$BAYN (-0,69 %)
$LDO (-0,33 %)
$FCT (+1,34 %)
$VOW (-0,25 %)
$SAN (-0,26 %)
$VWRL (+0,91 %)
$ENI (-0,42 %)
$SHEL (+0,85 %)
$KO (+0,71 %)
$ISP (+2,98 %)
$INTC (+2,89 %)
$SL (+0,47 %)
$GOOGL (+2,04 %) .

$FCT (+1,34 %) 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 (+1,34 %)
$LDO (-0,33 %)
$DRS (-0,56 %)
$AVIO (+3,57 %)
$IVG (-0,11 %)
$VNT
$CY4 (+4,89 %)

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 (+2,98 %)
$KO (+0,71 %)
$BRK.B (+0,76 %) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (-0,38 %)
$PLTR (+0,75 %)
$FCT (+1,34 %)
$LDO (-0,33 %)
$RHM (-2,17 %)
$INTC (+2,89 %)
$CPR (-1,14 %)
$AXP (+1,3 %)
$BMPS (+3,32 %)
$FBK (+1,68 %)
$G (+0,69 %)
$GS (+1,2 %)
$MCD (-0,05 %)
$SL (+0,47 %)
$ENI (-0,42 %)
$BBAI (+2,06 %)
$PRY (+5,3 %)