European defense stocks rise after Selensky-Trump dispute

Shares in the defense industry experienced a strong upswing on Monday, and there are good reasons for this. The trigger was the scandal between Ukrainian President Volodymyr Selenskyj and US President Donald Trump, which brought talks on a raw materials agreement and security guarantees to a standstill. This uncertainty has prompted investors to bet on defense stocks in the expectation that defense spending in Europe will increase.

Rheinmetall $RHM (-0,42 %) reached a new record high in the DAX and closed with an impressive gain of 13.71% at EUR 1,144.50. This means that the share has already gained 80 percent since the beginning of the year. HENSOLDT $HAG also benefited from the general euphoria and closed up 22.25 percent at 64.00 euros. Shares in thyssenkrupp $TKA (-3,24 %) rose by 10.57 percent to 8.41 euros, while RENK $ABBV (-0,41 %) rose by 18.90 percent to 35.52 euros.

Analysts agree that geopolitical tensions and uncertainty over US policy will boost defense spending in Europe. Jürgen Molnar from RoboMarkets emphasizes that the world has changed after the scandal and that Europe can no longer count on the USA as a reliable partner. JPMorgan analyst David Perry points out that many NATO countries will increase their defense spending in the near future, which could further boost demand for defense stocks.

Forecast: Aramco expects results

Saudi Aramco $2222 is about to announce results for the quarter ending December 31, 2024. Analysts estimate that earnings per share will come in at 9.3 cents, down from 11 cents in the same quarter last year.

For sales, analysts expect a decline to an average of EUR 103 billion, which corresponds to a decrease of 11.69 percent compared to the previous year. Last year, Aramco recorded sales of EUR 117 billion. For the past fiscal year, analysts expect earnings of EUR 0.42 per share, compared with EUR 0.48 per share in the previous year. Total sales are estimated at EUR 450 billion, which also represents a decline compared to last year.

Sources:

https://www.finanzen.net/nachricht/aktien/trump-selenskyj-streit-renk-hensoldt-thyssenkrupp-leonardo-rheinmetall-aktien-co-profitieren-stark-von-sondervermoegen-diskussion-14285430

https://www.finanzen.net/nachricht/aktien/aktie-im-fokus-ausblick-aramco-saudi-aramco-gibt-ergebnis-zum-abgelaufenen-quartal-bekannt-14285220

My dividend portfolio will soon be one year old. It now consists of 8 positions, each of which is saved with €18 per month.

My latest additions are $CTAS (-1,55 %) and $ABBV (-0,41 %)

How do you like my portfolio composition?

Hello everyone,

For some time now, I have been pursuing the goal of building up a solid dividend portfolio that will generate passive income for me in the long term. My plan is to invest in five selected dividend stocks and reinvest the dividend income in order to achieve a respectable increase in assets over a period of around 20 years.

Current thoughts

• $MAIN (-1,16 %)
• 
  $O (-0,08 %)
• 
  $PEP (+0,2 %)
• 
  $ABBV (-0,41 %)
• 
  S&P 500 High Dividend Low Volatility ETF

Questions for the community

• Which dividend stocks or ETFs can you recommend that fit my investment strategy?
• What aspects should I pay particular attention to when selecting my dividend stocks?
• How do you structure your dividend portfolios and what experiences have you had?

I look forward to your opinions, suggestions and recommendations!

Many thanks in advance for your support

you are also missing the dividend from $ABBV (-0,41 %) in the dividend dashboard. Neither today as distributed nor the further payments expected in 2025. It is also not listed in the transactions today.

@Kundenservice

Perhaps you can look into the reason for this.

$ABBV (-0,41 %) AbbVie (NYSE: ABBV) reported fourth quarter EPS of $2.16, $0.10 more than the analyst estimate of $2.06.

Revenue for the quarter totaled $15.1B, compared to the average estimate of $14.82B.

Forecast

In fiscal 2025, AbbVie expects EPS of $12.12-$12.32. Analysts had expected an average of $12.13.

There's a lot coming up next week my dear GQ users 👀

I'll be paying particular attention to these company figures 🧐

Monday $SOFI (-3,66 %)

Wednesday $ASML (-4,43 %)
$MSCI (-1,1 %)
$DHR (-1,18 %)
$MSFT (-1,64 %)

Thursday $V (-1,78 %)

Friday $ABBV (-0,41 %)

hope I haven't forgotten anything 😅

Which company figures are you particularly excited about? What do you think the figures will be? How will the market react to the figures ? 📈📉

Otherwise, have a nice weekend!

see you, your share champion

✌️

Let's see what happens...

Seized the day today and took heavy losses.

$CVS (-1,04 %) sold completely and from the remaining money

position $CAT (-1,54 %) and rebuilt the positions $ABBV (-0,41 %) , $VZ (-0,08 %) and $ETN (-1,68 %) increased.

I expect the latter in particular to deliver strong share price and earnings growth in data centers, automation, drive and aviation technology. Everything that has to do with electrification. 😅