I have decided to reinvest €20,000 and am focusing on a mix of growth and quality stocks with a long-term perspective. Here is my allocation:

5,000 € - Jumia $JMIA (+6,09 %)

Africa's leading e-commerce player is currently heavily undervalued. The company has lowered its cost base, operates more efficiently and will benefit from the growing internet and mobile payment market in Africa in the long term. For me, a speculative but promising small cap with a 5-10 year horizon.

7,500 € - AMD $AMD (-1,82 %)

AMD continues to impress with its strong product portfolio, particularly in the areas of AI, server CPUs and gaming. The valuation is much more favorable compared to Nvidia, with a high level of innovation at the same time. I see great potential here for the coming years, especially in the data center and AI segment.

2.500 € - PayPal $PYPL (-0,62 %)

Despite a weak share price performance in recent years, PayPal remains a strong player in the payment sector. The company is highly profitable, generates strong cash flow and could switch back into growth mode with the right strategic decisions. For me, it is a turnaround candidate with potential.

5,000 € - Airbus $AIR (-0,11 %)

Airbus is benefiting from global aviation growth in the long term. The order books are full and the Group is well positioned both technologically and geopolitically. In times of uncertainty and the re-industrialization of Europe, I see this as a solid industrial stock with a stable tailwind.

Conclusion:

I deliberately combine growth stocks (Jumia, AMD) with established quality companies (Airbus, PayPal). The focus is on long-term potential - I accept fluctuations. Time in the market beats timing the market.

What do you think - would you weight differently or do you have a position in one of these stocks yourself?

$AMP (-1,37 %) signs five collaboration agreements to improve its positioning in the defense and security sector. defense and security. It allies with Tales, with $AIR (-0,11 %) and Turkish Aerospace (intentions to "Spanishize" and purchase a combat trainer aircraft for the San Javier Academy), with Orbital (part of the $CAF (+0,62 %) ) and Nomad (deployable energy for operability).

https://m.es.investing.com/news/stock-market-news/amper-sella-5-acuerdos-sobre-seguridad-en-el-contexto-de-un-mayor-gasto-espanol-en-defensa-3143563?ampMode=1

--

Amper signs five collaboration agreements to strengthen its position in the defense and security sector. It partners with Thales, with Airbus ($AIR (-0,11 %) ) and Turkish Aerospace (through a memorandum of understanding aimed at 'Spanishizing' and acquiring a combat trainer aircraft for the San Javier Academy), with Orbital (part of the CAF Group ($CAF (+0,62 %) ), and with Nomad (for deployable energy solutions to support operational capability).

Airbus ($AIR (-0,11 %) ) posted a surprisingly strong first quarter despite ongoing supply bottlenecks and geopolitical uncertainties. surprisingly strong first quarter into the year. Sales and profits exceeded expectations - The company is sticking to its targets for the year, although possible consequences of new US tariffs are not yet quantified.

Key statements & key financial figures:

• Turnover: +6 % to 13.5 billion euros
• Adjusted EBIT: +8 % to 624 million euros
• Net profit: +33 % to 793 million euros
• Free cash flow before customer financing: -310 million euros (better than expected)
• Deliveries136 jets (6 less than in the previous year)
• Target 2024: 820 deliveries & 7 billion euros adjusted EBIT

Strategic & operational challenges:

• Supply bottlenecks for engines and cabin components remain
• Production ramp-up of the A320neo family to 75 aircraft/month postponed to 2027
• Customs risksPossible effects of new US tariffs on global supply chains are being monitored but not yet priced into the forecast

Market development & environment:

• Strong demand for fuel-efficient jets continues
• Increasing pressure from US tariffsalthough aviation industry has not yet been directly affected
• Airlines warn of the unsustainability of high import duties - many airlines would not be able to cope with 20%

Conclusion:

Despite operational burdens and geopolitical uncertainties, Airbus shows a solid economic solid economic performance. With strong ancillary businesses (helicopters, defense, space) and a clear strategy for expanding production, Airbus remains remains robustly positionedeven if external risks such as customs duties or supply bottlenecks could create pressure in the medium term.

$MTX (-0,24 %)
$AIR (-0,11 %)
$SAF (+0,91 %)

Good quarterly figures from Safran gave the entire aviation industry sector a noticeable tailwind at the end of the week. The shares of the French engine manufacturer rose significantly following the better-than-expected data. The two DAX-listed companies MTU and Airbus also took off in their wake.

Safran grew more strongly than expected at the start of the year. Turnover rose by 17 percent to just under 7.3 billion euros. The Group, which supplies engines to aircraft manufacturers Airbus and Boeing, among others, also benefited from acquisitions and the weaker euro in the first quarter compared to the previous year.

Adjusted for these effects, growth amounted to 14 percent. As is usual for French companies, Safran did not publish key profit figures for the first quarter. However, the Group confirmed its forecast for the current year. For 2025, Group CEO Olivier Andriès is still targeting an increase in sales of around ten percent. Adjusted operating profit is expected to climb to between 4.8 and 4.9 billion euros. However, possible consequences of the tariff conflict triggered by the USA have not been taken into account.

Analysts initially stated that Safran had exceeded expectations in the first quarter. Ian Douglas-Pennant from UBS justified this above all with the growth in the spare parts business, which is also often regarded as very important by analysts at MTU. David Perry of JPMorgan spoke of a "solid start to the year". Douglas Harned from Bernstein Research wrote that Safran's targets for this year were looking more and more achievable. Although experts lacked concrete information on the subject of US tariffs, this did not deter investors from buying.

https://www.deraktionaer.de/artikel/aktien/dax-gewinner-mtu-und-airbus-wieder-im-steigflug-das-steckt-dahinter--20379008.html