🚀 CSG Group ($CSG): The New European Defense Powerhouse has Arrived! 🛡️
The eagle has landed on Euronext Amsterdam! Czechoslovak Group (CSG) just pulled off the largest defense IPO in history, and the market’s reaction says it all. Opening significantly above its €25 offer price, CSG is proving that the "Defense Supercycle" is more than just a buzzword—it's a multi-year fundamental shift.
Why the bulls are running:
Massive Visibility: A €32 Billion combined backlog and pipeline provides revenue clarity for nearly a decade. 📈
Profitability Beast: With an adjusted operating EBIT margin of 24.5%, CSG is outperforming almost every European peer in the sector. 💰
The Ammunition King: As the world’s largest small-caliber and Europe’s 2nd largest large-caliber producer, CSG is the "pick and shovel" play of global security. 🌍
Low Free Float & High Demand: With only 15% of shares available, the supply-demand imbalance is heavily skewed in favor of long-term holders. 💎
This isn't just an IPO; it’s a strategic entry into a high-growth, mission-critical industry leader. While others are waiting for a dip, the smart money is recognizing that CSG is still undervalued compared to legacy giants like Rheinmetall.
The mission is clear: Growth. Security. Scale. 🦅🔥
#CSG #IPO #Euronext #DefenseStocks #Investing #ValueInvesting #MilitaryIndustrialComplex #AmsterdamStockExchange
