$BAYN (-1,73 %)
$LDO (-0,02 %)
$FCT (-0,76 %)
$VOW (+2,14 %)
$SAN (-0,05 %)
$VWRL (+1,34 %)
$ENI (-1,5 %)
$SHEL (-0,8 %)
$KO (-1,24 %)
$ISP (+2,61 %)
$INTC (+1,9 %)
$SL (+0 %)
$GOOGL (+5,16 %) .

$FCT (-0,76 %) 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 (-0,76 %)
$LDO (-0,02 %)
$DRS (-0,31 %)
$AVIO (+5,1 %)
$IVG (+0,07 %)
$VNT
$CY4 (+1,43 %)

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 (+2,61 %)
$KO (-1,24 %)
$BRK.B (+0,56 %) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (+2,31 %)
$PLTR (+15,53 %)
$FCT (-0,76 %)
$LDO (-0,02 %)
$RHM (+4,01 %)
$INTC (+1,9 %)
$CPR (+0,08 %)
$AXP (+2,66 %)
$BMPS (+0,29 %)
$FBK (+1,94 %)
$G (+0,96 %)
$GS (+0,73 %)
$MCD (+0,11 %)
$SL (+0 %)
$ENI (-1,5 %)
$BBAI (+4,18 %)
$PRY (+0,73 %)