$BAYN (-0.06%)
$LDO (-0.33%)
$FCT (-0.08%)
$VOW (-0.2%)
$SAN (+0.01%)
$VWRL (-0.19%)
$ENI (-0.09%)
$SHEL (-0.53%)
$KO (+0.42%)
$ISP (+0.35%)
$INTC (-2.56%)
$SL (-0.13%)
$GOOGL (-0.5%) .

$FCT (-0.08%) 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 (-0.08%)
$LDO (-0.33%)
$DRS (-0.43%)
$AVIO (-0.11%)
$IVG (-0.13%)
$VNT
$CY4 (+0%)

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 (+0.35%)
$KO (+0.42%)
$BRK.B that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (-0.12%)
$PLTR
$FCT (-0.08%)
$LDO (-0.33%)
$RHM (+0.11%)
$INTC (-2.56%)
$CPR (-0.19%)
$AXP (-0.03%)
$BMPS (+0.8%)
$FBK (-0.11%)
$G (+0.26%)
$GS
$MCD
$SL (-0.13%)
$ENI (-0.09%)
$BBAI
$PRY (-0.06%)