If the dusting limit at $RHM (-3,99 %) and an hour later you are slightly up.

Is an inliner on $RHM (-3,99 %) which rises to the range between 1100 and 2000€ by 15.08. to 10,-€ payout.

BNP Paribas Exane today raised its price target for $RHM (-3,99 %)
significantly from € 1,500 to € 2,300 and and has issued an "Outperform" rating was reiterated. The analysts see the company as a leading systems integrator in the defense sector with strong margins - between 15% and 30%, depending on the product.

📈 Growth & order backlog:

• Forecasted sales growth (CAGR) >25% from 2024 to 2027
• Order backlog: already € 63 billion in Q1 2025 - could rise to over to over € 90 billion by the end of the year
• Potential due to: high success rate in Europe, US vehicle programs, market consolidation, exit from Power Systems and possible distributions to shareholders

💹 Despite the massive share price increase (approx. +200% YTD, tenfold increase since the start of the war in Ukraine), analysts consider the valuation to be reasonable - with an EV/EBIT of 26x for 2026 and 19x for 2027.

📊 In addition, EBITA growth of 30% annually between 2025 and 2030.

Conclusion: The analysts are convinced of further upside potential - driven by rising defense spending, M&A activities and new partnerships. Rheinmetall remains a hot candidate in the defense sector! 🔥💰

Source: https://www.investing.com/news/analyst-ratings/bnp-paribas-exane-raises-rheinmetall-stock-price-target-to-eur2300-93CH-4084421

Do you think it's too late to invest in the $RHM (-3,99 %) share? Of course, nobody can predict the political situation, but I would like your thoughts on this.

I'm not usually the type to buy high and sell low, but I'm really unsure whether this one might still be worthwhile.

$RHM (-3,99 %)

In a recent article, "Welt" pointed out the alternatives to the classic MSCI World when it comes to the "US share" cluster risk.

Almost 70 percent of the index is made up of US equities. And this can increasingly become a problem - especially in the age of US President Donald Trump.

This is precisely where the new ETF from BNP Paribas Asset Management comes in. The Easy MSCI World Equal Weight Select ETF (WKN: A417BH) reduces the US share to 35.8 percent.

The fund distributes all shares equally weighted. This means that it is not the big tech stocks such as Apple, Microsoft and Nvidia that set the tone, but every stock counts equally. In addition, stocks with the worst ESG ratings (environmental, social, governance) are excluded. This makes the fund a classic Article 8 fund - so it is also suitable for sustainability-oriented investors.

There is no longer a single US stock in the top 10 of this new index. Instead, there are European defense stocks such as $RHM (-3,99 %)
Rheinmetall, $BA. (-2,5 %)
BAE Systems and $SAAB B (-0,54 %)
Saab. In the classic MSCI World, the first 23 stocks come from the USA - only in 24th place comes $SAP (+0,52 %)
SAP comes a European.

In the current market phase, equally weighted variants have really caught up. They are up around one percent, while the MSCI World is down four percent. The MSCI World ex USA
$EXUS (+0,54 %) performed even better. Since the beginning of the year, it is eleven percentage points ahead of the classic.

The Invesco MSCI World Equal Weight ETF has raised half a billion euros within a short space of time and the MSCI World ex USA has now raised 2.4 billion euros.

Source (excerpt): "Welt", 03.06.25 | Graphic: ChatGPT

What is your opinion? Do you think these ETFs are attractive? I look forward to your comments.

Quick question: Which financial apps do you use to analyze a stock or to have as much information as possible about a stock in one place?

I currently use a mixture of various forums, TradingView and my broker. However, I would like to have an app or website that provides all the relevant information in one place.

Thanks in advance! ✨

$NVDA (+3,19 %)
$1211 (-0,87 %)
$RHM (-3,99 %)
$NOVO B (+3,18 %)
$GOOGL (+3,98 %)

In short: because I believe in the long-term potential of the company.

• Rheinmetall is one of the main beneficiaries of the security policy turnaround. Germany is investing billions in armaments and the EU is following suit.

• Cooperation in India, new plants in Hungary and an explosive order book. 60 billion backlog. That's a full order book for the next 6 years

I haven't put any new capital into this bond, I've just shifted profits from an older bond into this one. $RHM (-3,99 %) I merely reallocated profits from an older bill into this one.

At approx. 18% p.a. I am at break-even at the end.

Let me know what you think, is the party over or has it just started? 😉

$RHM (-3,99 %) Where else do they want to go? I can imagine that if there is "peace" in Ukraine, the course will lose a lot of ground.

The only support would be the rearmament of the Bundeswehr and agreements with France, for example.