A decision on the purchase of 12 submarines (U212 CD) is due to be made in Canada soon. Unfortunately, the British, who have sided with Hanwha, are making a fuss. Furthermore, TKMS will build the future frigate class F127 (MEKO 400), of which Germany intends to buy eight. Should the transition of the F126 frigate class from Damen to NVL not succeed, TKMS would also be ready to step in with MEKO 200 or MEKO 400 frigates. So there is further potential.

Navy: More F127 frigates and a pending decision on the F126 https://share.google/j9ToWCcd6mKZ126FL

Submarines for Canada growing in the crosshairs https://share.google/cwtxqmId6tpOCSUxO

Dispute over submarine deals - straddle from London | tagesschau.de https://share.google/BQo3tDMEQb2fKWf10

Billion-euro order for TKMS: Norway buys two more submarines from Kiel - ntv.de https://share.google/a9VOemBT2z7SswI4F
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BeachPlease@BeachPlease
2Wk
@equity_enthusiast_1486 Thanks for the information, I'll take a look. Great, thank you!
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Totileo@equity_enthusiast_1486
2Wk
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