1Semana
Thank you very much for your detailed article! I myself am invested with 9% of my portfolio in $RHM and $HAG. It was clear to me at the beginning of the year that European defense companies would benefit in any scenario. Especially in the event of a continued war or a quick exit of the USA by Trump. I am still not convinced that peace is sealed. What if Putin just carries on and dupes everyone following Trump's example?
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1Semana
@Smartieeee Regardless of the scenario: 3.5% is now the basic assumption according to the MSC. At least for the next decade
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@gloinvest I have now also painfully gone in above €700 after the conference yesterday.
It should still be profitable despite the high share price.
It will be interesting to see whether thyssenkrupp accepts the offer and merges.
It should still be profitable despite the high share price.
It will be interesting to see whether thyssenkrupp accepts the offer and merges.
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We are talking about at least 2 decades of growth. I assume 20% sales growth p.a. Margins will increase significantly due to economies of scale. My price target 2030: 2000.
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