$BAYN (-1,01 %)
$LDO (+2,49 %)
$FCT (+1,32 %)
$VOW (+0,24 %)
$SAN (-0,52 %)
$VWRL (-0,3 %)
$ENI (-0,37 %)
$SHEL (+0,5 %)
$KO (-0,17 %)
$ISP (-0,35 %)
$INTC (+0,21 %)
$SL (-0,53 %)
$GOOGL (-0,14 %) .

$FCT (+1,32 %) 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 (+1,32 %)
$LDO (+2,49 %)
$DRS (+0 %)
$AVIO (+0,16 %)
$IVG (-0,13 %)
$VNT
$CY4 (+0,31 %)

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 (-0,17 %)
$BRK.B (-0,06 %) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (+0,07 %)
$PLTR (-0,05 %)
$FCT (+1,32 %)
$LDO (+2,49 %)
$RHM (+2,74 %)
$INTC (+0,21 %)
$CPR (+0,6 %)
$AXP (-0,27 %)
$BMPS (+0 %)
$FBK (-0,37 %)
$G (-0,1 %)
$GS (-0,1 %)
$MCD (-0,08 %)
$SL (-0,53 %)
$ENI (-0,37 %)
$BBAI (-0,83 %)
$PRY (-0,71 %)