$BAYN (-1.73%)
$LDO (-0.02%)
$FCT (-0.76%)
$VOW (+2.14%)
$SAN (-0.05%)
$VWRL (+1.34%)
$ENI (-1.5%)
$SHEL (-0.8%)
$KO (-1.24%)
$ISP (+2.61%)
$INTC (+1.9%)
$SL (+0%)
$GOOGL (+5.16%) .

$FCT (-0.76%) 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 (-0.76%)
$LDO (-0.02%)
$DRS (-0.31%)
$AVIO (+5.1%)
$IVG (+0.07%)
$VNT
$CY4 (+1.43%)

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 (+2.61%)
$KO (-1.24%)
$BRK.B (+0.56%) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (+2.31%)
$PLTR (+15.53%)
$FCT (-0.76%)
$LDO (-0.02%)
$RHM (+4.01%)
$INTC (+1.9%)
$CPR (+0.08%)
$AXP (+2.66%)
$BMPS (+0.29%)
$FBK (+1.94%)
$G (+0.96%)
$GS (+0.73%)
$MCD (+0.11%)
$SL (+0%)
$ENI (-1.5%)
$BBAI (+4.18%)
$PRY (+0.73%)