$BAYN (+0,2 %)
$LDO (-0,47 %)
$FCT (+0,78 %)
$VOW (-1,87 %)
$SAN (+0,2 %)
$VWRL (-0,12 %)
$ENI (+0,33 %)
$SHEL (-0,05 %)
$KO (+0,46 %)
$ISP (+0,18 %)
$INTC (-2,09 %)
$SL (+0,23 %)
$GOOGL (-0,52 %) .

$FCT (+0,78 %) 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 (+0,78 %)
$LDO (-0,47 %)
$DRS (-0,43 %)
$AVIO (-1,81 %)
$IVG (+0 %)
$VNT
$CY4 (-1,55 %)

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 (+0,18 %)
$KO (+0,46 %)
$BRK.B (+0,46 %) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (-1,8 %)
$PLTR (-0,14 %)
$FCT (+0,78 %)
$LDO (-0,47 %)
$RHM (-0,91 %)
$INTC (-2,09 %)
$CPR (+0,65 %)
$AXP (+0,03 %)
$BMPS (+1,34 %)
$FBK (-0,23 %)
$G (+0,41 %)
$GS (-0,19 %)
$MCD (+0,26 %)
$SL (+0,23 %)
$ENI (+0,33 %)
$BBAI (-0,2 %)
$PRY (-2,1 %)