$BAYN (-0,34 %)
$LDO (+0,08 %)
$FCT (-1,09 %)
$VOW (-1,01 %)
$SAN (-1,26 %)
$VWRL (-0,08 %)
$ENI (+0,55 %)
$SHEL (+0,52 %)
$KO (+1,36 %)
$ISP (+2,06 %)
$INTC (-15,74 %)
$SL (+0,52 %)
$GOOGL (+0,35 %) .

$FCT (-1,09 %) 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 (-1,09 %)
$LDO (+0,08 %)
$DRS (-0,06 %)
$AVIO (-0,57 %)
$IVG (+0,18 %)
$VNT
$CY4 (-2,34 %)

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 (+2,06 %)
$KO (+1,36 %)
$BRK.B (+0,87 %) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (-1,73 %)
$PLTR (+0,29 %)
$FCT (-1,09 %)
$LDO (+0,08 %)
$RHM (+1,35 %)
$INTC (-15,74 %)
$CPR (+1,16 %)
$AXP (-5,21 %)
$BMPS (+1,67 %)
$FBK (+0,57 %)
$G (+0,32 %)
$GS (-1,42 %)
$MCD (+0,95 %)
$SL (+0,52 %)
$ENI (+0,55 %)
$BBAI (-2,39 %)
$PRY (-0,45 %)