$BAYN (-1,55 %)
$LDO (+2,38 %)
$FCT (+0,64 %)
$VOW (-0,24 %)
$SAN (-0,81 %)
$VWRL (-0,31 %)
$ENI (-0,43 %)
$SHEL (+0,17 %)
$KO (-0,18 %)
$ISP (-0,33 %)
$INTC (+0,35 %)
$SL (-0,3 %)
$GOOGL (+0,08 %) .

$FCT (+0,64 %) 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 (+0,64 %)
$LDO (+2,38 %)
$DRS (-0,77 %)
$AVIO (-0,06 %)
$IVG (-0,16 %)
$VNT
$CY4 (-0,61 %)

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 (-0,33 %)
$KO (-0,18 %)
$BRK.B (-0,16 %) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (-0,31 %)
$PLTR (-0,21 %)
$FCT (+0,64 %)
$LDO (+2,38 %)
$RHM (+2,92 %)
$INTC (+0,35 %)
$CPR (+0,05 %)
$AXP (-0,32 %)
$BMPS (+0,15 %)
$FBK (-1,03 %)
$G (-0,01 %)
$GS (-0,18 %)
$MCD (-0,17 %)
$SL (-0,3 %)
$ENI (-0,43 %)
$BBAI (+0 %)
$PRY (-0,94 %)