$BAYN (+0,07%)
$LDO (-0,61%)
$FCT (+0,62%)
$VOW (-1,74%)
$SAN (+0,22%)
$VWRL (-0,14%)
$ENI (+0,37%)
$SHEL (-0,05%)
$KO (+0,44%)
$ISP (+0,21%)
$INTC (-2,17%)
$SL (+0,31%)
$GOOGL (-0,52%) .

Fincantieri
Price
Discussione su FCT
Messaggi
4Portfolio Update
Fincantieri: Recent Weakness – What’s the Outlook?
$FCT (+0,62%) 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
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 (+0,62%)
$LDO (-0,61%)
$DRS (-0,43%)
$AVIO (-1,92%)
$IVG (+0%)
$VNT
$CY4 (-1,55%)
A nearly one year review
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 (+0,21%)
$KO (+0,44%)
$BRK.B (+0,42%) that make more than half my portfolio. What do you think about my strategy and approach?
$VOW3 (-1,64%)
$PLTR (-0,1%)
$FCT (+0,62%)
$LDO (-0,61%)
$RHM (-1,17%)
$INTC (-2,17%)
$CPR (+0,72%)
$AXP (+0%)
$BMPS (+1,43%)
$FBK (-0,15%)
$G (+0,47%)
$GS (-0,2%)
$MCD (+0,24%)
$SL (+0,31%)
$ENI (+0,37%)
$BBAI (-0,2%)
$PRY (-2,1%)
Per il resto ho notato molti titoli interessanti e anche una piccola esposizione sulle crypto, io non mi ci sono ancora cimentato ma una piccola percentuale sul portafoglio la condivido.