$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%)