$BAYN (-0.69%)
$LDO (-0.33%)
$FCT (+1.34%)
$VOW (-0.25%)
$SAN (-0.26%)
$VWRL (+0.91%)
$ENI (-0.42%)
$SHEL (+0.85%)
$KO (+0.71%)
$ISP (+2.98%)
$INTC (+2.89%)
$SL (+0.47%)
$GOOGL (+2.04%) .

$FCT (+1.34%) has declined significantly over the past few months, despite a generally supportive long-term industry backdrop.

What is your outlook for the stock going forward?

Do you see the recent weakness as a temporary correction within a longer-term growth story, or are there structural concerns that could keep pressure on the share price?

Curious to hear different perspectives on valuation, order backlog, and the defense/shipbuilding cycle.

Fincantieri is one of the world’s leading shipbuilding groups, active in cruise ships, naval vessels, offshore / special ships, conversions and repairs, plus marine systems and components.

Recently, Fincantieri returned to profitability: in 2024 it posted a net profit of about €27 million, after a loss in 2023, with EBITDA of ~€509 million. The stock has also seen strong gains over recent months.

What do you all think about Fincantieri and all italian defense companies right now?

$FCT (+1.34%)
$LDO (-0.33%)
$DRS (-0.56%)
$AVIO (+3.57%)
$IVG (-0.11%)
$VNT
$CY4 (+4.89%)

Hi everyone!

I’ve been building this portfolio for almost a year now, following a long-term growth approach rather than chasing short-term explosive gains. So far, it’s up +5.30%. I’ve focused more on the italian and american markets with stoks such as $ISP (+2.98%)
$KO (+0.71%)
$BRK.B (+0.76%) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (-0.38%)
$PLTR (+0.75%)
$FCT (+1.34%)
$LDO (-0.33%)
$RHM (-2.17%)
$INTC (+2.89%)
$CPR (-1.14%)
$AXP (+1.3%)
$BMPS (+3.32%)
$FBK (+1.68%)
$G (+0.69%)
$GS (+1.2%)
$MCD (-0.05%)
$SL (+0.47%)
$ENI (-0.42%)
$BBAI (+2.06%)
$PRY (+5.3%)