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Armaments shares on record course - What's behind it?

The defense industry is currently experiencing a boom, and the shares of Rheinmetall ($RHM (-1,89%) ) and HENSOLDT ($HAG (+0,92%) ) are at the forefront! 📈 Analysts are optimistic and have raised their price targets for Rheinmetall to up to 1,085 euros. The reason? "Tectonic shifts" in European defense policy, which are being reinforced by pressure from the USA.

The challenges facing Europe are enormous: rising defense spending, the reconstruction of the Ukrainian army and military support following a possible peace agreement. This could further boost growth in the sector.

Rheinmetall's DAX share price even touched the 1,000 euro mark for a while before falling slightly. In the current year, it has already gained 55%! What do you think of this development? Is now the right time to invest, or should we wait and see? 🤔

4 Commenti

Christian@Helli

I think the rocket will go even higher ... thanks to Trump's intellectual outpourings, the Europeans will hopefully wake up and take security into their own hands. $RHM $BA. $HAG will benefit from this. Peace in Ukraine is not enough - whatever it looks like. Russia is running on a war economy and has soldiers that it cannot simply demobilize. The economy would be devastated immediately if this were to end overnight. So the question is "whether it will continue" and attack the next country. Since, according to today's reports, the USA seems to be letting this go through, I suspect something bad. In addition, China (Taiwan conflict) and North Korea must not be ignored. ... Unfortunately, I fear that we will see a major conflict, if not a world war. Even if I would wish that this is not the case. :-(
--no investment advice--

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user3bc2ed15782b426b@user3bc2ed15782b426b

It will continue to rise as Euros is now building up its own defense, which was also demanded by the Americans in Munich.

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Tobi60@Tobi60

I think the train has left the station. Then you have a buy-in of 930 and the share rises to 1000. yay, you can do without the 70 euros.
But who knows . Maybe it will go up to 2000.

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Mellischnelli@Mellischnelli

Don't forget $KOG 😊

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