Insanity everything.......!!!!

It seems like my post about Europas F-35-Sicherheitsdilemma could not have come at a better time:

Dependence on US armaments is increasingly perceived as a risk factor for Europe's military and security sovereignty and is now being publicly addressed at the highest political level faster than I would have expected.

French President Emmanuel Macron

President of France Emmanuel Macron has made it clear in an interview with Le Parisien that he is critical of Europe's purchase and use of US armaments and proposed replacing them with European alternatives.

Macron was also quite clear: "Those who buy Patriot systems should be offered the next generation of the Franco-Italian SAMP/T. Those who buy F-35s should be offered the Rafale fighter aircraft."

His main concern is greater strategic autonomy for Europe:

• Criticism of US systems: Poland plans to buy American F-35 fighter jets ($LMT (+0,78 %)) and Patriot ($RYTT34). Macron questions these decisions and proposes European solutions.
• European optionsMacron specifically mentions approaches such as joint European development projects to reduce dependence on the USA. Examples include European fighter jets such as Saab Gripen ($SAAB B (+5,83 %)), Eurofighter ($AIR (-1,33 %) - $BA. (+4,37 %) - $MTX (-1,7 %) - $LDO (+3,51 %)) or Dassault
  Rafale ($AM (+1,88 %)) or air defense systems (e.g. SAMP/T from $HO (+2,63 %), $BA. (+4,37 %), $AIR (-1,33 %) and $LDO (+3,51 %) or Oerlikon Skynex from $RHM (+3,93 %)).
• Long-term strategyMacron's proposals aim to strengthen Europe's military independence by pooling technology, production capacities and resources in the EU member states' own economic area in the long term.

Macron is thus sending a clear signal for more European cooperation in the defense sector and against an excessive focus on US technology.

#emmanuelmacron
#usa
#defense
#verteidigung
#rüstungsindustrie
#europa
$R3NK (+3,41 %)
$IE0002Y8CX98 (+1,69 %)
$HAG (+3,29 %)

Speculation for me: Reverse IPO for KNDS through takeover of $R3NK (+3,41 %) .

Dramatic acceleration to go public and carry out capital increase. Extended capitalization.

Urgently needed expansion of production capacities and purchase of the drive and chassis division for Leopard 3 to keep Rheinmetall's KF51 at bay

3. proximity to the Augsburg - Munich site (KMW)

4. with the company name in Germany, extended access to funds from the special assets and tax advantages in Germany compared to KNDS N.V. Holding Netherlands.

KNDS already holds 25% of Renk. Renk is comparatively inexpensive.

Renk's share price should multiply if my speculation proves correct.

- KNDS (Krauss-Maffei Wegmann, Leopard 2, Boxer 2000 self-propelled howitzer, ammunition, AI)

- Quantum Systems (drones, customers in Ukraine & USA)

- Helsing (drones, AI)

Source: https://www.br.de/nachrichten/wirtschaft/ruestungsboom-bayerische-firmen-vor-boersengang,Uf2aNSq

#rheinmetall
#hensoldt
#renk
$RHM (+3,93 %)
$HAG (+3,29 %)
$R3NK (+3,41 %)
$LMT (+0,78 %)
$BAE (+0 %)
$GD (-2,93 %)
$SAAB B (+5,83 %)

I have been invested in my defense stocks for over a year now. I have to say that Rheinmetall $RHM (+3,93 %) was also the first share I ever bought in January last year. 😁 $HAG (+3,29 %)
$BA. (+4,37 %)
$KOG (+3,89 %)
$R3NK (+3,41 %)

Now I'm up more than 100% on many stocks, in some cases almost 200%. But the rally in the last few days and weeks is just crazy.

I am very, very sure that defense stocks will continue to rise in the long term. Otherwise I wouldn't have made the investment. 💁🏽‍♀️ But I am also sure that sooner or later there will be a correction. And for me that is actually a matter of days/weeks.

That's why I'm now considering whether I shouldn't actually realize my profits now and then get back in at a "favorable" time (for me that means -10, -20 or -30%).

Unfortunately, I don't have any experience in this area yet, so it's difficult to assess this right now. How do those of you who have been invested for longer do it? Do you also realize gains on shares at a "favorable" time if you are invested in these shares for the long term and are convinced?

Слава Україні 💙💛

I have come to the conclusion from the expected quantities for armored vehicles and self-propelled guns that both volume manufacturers will have to outsource additional production areas. Gear and chassis technology with sensor technology is at the forefront. Therefore continue to invest but also diversify. First position.

$R3NK (+3,41 %)

I'm curious to see what effect it will have in the medium term. What is your opinion?

where do you see $DE000RENK730 (+3,41 %) and $RHM (+3,93 %) in the coming year?

In principle, I would say that since we are likely to get a government in Germany with the CSU/CDU, which will continue to represent interests to participate passively in the war and also to increase our armed forces, an increase is realistic.

Your opinion on $RHM (+3,93 %) I am particularly interested, as I personally find this share somewhat overpriced. (market capitalization just under € 27 billion, net profit € 535 million

Analyst updates, 22.11.

⬆️⬆️⬆️

- WARBURG RESEARCH raises the price target for SYMRISE from EUR 115 to EUR 116. Hold. $SY1 (-0,73 %)

- HAUCK AUFHÄUSER IB upgrades SECUNET from Hold to Buy and raises target price from EUR 102 to EUR 123. $YSN (+1,5 %)

- CITIGROUP raises the price target for ALSTOM from EUR 22 to EUR 26. Buy. $ALO (-0,13 %)

- BERENBERG upgrades BRENNTAG from Hold to Buy. Target price EUR 76. $BNR (+0,1 %)

⬇️⬇️⬇️

- WARBURG RESEARCH lowers the price target for PROSIEBENSAT.1 from EUR 8 to EUR 6.50. Hold. $PSM (+1,85 %)

- WARBURG RESEARCH lowers the price target for RTL from EUR 40 to EUR 34. Buy. $RTLL (-0,07 %)

- LBBW lowers the price target for LANXESS from EUR 29 to EUR 28. Buy. $LXS (-4,07 %)

- HAUCK AUFHÄUSER IB lowers the price target for CTS EVENTIM from EUR 107 to EUR 105. Buy. $EVD (-1,02 %)

- HAUCK AUFHÄUSER IB lowers the price target for BEFESA from EUR 38 to EUR 35. Buy. $BFSA (-1,31 %)

- BERENBERG lowers the target price for RENK from EUR 35 to EUR 33. Buy. $DE000RENK730 (+3,41 %)

- UBS lowers target price for RWE from EUR 49 to EUR 45. Buy. $RWE (+2,27 %)

Earnings summary, 13.11. 👇🏼

Allianz Q3 24 Earnings: $ALV (-0,01 %)

- Oper Profit EU3.94B (est EU3.76B)

- Rev EU42.8B, With Records of 14% Op Profit Growth (Q/Q)

- Sees FY Oper Profit In In Upper Half Of EU13.*B -EU15.8B

Porsche SE
$P911 (+0,68 %) reports a drop in profit to 2.5 billion euros after tax in the first nine months, compared with 3.8 billion euros in the previous year, and confirms its annual forecasts for profit and net debt. Despite the challenges in the automotive industry, the holding company is attempting to further diversify its investments and has reduced its net debt to 5.1 billion euros.

Renk
$DE000RENK730 (+3,41 %) increased sales by over 19 percent to 778 million euros in the first nine months, driven by demand in the maintenance business and Vehicle Mobility Solutions. Despite an 8.1 percent increase in adjusted EBIT, the margin falls and net profit drops to EUR 7 million due to higher taxes, while the annual targets are confirmed.

The RTL Group $RTLL (-0,07 %) expects consolidated revenues to increase to EUR 6.3 billion in 2024, which is below previous expectations, and anticipates an EBIT at the lower end of the range of EUR 700 to 800 million. Revenue in the third quarter fell by 5.5% to €1.3 billion, while the Group's streaming services recorded 6.5 million subscribers.

Auto1
$AG1 (-0,97 %) raises its profit forecast for 2024 to between 72 and 84 million euros after the third quarter exceeded expectations with an operating profit of 34.3 million euros. Vehicle sales increased by 26 percent year-on-year to 176,632 units, while turnover grew by 24 percent to 1.6 billion euros.

Heidelberger Druckmaschinen
$HBGRY achieved a profit of 7 million euros in the second quarter, following a loss in the first quarter. Sales fall by just under seven percent to 512 million euros, while adjusted EBITDA falls to 40 million euros; the annual targets are confirmed.

TAG Immobilien
$TEG (+7,6 %) generates a profit of 30 million euros in the first nine months, after a loss of just under 275 million euros in the previous year, and expects a slightly positive operating profit trend for 2024. For the year as a whole, the real estate group expects an operating profit at the upper end of the forecast of EUR 170 to 174 million and further valuation gains in Poland for 2025.

The Deutsche Pfandbriefbank
$PBB (-1,65 %) recorded a net profit of 37 million euros in the third quarter, almost five times as much as in the previous year, thanks to lower loan loss provisions. Despite a six percent decline in income, the bank remains behind the previous year with new business of 2.5 billion euros, but sees itself on course for higher profits by 2027.

Ströer
$SAX (-2,73 %) recorded an increase in revenue of 2.5% to just under EUR 496 million in the third quarter, while the adjusted operating result rose by 6.1% to almost EUR 157 million. Co-CEO Christian Schmalzl expects high single-digit growth in the out-of-home advertising business for the year as a whole.